AI mining power doubling month by month, while the power grid is still stuck in a 20-year-old rhythm
IEA data: Global data centers' electricity consumption will double to ~950TWh by 2030
That's equivalent to adding another Japan's total electricity consumption
AI data centers are projected to grow 50% in 2025
There's a gap, and nuclear power is the answer
Publicly discussed related assets (for reference only, not a recommendation):
$OKLOon Advanced Fission, focused on power supply for data centers
$SMR Small Modular Reactors
$NNE Micro Nuclear Reactors
$CCJ Global Uranium Supply Leader
$LEU Uranium Enrichment, HALEU (next-gen nuclear fuel, global production capacity extremely scarce)
But nuclear power isn't software—regulation, capital, timelines, each hurdle is measured in years; critical does not equal power delivery, most projects will only materialize after 2027
So my judgment is:
It's not about betting on who can make it work, but on who is more needed
Whether nuclear power gets built or not is uncertain, but as soon as construction starts, uranium will be consumed
$CCJ $LEU
No need to bet on the right track, just need to bet on the right consumables
In a gold rush, the ones making the most money are always the ones selling shovels!
Do you all think there's a second wave in this nuclear power narrative?
IEA data: Global data centers' electricity consumption will double to ~950TWh by 2030
That's equivalent to adding another Japan's total electricity consumption
AI data centers are projected to grow 50% in 2025
There's a gap, and nuclear power is the answer
Publicly discussed related assets (for reference only, not a recommendation):
$OKLOon Advanced Fission, focused on power supply for data centers
$SMR Small Modular Reactors
$NNE Micro Nuclear Reactors
$CCJ Global Uranium Supply Leader
$LEU Uranium Enrichment, HALEU (next-gen nuclear fuel, global production capacity extremely scarce)
But nuclear power isn't software—regulation, capital, timelines, each hurdle is measured in years; critical does not equal power delivery, most projects will only materialize after 2027
So my judgment is:
It's not about betting on who can make it work, but on who is more needed
Whether nuclear power gets built or not is uncertain, but as soon as construction starts, uranium will be consumed
$CCJ $LEU
No need to bet on the right track, just need to bet on the right consumables
In a gold rush, the ones making the most money are always the ones selling shovels!
Do you all think there's a second wave in this nuclear power narrative?