Pocket Pivot Review - Nuclear energy companies TLN, SMR

Published:

4 Jun 2025 10:53 ET

The Facebook parent META signed a 20-year deal to buy nuclear power from Constellation Energy, following the lead of its Magnificent Seven counterparts Microsoft, Google and Amazon which have made similar moves. A handful of nuclear ETFs moved higher as the market knows that the next AI trade might be measured in kilowatts rather than chips. The Trump administration is pushing to quadruple US nuclear-generation capacity by 2050, and it’s also moving to streamline permitting in an effort to speed things up and spur investment. Regulatory easing will be key because it means lower cost and a quicker build for nuclear power plants. With Bloomberg Intelligence projecting AI energy demand to rise as much as ten-fold this decade, nuclear could end up as the next leg of the AI trade.

TLN had a pocket pivot yesterday and is within buying range.

SMR had a BGU on May 19 and has retraced on lighter volume back to its 10dma.

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