Sun Yuchen says short-term chip shortages, long-term energy shortages, forever a lack of storage

In the very long term, rely on nuclear energy!
The top 10 nuclear energy stocks to watch under the AI energy revolution 👇
1. Oklo $OKLO
One of the leaders in small modular reactor (SMR) concepts, supported by tech giants like Meta and NVIDIA, focusing on data center dedicated power supplies, promoting next-generation micro nuclear plants
2. Cameco $CCJ
A global leader in uranium production, controlling high-quality uranium mine resources, a core upstream target in nuclear fuel
3. Constellation Energy $CEG
The largest nuclear power operator in the U.S., with 21 reactors, has signed long-term power supply agreements with data centers like Microsoft, with strong cash flow
4. BWX Technologies $BWXT
Serves naval and commercial SMRs, with strong backlog orders, driven by both defense and civilian markets
5. Vistra $VST
An integrated energy company, involved in nuclear and clean energy, benefiting from rising electricity market prices
6. X-Energy $XE
An advanced SMR developer, focusing on Xe-100 high-temperature gas-cooled reactors (HTGR) and TRISO-X fuel, successfully IPO’d in 2026, supported by giants like Amazon
7. ASP Isotopes $ASPI
Focused on producing HALEU high-enriched low-concentration uranium and advanced isotopes, using innovative laser enrichment technology, a key emerging company in the nuclear fuel supply chain
8. NuScale Power $SMR
A pioneer in the U.S. SMR field, has made regulatory progress, with potential for commercialization, a core target for traditional nuclear upgrades
9. Nano Nuclear Energy $NNE

Focused on portable micro nuclear reactors, highly futuristic concept, called the nuclear version of AI concept stocks by the market
10. Centrus Energy $LEU

One of the important nuclear fuel suppliers in the U.S., key fuel for advanced U.S. reactors, with significant domestic substitution potential under policy support
Who do you think will be the next 10x nuclear stock?