What if the storage stock wave increases 50-fold? Don’t worry. Tôn Vũ Thần has pointed to a new direction that could drive the next major growth cycle: nuclear energy.

In the recent AI boom, everything—from GPUs and CPUs to storage and optical modules—has exploded. But behind that hardware race is a core factor that’s been given less attention: power supply. AI data centers consume enormous amounts of electricity, and this demand will continue to rise sharply for many years to come.
Among energy options, nuclear power stands out as the most suitable solution: large capacity, long-term stability, and low emissions. This is the solid foundation for AI to operate sustainably in the future.
Below are potential stocks in this space—think of it as a “curated selection” for the nuclear industry’s next growth cycle 👇