The Nuclear ETF That Gained 115%—Here’s Why I Bought It

While everyone’s watching ChatGPT, this ETF has quietly returned 115%.

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Mega-cap tech companies have already invested over $21.6 billion in nuclear energy for the development of AI.

And while everyone is paying attention to AI stocks and programs like ChatGPT and Midjourney, you—as an investor—should be asking how to invest in all the energy needed to power it.

Let me walk you through it.

Why Does AI Need So Much Energy:

AI isn’t your typical computer program. Unlike programs like Microsoft Word or Excel, AI adapts as you use it—it isn’t the same program today as it was yesterday. Shoot, it’s not the same as it was 20 minutes ago.

AI is constantly teaching itself how to respond to the instructions you give it. It’s training, validating, and testing itself. AI is self-evolving.

To achieve this, it requires access to an extensive dataset that it can use to base its responses on. And that’s exactly why companies like Amazon have invested $20 billion into data centers.

And what do data centers need to stay running? Massive amounts of power.

The Problem:

AI will get smarter through technologies like:

• Machine learning

• Deep learning

• Generative AI

As that happens and consumers become more accepting of AI’s integration into society, the energy demands will increase.

But fossil fuels like oil and coal can’t solve this problem.

Why?

1. Fossil fuels are too dirty: America is committed to net-zero carbon emissions by 2050—moving away from dirty fuels like oil, gas, and coal. Building new fossil fuel plants will undermine that initiative and likely face political challenges.

2. Fossil fuels are too slow: Nuclear processing is much faster than fossil fuel. For example, 100 grams of uranium (used to process nuclear energy) can generate the same amount of electricity as 1.5 tons of coal.

This is exactly why companies like Microsoft, Meta, Amazon, and Google have signed 20-year nuclear deals instead of fossil fuel contracts.

Here’s the Point

AI needs massive amounts of power.

Nuclear energy is one of the most well-positioned sources of power.

Four out of seven mega-cap tech companies are already onboard.

How do you get onboard as an investor?

The Solution