Tag: nuclear

Why Nuclear Energy Is Still a Great Investment Opportunity (Yes, Even Now)

Back in one of the very first posts on this blog, published in January 2025, I wrote about what I believed would be the real investment trend of the next 10 years, a trend that, at the time, no one was really talking about: nuclear energy.

I won’t go into all the reasons why I think nuclear is one of the most promising long-term sectors, if you’re interested in the full breakdown, you can read my original analysis here, but today I want to focus on what has happened in recent months and explain why there’s still time to jump on this train.

Sure, it would’ve been better a few months ago (spoken like someone who bought Oklo stock back in June 2024 at around $8.5 per share, which now trades at $75.5, nearly a 9x return in just over a year). But the opportunity is far from over.

Nuclear Momentum Is Accelerating, And Governments Are Leading the Charge

Over the past seven months, interest in nuclear energy has exploded. Several nuclear-related stocks have posted double, or even triple, digit gains. But this isn’t just another speculative bubble, governments are taking real action.

In the U.S., for instance, President Trump signed four executive orders on May 23 focused on reviving the nuclear sector. The event at the White House included key industry stakeholders, including developers of Small Modular Reactors (SMRs), which are widely seen as the most promising nuclear tech going forward.

The takeaway? Momentum is building, and it’s being backed by policy, funding, and regulation.

“Did I Miss the Train?” Not Quite, Here’s Why It’s Still Early

Many investors might feel like nuclear is the next AI, something that’s already taken off. But unlike AI, which is full of promise but still searching for real-world business models, nuclear energy is proven, practical, and deeply needed.

Here are a few key reasons why this is still a ground-floor opportunity:

1. The Technology Race Is Wide Open

We don’t yet know which technologies will dominate (SMRs, fast reactors, fusion?), which companies will win, or which business models will scale profitably. This uncertainty may deter conservative investors, but for those willing to take some risk, it means plenty of upside.

2. Regulatory and Political Decisions Will Be Game-Changers

Nuclear is heavily regulated. In some countries, policies are already favorable; in others, they’re still under discussion. The good news? The global shift toward pro-nuclear regulation is real. Once key legislation and incentives fall into place, early movers could benefit massively.

3. We Know the World Will Need Way More Energy, We Just Don’t Know How Much

Between AI, electric vehicles, digital infrastructure, and even water desalination, global energy demand will skyrocket. Nuclear is one of the few technologies capable of delivering constant, large-scale, carbon-free power.

4. It’s a Vertically Diverse Sector

The nuclear ecosystem is broad and includes:

  • Reactor developers and builders (like Oklo, NuScale, TerraPower)
  • Uranium miners and enrichment companies (like Energy Fuels Inc.)
  • Utility providers integrating nuclear into their energy mix
  • Engineering and construction firms building critical infrastructure

This creates plenty of angles for investors, from hardware to materials to services.

5. The Fundamentals Are Real, Not Just Narrative

Unlike AI, which still struggles with commercialization in many areas, nuclear energy already powers entire countries. The historical drawbacks, high costs and long build times, are being addressed with new technologies like SMRs that offer faster deployment and lower capital requirements.

Case Study: Oklo

Let’s make it tangible. Just look at what’s happened with Oklo in the past few weeks.

The company has:

  • Successfully completed the U.S. Nuclear Regulatory Commission’s pre-application review for its first commercial plant, the Aurora Powerhouse
  • Signed a key agreement with Kiewit Nuclear Solutions Co., which will be the lead construction partner for the Aurora plant in Idaho (scheduled for 2027–2028)
  • Announced a partnership with Liberty Energy to provide turnkey energy solutions that combine Liberty’s natural gas generation systems with Oklo’s advanced nuclear technology; this joint effort will initially rely on Liberty’s Forte natural gas generation and load management systems to meet immediate energy needs, while simultaneously laying the groundwork for the future integration of Oklo’s Aurora nuclear plants, offering zero-carbon baseload power in the years ahead.

In short: Oklo is no longer a future concept. It’s becoming an industrial reality.

What About Thematic ETFs?

I’m usually not a big fan of thematic ETFs. They tend to follow market hype and can expose investors to redundant fees and unbalanced portfolios.

But in this case, I’m willing to make an exception.

Here’s why:

  • The sector is emerging, but not overhyped
  • There are relatively few major players, making ETF exposure efficient
  • It’s heavily influenced by government regulation, meaning individual stock picking could be more volatile

Thematic ETFs allow investors to gain exposure to a broad range of companies, from miners to utilities to reactor tech developers—without betting everything on one horse. They offer a way to ride the trend while spreading the risk.

If you’re new to the sector or simply looking for a diversified entry point, this is one of the rare cases where a thematic ETF actually makes sense.

Final Thoughts

The nuclear energy trend is solid, structural, and still in its early days. Yes, some valuations have already jumped. But we’re far from a mature or saturated market.

As always, risks remain—but for long-term investors looking to align sustainability, innovation, and energy demand, nuclear could be one of the most compelling bets of the decade.

