"For AI... We have to produce massive electricity that we don't have. Nuclear has become very safe, very good." - President Trump
Here's why nuclear stocks are expected to skyrocket under Trump's second term.
While mainstream media focuses on yesterday's immediate 30% nuclear stock gains, industry insiders are positioning for what could happen when Trump's 90-day China trade truce expires on August 12th. The confluence of accelerated nuclear approvals and potential renewed trade tensions could create the perfect storm for energy independence stocks.
Early investors may have just witnessed the opening act of what could be the most significant nuclear build-out in U.S. history — and the window for establishing positions at these levels may close quickly once institutional buying accelerates.
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President Donald Trump's sweeping nuclear energy executive orders, signed Friday in the Oval Office, have sent small modular reactor (SMR) stocks soaring as investors bet on a new era of expedited nuclear approvals to power America's artificial intelligence boom.
Now, as the dust settles from Friday's historic session, the focus shifts to identifying which companies are best positioned to capitalize on the new regulatory landscape over the coming months.
This represents a fundamental shift that could slash years off regulatory timelines that have historically stalled nuclear projects. Constellation CEO Joe Dominguez and Oklo CEO Jacob DeWitte joined Trump at Friday's signing ceremony.
The timing is critical as U.S. power consumption is estimated to reach record highs in 2025 and 2026, after stagnating for nearly two decades. Power-hungry AI data centers and crypto miners are driving unprecedented demand, with the August trade deadline now just 78 days away.
"Our confidence in the AI revolution data center buildout is increasing under the Trump administration, with nuclear energy ultimately playing a key role in powering data centers," Wedbush analysts said.
Robots aren't coming to America in 2025.
They are already here.
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SMRs are prefabricated units that can be transported and installed on-site, making them more affordable and faster to build than traditional nuclear plants. This explosive growth reflects the perfect alignment between AI's energy appetite and SMR's reliable, carbon-free baseload power.
This represents a rare opportunity to position ahead of what could be the most significant nuclear build-out in U.S. history.
"I'm shocked."
Donald Trump has a problem.
As his close advisor Elon Musk points out, new AI is growing by a factor of 10 every six months.
We've never seen any tech grow this fast.
And the problem is… this AI requires MASSIVE amounts of electricity.
Barron's reports that Artificial Intelligence is "devouring enormous amounts of electricity."
The Washington Post writes that "artificial intelligence, data centers and the boom in clean-tech manufacturing are pushing America's aging power grid to the brink."
And Forbes confirms, "AI is pushing the world toward an energy crisis."
When Trump saw the magnitude of this problem, he was "shocked."
"We have to produce massive electricity that we don't have," says Trump.
But that's why I'm writing you today.
President Trump has a plan to unleash huge amounts of energy in the first year of his term.
And that could be very profitable for the companies that provide it.
And in fact, one type of energy has caught Trump's eye.
It is more efficient than coal or natural gas.
It's cleaner than solar or wind.
And a brand new technology is set to make it faster and more mobile than ever before.
Nvidia, Amazon, Microsoft, OpenAI, and others are investing heavily in the energy Trump is targeting.
And investors who move now could potentially make anywhere from 1,000% to 4,000% over the next four years.
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Get Details on the Three Best American Companies →Discover which companies could profit from this situation
Sincerely,
Marc Lichtenfeld
Author of Get Rich with Dividends and Chief Income Strategist of The Oxford Club
P.S. One of these American companies has already seen operating income jump 10X from where it was three years ago.
These are very fast moving.
Silicon Valley's most secretive billionaire is making an unprecedented move. His focus on parallel processing infrastructure could create generational wealth for those who understand what's happening. May 28th will reveal whether you end up on the winning or losing side of tech's biggest wealth transfer.
Starlink's Starshield division secured a .8 billion contract with the National Reconnaissance Office in 2021. Pentagon officials now call it "an indispensable asset throughout the entire government sector" as more contracts pour in. This military foundation provides the stable cash flow Musk previously stated was necessary before taking Starlink public.
Apple shipped a staggering 600 tons of India-made iPhones to the US in March alone. Even Elon Musk, Trump's closest tech ally, is publicly rebelling against the administration's tariff stance. The August 12th deadline is creating a new class of supply chain winners.
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