Nuclear Energy Stocks US
Nine months ago, Oklo tripled, NuScale nearly doubled, and Nano Nuclear surged 115% in weeks. Then everyone crashed and wiped out most of the gains. Felix Prehn is an ex-investment banker, economist, and founder of Goat Academy. He picks five stocks for the next run and shows how to keep the gains.
Estimated reading time: 7 minutes
Nuclear Energy Stocks US: Five Stocks Winning the Next AI Boom
Felix Prehn breaks down five nuclear energy stocks, one for each layer of the AI power chain. Nothing else can deliver power 24/7 at the scale AI needs. Felix also covers when to buy, when to sell, and how to keep the profits.
Key Takeaways
- US data center power demand will grow four times in the next four years. Solar, wind, and batteries cannot fill the gap in time.
- Felix splits the AI energy opportunity into five layers, from uranium delivery to data center cooling.
- Nano Nuclear bought Secure Transportation Services for $13 million. The deal makes Nano Nuclear the delivery company for the entire small reactor industry.
- The US Department of Energy picked Oklo for the Surplus Plutonium Utilization Program. Government fuel access and partnerships with Meta, Nvidia, and Equinix follow.
- NuScale holds the only NRC design approval for small modular reactors in the US. No competitor can catch up quickly.
- Vicor builds power conversion chips and is profitable today. It is the steady, reliable pick in the voltage layer.
- Vertiv Holdings supplies cooling and power systems to Microsoft, Amazon, Google, and Meta, no matter who wins the AI race.
- Good stock picks at the wrong time destroy returns. Felix’s three-step system of bottleneck, value chain, and timing fixes the problem.
Free Live Training: How to Fix Bad Timing
Late entries and late exits destroy portfolios. Felix Prehn is running a free live workshop at fixinvesting.com. The session is called “How to Fix Bad Timing Once and for All.”
Two hours on Zoom, no charge. Felix teaches how Wall Street handles timing better than retail investors do.
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Show up on time, bring a pen and paper, and ask questions live. Walk away with the system Felix uses every single week.
The US Grid Cannot Feed AI
AI is the most power-hungry technology humans have ever invented. Microsoft writes the software. Nvidia builds the brains. Neither works without electricity.
US data center demand will grow four times in the next four years. Solar, wind, and batteries combined cannot fill the gap in time.
Nuclear is the only 24/7 carbon-neutral answer. Without electricity, your Nvidia chip, worth thousands of dollars, is about as useful as a cup.
Felix puts it plainly. Imagine your child built a giant Lego city with lights and trains. Then the kid plugged it all into one outlet. The breaker blows.
The outlet is the US grid. The Legos are data centers.
Smart Money Follows the Power
Everybody says they want to buy the shovel in the AI gold rush. Nvidia is the obvious pick. But smart money is no longer asking about tools.
Smart money is asking where the tools get powered. The five companies Felix names are the bloodstream, keeping Nvidia and every AI company alive.
Retail investors look at chips because chips are easier to understand. The real bottleneck in AI right now is no longer hardware and no longer data. Power is the limitation. Money flows toward whatever solves the problem.
The Three-Step Framework
Stocks change. Frameworks do not. Felix applies three steps to every name in every cycle.
Step 1: Find the bottleneck
Always ask what limits the current bull case. In AI right now, the bottleneck is no longer chips. It is no longer data. It is power. Once you know the bottleneck, you know where money will flow next.
Step 2: Map the value chain.
Every bottleneck has multiple companies solving different parts of it. Felix draws the AI energy pyramid in five layers:
- Layer 1: Fuel and Logistics. Who delivers uranium and moves spent fuel
- Layer 2: Reactor Builders. Who builds the small modular reactors
- Layer 3: Licensed First Movers. Who holds government approval to build now
- Layer 4: Power Conversion. Who converts the power for the chip
- Layer 5: Data Center Operations. Who manages cooling and runs the building
Buy one layer, and you are gambling. Cover all five, and you hold the full value chain.
Step 3: Timing.
Every stock follows a pattern. Base, climb, top, collapse, new base. Retail investors buy late in the rise and hold through the drop. The goal is to buy in the base and sell near the top.
Felix adds three rules to protect the gains:
Rule 1: Buy only in the upward pattern.
Not when a stock is topping. Not when it is falling.
Rule 2: Size the position for the right balance.
A 2% stake in a stock moving up 5x becomes 10% of a portfolio. A 30% bet in a name heading to zero delays retirement by years.
Rule 3: Write an exit rule before entering any trade.
People fail because they buy on emotion and sell on emotion. Or they freeze. A written rule removes the doubt.
Felix Prehn is sharing a free research report at felixfriends.org/nuclear. The download covers the full AI energy value chain and all five stocks. It goes deeper than a single video can.
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The Five Nuclear Energy Stocks
- Nano Nuclear – Fuel delivery for the entire small reactor industry
- Oklo – Government-backed next-generation reactor builder
- NuScale (SMR) – The only US company with NRC design approval for small reactors
- Vicor – Power conversion modules feeding every AI chip
- Vertiv Holdings – Cooling and power systems running every data center
Nano Nuclear: the Fuel Delivery Play
Most people know Nano Nuclear as a small reactor builder. The larger story is the $13 million purchase of Secured Transportation Services LLC. The company physically moves spent nuclear fuel and reactor parts.
