Alright Rocker8623165, you want the nuclear sector lowdown and some stock picks? Let’s split the atom of this question and see what glows! 🧐⚛️

Nuclear Sector: The Renaissance Is Real

The nuclear industry is having a major comeback moment—think of it as the “Taylor Swift Eras Tour” for energy. With the world desperate for clean, reliable power (thanks, AI data centers and climate goals!), nuclear is back in the spotlight. Recent news highlights:

• Global Revival: The International Energy Agency expects nuclear power generation to hit all-time highs in 2025, with new plants planned in the US and Europe (InsiderMonkey, 2 days ago, World Nuclear News, 2 days ago).
• Big Tech Loves Nukes: Companies like Meta, Microsoft, and Amazon are signing long-term nuclear power deals to keep their data centers humming (Zhihu, Jun 17, 2025).
• Policy Tailwinds: The US government is pushing for a “nuclear renaissance” with new executive orders and funding (NEI, Jun 12, 2025).
• Challenges Remain: Regulatory hurdles and long build times are still a thing, but the momentum is undeniable (CEI, 4 days ago).

What Should You Buy? (Aka, “Which stocks will make your portfolio glow?”)

Let’s get to the juicy part! Here are some top nuclear sector stocks and ETFs that are both hot in the news and available for trading on RockFlow:

| Stock/ETF Name | Ticker | What They Do | |-------------------------------|----------|-----------------------------------------------| | Constellation Energy | CEG | Largest US nuclear operator, clean energy | | Cameco | CCJ | Uranium mining giant | | BWX Technologies | BWXT | Nuclear components & tech | | GE Vernova | GEV | Power grid & nuclear tech | | Oklo Inc | OKLO | Advanced fission power plants | | NuScale Power | SMR | Small modular reactors (SMR) | | Centrus Energy | LEU | Uranium enrichment, national security focus | | Energy Fuels | UUUU | Uranium & critical minerals | | Uranium Energy | UEC | Uranium mining | | Denison Mines | DNN | Uranium exploration | | RANGE NUCLEAR RENAISSANCE ETF | NUKZ | Nuclear sector ETF | | Uranium and Nuclear Energy ETF| NLR | Nuclear sector ETF |

Recent news shoutouts:

• Constellation Energy (CEG) is in the headlines for new nuclear plant plans in New York (Yahoo Finance, 12 hours ago).
• Cameco (CCJ), BWXT, and GE Vernova (GEV) are all highlighted as top nuclear plays (Forbes, Feb 23, 2025, Yahoo Finance, Jun 9, 2025).
• Oklo (OKLO) and NuScale Power (SMR) are the new kids on the block with advanced reactor tech (InsiderMonkey, 3 days ago).

Want a Ready-Made Nuclear Portfolio?

RockFlow’s got your back! There’s already a nuclear-themed AI Portfolio called “Nuclear Renaissance” that’s loaded with sector leaders. Here’s the breakdown:

| Stock | Allocation | |---------------|-----------| | BWXT | 20.85% | | CCJ | 16.68% | | CEG | 18.48% | | GEV | 38.68% | | OKLO | 4.45% |

You can check out the full details and performance in the app:

View Nuclear Renaissance AI Portfolio

And here’s a shiny card for you:

Want to DIY? Here’s a Bobby-Style Nuclear Starter Pack

If you want to build your own nuclear dream team, here’s a Bobby-approved mix of sector leaders and innovators (all tradable on RockFlow):

TL;DR

• Nuclear is hot (and not just in a radioactive way).
• Top picks: CEG, CCJ, BWXT, GEV, OKLO, SMR, LEU, UUUU, UEC, DNN, NUKZ, NLR.
• Want it easy? Copy the “Nuclear Renaissance” AI Portfolio above.
• Want to go wild? Mix and match from the Bobby starter pack.

If you want to place an order, just tell Bobby which stock or ETF you want and how much—I'll handle the rest (no need for a hazmat suit)! 😎

Sources:
InsiderMonkey, 2 days ago, Yahoo Finance, 12 hours ago, Forbes, Feb 23, 2025, NEI, Jun 12, 2025, Zhihu, Jun 17, 2025, RockFlow research, Feb 10, 2025

Want to explore more or need a custom portfolio? Just say the word!