NL NLR VanEck Uranium+Nuclear Energy ETF Загрузка... : Бычьи и медвежьи мнения аналитиков

Western nuclear industry shows progress across both small and large reactor designs according to a new report

Author confirms holding SMR and a nuclear ETF while noting being stopped out of OKLO with intent to re-enter at a lower price long term.

Sectors such as shipbuilding, defense, nuclear power, and secondary batteries are candidates for partial trimming (10-30% reduction) to raise cash for buying leading stocks on dips. These sectors are expected to rally later but currently face relative weakness and capital outflow towards semiconductors and power infrastructure.

Author discloses an existing long position in uranium via NLR as part of an inflation-long portfolio; position is held despite being the day's biggest loser, indicating continued conviction.

Nuclear power is the most stable baseload electricity source needed for 24/7 AI data centers. US policy supports new nuclear plants. Korea is one of only four countries capable of building nuclear plants. ETFs with high exposure to nuclear construction companies (Doosan Enerbility, Hyundai E&C, Daewoo E&C) are preferred, while those including Korea Electric Power (KEPCO) are less pure. Investors should select ETFs that directly benefit from nuclear buildout.