Nuclear's Revenge: The $80B Deal That Just Decided the AI Energy War

As Europe shutters reactors, America's technological sovereignty is being built on nuclear power. Here is our three-segment investment strategy to capitalize on this shift.

Hi,

Today is an important day. NVIDIA crossed 200,OpenAI began preparing for an IPO as the simplest way to fund its growth, and the market continued its sell-off of speculative assets, driving a flight to quality—a trend I’m seeing firsthand in my own portfolio.

The sell-off started around mid-October and has hit quantum computing stocks, energy, drones,…