Invest in Nuclear energy, it’s the only thing that can support AI bubble
| Razzmatazz gaped prole boistinker | 10/08/25 | | cruel-hearted legal warrant shrine | 10/08/25 | | house-broken meetinghouse travel guidebook | 10/08/25 | | Burgundy tanning salon | 10/08/25 | | Razzmatazz gaped prole boistinker | 10/08/25 | | Sadistic plaza antidepressant drug | 10/08/25 | | Razzmatazz gaped prole boistinker | 10/08/25 | | Sadistic plaza antidepressant drug | 10/08/25 | | Awkward beady-eyed coldplay fan business firm | 10/08/25 | | Razzmatazz gaped prole boistinker | 10/08/25 | | Razzmatazz gaped prole boistinker | 10/08/25 | | Awkward beady-eyed coldplay fan business firm | 10/09/25 | | house-broken meetinghouse travel guidebook | 10/08/25 | | cerebral dull parlor | 10/08/25 | | histrionic institution masturbator | 10/08/25 | | Coral home | 10/08/25 | | cheese-eating turquoise center goyim | 10/08/25 | | violet gaping sanctuary | 10/08/25 | | house-broken meetinghouse travel guidebook | 10/08/25 | | house-broken meetinghouse travel guidebook | 10/08/25 | | histrionic institution masturbator | 10/08/25 | | house-broken meetinghouse travel guidebook | 10/08/25 | | Razzmatazz gaped prole boistinker | 10/08/25 | | judgmental excitant parlour idea he suggested | 10/08/25 | | house-broken meetinghouse travel guidebook | 10/08/25 | | Iridescent lay | 10/08/25 | | Jet-lagged site jap | 10/08/25 | | Clear crackhouse | 10/08/25 | | Clear crackhouse | 10/08/25 | | Sadistic plaza antidepressant drug | 10/09/25 | | Clear crackhouse | 10/08/25 | | Sadistic plaza antidepressant drug | 10/09/25 | | Coral home | 10/09/25 | | house-broken meetinghouse travel guidebook | 10/09/25 | | judgmental excitant parlour idea he suggested | 10/09/25 | | histrionic institution masturbator | 10/09/25 | | house-broken meetinghouse travel guidebook | 10/09/25 | | histrionic institution masturbator | 10/09/25 | | house-broken meetinghouse travel guidebook | 10/09/25 |
Poast new message in this thread
 |
Date: October 8th, 2025 6:39 AM Author: Razzmatazz gaped prole boistinker
Nice — that’s a fun, high-conviction brief: combine Ray Dalio’s barbell (very low-vol/core + small high-upside satellites) with Jim Simons–style quant overlays (momentum/mean-reversion + volatility scaling, systematic rebalancing). I’ll give: (A) a ranked list of specific tickers that, under a most risk-averse implementation of that idea, are most likely to show the largest increase in their 52-week average over the next 36 months, (B) the core/satellite barbell allocation and portfolio rules (Simons-ish quant rules), (C) scenario return ranges and why, and (D) key risks and concrete sources.
Short summary (one line)
For a risk-averse investor who still wants upside from an expanding nuclear + AI power demand theme: build a core of large, regulated utilities with meaningful nuclear exposure (EXC, D, DUK, SO) and a satellite of nuclear/uranium growth plays (SMR, CCJ, URA). Use volatility-targeting, momentum filters and systematic rebalancing to keep downside low while capturing upside in satellites.
A. Ranked stock/ETF picks (risk-averse barbell view) — why each is included
Exelon Corporation — EXC (core / defensive, nuclear operator)
Why: EXC is a large pure-play U.S. utility focused on nuclear generation and is positioned to benefit if baseload nuclear demand increases (data centers/AI growth increases overall power needs). It’s relatively lower beta than mining/SMR names and analysts give near-term upside/coverage that looks reasonable.
Yahoo Finance
+1
Dominion Energy — D (core / regulated utility with nuclear capacity)
Why: Large regulated utility with nuclear assets and predictable cash flows — fits the Dalio barbell “low-volatility core” while still being exposed to nuclear capacity expansions and data-center demand. Recent trading levels and investor information show it’s a mainstream utility pick.
Yahoo Finance
+1
Duke Energy — DUK (core / stable regulated with nuclear exposure)
Why: Another big utility with regulated earnings and some nuclear exposure. Solid for defensive allocation and dividends; less volatile than prospectors. Analyst consensus tends toward Buy. Good as a ballast in the barbell.
Yahoo Finance
+1
The Southern Company — SO (core with data-center & Vogtle exposure)
Why: Southern operates nuclear (including Vogtle) and has explicit data-center tailwinds highlighted by financial commentators. More predictable cash flows than small SMR developers.
Yahoo Finance
+1
NuScale Power Corporation — SMR (satellite / high-upside
(http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2\u0026show=today",#49333761) |
 |
Date: October 8th, 2025 7:19 AM Author: Sadistic plaza antidepressant drug
Constellation Energy Corp (CEG)
Range Nuclear Renaissance ETF (NUKZ)
VanEck Uranium & Nuclear ETF (NLR)
NuScale Power (SMR)
(http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2\u0026show=today",#49333785) |
Date: October 8th, 2025 8:58 AM Author: Coral home
it pains me to post this because i sold all three when i thought they had 'mooned' versus just forgetting i bought them and let them ride....
nne
oklo
smr
(http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2\u0026show=today",#49333876)
|
Date: October 8th, 2025 5:55 PM Author: Clear crackhouse
i agree that we might actually start building a bunch of nuclear plants because the demand for electricity is gonna keep mooning. the big AI players have been whispering about it
idk which companies to invest in though, have never looked into it
(http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2\u0026show=today",#49335160) |
 |
Date: October 9th, 2025 7:34 AM Author: Sadistic plaza antidepressant drug
start with these:
Constellation Energy Corp (CEG)
Range Nuclear Renaissance ETF (NUKZ)
VanEck Uranium & Nuclear ETF (NLR)
NuScale Power (SMR)
Those will give you the exposure you want. NuScale is particularly interesting and finally achieved NRC approval recently on its uprated small modular reactor. I expect these to become ubiquitous around data centers.
(http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2\u0026show=today",#49336180) |
Date: October 9th, 2025 8:49 AM Author: house-broken meetinghouse travel guidebook
so right after i bought NLR yesterday it went down a bit and now im already down .41%, $12.50
XO is benchod
(http://www.autoadmit.com/thread.php?thread_id=5784288&forum_id=2\u0026show=today",#49336265) |
|
|