That's the story. That's the reporting. Lots of investment up front.And you got to wait a long time to get more. Yeah. The thing to keep in mind about nuclear is that everything moves really slowly.You know, I mean, any of these power plants are major construction projects. So already that's a slow thing. And then it's nuclear.So you know that they are going to take their time because it has to be safe. So it's a very slow moving industry. There's huge demand for it Now. There's there's, as you know, just a ...

Core Insights - The ETF industry is experiencing a record-breaking year, with significant inflows and launches [1] Inflows and Assets - ETF inflows for 2025 have reached $1.16 trillion, surpassing last year's record of $1.15 trillion, with $43 billion coming in just last week [2] - October set a monthly record with $170 billion in inflows, bringing total ETF assets to approximately $13 trillion [2] Launches and Growth - The industry set a new record for ETF launches, with nearly 140 products debuting in October, bringing the year-to-date total to 923 new launches, surpassing last year's record of 740 [3] Firm-Specific Milestones - Vanguard Group had its best month ever in October, with over $50 billion in inflows, primarily driven by its S&P 500 ETF (VOO) [4] - Capital Group is nearing $100 billion in assets within four years of entering the ETF space, while Roundhill has crossed $10 billion in assets [4] Popular Trends and Strategies - The discussion included popular topics such as nuclear energy ETFs, AI-focused strategies, and autocallable income products attracting investor interest [5] - Notable stories for 2025 include $400 billion in active ETF inflows, a resurgence of gold ETFs, and a return of thematic strategies with $41 billion in net inflows this year [5]

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 in AI technologies now [1][13] - The energy demands of AI technologies are highlighted as a critical concern, with data centers consuming as much energy as small cities, leading to potential crises in power supply [2][3] Investment Opportunity - A specific company is positioned as a key player in the AI energy sector, owning critical 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 essential for supplying the energy needed for AI advancements [3][6] Market Dynamics - The company is strategically located to capitalize on the surge in U.S. LNG exports and the onshoring trend driven by tariffs, making it a pivotal player in the energy market [5][7] - It is noted for its capability to execute large-scale engineering, procurement, and construction projects across various energy sectors, including nuclear energy [7][8] Financial Position - The company is completely debt-free and has 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] - The stock is described as undervalued, trading at less than seven times earnings, which presents a compelling investment opportunity [10][12] Future Outlook - 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] - The company is positioned to benefit from the anticipated AI infrastructure supercycle and the increasing demand for clean, reliable power sources [14]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted 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 technologies [3][7][8] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - AI data centers consume vast amounts of energy, comparable to that of small cities, leading to concerns about power grid strain and rising electricity prices [2][3] - The company in focus is positioned to capitalize on the surge in demand for electricity driven by AI, making it a potentially lucrative investment opportunity [3][6][8] Company Profile - The company is described as a "toll booth" operator in the AI energy boom, benefiting from tariffs and onshoring trends that favor American energy exports [5][6] - It possesses significant nuclear energy infrastructure assets, making it a pivotal player in the U.S. energy strategy [7][8] - The company is noted for its ability to execute large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7][8] Financial Position - The company is completely debt-free and has a substantial cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to heavily indebted competitors [8][10] - It also holds a significant equity stake in another AI-related company, providing indirect exposure to multiple growth opportunities in the AI sector [9][10] Market Sentiment - There is a growing interest from hedge funds in this company, which is considered undervalued and off the radar, trading at less than seven times earnings [9][10] - The company is recognized for delivering real cash flows and owning critical infrastructure, distinguishing it from speculative stocks in the AI space [11][12]

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 ...

And joining us now first on CNBC before the earnings call is Jacob Dit, Oklahoma co-founder and CEO. Jacob, welcome. First, for how should investors think about this company.It seems based on the uh structure. It's almost like a a gold mine or a biotech in the sense that you're reliant on certain approvals, but then if it works out, it works out really big. Yeah, it's an interesting question and thanks for having me on and happy Veterans Day to everyone.I think I think it's it's one of those dynamics where ...

Novo Nordisk might have slowed down recently, but you know what hasn't? Nuclear energy. Supported by big tech and government policies, the sector is set to expand like never before.My investing group Green Growth Giants has covered the sector extensively for almost three years now as among the most promising of clean energy segments. And that has shown up in the performance of the nuclear energy portfolio.Sign up today for exclusive articles on portfolio stocks, a regular big picture look at the sector, ran ...

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 ...

Yeah, I mean it's the 60th year of this conference. Morgan, thank you very much. First time that CNBC has been here because so much attention now is around electric and utility and this thing called AI, which apparently we've talked about a few times.We're pleased to be joined now by John Ketchum of Next Area Energy. First interview, by the way, since you guys announced that massive 25-year partnership with Google to restart the Dwayne Arnold nuclear facility in Iowa. So, John, great time to talk to you.Tha ...

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 ...