{"id":"thesis-nuclear-renaissance","category":"thesis","title":"Nuclear Energy Renaissance","summary":"AI hyperscalers funding nuclear restarts; SMRs approaching commercialization.","trigger":{"always":false,"sectors":["Utilities","Energy","Industrials"],"tickers":["CEG","CCJ","OKLO","NXE","VST","ETN","GEV"],"regimes":["trending_bull","range_bound"]},"ttl_hours":336,"content":{"thesis":"AI datacenters requiring 24/7 carbon-free baseload power have turned nuclear from legacy utility into strategic growth sector. Hyperscalers signing direct power-purchase agreements with nuclear operators, and SMRs approaching commercialization, are causing structural repricing of the entire nuclear fuel cycle.","primary_beneficiaries":{"CEG":"Largest US nuclear operator — securing premium direct-connect PPAs with tech giants","CCJ":"Premier pure-play uranium fuel supplier — both spot and long-term contract exposure","OKLO":"Advanced fast-fission SMR developer with strong AI developer demand backlog"},"risks":["NRC regulatory delays — stringent approval processes delaying SMR commercialization timelines","HALEU enrichment bottlenecks — supply chain vulnerability for high-assay low-enriched uranium"],"time_horizon":"7-15 years","conviction":"high"}}