I’d focus on the broader urani

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D1ane
09-16 14:20

I’d focus on the broader uranium/nuclear supply chain. ⚡️☢️ AI data-center demand is creating a real need for reliable 24/7 power, but SMRs still face long commercialization timelines, while fuel demand could benefit as nuclear capacity expands. $BE has a nearer-term power story, but the sector’s high beta means I’d separate fundamental demand from momentum. 👀

The key question for me: how much of today’s rally is backed by actual contracts, earnings and power demand?

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