Silex Systems ( SILXY ) is an Australian developer of laser isotope enrichment technology whose initial focus is on the enrichment of uranium for nuclear reactors through its JV (Global Laser Enrichment) with Cameco. Silex also plans on applying itsRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by identifying b ...

Key Takeaways AI is positioned as a larger technological shift than the internet.The rapid AI-buildout is driving a surge in electricity demand.Small Modular Reactors are becoming the energy source of choice for the Trump Administration.AI: The Most Significant Breakthrough Since the InternetWhether it is large language models, healthcare, software, shopping, or education applications, artificial intelligence is becoming the most significant technological breakthrough since the internet, and arguably the la ...

Key Points Nano Nuclear Energy is trying to make small nuclear reactors, but has zero revenue. It is burning a lot of cash and has a rapidly rising share count. Multiple factors should keep investors away from Nano Nuclear stock right now. 10 stocks we like better than Nano Nuclear Energy › Shares of Nano Nuclear Energy (NASDAQ: NNE) slipped a sharp 26.5% in the month of December, according to data from S&P Global Market Intelligence. A nuclear energy research company focused on building microrea ...

The nuclear energy sector is surging, fueled by a $2.7 billion funding injection from the U.S. Department of Energy, announced on Monday. OKLO stock is moving. See the chart and price action here. The awards are a continuation of federal support of the domestic nuclear energy industry under the Trump administration's “nuclear renaissance” policy. Read Next: What To Expect At CES 2026: Nvidia, AMD, Joby, Archer, D-Wave And MoreThe capital is specifically earmarked to revitalize the American uranium enrichmen ...

The U.S. small and micro modular reactor (SMR/MMR) market is experiencing rapid growth, driven by energy security needs, data center demand, and federal support for advanced nuclear technologies NEWPORT BEACH, Calif., Jan. 06, 2026 (GLOBE NEWSWIRE) -- PMGC Holdings Inc. (NASDAQ: ELAB) (“PMGC” or the “Company”), a diversified public holding company with multiple operating subsidiaries announces its investment arm PMGC Capital LLC. (“PMGC Capital”), has invested and acquired non-controlling shares in Nuclea E ...

文章核心观点 - 人工智能热潮催生了多样化的投资机会 其中能源和基础设施是关键领域 [1][3] - Oklo作为小型模块化反应堆设计商 能从AI发展中受益 但目前是一家无商业收入的投机性公司 [1][2] - Comfort Systems USA作为成熟的HVAC和电气服务提供商 已从AI数据中心需求中实现实质性财务增长 是更可行的投资标的 [3][8][10] Oklo公司分析 - 公司业务是设计可为AI进程提供关键能源的小型模块化反应堆 [1] - 公司股价去年上涨超过两倍 但目前尚无商业收入 市值高达110亿美元 属于高度投机性质 [2] - 公司受到Sam Altman作为重要投资者和前董事长的关联影响 成为行业宠儿之一 [1] Comfort Systems USA公司分析 - 公司是一家拥有近30年历史的商业供暖、通风、空调和电气承包服务提供商 [8] - AI数据中心对芯片冷却的需求激增 显著提升了对公司服务的需求 [8][12] - 公司2025年股价翻倍以上 过去五年股价上涨约1900% [9] - 公司第三季度收入同比增长35% 净利润几乎翻倍 利润率上升 [11] - 公司第三季度末积压订单达93.8亿美元 同店积压订单同比增长62% [10] - 公司通过收购（如Feyen Zylstra和Meisner Electric）扩大市场份额 并实现了稳固的有机增长 [11][12] - 公司定期提高股息 当前股息收益率为0.19% [8][12] - 公司首席执行官Brian Lane称其服务面临“前所未有的需求” [11] 行业与市场背景 - AI芯片需要极冷的环境以防止过热 这催生了强大的冷却系统需求 [6][12] - 企业无法将所有数据中心建于南极 因此依赖强大的空调系统进行冷却 [8] - 人工智能是一个可能产生众多赢家的大趋势 但投资者可通过选择更可行的AI股票来降低风险并获取高潜在回报 [2]

Oklo had a mighty run in 2025. Should you invest $500 for 2026?Picture this. It's mid-October 2025, and you're a shareholder in the nuclear start-up Oklo (OKLO +8.42%). You bought shares in January 2025, and your initial $10,000 stake has climbed roughly 480% to reach about $58,000.Not bad for a nuclear start-up. Until it started selling off. Fast-forward to Dec. 31, 2025, and that same position would be worth about $23,850.That's still a strong return for a company with no meaningful revenue, but investing ...

划重点 回望过去一年，RockFlow 投研团队在美股、加密资产及大宗商品领域密集发声。我们幸运地捕捉到了多个翻倍股票的 Alpha 机会，也通过对科技 巨头的深度拆解，找到了数次超跌反弹的确定性。 本文共2390字， 阅读需约9分钟 想进群看深度投研？现在就行动！ 点赞＋推荐＋分享到朋友圈，截图发给 Fafa（微信：rockflowfafa），马上开通 RockFlow 社群资格。 额外福利：年度 AI 报告合集，先到先得。 在二级市场的博弈中，涨幅往往只是结果，逻辑的一致性才是衡量投研水平的唯一标尺。 ① 过去一年，我们用多只翻倍股（如 500% 回报的 GDXU）证明，真正的机会潜伏在共识之 外。从核能重估到贵金属狂潮，RockFlow 投研不仅多次捕捉市场热点的变迁，更在 NVDA、 TSLA 等巨头的极端波动中看到左侧布局的重要机遇。 ② 我们拒绝平庸的股票分析，坚持对公司基本面重新定义。将 AppLovin 从"游戏广告公司"修 正为"AI 广告引擎"，让我们捕捉到 129% 的回报；看好 Palantir 的 AI 巨头定位和商业模式重 估，又带来 46% 的收益。这种判断力，让我们能在市场后知 ...

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 ...

行业政策动态 - 美国政府承诺将出台重大政策以复兴和扩大美国核能行业 这推动了整个行业及公司的股价上涨 [2] - 2024年5月签署的一项行政命令要求 在美国快速部署先进核反应堆技术 以支持国家安全并促进制造业发展 [3] - 该行政命令包括 不晚于2028年9月30日在军事设施以及能源部所属的多个设施部署和使用反应堆技术 [3] 公司股价表现 - 公司股价在周五结束了连续四天的下跌 大幅上涨15.10% 收于每股16.31美元 [1] - 股价上涨源于投资者增持核能股票 其背景是特朗普政府承诺在2026年实现“核能复兴” [1] - 公司被列为近期发布的“10只将在2026年前实现爆炸性增长的股票”之一 并在周五成为表现最佳的股票之一 [1] 公司业务与前景 - 公司是一家小型模块化反应堆公司 尽管尚未投入商业运营 但市场对其长期受益于政府政策的预期已推升了乐观情绪 [4] - 公司近期寻求特拉华州州务卿批准一项计划 将其授权股本从目前的3.32亿股增加至6.62亿股 每股面值0.0001美元 [5] - 该增资计划已于12月16日星期二的特别会议上获得董事会批准 [5]