Lynch Nuclear & Grid Fast Growers: Power for AI

AI data centers need more electricity, and I like businesses that sell the picks and shovels for that power. This basket holds the nuclear and grid-equipment names in plain view. The $1-5B tier names give the most room to grow. Valuations are not cheap everywhere, so I'm spreading the bets across categories: fast growers, cyclicals and stalwarts. The October focus on nuclear and data-center power contracts is the backdrop. Catalysts: - 2026-10-06 Nuclear equities remain a October focus as AI power demand stays the bid (https://www.zacks.com/featured-articles/481/best-nuclear-energy-stocks) Launch basket (equal weight): GEV, VRT, BE, CEG, BWXT, OKLO, PWR, ETN, UEC, FLNC Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.