The Best AI Nuclear Energy Stock to Buy Not Named Oklo

Core Insights - Oklo Inc. (OKLO) stock has surged nearly 100% in a month due to the artificial intelligence-driven energy boom, with increased energy demand from AI hyperscalers and U.S. government initiatives supporting nuclear energy revival [1][7] - Wall Street acknowledges nuclear energy as a vital component of the AI trade and the expanding energy and infrastructure spending boom, positioning Oklo as a potential long-term winner despite its recent overvaluation [2] - Rolls-Royce (RYCEY) is highlighted as a stable investment in the next-generation nuclear energy sector, leveraging its expertise in nuclear propulsion systems to develop small modular reactors (SMRs) [3][4] Oklo Inc. (OKLO) - Oklo's stock price has reached around $130 per share, reflecting a significant increase in value, but it is considered potentially overheated with high RSI levels and trading well above its 50-day moving average [2][8] - The company is currently pre-revenue, which adds to the investment risk despite its recent performance [2] Rolls-Royce (RYCEY) - Rolls-Royce has experienced a remarkable 1,700% increase in stock price over the past three years, driven by a new CEO focused on profitability and growth [5][17] - The company has reinstated dividends and announced a £1 billion share buyback program, indicating strong financial health and commitment to returning value to shareholders [15] - Rolls-Royce is projected to grow its adjusted earnings per share (EPS) by 50% in FY25 and 17% in FY26, with an EPS forecast of $0.45 for FY25, up from $0.26 in FY24 [16] Industry Outlook - The U.S. government aims to quadruple nuclear energy capacity by 2050, reflecting a strategic partnership with the UK to enhance nuclear energy and AI collaboration [10] - Generative AI platforms are significantly increasing energy demand, with U.S. electricity demand expected to grow by approximately 75% by 2050, highlighting the critical need for expanded energy generation capacity [9] - Rolls-Royce has secured a significant contract with the British government to build SMRs, positioning itself as a leader in the nuclear energy sector [11][14]