Workflow
X @Cathie Wood
Cathie Woodยท2025-09-06 22:49

Industry Trend - The Trump Administration aims to recover and regain control over the nuclear and energy sectors, viewing energy as a catalyst for economic activity [1] - The US has lost its competitive advantage in nuclear enrichment due to regulatory actions over the past 50 years [1] Risk Assessment - The US now possesses virtually no commercial enrichment capacity [1] - Without investment in nuclear enrichment, US AI dominance and energy independence are at risk, according to ARK Invest [1]