POPA Recon✔️Next megatrend: AI Power Play, nuclear power plant + 10 power infrastructure lines
✔️Next megatrend: AI Power Play, nuclear power plant + 10 power infrastructure lines With the explosion of AI data centers, the key is "who will supply electricity." In the market, stocks related to nuclear power and power infrastructure are attracting attention as the next big trend. 👀 🎮 notice items • OKLO → Small Nuclear Reactor (SMR), on-site power generation theme next to AI data center • BE → Fuel cell based on-site power supply • CEG → Nuclear Power Plant-Based Base Power, Big Tech Long-Term Power Contract • VST → Nuclear Power Plant + Gas + Energy Storage Hybrid • GEV → Key to supply…
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