The Financial Trend for the Next 10 Years That (Almost) No One is Talking About

When it comes to investments, one of the most crucial aspects of success is identifying the right trends to invest in. In an ever-evolving world, being able to anticipate market movements and catch emerging trends can make the difference between a successful portfolio and one that struggles. In recent years, for example, we’ve seen a rush toward artificial intelligence (AI). When people talk about AI, it’s now universally agreed upon as one of the most promising sectors for the future. And it is, undoubtedly. However, because of this, entering the market for this technology has become very expensive, and in many cases, it’s already too late.

Artificial Intelligence: When the Trend is Already Mature

If we look at recent history, the trend related to artificial intelligence has certainly been one of the most discussed. Tech giants, innovative startups, and investors of all types have poured resources into this sector, convinced it’s the key to the future. And it is, without a doubt. However, now that the market is in full swing and the technology is in an advanced stage of development, the prices of AI-related company stocks are already high. Investing today may not be as advantageous as it once was, because when everyone is talking about it and the hype is at its peak, the best time to enter is often already gone.

This dynamic is a classic example of how financial trends, once they go mainstream, can bring more risks than opportunities. In other words, the biggest mistake an investor can make is entering a trend when everyone is already talking about it, without considering that the potential value of that trend might already have been exhausted. Instead of rushing to invest in something that’s already on everyone’s lips, it might be wiser to wait for the trend to evolve further, waiting for more favorable moments to enter the market.

The Return of Nuclear Energy: An Emerging and Overlooked Trend

So, what financial trend should we focus on in the next ten years? The answer may surprise you because it’s a sector that’s barely talked about but holds enormous potential: nuclear energy. Yes, you read that correctly: the return of nuclear energy might just be the next big financial trend.

In the past, nuclear energy has been the subject of criticism and concerns related to safety and waste management. But today, the situation has changed. Governments in many countries, driven by the need to find sustainable and low-carbon energy sources, are once again looking at nuclear energy as a necessary solution to ensure a stable and secure energy future. Furthermore, technological advances in recent years have paved the way for new forms of nuclear energy, such as small modular reactors (SMRs), which are much safer and more efficient than traditional nuclear plants.

The Opportunity of SMRs and the Companies Developing Them

SMRs represent one of the most interesting innovations in the nuclear energy sector. These reactors are designed to be smaller, safer, and cheaper to build compared to traditional nuclear plants. They are also easier to manage and can be used to power remote areas or to provide energy to smaller grids. Companies specializing in the development of SMRs are becoming increasingly numerous, and some of them have already received support from governments, who see nuclear energy as a key solution for the energy transition.

One emblematic example is Oklo, an American startup that has caught the attention of major investors, including Sam Altman, one of the most well-known names in Silicon Valley and president of OpenAI. Altman has bet on Oklo’s future, investing in their ambitious project to develop fast modular nuclear reactors. Oklo is focused on developing nuclear technologies that could revolutionize how we produce energy, making nuclear power safer and more economically accessible. Another example is TerraPower, the company founded by Bill Gates, which is developing a new type of nuclear reactor, Natrium, in collaboration with Warren Buffett. This project, which promises to reduce costs and increase energy efficiency, is supported by significant investments and growing interest from governments.

The Growth of Energy Demand: A Problem to Solve

The future of energy is inevitably tied to the growing global demand for electricity. In a world that is increasingly digitalized and technologically advanced, energy consumption will rise exponentially, fueled by the increasing spread of artificial intelligence, electric vehicles, and other energy-intensive technologies. For example, the energy demand needed to support the data centers powering AI is set to grow exponentially.

However, without a stable, safe, and low-carbon energy source, achieving global decarbonization goals becomes an impossible task. Energy transition and decarbonization plans, which aim to reduce CO2 emissions and replace fossil fuels, cannot be achieved without nuclear power. Renewable energy, while crucial, is still not capable of fully meeting the growing global energy demand. Nuclear power, with its high energy production potential and low emissions, is destined to play a key role in the future energy mix.

Why Invest in the Nuclear Sector Today?

So, why should you invest in the nuclear sector today? The answer is simple: while nuclear energy is making a comeback, the market is still relatively undervalued compared to other sectors like artificial intelligence. By the time everyone starts talking about it, it will likely be too late to secure the best returns. Right now, when the sector is still in development and general awareness is low, is the time to act. Investment opportunities in this field are more favorable now than when nuclear power becomes a “trend” like AI, and its growth potential in the next ten years is immense.

Moreover, the innovative approach of SMRs could truly revolutionize the energy sector, making it safer, cheaper, and more accessible. Companies that are at the forefront of this technology could benefit from enormous gains as the sector grows and develops.

Conclusion: Don’t Wait Until It’s Too Late

The return of nuclear energy could be one of the most overlooked financial trends of recent years, but that’s exactly why it represents an extraordinary opportunity for investors with a long-term view. When everyone starts talking about nuclear, the train will already have left the station, so it’s crucial to act now, before the competition drives up prices. Investing in the nuclear sector, particularly in SMRs and the companies developing them, could be a winning move for those who can look beyond the surface and recognize emerging trends. Don’t let this opportunity slip away because the future of energy could be closer than you think.