The SMR Stock You Won’t Find on Yahoo Finance

You’re going to see a lot of excitement around SMR stocks from here on out, because the cat is officially out of the bag.

Perhaps you first took notice after Google announced a deal to develop small nuclear reactors (SMR) with Kairos last week; the agreement is to put as much as 500 MW of power online within a few years.

Maybe it was a headline you saw about Amazon looking to develop SMRs to address its future power demand. Just as Google was making its announcement, Amazon stated it inked three new agreements to enable the construction of several SMRs and is investing more than half a billion dollars into the technology.

Or was it when Microsoft’s CEO sat down last month for an interview and outright told us that next-gen nuclear reactors will be the key to satisfying Big Tech’s ever-growing hunger for more electricity.

All I can say is that the veteran members of our investment community here will try their best not to say, “I told you so.”

Don’t worry, there’s some good news here — this nuclear ride is FAR from over for investors!

The Key to Nuclear Demand

Nobody can say they didn’t see this one coming.

You see, the AI boom that has been like a runaway freight train in the market has one crucial weakness, an Achilles’ heel that can snuff out growth in a heartbeat.

There have been warnings all year, too. Last May, Goldman Sachs laid it all out in a series of reports showing the incredible amount of power that Big Tech will need to fuel growth going forward.

Today, data centers account for up to 2% of global electricity consumption. By 2030, that share of the world’s electric power will double to almost 4%. Go ahead and take a look at this forecast for yourself:

As you might imagine, this presents a huge problem for the biggest players like Google, Amazon, and Microsoft. Not only do they need to find this new power, but they have to push toward cleaner sources of energy to avoid a PR disaster.

Unfortunately, that amount of reliable baseload power is a physical impossibility for renewable sources like wind and solar. I’m not trying to be pessimistic here, just realistic — and Big Tech realizes this conundrum better than anyone.

That’s why we’re seeing a huge push toward developing traditional and next-gen nuclear energy. It’s why Constellation Energy (NASDAQ: CEG) is looking to reopen Three Mile Island to help power Microsoft data centers. Constellation is even looking to rename and rebrand the facility to avoid any negative stigmas attached to the site.

This push toward nuclear power is very real, and Big Tech has even gotten the U.S. government fully on board now that the ADVANCE Act officially made its way through Congress.

Now the only question is how you’re going to play this.

Fortunately, there’s even more good news for you.

One SMR Stock to Rule Them All

Mark my words, SMR stocks are destined to become the new darling of the tech sector. Not only can they provide that reliable baseload power, but we’re talking about a source of clean energy that comes with a few perks

Since those major investments in SMR technology were announced by Big Tech, the usual suspects have been thrown around all over the media.

No matter where you look, you’ll never escape names like NuScale Power (NYSE: SMR), shares of which surged more than 67% in the last four weeks. You’ll even come across other familiar names such as Oklo Inc. (NYSE: OKLO), TerraPower, Westinghouse Electric, or even the aforementioned Kairos power.

All of these SMR players are fighting to design the reactor that will carry the AI boom to the next level.

But here’s the catch… the part you won’t see splayed across the pages of Yahoo Finance.

You see, the real money won’t be in constructing these SMRs.

No, it’ll be in fueling them.

Next-gen nuclear fuel is the key to keeping those massive data centers up and running — and this is the first SMR stock you should be looking at right now.