These AI Stocks About to Make a LOT of People FILTHY Rich

本站添加: 2026-05-27

[00:00:00]My goal is to change your life and your financial future for the better. And one of the ways I plan to do that is to break down in this video the next potential super cycle in the market. If you want to build lifechanging wealth in less than a decade, here's the rotation I would stake my reputation on. But you're going to do it my way, right?

[00:00:22]Follow smart money, accumulate on a sound rules-based approach, and man your risk as well. Because many influencers, YouTubers, even financial adviserss will say, "Buy the stock. It's going to the moon." But they don't know how to manage their downside and their risk. Our goal is to profit consistently, allocate our capital into the next big trend, but to never take any large losses. And throughout this video, I'll break down the bull cases here, my exact rules approach, and how I plan to do this for myself and for you guys as well. So, as always, timestamps are down below to skip around to certain parts of the video you would rather watch. And this is not financial advice. This is just my education, me sharing with you my process on how I look at the markets.

[00:01:06]And so far, it's been doing pretty well for me and my clients. This is my challenge account where I use the rules-based approach on a daily basis to minimize my downside and maximize my upside. And again, profit consistently.

[00:01:18]4% day, not too bad. And no one shows their actual portfolio performance.

[00:01:23]Everyone on the internet hides this cuz they don't really practice what they preach, but I do. And we're up 36%. Now, this is a bit of a lag today. We're up a bit more. And this is nothing spectacular. I don't want to have a 100% crazy day trade win. I want to just do a bit better than the market and manage my downside when things turn around.

[00:01:43]There's always corrections and with the rules-based approach, that's exactly what we're doing. So, if you guys want to learn more about how I do this, you want some free trade ideas as well and much more, check out my free newsletter.

[00:01:55]Links are down below. And here is a stock I gave from my watch list I give to private clients. I gave to you guys for free in that newsletter about two to three weeks ago, Vicr. I broke down the chart setup, the bulk case, a little bit of how I plan to enter my rules-based approach, and I actually got in with my private group just after I posted this newsletter a day or two later. And on the day today, we are up from the close from Friday, 23%. This is a 23 24% day for the stock for our new position. I raised my stop loss. We got a good lowrisk entry all the way down here just off the 50-day EMA. And now it is smooth sailing. Trust me, when you learn the rules-based approach and focus on low-risk entries, there's no guarantees, but you will put the odds in your favor to get into setups like this. So, for more free trade ideas for the future and all that good stuff, check out that newsletter again for free. Links are down below. So, again, before we start off with the bull cases here and the next super cycle, three rules or none of this works. My goal is to not get lucky.

[00:03:01]My goal is to have a process to allow me to again consistently profit and manage my risk in case I'm wrong. So conviction without discipline is how people lose money in a bull market. The big money is made by sitting tight in the right names and surviving the draw downs. So before the thesis here, here are the general rules. Follow smart money. We're going to track what institutions are buying, governments, hyperscalers, where they're actually putting their capital, what companies they're actually partnering with. the rules-based approach.

[00:03:32]Accumulate on a plan, define entries, ad spots, no chasing, and also have risk managed. If you're wrong, don't start taking large draw downs and don't commit to a losing position if it's not working out. And manage your risk as well. I'm getting ahead of myself here. Position size accordingly. You know, the speculative names, of course, smaller allocations. And if you have a larger portfolio, potentially stick to the highest liquid safe leaders of that sector. There's all great ways to do this no matter your portfolio size and your age as well. This again is a multi-year thesis. It's built for, you know, more patient capital, not for a quick flip. And you could of course trade this as well as a shorter term trade to take profits quicker. But ideally, we want to build wealth in the market. So focusing on larger trends is the way to do that. So why nuclear is next up? When AI takes a breather, capital rotates, of course. So the AI trade does not end the power demand it created. It feeds it. Data centers need enormous reliable carbonfree base load and that points straight at nuclear after a decade plus of underinvestment.

