Today looked bad for AI stocks, especially Nvidia, given the news that china’s AI model, DeepSeek, is being trained on large GPT5 level sets and an extreme discount in cost.
However, given the AI datacenter news, like Stargate. The trade with room to grow is in power. Power to run all those GPU, AI chips for, well AI, and of course crypto mining. Small factor nuclear reactors are where it’s at when it comes to powering those centers. Today that sector took a beating. Here is my watch list and you can see the deep hit it took on the AI news. These could a great opportunity to pick up some of these names or the ETF covering the top names.
OKLO, SMR, NNE and the ETF: NLR
OKLO, looks like a value play but already had a good run in the previous weeks.
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