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“When Meta, Amazon, and Microsoft start talking about energy independence during April earnings calls, speculative capital will flow back into SMR stocks.”

Chris “CJ” Johnson, Lead Host & Senior Analyst, Monument Traders Alliance 

Dear Reader,

Peter Navarro just handed nuclear investors a $2 billion gift.

And almost nobody noticed.

While you were scrolling through Sunday’ssports highlights, Trump’s trade adviser dropped a policy signal that’s about to reignite the nuclear AI trade.

From my kitchen table in Ohio, watching my energy bill climb 30% this year despite using less power, I can tell you exactly why this matters.

The hyperscalers building data centers across my state – Google’s $2 billion expansion in Columbus, Meta and Amazon racing to build facilities – they’ve been passing their massive power costs straight to us. My neighbors and I are funding their AI buildout through our utility bills.

That’s about to change.

Sunday’s headline: Peter Navarro said the White House may force data center builders to absorb their own utility costs.

This isn’t just policy talk. This is Nuclear AI’s second act beginning.

The Walk Down Main Street Always Tells the Real Story

Here’s why my “Walk Down Main Street” approach matters more than any chart or analyst report…

Before earnings calls shift tone, before technical patterns break out, you walk outside and look at what’s happening in real communities.

Last week, Cincinnati city officials reviewed multiple data center projects specifically to assess their strain on local resources. Not theoretical strain – actual pressure my neighbors and I feel every month when those bills arrive.

Rising bills create political pressure. Political pressure creates policy responses. Policy responses create investment opportunities.

Nuclear Remains the Only Scalable Solution

When regulators start curbing cost pass-through, these companies don’t sacrifice margins. They adapt.

That adaptation leads directly back to nuclear power.

Nuclear remains the only scalable baseload solution capable of supporting 24/7 high-density compute loads. Solar and wind cannot provide consistent baseload without storage infrastructure that doesn’t exist at the required scale.

We’ve seen this playbook before.

Nuclear AI’s First Act Already Played Out

Eighteen months ago, Microsoft announced collaboration with Constellation Energy for nuclear-powered data centers. That announcement ignited the first speculative surge in Small Modular Reactor companies.

Nano Nuclear Energy (NNE), NuScale Power (SMR), and Oklo (OKLO) surged as investors anticipated a structural shift toward AI-powered nuclear energy.

Then October’s risk-off rotation crushed everything speculative. From their highs, SMR names fell 60% to 75%. The nuclear thesis didn’t disappear – investor attention did.

Why This Weekend’s Signal Changes Everything

The AI buildout isn’t slowing. Capital expenditures are committed. Data center expansion is underway.

If grid dependency becomes politically expensive, hyperscalers will accelerate their self-generation plans immediately.

Last year’s executive order already cleared regulatory pathways for nuclear energy development in AI infrastructure. That was stage-setting policy.

Navarro’s weekend signal adds urgency.

When companies like Meta, Amazon, and Microsoft start talking about energy independence during April earnings calls, speculative capital flows back into SMR stocks.

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The Difference Now Is Positioning

The first surge was anticipation-driven. The next surge will be margin-driven – backed by actual economic necessity.

Since their 60-75% decline, SMR names are no longer priced for perfection. They’re deeply discounted, creating asymmetric setups when the narrative shifts back.

This isn’t chasing hype. This is recognizing when policy, margin protection, and infrastructure demand converge.

The recent Main Street pushback on utility costs is both accelerant and catalyst.

Here’s How You Position

First: VanEck Uranium and Nuclear ETF (NLR)

Diversified exposure to uranium miners, nuclear utilities, and reactor operators. Trading 15% off 2026 highs – lighter discount than individual SMR stocks.

The ETF remains in short- and long-term bull trends with 4-6 month target of $180.

Next: Accumulate Oklo Inc. (OKLO) on Weakness

High-beta, policy-driven nuclear play tied directly to AI energy demand. Surged 800% in 2025, then collapsed in the risk-off unwind.

Currently trades 67% off October highs. Recently broke below 200-day moving average with “Death Cross” pattern forming.

This technical weakness puts OKLO on my accumulate list. I’m building a full position at $50 where strong support should emerge.

YOUR ACTION PLAN

My “Walk Down Main Street” told us pressure was building through rising utility bills.

Weekend headlines confirmed policy awareness.

The April earnings cycle will likely confirm corporate acceleration toward private power solutions.

Those who pay attention to quiet signals get positioned before the crowd reconnects the dots.

Next week, I’m covering the second opportunity this policy shift creates – the domestic uranium supply angle that could strengthen the entire nuclear value chain.

That’s exactly why you should be here with me, getting that head start.

And if you want to hear more about this topic and many others, then you want to make sure you’re subscribed to our new YouTube Channel.

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