Special Report: Even Amazon is Investing in Nuclear Energy

Editor’s Note: Before you begin reading your report “Even Amazon is Investing in Nuclear Energy,” we wanted to share this relevant opportunity from the author, Alex Koyfman. It is regarding what we like to call “The Oppenheimer Stock.”


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TCN Image 4

Bill Gates and Sam Altman have already inked deals with this obscure firm.

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Investor Report: Even Amazon is Investing in Nuclear Energy

Wednesday October 16th, Amazon became the latest of the Big Five tech brands to announce its entry into the nuclear energy business.

The world’s biggest online retailer signed three deals, including one with public utility conglomerate Energy Northwest, another with developer X-Energy for the construction of small modular reactors (SMRs), as well as an agreement with Dominion Energy (NYSE: D) for SMR development in Virginia.

amazon frown logo

The driving force behind all this is the same as it is for the rest of the world’s biggest technology corporations: The evolution of AI, which could account for as much as 10% of the U.S. energy market by the end of the decade. If this foray into the world of nuclear energy appears desperate, I assure you it’s not out of greed.

Artificial intelligence has already been identified as the next paradigm-shifting mass-adopted technology — perhaps the most profound since the emergence of consumer internet more than 30 years ago.

These companies are not just fighting for market share of this rapidly expanding sector… They’re fighting for their very survival.

Big Tech and AI… A Fight to the Death

Major brands like Yahoo, MySpace, and America Online, all once on the cutting edge of their respective industries, are now either gone altogether or mere shadows of their former selves.

So if this sudden dive into the nuclear space by Bill Gates, Sam Altman, and now Jeff Bezos seems a bit over the top, don’t be fooled.

Because once the AI genie left the lamp, everyone had to rush to keep up — or face obsolescence.

Now, this is what’s called a macrotrend, and we saw it coming from a mile away.

But we saw another thing coming too, and this one most others missed… This nuclear revolution will require something: fuel.

That fuel is uranium, and despite being the world’s biggest producer and consumer of nuclear power, the U.S. trails just about everyone in the production of high-grade nuclear fuel.

If that’s shocking to you, it should be, because this country simply would not function without it.

U.S. Uranium Production Has Been Dying for 7 Decades

And it’s not just our civilian reactors that need uranium. Our military needs it to power its most expensive, most powerful warships.

Our uranium situation was so dire that up until earlier this year, we were still buying a good chunk of our supply from the Russians — while helping the Ukrainians wage war against them at the same time.

uranium production

To most people, depending on a sworn enemy for an essential strategic resource sounds like trouble, but to us, that spelled opportunity.

Because there was one company in the U.S., just one, that was about to kick off the first new uranium refinement operation in more than 70 years.

Nobody was talking about it back in 2023, but they’re talking about it now, as this company remains the only American entity still legally allowed to import uranium from the Russian Federation.

How It All Came to Rest on the Shoulders of One Energy Company

That’s how important the DoD and DoE saw this firm.

But it wasn’t until Silicon Valley went hard into nuclear that the story really started rolling.

Over the last five weeks, this company’s stock has more than doubled as the retail investment community has become more aware of the start deficiencies in the U.S. uranium supply chain.

Big Tech, you see, isn’t as slow and bureaucratic as the federal government. When they need something, resources and manpower fall from the sky in overwhelming volumes.

Which means this company, which is now also the linchpin of the new nuclear energy revolution, is going to be on the receiving end of quite a bit of business.

Our readers learned about this Bethesda, Maryland-based firm months ago, before the headlines started pouring in.

But even after the doubling in share price, the company is still trading at a valuation of less than $1 billion — a pittance compared with its long-term value.

That means it’s not too late to get informed and get some exposure to what could be the biggest story in energy in the last 50 years. You can get the complete details on this story and company right here.

The Top Nuclear Energy Stocks to Benefit From the New Energy Economy

  • NuScale (NYSE: SMR)
  • BWX Technologies (NYSE: BWXT)

Simply put, SMRs are the future of the nuclear energy sector. Investors are turning to small modular reactor stocks in hopes that they can ride this wave. You see, it’s not just nuclear that will be affected, but energy as a whole.

SMRs are essentially compact powerhouses with the potential to transform how we think about nuclear energy. Unlike traditional large reactors, SMRs come in smaller packages, offering several compelling advantages. Some of the many advantages of SMRs include faster deployment, they’re more cost efficient, they’re SAFER, and much more sustainable.

Right now NuScale (NYSE: SMR) and BWX Technologies (NYSE: BWXT) are considered two of the best small modular reactor stocks.

NuScale Power Corporation is a leading company in the field of SMR technology. They specialize in the design, development, and commercialization of small modular reactors for nuclear power generation. NuScale’s innovative SMR design aims to provide a safe, flexible, and scalable nuclear energy solution.

Their flagship product is the NuScale Power Module, a self-contained pressurized water reactor (PWR) that is significantly smaller than traditional nuclear reactors. Each module, with an electric capacity of approximately 60 megawatts, can combine to fulfill diverse energy requirements.

While it may not be primarily focused on small modular reactors like NuScale, BWX Technologies plays a critical role in supporting the nuclear sector. BWXT operates in various segments, including nuclear services, nuclear components, and defense. They are involved in the manufacturing of nuclear reactor components, fuel, and other critical parts for thenuclear power industry.

This company is no stranger to the nuclear industry. Not only are they one of the most prominent nuclear and defense companies in 2023, but their history traces all the way back to the Manhattan Project during World War II.

That’s right. In a sense, Oppenheimer once worked with BWX Technologies. Now, BWXT has come a long way since the 1940s. As you can see below, they are having an incredibly fruitful 2024. And the good part?

Top Nuclear Energy Stocks

This industry is only going to heat up.

Don’t miss your chance to ride the nuclear energy and SMR wave in the wake of the A.I. revolution.


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