Sharing a few small-cap U.S. stocks (AI nuclear energy)


$XE, market cap of $8.5 billion, small modular nuclear reactors, developing nuclear fuel technology, mainly for clean energy generation, applicable to high-energy-consuming sectors like AI, providing AI computing power supply.
Amazon invested $500 million, major shareholder
Cathie Wood holds a position worth $77.7 million
Last year's revenue exceeded $100 million, far surpassing OKLO
Placed orders totaling 11 GW for Dow Chemical, Amazon, and other companies.
$LASE, market cap of $32.28 million, laser cleaning platform, mainly for nuclear decommissioning cleaning and treatment, integrated robotic cleaning solutions
The nuclear decommissioning market size is expanding every year
Global spending is expected to exceed hundreds of billions of dollars
LASE's revenue in 2025 is approximately $8.34 million
More than double compared to last year
Owns proprietary robotic laser decontamination systems
Competing with global T0 demolition robot companies
Clients are all Fortune 500 companies
Compared to LASR's $3.7 billion market cap
Based on expected revenue, products, and market size
Market cap has a certain value-for-money ratio
Institutional pricing is $10 (10x increase).
$NNE, market cap of $4.3 billion, mainly developing portable and fixed small modular reactors.
The company holds $578 million in cash reserves
Collaborating with $SMCI
Powering AI data centers
BlackRock owns 5.64% of shares
Vanguard owns 4.35% of shares
The U.S. strongly supports and promotes nuclear policies
Institutional valuation is around $46 (nearly double)
After studying for a few days, I believe AI energy, especially nuclear energy, is definitely the future trend.
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