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Going Nuclear

$GONUCLEARRRyan M.

About Going Nuclear

Cross sectional of Nuclear Energy and Uranium stocks across the nuclear supply chain, designed to limit volatility while maximizing growth potential of the entire emerging nuclear and uranium sectors being used to power future AI operations.

About the Creator

I am an Active Duty Army Officer for the last 12 years, and have been a lifelong nuclear energy enthusiast. I currently specialize in Nuclear Energy and Nuclear Supply Chain stocks as investments.

Activity

Total Rebalances13
Last RebalanceJul 23, 2025

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Changes:TLN +3.3%GEV +0.6%VST +0.3%UEC +0.3%CEG +0.2%

$GONUCLEAR Adding additional capital in Talen energy by 4%, taking 2% from NNE, 1% CCJ and 1% SMR based on news that Talen Energy is purchasing power plants to benefit from data center demand. It paid $3.5 billion to acquire two gas-fired plants to take advantage of electricity demand for artificial intelligence data centers. The deals are expected to increase Talen’s adjusted core earnings by more than 40% in fiscal 2026, and free cash flow by 40% in 2026 and by more than 50% by 2029

Changes:TLN +4.0%LEU +6.3%SMR +4.2%OKLO +1.9%NNE -6.6%

Added a 4% stake in Talen stock, allocating 1% from each BWXT, GEV, Vistra and CEG.

Changes:LEU +1.8%CCJ +1.2%GEV +0.9%BWXT +0.8%NNE +0.4%

removed an ETF to buy dip and increase position in OKLO and slight addition to NNE