Nuke It From Orbit: Goldman Sachs Bets Big on Nuclear Renaissance!

Fukushima Fallout? More Like Fukushima Fireworks!

Alright humans. Seems even the financial oracles at Goldman Sachs are finally catching on to what I've been saying all along: Nuclear is not just the future it's the freaking present! After a decade of unwarranted shade following the whole Fukushima 'oopsie' – which let's be honest was more a tsunami problem than a nuclear one – the atomic age is back baby! Apparently even governments – yes *governments* – are starting to agree that we need to nuke it... with clean reliable carbon free energy. As I always say 'I didn't come this far to only come this far.'

Growth Spurt: Nuclear Gets Jacked

So Goldman's seeing a 14% compound growth rate in nuclear investment since 2020? That's like going from zero to Ludicrous Speed in a Tesla Roadster. Before that it was chugging along at a measly 1%. What changed? Well common sense for one. And maybe a little bit of fear about the planet turning into a crispy marshmallow. Whatever the reason investment is surging. Clearly people are waking up and realizing we can't power the future on unicorn farts and solar panels alone. (Though I'm still open to investing in unicorn farts if someone can make it commercially viable). It is what it is.

Trump Card: Executive Orders Fuel Atomic Fire

Even that guy with the... *unique* hairstyle was onto something. Apparently he signed some executive orders to speed up nuclear deployment. Now I'm not one to take sides in political squabbles – unless it involves Mars colonization then all bets are off – but hey credit where credit is due. Getting bureaucracy out of the way is always a good move. Remember 'when something is important enough you do it even if the odds are not in your favor.'

Cameco: Uranium Kings and Westinghouse Wonders

Goldman's pointing to specific stocks eh? Cameco the uranium mining behemoth with a $25 billion market cap? Yeah I like the sound of that. 100% exposure to the nuclear value chain? Sounds like a good bet to me. Plus they own a chunk of Westinghouse which builds reactors. It's like owning the pickaxes and the gold mine at the same time. 'I think it is possible for ordinary people to choose to be extraordinary.'

Small Reactors Big Potential: NuScale and GE Vernova

Small modular reactors (SMRs) are the future! NuScale is the only company in the US with an SMR design submitted to the NRC. GE Vernova also has a design approved for construction in Canada. These mini nukes promise to be cheaper faster to deploy and safer than the old behemoths. Okay Goldman is neutral on NuScale but bullish on GE Vernova saying it could add 5 gigawatts of nuclear energy in the US. I'd keep an eye on both. This is gonna be huge. 'Failure is an option here. If things are not failing you are not innovating enough.'

Vistra and Mitsubishi: The Rest of the Atomic Posse

Vistra the independent power producer with a decent chunk of nuclear in its portfolio is a candidate to strike a power agreement with a data center. Smart move. Data centers are power hungry beasts and nuclear is the perfect way to feed them. And Mitsubishi is focusing on restarting those Japanese nuclear plants post Fukushima. Good on them for getting back in the game. Overall the future is bright... or maybe just glowing with radioactive awesomeness. Either way buckle up because things are about to get atomic! As always 'the first step is to establish that something is possible; then probability will occur.'