[00:04:43]So AI power data centers demanding gigawatts of always on power. Grid limits are a big issue. The existing grid and renewables cannot carry the base load alone. Nuclear is the next potential super cycle here. Fuel enrichment, reactors, operators, etc. Hyperscalers are already signing 20-year nuclear PPAs to lock up supply. The smart money has moved. Governments are funding domestic fuel and reactor programs as a strategic priority, not just an energy one. Right. So, how to structure the trade here? Four layers, one super cycle. From the raw fuel in the ground to the utility selling power to a data center. Every layer is a different riskto-reward.

[00:05:26]So you decide how far up the risk curve you want to sit. The great thing about this is that it it all depends on what you want to do. It's just about identifying quality stocks in a strong theme that have some type of bullcase.

[00:05:38]And if you're able to manage your risk in a reasonable way that makes sense, right? So layer one relatively lower risk uranium miners. So the fuel itself which would be CCJ, UEC, UU, UU and DNN.

[00:05:53]Layer two is the bottleneck here fuel cycle and enrichment LEU, ASPI, BWXT for example. Layer three highest riskto-reward SMR uh you know advanced reactors. So OK, SMR, GEV, NE, IMSR and then cash flow here operators and utilities companies with real earnings.

[00:06:16]bit stable. I would even say pretty low risk as well. So, CEG, VST, DUK. First up, uranium miners. No reactor runs without fuel and supply is tight after a decade of mine closures and underinvestment. This is the foundation of the whole trade here. So, CCJ, Kamico, blue chip in its sector, one of the largest listed uranium producers with a deep long-term contract book and reactor side upside through its Westinghouse stake. We have UEC uranium energy. The aggressive US developer, lowcost ISR projects, and an unhedged book gives you direct leverage to a rising long-term uranium price. Uuyu Energy Fuels owns White Messa, the only operating conventional uranium mill in the United States, plus rare earth processing optionality on that side as well. And then DNN Denison mines, high-grade at theabaska exposure. its Wheeling River Phoenix ISR project is advancing toward construction in the world's richest uranium basin. Okay, layer two, fuel cycle and enrichment.

[00:07:24]So, here's the real choke point right now in this sector. NextG reactors need Halo, which is pretty much just enriched uranium, and the West has to rebuild enrichment capacity from almost nothing.

[00:07:36]Scarcity is the whole new bullcase here.

[00:07:38]So LU Centurus the only US facility NRC licensed to produce Halio backed by a multi-billion dollar DOE contract structure the closest thing to a pure play winner. We have ASPI ASP isotopes development stage quantum enrichment tech via its quantum leap energy unit earlier and riskier than centress with terror power supply agreements in place.

[00:08:04]And then BWXT, the defense overlap, reactor components, fuel, and naval reactor work for the US Navy mean real cash flow today, not just a 2030s promise. So why this matters? If SMR scale and the fuel is not there, enrichment becomes the most valuable seat at the table. Next up, SMR and the advanced reactors, the picks and shovels of the next decade. Most of these are pre-revenue storys. you have to be careful. So, you know, again, I am not a financial adviser. Don't just copy what I'm doing. Do your own due diligence as with any video I make on the channel.