Every small reactor needs fuel delivered and spent fuel removed. Nano Nuclear bought the delivery truck for the entire industry.
In the 1800s gold rush, the people who got richest were not the miners. Levi Strauss sold jeans. The rail companies hauled the gold out. Nano Nuclear bought the tracks.
Nano Nuclear has zero revenue. The company is still in the pre-revenue stage. But it holds about $550 million in cash. Enough runway to survive a fairly long winter.
The chart shows a basing pattern forming after a long downtrend. A recent bounce with strong volume suggests early signs of buyers stepping in. High risk, so Felix warns not to bet the farm on it.
Oklo: Government-Backed Reactor Builder
The US Department of Energy selected Oklo for advanced negotiations under the Surplus Plutonium Utilization Program. The US government has a giant pile of plutonium sitting in storage, costing taxpayers money. Oklo got picked to use the material as fuel.
Oklo’s CEO describes it as the pathway to use existing materials as bridge fuel for advanced reactors. The goal is to bring more reactors online sooner.
Partnerships include Meta, Nvidia, and Equinix. Cash on hand is about $2.5 billion. The company will not run out of money any time soon.
The chart shows a basing pattern forming. The first test reactor is expected around July 2026. Commercial rollout is still far away.
No revenue yet, but the stock has violent runs up and violent drops down.
NuScale: the Licensed First Mover
NuScale got destroyed in early 2026. The stock dropped about 80% from the top. But NuScale is the only company in the US with NRC design approval for small reactors.
Felix compares it to 50 companies wanting to sell hamburgers when only one has a permit from the city. Even if the company struggles, the head start will take competitors years and a lot of money to copy.
Real customers include the Tennessee Valley Authority and the Romanian Road Power Project. First reactors are likely in 2032 to 2033 if everything goes right. A long timeline.
The largest shareholder, Fluor Corp, sold most of its stake. The selling pressure pushed the stock down. Once a seller is gone, the fresh supply clears up.
Felix notes volume was flat on the decline and spiked on the recovery bounce. He reads it as early buying interest.
Vicor: the Power Converter
Layer four is the dull one. Boring sectors are where smart money parks.
Vicor designs power conversion modules. Tiny chips take electricity from the wall and convert it into the voltage an Nvidia GPU needs. No processor runs without a Vicor converter.
Felix highlights four reasons Vicor stands out:
- Lifted revenue guidance
- Signed a new licensing deal for power system technology
- Earns royalties, one of the best business models
- Profitable today, not someday
Unlike Oklo and NuScale, Vicor generates real revenue with real margins. The stock is near all-time highs.
Historically, a stock at peak levels is more likely to keep climbing than reverse, unless hype drove it there. Vicor is not a hype-driven name.
Vertiv: Cooling for Every AI Building
Vertiv builds cooling systems, power delivery units, and heat control for AI data centers. An Nvidia chip running nonstop gets hotter than a stove burner.
Put 100,000 chips in one building without proper cooling, and every single one fails. Vertiv is what Cisco was to the internet boom.
Customers include Microsoft, Amazon, Google, and Meta. The company does not care who wins the AI race because it sells to all of them.
- Revenue growing
- Free cash flow positive
- Profitable today
- Stock has not dropped as hard as the pure nuclear plays
How to Avoid the 2025 Mistake
Nine months ago, the thesis was right. The timing was wrong for most investors. Oklo gave back 65% of gains.
NuScale fell around 80%. Nano Nuclear was cut roughly in half.
Three rules would have changed the outcome.
Discipline 1: Buy only in the upward pattern. Not when a stock is topping. Not when a stock is falling. Cheap can keep getting cheaper.
Discipline 2: Size the position for the risk. A 2% stake in something going up 5x becomes 10% of an account. A 30% holding in a stock dropping to zero delays retirement by years. Start small.
Discipline 3: Set the exit rule before entering. Emotion drives buying and selling in the wrong direction. Holdings without an exit plan suffer the same damage.
Felix Prehn’s Tips and Insights
- A stock at all-time highs is historically more likely to keep climbing than reverse, unless hype drove the move.
- When a major shareholder finishes selling, the selling pressure clears, and the stock can find a real floor.
- Flat volume on a decline followed by a volume spike on a bounce signals buying by informed investors.
- Position sizing matters as much as picking the right stock.
- Steady risk management turns terrible outcomes into manageable ones.
- Smart investing is not about the latest stock tip. It is about building skills for better decisions.
Frequently asked questions
Why are nuclear stocks gaining attention in the energy sector right now?
Artificial intelligence is driving a rising demand for power generation running 24/7. Solar and wind depend on weather conditions and cannot deliver constant output. Fossil fuels produce carbon emissions. Nuclear power stands alone among reliable power sources as a zero-carbon alternative. No other option has the capacity to feed hundreds of data centers around the world. The nuclear sector is seeing a resurgence in interest. Carbon-free energy goals and AI infrastructure needs are pulling capital back into nuclear after decades of underinvestment.
