Energy is hot again now that big tech companies are planning to build massive new data centers to serve AI needs. But most of the big winners so far are nuclear energy companies with no revenue and with years to go before they reach scale. There's a safer way to ride this macro wave, which Travis Hoium highlights in this video.
*Stock prices used were end-of-day prices of Oct. 28, 2024. The video was published on Oct. 28, 2024.
