Trump Nuclear E O News Sends SMR s Higher
https://www.investors.com/news/trump-nuclear-executive-order-nuclear-sp-500-stocks-oklo-surge/
虽然昨天SMRs 盘后逆势暴涨 8-18%左右， 但是从之前观察投资VST到DD 其他如成熟如CCJ等过去20年的情况，在基本面上同意下面这个观点：
Nuke hype just hit the headlines (again)
Nuclear stocks like? Oklo and?NuScale are surging on reports that?US President Donald Trump may invoke the Defense Production Act?to turbocharge reactor builds and secure uranium supply chains. (Read) （见上面链接）Sounds electrifying, right?
Not so fast.
Even with Uncle Sam fast-tracking paperwork,nuclear buildout is still a bureaucratic beast. New reactors could take decades to meaningfully juice AI, data centers, or the grid.
I get it but would rather bet on old school dinosaur juice, midstream transporters, pipelines and utility grade reliability over headline sizzle.
Nukes are gonna be cool in 2040, but cash flow is a lot cooler now.
Your Thoughts？？
