Top 7 Nuclear Stocks to Watch Before They Make Big Gains

By Whitney Tilson
Published May 28, 2025 |  Updated June 2, 2025
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Whitney Tilson here...

I recently did a 14-minute interview with MarketBeat about the nuclear sector, where stocks have recovered strongly from the recent pullback...

Regular readers know that I see long-term upside potential for the sector. And in my interview, I discussed some of the recent developments as well as a handful of stocks.

The 7 nuclear stocks I talk about are just one headline away from a massive move.

With rising energy demands from AI and rumors of new executive orders aimed at accelerating U.S. nuclear development, the setup is in place for explosive gains... including both major players and speculative startups with huge upside potential.

Watch it below:

Of course, the big story in nuclear energy that my team and I have been following is about "Amazon Helios"...

When people usually talk about nuclear energy, they're talking about fission – which splits atoms. It's an amazingly safe, reliable, and clean power source.

But I'm talking about nuclear fusion. This process combines atoms to form a single, heavier one... while releasing massive amounts of energy.

According to MIT, fusion can create 20 million to 100 million times more energy than coal, oil, or natural gas.

And right now, one company is at the center of it all. You can get all the details in a special presentation right here.

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