Sunday, February 9, 2025

Nuclear Power was My Trade of the Month

Too bad I didn’t take my own advice…. I’ll craft a post on the energy need for AI and Cryptocurrency mining, let alone the rest of us who still like power running to our homes.  These companies are a bit off from certification to run a small nuclear power plant in your local neighborhood but the big companies in AI are already funding some of them.  

On the Amazon earnings call power was a significant mention for growth.  All those data centers and the compute power needed to churn on all that data...

Oklo and the entire Nuclear Power Watchlist, but Oklo specifically doubled from when I mentioned it last month.



         


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