[00:08:43]But what I would do here is position the smallest, risk less for the higher beta, less certain positions. And this again goes for any sector you want to look at to invest in into the market. That being said, first up, Oaklo, OK. fairly popular stock nowadays. Sam Alman backed signed a 1.2 gigawatt meta deal in January of this year 2026. Aurora micro reactors plus multiple DOE pilot selections. First power targeted around 2030. SMR News scale the only US company with an NRC certified SMR design now with two approvals. A potential 6 gawatt TVA deal and Romania's row power are the catalyst to watch there. And then GEV, GE Bernova, the grown-up way to own SMRs. So it's VWRX300 plus a profitable gas grid and nuclear services business means you are not bidding the company on a single reactor working out like you are with the others. And even earlier stage and more speculative NE nanuclear portable micro reactors and IMSR terrestrial energy molten salt heat and power listed in later last year. So, a bunch of options across the table. Now, nuclear operators and utilities, the safest layer. These names earn real money to date and they're the ones signing data center PPAs. The whole thesis depends on, right? So, CEG constellation, the largest US nuclear fleet, a 20-year meta PPA at Clinton, plus the high-profile crane three-mile island restart make it the anchor name in the layer. BST Vistra landed a 20-year Meta PPA as well across 2.6 gawatts of its existing nuclear fleet plus upgrades merchant power leverage straight into the data center demand wave and then DUK Duke Energy the best riskadjusted name here a regulated utility with a dividend and nuclear in its rate base for exposure without that you know merchant volatility. So here is a great much safer way to play these different sectors. three ETFs for the lowest stress route. And I've done this personally and my private clients have done this as well with the space theme as well. So many space stocks, a ton of volatile, choppy price action. Sometimes it's better just to own a basket of the best stocks. The first one is URA, Global X Uranium, the broad liquid way to own the miners and the fuel cycle in one ticker. URNM, SPRA uranium miners, a more concentrated pure plate tilt toward the mining side of the trade. And of course, NLR, Vanic, uranium, and nuclear tilts toward utilities and operators, so it carries lower beta exposure. And an ETF still moves with the sector. The basket lowers single name risk, but it doesn't remove the cycle. You'll still do just fine taking part in a basket of those best stocks. So, what might break this thesis? Again, as I always say, nothing is guaranteed in the market.

[00:11:44]This could be the next potential super cycle, but I'm not going to do what every other YouTuber influencer on the internet that talks about stocks and finance does. They say this sector or this stock is going to skyrocket. You must buy. There are no risk involved.

[00:12:01]That's not how you play the market.

[00:12:02]That's not how you have a process to profit consistently. There are still risk factors here where if this stuff occurs, then I'm going to preserve my capital. It is that simple. I will never take a large loss in the market. So, timelines and dilution. Most SMR names are pre-revenue with first power in the 2030s. They raise capital by issuing stock. Many, you know, small cap companies do this in the AI sector, which dilutes you while you wait. Not ideal. Funding and policy. Much of the fuel cycle bull cases lean on DOE money from the government, which is subject to appropriations, executive orders, depends on the current administration, and shutdown risk, all that good stuff.

[00:12:41]uranium price cyclicality. So miners are levered to a volatile spot price. The fuel that powers the upside can just as easily gut the downside here. And then hype and valuation. One of the biggest issues here. Many of these trade as high beta story stocks. So in a riskoff market or if we enter another short-term correction like we just had in March of 2026, these could fall 50% or more in some cases regardless of the long-term story. And that is where I'm going to manage my risk. So, conviction with a seat belt, a great motto here. The nuclear super cycle is real. It's not this madeup bullcase. It's a real thing.

[00:13:16]Multi-year rotation, built-in layers, weigh the speculative names small if you're going to play this and let the cash flow names anchor the position. And again, ETFs are a great great option.

[00:13:28]But as always, I'm going to follow my rules. I'm not going to have this bullcase and say, "Okay, nuclear has to explode. I'm going to full this sector."

[00:13:37]No, I am not going to do that. I will continue to use my rules which has allowed me to profit consistently in bull markets, sideways markets, and bare markets. That is following smart money, accumulating based on my rules, and managing my risk as well. So, I'm never taking any large losses, but I'm still able to profit consistently if it does work out. Now, for a couple of charts, I could spend days upon days going through all of these specific ticker symbols, but I thought it would make the most sense for this video to focus on the big three ETFs apart of the sector because that makes the most sense for most investors. But if you want to see more daily analysis on specific tickers, what stocks I'm actually entering, my exact trade ideas, my weekly watch list, and the rules risk approach I use to profit consistently and manage my risk in all markets. That will be in my private group. If you guys want to learn more about how that all works, if it makes sense for you or not, be sure to apply down below. Book a call. We'll talk about what it's all about and all that good stuff. I don't think you'll regret it, but again, it might not be for everyone. So, if you're interested, links are down below. But first off, of course, URA on the daily chart. This just gave us a great entry. This is one I've been calling out for a while undercut and rally of the 200day SMA.

