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"Yes, I think the big winner here, the lottery ticket here is Oaklo. Ok. Now, they're a nano reactor company, nuclear nano reactor. I think nuclear is the best energy for AI data centers cuz it's clean 24/7, very efficient, very cheap once built. So, I think it's the best. But big reactors take forever to build and we don't have forever. A big reactor takes 10 years. I just said by 2028 we're going to be 36 short. That's 3 years. We don't we can't wait 10 years for big reactors to come online. But a nano reactor, what Oaklo is building, they're about a tenth the size, maybe 12 to 24 months to going up and running from shoveling ground to actually producing energy, all of a sudden that makes a lot of sense."
Luke Lango identifies Oaklo as a compelling trade call in the energy space for AI data centers. He argues that Oaklo's nano reactor technology, with a much faster deployment timeline compared to traditional reactors, positions it as a critical enabler in meeting the rapid energy demands driven by massive AI infrastructure investments.

"And Nora and I were just talking with James Walker, CEO of Nano Nuclear Energy, NNE. That stock is up 13% today, up 300% over the trailing 12 months. And he kind of said, hey, the market's trying to identify winners and losers in this emerging kind of micro nuclear technology."
Nano Nuclear Energy (NNE) is highlighted as a standout in micro nuclear technology, with a 13% uptick today and a 300% surge over the past year. The CEO emphasizes that the market is sorting through emerging nuclear technologies, suggesting potential winners in the space.
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