AI, Quantum, Then Nuclear: Are Meme Sector Swaps New Alpha?
Just a few days ago, the market darling was CRWV, Nvidia’s favored pick. Now, the spotlight has shifted to nuclear energy and quantum computing.
Jensen stated that quantum computing is reaching a critical inflection point.
Nuclear-power startup Oklo soared and hit new high after the company announced it has been selected to deploy its nuclear reactor technology at the Eielson Air Force Base in Alaska.
With the market repeatedly rotating between these sectors, is it time to wait for a pullback and just pick any of them to potentially make a profit?