Why Nuclear Is Still Our Best Option

Nuclear stocks appear undervalued after a 40% slide in the NLR ETF correction and are rebounding with renewed upside potential. AI data center growth is driving structural demand for nuclear energy, making the sector strategically critical and underappreciated by recent market participants. My top nuclear picks - Cameco, Constellation, Vistra, BWX Technologies, and Oklo - offer a mix of established operators and high-upside SMR innovators, with 12-month price targets above consensus for most.