Nuclear Renaissance & AI Baseload Power

Surging electricity demand from hyperscale artificial intelligence clusters has turned firm, zero-carbon baseload electricity into the premier infrastructure bottleneck. Operators with existing licensed nuclear reactor sites, fuel cycle providers, and critical reactor equipment manufacturers are capturing immense pricing power and multi-decade supply commitments. As greenfield data center interconnection queues lengthen, existing nuclear sites and equipment supply chains represent the fastest route to high-capacity dedicated power. Catalysts: - 2026-10-08 Analysts argue a nuclear renaissance favors existing sites (https://www.marketwatch.com/story/a-true-nuclear-renaissance-is-taking-shape-and-these-stocks-could-be-big-winners-e04f7364) Launch basket (equal weight): GEV, BE, VRT, CAT, BA, BWXT, CCJ, CEG 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.