
The nuclear sector is heating up again - and investors are paying attention. In this deep-dive, we break down NNE, Oklo (OKLO), and Centrus Energy (LEU) to see which nuclear energy company could dominate the next wave of clean power demand fueled by the AI and data center boom.
You’ll learn about each company’s fundamentals, market positioning, and long-term potential as the world races toward zero-carbon energy solutions. Whether you’re an investor looking for the next big growth stock or just curious about how nuclear power fits into the clean energy revolution, this breakdown covers it all.
In this episode:
NNE, Oklo, and LEU explained
Nuclear stocks’ link to AI energy demand
Growth outlook and valuation comparison
Risks and long-term potential
Drop a comment: Which of these nuclear stocks are you most bullish on?
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0:00 - Welcome back to the Deep Dive
0:42 - The boom in nuclear stocks and AI power demand
1:25 - Why energy investors are turning to nuclear
2:10 - Overview of today’s contenders: NNE, Oklo, and LEU
3:05 - Oklo’s unique approach to small modular reactors
4:02 - NNE’s role in the growing energy infrastructure market
5:15 - Centrus Energy (LEU): uranium enrichment advantage
6:28 - Comparing company fundamentals and financials
7:40 - How AI data centers are driving nuclear energy adoption
8:56 - The risks and challenges facing nuclear companies
10:15 - Which nuclear stock looks best positioned for growth
11:42 - Market sentiment and investor outlook
13:00 - Final verdict: the future of nuclear investing
13:40 - Closing thoughts and what’s next for clean energy