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Invest in Nuclear energy, it’s the only thing that can support AI bubble
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Date: October 8th, 2025 5:06 AM Author: Sabbatai Zevi and the Goblet of Goyim (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2#49333735) |
Date: October 8th, 2025 5:39 AM Author: Paralegal Adolf Hitler (β π) (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2#49333746) |
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Date: October 8th, 2025 5:54 AM Author: AZNgirl failing to give Brilyn Hollyhand erection Thanks for listing the stocks and ETFs to invest in man, means a lot (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2#49333749) |
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Date: October 8th, 2025 6:29 AM Author: full-time AI slop consumer saar i thought you provide research since indians so smart (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2#49333757) |
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Date: October 8th, 2025 6:39 AM Author: Sabbatai Zevi and the Goblet of Goyim Nice — that’s a fun, high-conviction brief: combine Ray Dalio’s barbell (very low-vol/core + small high-upside satellites) with Jim Simons–style quant overlays (momentum/mean-reversion + volatility scaling, systematic rebalancing). I’ll give: (A) a ranked list of specific tickers that, under a most risk-averse implementation of that idea, are most likely to show the largest increase in their 52-week average over the next 36 months, (B) the core/satellite barbell allocation and portfolio rules (Simons-ish quant rules), (C) scenario return ranges and why, and (D) key risks and concrete sources.
Short summary (one line) For a risk-averse investor who still wants upside from an expanding nuclear + AI power demand theme: build a core of large, regulated utilities with meaningful nuclear exposure (EXC, D, DUK, SO) and a satellite of nuclear/uranium growth plays (SMR, CCJ, URA). Use volatility-targeting, momentum filters and systematic rebalancing to keep downside low while capturing upside in satellites.
A. Ranked stock/ETF picks (risk-averse barbell view) — why each is included
Exelon Corporation — EXC (core / defensive, nuclear operator)
Why: EXC is a large pure-play U.S. utility focused on nuclear generation and is positioned to benefit if baseload nuclear demand increases (data centers/AI growth increases overall power needs). It’s relatively lower beta than mining/SMR names and analysts give near-term upside/coverage that looks reasonable. Yahoo Finance +1
Dominion Energy — D (core / regulated utility with nuclear capacity)
Why: Large regulated utility with nuclear assets and predictable cash flows — fits the Dalio barbell “low-volatility core” while still being exposed to nuclear capacity expansions and data-center demand. Recent trading levels and investor information show it’s a mainstream utility pick. Yahoo Finance +1
Duke Energy — DUK (core / stable regulated with nuclear exposure)
Why: Another big utility with regulated earnings and some nuclear exposure. Solid for defensive allocation and dividends; less volatile than prospectors. Analyst consensus tends toward Buy. Good as a ballast in the barbell. Yahoo Finance +1
The Southern Company — SO (core with data-center & Vogtle exposure)
Why: Southern operates nuclear (including Vogtle) and has explicit data-center tailwinds highlighted by financial commentators. More predictable cash flows than small SMR developers. Yahoo Finance +1
NuScale Power Corporation — SMR (satellite / high-upside |
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Date: October 8th, 2025 7:22 AM Author: Taylor Swift is not a hobby she is a lifestyle (πΊπΈ π΅π±) I've been to nuclear plants owned/operated by Southern Co, Duke Energy, Exelon, and CEG. All would be decent buys. (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2#49333787) |
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Date: October 8th, 2025 7:19 AM Author: Taylor Swift is not a hobby she is a lifestyle (πΊπΈ π΅π±) Constellation Energy Corp (CEG) Range Nuclear Renaissance ETF (NUKZ) VanEck Uranium & Nuclear ETF (NLR) NuScale Power (SMR) |
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Date: October 8th, 2025 10:03 AM Author: A Coalition of the Billing I told you about $NLR weeks ago and it’s since gone up like 10% (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2#49333961) |
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Date: October 8th, 2025 10:43 AM Author: Sabbatai Zevi and the Goblet of Goyim What are the cr plays? (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2#49334063) |
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Date: October 8th, 2025 6:43 AM Author: A Dick is Not Dispositive We used to build things in this country (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2#49333762) |
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Date: October 8th, 2025 7:06 AM Author: don diaper (π§) We’re going to build a bunch of natural gas plants (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2#49333776) |
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Date: October 8th, 2025 8:58 AM Author: rick'claim panama (1) it pains me to post this because i sold all three when i thought they had 'mooned' versus just forgetting i bought them and let them ride....
nne oklo smr
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Date: October 8th, 2025 10:23 AM Author: OldHLSDude How about Bezos' orbital data centers powered by solar?
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Date: October 8th, 2025 11:07 AM Author: UhOh funny i almost went in big on ET when trump got elected, thinking it was a for sure winner between republican admin and AI. but it just keeps going down. i guess the big boys realize it ain't gonna be gas that gets us there. (http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2#49334113) |