Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is positioned as a critical player in the AI energy sector, owning essential energy infrastructure assets that will benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened with debt [8][10] - It is trading at less than 7 times earnings, indicating a potentially undervalued investment opportunity in the context of its critical role in the AI and energy sectors [10][12] Market Trends - The article discusses the broader trends of onshoring driven by tariffs and a surge in U.S. LNG exports, which the company is well-positioned to capitalize on [14][7] - The influx of talent into the AI sector is expected to drive rapid advancements and innovation, further solidifying the importance of investing in AI-related companies [12][11] Conclusion - The narrative emphasizes the urgency for investors to engage in the AI market, suggesting that the time to act is now to capitalize on the anticipated growth and disruption caused by AI technologies [13][15]

Technology & Energy - Open-source code is important for AI [1] - Nuclear energy is important for AI [1]

Core Viewpoint - Cameco (CCJ) remains fundamentally strong, supported by the long-term outlook for uranium and strategic investments in increasing production, positioning the company to benefit from the growing demand for clean energy solutions [1][20]. Financial Performance - Cameco's stock is trading at a forward price-to-sales ratio of 15.82, significantly higher than the Zacks Mining - Miscellaneous industry's 1.44, indicating an expensive valuation [1]. - In Q3 2025, Cameco reported total revenues of CAD 615 million ($446 million), a decrease of 14.7% year over year, with uranium revenues down 12.8% to CAD 523 million ($379 million) due to a 16% decline in sales volume [7][9]. - Adjusted earnings rose 17% year over year to five cents per share in Q3 2025 [9]. - The company has raised its 2025 uranium delivery target to 32-34 million pounds, with revenue guidance up to CAD 3.55 billion [5][14]. Production and Operations - Cameco's uranium production increased by 2% to 4.4 million pounds, with production from Cigar Lake up 47% year over year to 2.2 million pounds, while production from McArthur River/Key Lake decreased by 21% [8][11]. - The company plans to produce between 13 million and 14 million kgU in its fuel services segment for 2025, projecting fuel services revenues of $500-$550 million [15]. Market Position and Outlook - Cameco has gained 76.9% year to date, outperforming the industry growth of 31.6%, but lagging behind peers Energy Fuels and Uranium Energy, which gained 202% and 104%, respectively [4]. - The company is well-positioned to capitalize on the global focus on nuclear energy, with investments aimed at extending Cigar Lake's mine life to 2036 and ramping up McArthur River/Key Lake output [20][21]. - Geopolitical events and rising demand for low-carbon energy are creating favorable conditions for the nuclear power industry, enhancing Cameco's strategic importance [21]. Debt and Valuation - As of Q3 2025, Cameco had C$779 million ($565 million) in cash and cash equivalents and C$1 billion ($725 million) in long-term debt, with a total debt to total capital ratio of 0.13 [19]. - Despite the premium valuation, the consensus estimate for Cameco's earnings for fiscal 2025 indicates year-over-year growth of 96% [16][18].

Gates said that nuclear would likely be the cheapest form of energy in the long run https://t.co/FzpbQ5c4UY ...

Tonight, the new allegation just three months after those massive American strikes on Iran's underground nuclear facilities. Iran already building another secret site inside a mountain. There is this new report in the Washington Post.It shows a satellite image. This is the pickaxe mountain and it's alleging that right now Iran is building yet another secret nuclear facility. What do you say to this.If they are really telling the truth, we have been we have come to an agreement most recently with the IAEA. T ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the surge in demand for electricity driven by AI advancements [4][5] Market Position - The company is noted for its unique position in the market, being debt-free and holding a significant cash reserve, which is nearly one-third of its market capitalization [8] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth engines in the AI sector [9][10] Future Trends - The article discusses the broader trends of onshoring driven by tariffs and the surge in U.S. LNG exports, positioning the company favorably within these developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12] Conclusion - The narrative concludes with a strong call to action for investors to engage in the AI investment landscape, emphasizing the potential for significant returns within a 12 to 24-month timeframe [15][19]

I think we want to put these big outsized moves for these different companies in in perspective. Um, do you see this as speculative or is this the time to invest in these kind of stocks because according to our notes here, you don't really see any of these reactors being up and running until 2027. Well, look, uh, Frank, it's going to take a long time to build them.But what we've seen from the Trump administration is an incredibly dynamic push towards nuclear, and we need it based on everything that's happen ...