M

@kevinolearytv

Mr. Wonderful

The next big AI trade may not be a tech stock. AI, data centers, and a growing economy all need more power, and America’s grid is already stretched. That is why I’m looking at nuclear energy and uranium. The U.S. consumes roughly 50 million pounds of uranium a year and produces only about one million. If nuclear becomes a bigger part of the energy solution, demand for uranium could become enormous.

On the profile · Aug 29, 2026