Golden the opportunity to buy in nuclear energy? News ad

The reaction of the stock market to new technologies can sometimes be as unstable as the innovations themselves. The recent example of this happened on January 27, 2025, when a sharp sale struck the nuclear energy sector. This sudden decline was caused by the news surrounding Deepseek, the new model of artificial intelligence (AI), advertised for its potentially lower energy consumption compared to existing AI technologies.

The market, apparently, fearing that less greedy AI can reduce the need for energy production, will react negatively, affecting companies throughout the energy sector. Nevertheless, a more thorough consideration suggests that this market is a significant excessive reaction, delaying a strong, long -term growth narrative.

This temporary decline can be a strategic entry into fundamentally justified companies that are well relying to benefit from sustainable global demand for reliable, without carbon, basic load.

Outside the algorithm: expose the panic deepseek

Although the energy consumption of artificial intelligence, including large language models and data processing centers, is a reasonable problem, this is only one part of the global energy puzzle. The market reaction to the input of DeepSeek, by the visible, ignores more significant factors that affect the energy future. The International Energy Agency (IEA) predicts the record use of nuclear energy, emphasizing the constant and growing demand for pure, reliable sources of energy around the world.

The demand for energy, especially the reliable power of the basic load, increases from several significant trends that are not related to the development of AI. The key factor is industrial electrification, where industries are increasingly switching to electricity processes and evade fossil fuel.

This shift requires a constant and significant source of electricity. In addition, urbanization and growing global population concentrated in cities also contribute to the demand of energy. In addition, the efforts to combat climate process cause a global transition from fossil fuel to radiate carbon to cleaner and more renewable energy sources.

Nuclear energy plays a decisive role in this transition as a scalable and installed source without carbon basic load.

On an increasingly unpredictable global area of ​​the country, the priority of energy security to ensure stable and reliable energy sources. This reduces dependence on the oscillating global markets and potentially unstable areas.

Thanks to effective fuel and expanded operational life expectancy, nuclear energy is a strategic asset to achieve energy independence. This mood is supported by recent comments from utilities, reactors and industrial energy users that provide financial support to ensure future access to clean, reliable and scalable nuclear energy.

Strategic entry point: three companies, one bright future

The recent market DIP has created a convincing scenario in which fundamentally strong companies in the nuclear sector are currently traded at a discount potentially disconnected from their domestic value and long -term growth prospects. For investors with a long -term horizon, this provides a strategic opportunity to buy.

Nuscale power: innovation of the future nuclear

Nuscale Power NYSE: SMR It is located at the forefront of the evolution of the nuclear industry, the development and commercialization of small modular reactors (SMRS). These innovative reactors are less and more flexible than traditional nuclear reactors. Their modular design ensures the production of the plant and faster, more economically effective deployment, which makes them an attractive option for various applications.

Like other companies in this sector, on January 27, a sharp decrease occurred in Nuscale, falling by about 27.9%. Nevertheless, he quickly began to recover, demonstrating stability and assuming a potential market reversal. Despite this volatility, Nuscale shares remain more than 20% since the beginning of the year and almost 600% throughout the year, reflecting the basic confidence of investors.

The unique advantage of Nuscale “pioneer” in the SMR market is that it is the only company with the approval and certification and certification of US design and certification. This normative milestone confirms the safety and vitality of its technology, emphasizing Nuscale leadership in a rapidly developing market.

The company actively produces Nuscale Power modules and long -term components. Standard Power ordered Nuscale to provide 24 SMR for two data centers projects, demonstrating the growing interest of the technical sector in nuclear energy, despite the energy efficiency of the artificial intelligence model.

Constellation Energy: Proven Nuclear Energy House

The energy of the constellation NASDAQ: CEG It is the largest operator of nuclear power plants in the United States. This established position provides the company with a stable fund, constant income flows and rich operational experience. Constellation shares also survived a decline, falling by about 20.85% on January 27. Nevertheless, he also showed signs of recovery and remains significantly growing from the beginning and over the past year, emphasizing the confidence of the market in its main force.

Constellation Energy financial indicators even more confirm his strong position. In the report on income for the third quarter of 2024 (3 quarter of 2024), the GAAP net profit in the amount of $ 3.82 per share and adjusted operating profit in the amount of $ 2.74 per share. With the support of this strong performance, Constellation raised the adjusted operating profit guide in 2024 until 2024 to the range of $ 8.00-8.40 per share. These figures demonstrate the ability of Constellation to make significant profits and their confidence in its future effectiveness.

A significant development of the constellation is a 20-year agreement on the purchase of electricity (PPA) with Microsoft for restarting a three-fast block 1, now renamed the Crane Clean Energy Center. This Agreement emphasizes the growing demand for pure energy from large corporations and emphasizes the strategic ability of Contellation to use its existing assets to meet this demand. It is expected that the Crane pure energy center will also have the right to obtain pure electricity technology PTC (45Y), provided by the Law on Reducing Inflation (IRA) during the first 10 years of work, which further increases its financial viability.

Cameco Corporation: Locking the nuclear era

Cameco Corporation NYSE: CCJ It is one of the world’s largest uranium producers, providing the necessary fuel for atomic power plants around the world. Thus, it plays an important role in the nuclear power chain. Cameco shares survived a decrease on January 27, falling by about 15.32%. When demonstrating some recovery, its performance from the beginning of the formation reflects wider moods in the market, decreasing by about 3.4%.

Despite the recent DIP, the financial results of Cameco Q3 2024 demonstrate its strong operational indicators and positive prospects. The company reported an increase in revenue and an increase in net profit due to favorable market conditions and higher prices for uranium.

Recognizing the power of his business and the long -term prospects of the industry, the Cameco board of directors announced an increase in annual dividends in the amount of $ 0.16 to the general action and planned to increase this dividend to $ 0.24 per share by 2026. Further demonstration of his confidence in the future nuclear energy, Cameco raised its forecast for Uranus production for 2024.

The opportunity in the nuclear

The recent decrease in nuclear energy reserves caused by fears about the energy efficiency of Deepseek AI, according to the visible, is an excessive market reaction. The use of AI energy is undoubtedly a factor that should be taken into account, but it is important to view it in the context of the general global demand for energy. The constant need for the clean, reliable power of the basic load will continue to stimulate growth in the nuclear industry.

The current market provides a convincing investment opportunity for companies that form the future of energy. The nuclear sector experiences growing support, and companies in this sector are ready to satisfy growing global energy requirements. These combined factors now make the ideal time for investors to take advantage of the long -term potential for nuclear energy growth.

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