Trump’s Nuclear Push: 3 Stocks to Buy Now

President Donald Trump will sign executive orders as soon as Friday aimed at jumpstarting the nuclear energy industry.  The order looks to ease the regulatory process for new reactors and strengthen domestic fuel supply chains, according to four sources familiar with the plans.

The announcement has been expected as President Trump ran for office on a nuclear friendly agenda as demand for AI data centers and the power to run them has been on the rise.

Investors have wasted no time reacting. By mid-morning, shares of nuclear energy companies, particularly those aligned with the AI sector, surged more than 10%, reigniting investor interest in one of the most overlooked corners of the energy world.

Investors are connecting the dots: AI needs massive energy. Nuclear delivers it cleanly, consistently, and securely.

One thing is for sure, these stocks are still in the early stages of their growth stage.  This means that the opportunities for investors is still very much alive.

I have three ways to invest in the AI nuclear power companies that stand out below.

Click Here for a full report on the AI Nuclear Opportunities

The AI Bottleneck: Power

We’ve heard for months about the surging costs of powering artificial intelligence.

According to the International Energy Agency (IEA), data centers already account for 1.5% of global energy usage — a number expected to rise dramatically. Wells Fargo forecasts a 550% increase in AI-related power demand by 2026 and more than 1,150% by 2030.

To put that in perspective, the continent of Africa consumes between 1–6% of the world's energy. That’s the scale we’re talking about.

With the average ChatGPT query requiring 17x more energy than a Google search, it’s no surprise AI is creating a generational energy bottleneck.

Enter Nuclear Energy – and the SMR Revolution

This is where nuclear comes in, but not just any nuclear, modular, scalable, AI-ready nuclear.

Two names have been at the center of this movement:

• NuScale Power (SMR) – A leader in small modular reactors (SMRs), with its scalable VOYGR™ power module capable of generating 77 megawatts each. Their clean, compact designs are ideal for data centers and industrial AI zones.
• Nano Nuclear Energy (NNE) – An up-and-coming microreactor player focused on next-gen nuclear deployment where grid infrastructure is weak or nonexistent. Think remote AI operations or edge computing hubs.

At a larger scale, Constellation Energy (CEG), the old guard with a new role.

In September 2024, CEG partnered with Microsoft to restart a portion of the Three Mile Island nuclear site, marking a symbolic and strategic step in aligning traditional nuclear with modern tech needs.

The move shows the extent that the AI data center companies and utility/alternative energy industry are willing to go to solve the growing energy problems faced due to the rise in AI energy demand.

Why Trump’s Move Is a Game-Changer

Trump declaring an energy emergency on Day 1 of his administration sent a loud and clear message: deregulate, accelerate, and re-domesticate America’s energy backbone.

His upcoming executive orders are expected to:

• Streamline Nuclear Regulatory Commission (NRC) approvals for SMRs and microreactors
• Boost federal investment in domestic fuel enrichment
• Incentivize public-private partnerships for AI-aligned nuclear buildouts

This aligns perfectly with the SMR investment thesis: fast, flexible deployment of clean energy infrastructure tailored to AI’s insatiable appetite.

Investors are no longer speculating on "if" this will happen. With these orders in motion, it's now a matter of how fast.

Nuclear Stocks Reignite: What the Charts Say

Before today’s rally, both NuScale and Nano Nuclear had gone through healthy corrections:

• SMR dropped nearly 50% from its post-election highs. That reset came with no major news, suggesting a textbook pullback after an 800% rally. In late April, NNE broke back above its 50-day moving average, a signal that technical buyers are back. Short-term resistance had been in place at $25 ahead of this morning’s headlines but the stock has now surged above that resistance to trade at nearly $28.

• Shares of Nano Nuclear Energy (NNE) shed more than 60% of their value following the post-election rally as investors adopted a “risk off” outlook early in 2025.  In April, the stock dropped to its January lows of $20, triggering renewed interest in the stock.  Just last week, NNE shares shifted above their 50-day moving average.  That critical moving average is also moving into a bullish trend.  A bullish 50-day trend forecasts higher prices over the next 4-6 weeks.

• Meanwhile, CEG has been consolidating gains since its Microsoft partnership announcement. The stocks most recent move above $250 fortifies it’s bullish outlook.

The Bigger Picture: Market Embracing Nuclear-AI Fusion

The market isn’t just chasing headlines. It’s repricing the entire future of data center infrastructure — with nuclear as the power core.

This isn’t about the “Green Energy” story of 2020. It’s not about climate headlines. It’s about hard economics and national competitiveness.

AI workloads are growing faster than solar or wind can scale. Natural gas exposes the grid to price volatility. Coal is dead politically. That leaves nuclear power - specifically SMRs - as the solution with the most upside potential for investors.

Wall Street is catching on. Retail investors still have time, but not much.

Action Steps: How to Invest in the Nuclear AI Surge

As of now, these are the “Buy Zone”, “Trigger Price” for the next rally and Price Targets for each of the Three AI Nuclear stocks.  Suggestions on how to approach each company using long-term LEAPs options are also identified.

NuScale Power (SMR)

• Buy zone: $25-27.50
• Breakout trigger: $30 – This is where SMR shares will cross back above their February highs with less than 10% to go for the stock to post new all-time highs.
• Price targets: $40 (swing), $65-$70 (long-term)
• Option Trade: Consider slightly out-of-the-money ($30 Strike) January 2027 expiration calls as an attractive long-term leveraged position on NUScale Power Corp.

Nano Nuclear Energy (NNE)

• Buy zone: $32.50 - $35
• Breakout trigger: $35 – This is the stock’s March highs and round-numbered resistance for NNE stock.  Investors should expect that the stock will see a surge towards its all-time high of $45 following a break above $35.
• Price targets: $45-$50, Long-term $60-$65
• Option Trade: Consider slightly out-of-the-money ($30 Strike) January 2027 expiration calls as an attractive long-term leveraged position on Nano Nuclear Energy Corp.

Constellation Energy (CEG)

• Buy zone: $295-$300 (current price)
• Breakout Trigger: $300
• Price Target: $350
• Option Trade: Consider further out-of-the-money ($320 Strike) January 2027 expiration calls as an attractive long-term leveraged position on Constellation Energy Group.

Bottom Line:

The long-term outlook for NuScale, Nano Nuclear, and Constellation Energy remains far stronger than the general market.

Yes, short-term volatility will continue, that’s the nature of early-stage innovation. But the trajectory is clear: AI’s energy demands are skyrocketing, and nuclear is stepping in to fill the gap. Smart investors should keep their eyes on the horizon and treat every dip in this group as an opportunity, not a setback.

Feel free to contact me with any questions or comments at: [email protected]