As artificial intelligence drives up demand for electricity, the U.S. is quietly turning back to nuclear—and investors are taking notice. In this episode, Matt Weinschenk unpacks why the next clean-energy boom may be fueled by uranium and small modular reactors (SMRs).

Inside the Episode:

• Oklo's breakthrough — How a truck-sized SMR won a Pentagon contract and what it signals for the next wave of nuclear developers

• The AI-energy link — Why data center expansion is creating a power crunch and reviving interest in zero-carbon baseload options

• Investment pathways — Three strategies to tap the nuclear resurgence:

  • Large utilities like Constellation Energy (CEG)

  • Pure-play SMR innovators including Oklo (OKLO)

  • Uranium miners & ETFs with leveraged upside

• Macro tailwinds — Trump's pro-nuclear policies, global uranium supply constraints, and the "Sell America, Buy Nuclear" thesis

Whether you're tracking the AI infrastructure boom, the future of clean energy, or looking for durable long-term trades, this episode makes the bullish nuclear case clear.

📈 Bonus Resources: For daily market research, free nuclear stock reports, and updates on SMR development, visit stansberrydigest.com