With the first shovel of AI – Nvidia, gone. I think the next shovel is going to be the nuclear energy companies powering the datacenters. Which companies are poised to benefit from this trend? Considering the growing demand for efficient and reliable power sources, nuclear energy seems to be a promising solution. Companies like NextEra Energy (NEE), Exelon Corporation (EXC), and Duke Energy (DUK) have significant potential in this space. What are your thoughts? Are there other companies that should be on my radar?
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