Group 1 - Nuclear energy represents a $10 trillion potential market opportunity to address global power shortages, with an estimated investment of over $3 trillion in the next 25 years [1] - Global nuclear capacity needs to triple by 2050 to meet the rising demand for electrification driven by energy-intensive projects like data centers [1][3] - The nuclear sector is experiencing a positive shift in public perception and support, leading to increased share prices for companies in the supply chain [2] Group 2 - Nuclear energy has been "rediscovered" due to surging electricity demand from AI, data centers, building electrification, industrial growth, and electric vehicles [3] - Small modular reactors (SMRs) are highlighted as a key technology for the next 25 years, offering a reliable, clean, and cost-effective energy solution [3] - SMRs are designed to produce around 500 megawatts or less, are cheaper and faster to build compared to traditional nuclear plants, and can be mass-produced [4] Group 3 - NuScale Power is the only company in the US with an SMR design licensed by the federal Nuclear Regulatory Commission, aiming to have a reactor operational by 2030 [5] - Oklo, a startup backed by Sam Altman, plans to deliver power by the end of 2027 [5] - Shares in NuScale and Oklo have increased by more than 100% and 350%, respectively, since the beginning of the year [5]