NLR
2 tracked calls · 2 long · 0 short · last 90d: 1L/0S
first called by Dwarkesh Podcast 2y ago
LONG2mo ago
“Nuclear is back, real nuclear, not just SMRs. The first new full-scale fission plants built in the United States in decades have come online.”The Ascent · happyprofit
Nuclear is back at full scale, hard to see a full AI buildout without significant fission power.
NLRLONG@ $130.99
$104.67-20.10%
since call May 30
LONG2y ago
“And then 2030, trillion-dollar cluster, 100 gigawatts, over 20% of US electricity production”Dwarkesh Podcast
US power producers benefit as AI clusters drive electricity demand after decades of flat growth.
NLRLONG@ $84.79
$104.67+23.44%
since call Jun 4
peak +31.7%