Love him or hate him.
Trump just changed everything.
Consider this…
What would you do if you knew $909 billion was about to flood into a single investment every single day for the next 420 days?
Because that's what some experts are saying is happening right now.
Trump's CLARITY Act just enabled every financial institution in America to upgrade their "plumbing"...
Moving our entire $382 trillion financial system onto a new blockchain-based Money Grid.
And every transaction that happens on this Grid?
Burns something we call Digital Oil.
Every. Single. Transaction.
That's why Investing expert Andy Howard says the this could create the biggest Commodity Crunch in history.
It could be way bigger than oil in the 70s... uranium in the 2000s…or rare earth minerals in 2010.
Can you imagine getting in on those BEFORE anyone else?
I don't know about you, but my life could've looked a whole lot different.
I'm still wrapping my head around how even a small investment could potentially see more explosive gains that I've never seen in my lifetime.
The Atomic Pivot: AI's $50 Billion Power Move
Submitted by Jeffrey Neal Johnson. First Published: 2/3/2026.
Article Highlights
- Technology giants are aggressively transitioning into energy infrastructure operators to secure reliable power for data centers.
- Federal regulators are streamlining approval processes to ensure advanced reactors achieve operational status rapidly.
- Structural supply deficits in the fuel market provide a robust foundation for sustained long-term growth in the mining sector.
For the past three years, the story of artificial intelligence (AI) has centered on silicon. Investors poured trillions into NVIDIA (NASDAQ: NVDA) and other chip makers, betting on the processors that crunch the data. As 2026 progresses, however, the bottleneck for AI growth has shifted: the primary constraint is no longer processing power but electrical power.
Tech giants are increasingly acting like utility operators to keep their servers online. That transition has effectively decoupled the nuclear energy sector from traditional slow-growth utility valuations and aligned it with high-growth technology multiples. As companies like Oracle (NYSE: ORCL) and Meta Platforms (NASDAQ: META) bypass the public grid to build their own power plants, a nuclear trinity is emerging as a primary beneficiary of this industrial shift.
From Chips to Atoms: The Hardware Revolution
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Watch the video to get the ticker nowThe clearest signal arrived with Oracle's recent financial maneuvering. Founder Larry Ellison confirmed plans to build a gigawatt-scale data center campus — and the headline detail was not the servers but the power source: a "trio of small modular reactors" (SMRs). Oracle plans to enter the bond market and raise $50 billion in 2026 to fund the infrastructure buildout.
That level of capital marks a turning point. The traditional electric grid is too congested and bureaucratic to match the rapid timelines of the AI arms race. Tech companies need decentralized, dedicated power sources that can be deployed on-site or behind the meter.
This reality validates SMR developers' business models, shifting them from speculative projects to essential hardware providers. Investors should view the $50 billion not merely as a spending plan but as validation of the sector: when one of the world's largest software companies commits to building nuclear reactors, technology risk recedes and execution becomes the central concern.
The Hardware: Two Ways to Play the Reactor Race
Two distinct companies are positioned to capture this spending, and they represent very different business models. Understanding the difference between selling power and selling designs is critical for evaluating these stocks.
Oklo Inc. (NYSE: OKLO) operates as an owner-operator. Much like a utility, it intends to build, own, and manage plants, selling electricity directly to customers. That model was validated in January 2026, when Oklo signed a binding agreement to provide Meta Platforms with 1.2 gigawatts (GW) of power. Crucially, the deal includes a prepayment mechanism: Meta is effectively fronting cash to fund construction, giving Oklo non-dilutive capital so it does not need to issue new shares to get its first plants built.
NuScale Power (NYSE: SMR), by contrast, operates on a licensing model. It develops the intellectual property and sells reactor designs to third-party developers, similar to a franchisor. NuScale remains the only SMR provider with a standard design approval from the Nuclear Regulatory Commission (NRC), giving it a regulatory head start. Its partnership with ENTRA1 and the Tennessee Valley Authority (TVA) targets deployment of about 6 GW of power — roughly enough to run 60 hyperscale data centers.
The licensing model carries different financial trade-offs. NuScale is currently spending cash on milestone payments to partners to secure project placements. While those payments — roughly $35 million per project phase — strain the balance sheet in the short term, they are intended to lock in NuScale's role in large projects backed by U.S. and Japanese infrastructure funds.
You Can't Download Uranium: The Supply Crunch
Whether Oklo or NuScale wins contracts, every new plant requires fuel. That makes Cameco Corporation (NYSE: CCJ) a classic pick-and-shovel play in the space.
Uranium fundamentals are tighter than they have been in decades. Spot prices are holding near $100 per pound, supported by a structural supply deficit. Unlike a software factory that can ramp in months, a uranium mine typically takes a decade to permit and develop. Supply cannot instantly respond to Oracle's demand, which helps keep a price floor under the commodity.
Moreover, Cameco offers stability startups cannot match through its 49% stake in Westinghouse Electric Company. Westinghouse services roughly half of the reactors currently operating worldwide, producing service revenue that cushions Cameco's cash flow. Even if new SMR builds are delayed, the existing fleet requires maintenance, providing a steady revenue stream for Cameco shareholders despite volatility in the tech sector.
Project Warp Speed: The July 4th Catalyst
Historically, the biggest risk to nuclear stocks was bureaucracy rather than technology. The U.S. Nuclear Regulatory Commission (NRC) was often seen as a bottleneck, with review processes that could take years and cost hundreds of millions of dollars. The regulatory landscape shifted in early 2026 with the new administration.
The White House issued an Executive Order directing that three new advanced reactors achieve criticality by July 4, 2026. That aggressive timeline is a game-changer: it forces federal regulators to prioritize speed and efficiency over extended review cycles.
For valuations, this is a key catalyst. It compresses the timeline from concept to revenue. Oklo, which is in the pre-application phase for its Aurora reactors, stands to benefit from a fast-track environment. NuScale, with NRC design approval in hand, can use the political pressure to accelerate site permitting for its TVA projects and potentially bring revenue forward by years.
Investing in the Infrastructure of Intelligence
The convergence of massive tech capital and aggressive government deregulation has created a rare market environment. Investors should remain measured: this is a volatile sector, and stocks like Oklo and NuScale can swing double digits in a single session on headlines or macro sentiment.
Despite the noise, the long-term trend looks favorable. The demand for AI computing power is existential for companies such as Oracle, Meta, and Alphabet (NASDAQ: GOOGL). They need reliable, scalable, low-carbon energy, and nuclear power is the only broadly available solution at the necessary scale today.
For investors, recent pullbacks may reflect a disconnect between short-term sentiment and long-term fundamentals. The $50 billion funneling into this space suggests nuclear energy is evolving beyond a commodity trade — it is becoming a foundational layer of the technology stack.
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