Trump Nukes the Market: Boom or Bust for Nuclear Stocks?

Axe's Take: The Nuclear Option

Alright listen up. Newsflash: Trump's about to drop some executive orders on the nuclear industry like a bad habit. Seems he wants to juice these stocks and maybe just maybe stick it to Russia and China. 'What is money? It's the string you pull to make people dance.' And Trump's got his hand firmly on the string here. But let's be real folks this ain't exactly Wendy Rhoades telling me about my emotional constipation. This is high stakes poker and I'm wondering if the man even knows what cards he's holding.

The Players: Oklo NuScale and the Usual Suspects

So who's lining their pockets from this little shindig? Oklo and NuScale are up 8% before the market even opens. That's a good start. Constellation Energy the big dog is up 2%. Snooze. Cameco the uranium peddler is up over 4%. Not bad but let's see if they can sustain it. Remember what I always say 'Money makes people do things they don't want to do.' And these companies? They're about to do whatever it takes to cash in on this nuclear gold rush.

Defense Production Act: Time to Get Serious

Trump's pulling out the big guns – the Defense Production Act. Declaring a national emergency because we're too reliant on Russia and China for enriched uranium? Sounds like someone's been watching too many spy movies. But hey if it makes the market move I'm all ears. It's all about 'being liquid,' even when it comes to radioactive materials. Of course this means the Feds get to decide which nuclear stocks you can buy.

Streamlining the Future: A Bureaucratic Nightmare?

He's ordering federal agencies to fast track permits and site new nuclear facilities. Sure sounds great on paper. But we all know how government agencies work. 'What's the point of having fuck you money if you can't say fuck you?' And trust me these agencies are going to find plenty of ways to say 'fuck you' to progress even with Trump breathing down their necks. If I were betting I'd say there'll be delays red tape and enough bureaucratic bullshit to make your head spin.

Land Grab: Nuclear Edition

DOE and DOD are on the hunt for federal land to plop down these new reactors. I can smell the potential lawsuits and environmental protests already. Remember 'A person allows himself to feel a certain way and is rewarded for it.' Trump allows himself to feel like a winner and suddenly everyone is scrambling to find real estate for his atomic playgrounds. But who cares as long as people are making money!?

Axe's Final Verdict: Gamble or Genius?

So what's the final word? Is this a stroke of genius or a reckless gamble? Honestly it's probably a bit of both. The market's gonna react that's for sure. But whether it's a sustained boom or a flash in the pan? That's anyone's guess. All I know is I'll be watching closely ready to pounce on any opportunity that arises. After all 'I am not a date I am an outcome.'