Nuclear startups in the US have pulled in $4.6 billion this year. But even with surging demand from data centers, it will take many years for most new reactors to get switched on.

Nuclear startup Newcleo expects its Nasdaq debut Tuesday to help US operations expand at a potentially faster pace than in Europe, boosted by surging power demand for artificial intelligence in the country

Nuclear power plant operators carry mutual insurance, meaning they're effectively on the hook for one another and have an incentive to police each other's safety. AIUC CEO @RuneKvist argues AI labs could adopt a similar model. "How do you deal with the fact that there are very few [insurable] events? How do you deal with all the uncertainty? There's a bunch of tooling you can pull from. You won't get super precise answers, just like you wouldn't for the very first nuclear power plant." "That's another reason why you want to use the existing labs' own balance sheets, because they already have exposure." "It's going to take a while until AIG would put up $10T here. But the labs already have their full market cap on the line." "So can you take that and put it into an insurer so you get the benefits of a formal watchdog who has an incentive to bring the risk down and tell the truth about what's actually going on, and have the quantitative tools, but you don't have to stand up $10T of balance sheet overnight." "I think that's the most promising way to get started in the spirit of how nuclear is governed by the market today."

Nuclear scare ---> Climate change narrative --> Covid panic ---> AI doom It's all the same garbage with the same goal. You can't be trusted and a credentialed managerial class must be empowered with absolute control to safely guide us into the future.

Nuclear isn’t sexy on X. Until the AC’s running, the car’s charging, and the data center next door wants 24/7 power. Are you team “build the reactors” or still waiting for sun and wind power to catch up?

Nuclear energy is back in America. Following @POTUS's EO requiring a reactor operating on a military base by September 2028, the @USArmy today selected five companies to build it: Antares, BWXT, General Atomics, Radiant, and Westinghouse. These aren’t demos. These are high-capacity systems built to deliver reliable power for years. This is what building a New Golden Age looks like. 🇺🇸 Amazing work by @Waksman84 and the @USArmy team.

Nuclear stocks like $SMR, $NNE, $OKLO, and $LEU. Trying to form a potential low in the future around these levels. Risky pre-revenue companies, but backed by government funding.

Nuclear energy stocks had one of their best days in a while today. Was this value buying, an oversold bounce, or the start of a bigger rotation back into the nuclear theme? Either way, the sector showed some serious strength today, with uranium miners and nuclear names leading the move. $OKLO $SMR $NNE $UEC $LEU $CEG $XE