What is the nuclear energy industry value chain, and which companies are involved?
The nuclear energy industry is not limited to uranium mining. It covers a broad range of operations, from reactor development to utilities generating and distributing nuclear power. Felix Prehn breaks the chain into five layers. Fuel delivery, reactor design, licensed builders, power conversion, and data center cooling. Each sub-sector carries distinct risks and mechanics. A fuel transporter faces different challenges than a reactor designer or a cooling systems builder. Individual investors benefit from understanding each layer before picking a name.
What are small modular reactors, and why do they matter for nuclear generation?
Small modular reactors SMRs are factory-built nuclear reactors smaller than traditional nuclear plants. NuScale Power is the only nuclear company in the US with full NRC design certification for SMR technology. SMRs can be built faster, cost less, and be placed closer to data centers. The Romanian Road Power Project is one example of a nuclear project using NuScale’s approved design. SMRs are still pre-commercial. Regulatory bottlenecks at the Nuclear Regulatory Commission control how fast new designs reach deployment. The industry is also exploring advances in nuclear fuels and portable microreactors to push toward flexible, decentralized nuclear generation.
How does government support shape the future of the nuclear power industry?
Government support plays a direct role in which nuclear projects move forward. The US Department of Energy selected Oklo for advanced negotiations to use surplus fuel. Policy decisions give a head start to specific companies involved in next-generation reactor construction. Regulatory changes at the NRC level also control how fast new designs reach the market in the coming years. Beyond individual programs, the US policy framework aims to expand nuclear capacity by 2050. Capital is flowing into life extensions of current reactors and the restart of retired facilities. Countries pursuing decarbonization targets are increasing support for nuclear power and opening new growth opportunities in the sector.
Is Constellation Energy a good nuclear stock to buy?
Constellation Energy is the largest producer of carbon-free electricity in the United States. The company operates a fleet of nuclear plants generating roughly 55 gigawatts of capacity. Felix Prehn does not cover Constellation Energy in the video. His focus is on five companies positioned along the full value chain, from fuel delivery to data center cooling. Many investors looking for a closer look at the nuclear power industry may want to research Constellation Energy separately. The five stocks displayed in the post target a different part of the market.
What role do uranium miners play in the nuclear sector?
Uranium miners supply the raw fuel for every nuclear reactor on the planet. Without uranium mining, no nuclear plant operates. Cameco is one of the largest uranium miners in the world. The company runs high-grade mines in Canada, the United States, and Kazakhstan. Its Cigar Lake facility has produced the highest-grade uranium since 2015. Supply is tightening. Long-term contracts keep spot prices elevated, and miners and fuel suppliers benefit directly. Felix Prehn’s framework places fuel delivery as the first layer. Nano Nuclear now owns the company moving nuclear fuel and reactor parts for the entire small reactor industry.
Can nuclear energy stocks produce monster returns, or is the hype misleading?
Nine months ago, Oklo more than tripled. NuScale nearly doubled. Nano Nuclear climbed over 115%. Monster returns happened. Then every single one crashed. The nuclear energy sector is cyclical. Profits can turn into losses fast based on market conditions and regulatory shifts. The lesson Felix Prehn teaches is not about chasing market-crushing outperformance compared to other sectors. It is about timing, position sizing, and exit rules. A stock advisor or a page on the internet cannot replace the ability to read price patterns. Stock advisor returns assume perfect timing on every pick. Real investors rarely buy or sell on the exact date shown.
How can individual investors diversify within nuclear energy stocks?
Felix Prehn recommends covering the full value chain instead of betting on one name. His five picks span fuel delivery, reactor design, licensed first movers, power conversion, and data center operations. To diversify properly, individual investors should understand each layer before deciding where to buy stock. The investing community built around Goat Academy teaches the framework in live sessions. Links to the free research report and the next class are on the page. The date is listed at the sign-up link.
Why does the Motley Fool appear in nuclear stock searches?
The Motley Fool is a well-known stock advisor service. Many investors land on Motley Fool pages when searching for nuclear stocks or nuclear energy stocks. Felix Prehn’s approach differs. He does not sell stock picks. He teaches a framework: find the bottleneck, map the value chain, and time the entry. The investing community he built at Goat Academy focuses on skills, not tips.
Why are major tech companies investing in nuclear power for data centers?
Meta, Nvidia, and Equinix have all partnered with Oklo. The biggest tech companies on Earth want nuclear reactors powering their infrastructure. Major technology firms are securing nuclear power to fuel AI data centers through long-term power purchase agreements. A single AI data center consumes more electricity than a small city. Solar and wind cannot deliver the constant output needed. Nuclear is the only carbon-free source running 24/7 at scale. The industry is heavily regulated. Changes in safety requirements can affect company operations and profitability. Felix Prehn’s framework helps investors map where each company sits in the value chain before entering a position.
Watch this YouTube video about Nuclear Energy Stocks US
Video published on 29th May, 2026
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