[00:14:54]This has been a long-term support line, which it did find as support back in March of this year on that major correction, and we've been riding up for a little bit. It's a choppy mover for sure. And that's why if the ETF is choppy, then the individual names are of course going to be choppy. But if you're allocating on dips where support is actually found and you're looking at the chart and you're saying, "Okay, this is setting up. This is building a very nice base. MACD is looking like it wants to curl back up to positive momentum." And I always love to look at the weekly charts and zoom out for a longer term trend. And look at this. a big move up 200% and a nice base forming. This is a classic long-term kind of extended weekly bull flag, which the idea is is that you would eventually see a breakout through resistance at around 58 bucks a share or 60 bucks a share and there's a much better chance we're going much higher. If we check back in a year, I would not be surprised if this is all the way up at 100 plus a share. It would not be surprising to me. Now, is that a guarantee? No, I'm going to manage risk in case I'm wrong. I'm not going to continue to buy and if things really blow up in the market, take a huge loss.

[00:16:07]That's not my goal. But my goal is to say, okay, accumulating on these dips, if support is found, makes a ton of sense. So, right now, looks to be pretty good for URA. Again, don't listen to me.

[00:16:20]Not financial advice, but based on my rules, this is something I am for sure interested in. URNM.

[00:16:26]So the miners very similar price action.

[00:16:30]Uh we still haven't completed that undercut and rally of the 200 day.

[00:16:34]Ideally, you know, I prefer to buy a bit after. I don't want to time the bottom.

[00:16:39]I want smart money to get in at the bottom. They build the floor and then we get in a bit after because again, look, I'm targeting longer term huge gains. I don't want to day trade here. I want to target huge trends. and back above the 200 basing above that level. Not a quick pop and drop, but a nice consolidation above that level would be ideal. Weekly chart looks great, but we're below that 50week EMA, which on my chart is the green line. Got to get back up here again. It it could happen very soon. It could take a couple more months. We'll have to see. The trend looks like it's moving back up. Momentum has to really curl back up for me to be super allin right now. But again, this is a longer term super cycle. AI semiconductors are still the main focus, but the rotation is happening. And we actually did just bounce off of previous highs from 2024.

[00:17:29]So for more advanced investors and traders uh that want to get an earlier entry, that's actually a nice level to work off of. So even though we're below the 50WE, you could have really got in right here with your risk below and start to build a potential really good position at a lowrisk spot. So, it depends again on your portfolio, how you want to play the market, but as long as you're following rules and managing risk, you should be just fine, right?

[00:17:56]And finally, NLR, uranium and nuclear, similar type of deal here below the 200.

[00:18:04]Still kind of basing in this range after a big move up from it looks like the tariff crash in March 2025. I mean, this one here, 150%, right? choppy base looks really good. Weekly chart, same type of deal. This one looks really good. Look at that base right there on the weekly.

[00:18:25]Momentum is still down, but that should be curling back up very soon, next couple weeks likely. And we're just below the 50. But again, earlier entries with advanced strategies, you could go for it now. But again, if you want to be safer, I just wait a little bit more.

[00:18:40]Never have FOMO in the market. Never feel like you're missing out. There's always so many great opportunities in all different sectors. And look, even if you missed this entire nuclear super cycle, there's going to be so many plays in so many different sectors. I'll continue to break down all my analysis on the market, on my YouTube channel, in the free newsletter, on my ex account, and of course much more in-depth analysis and the exact rules I use and my trade ideas in that private group.

[00:19:05]The links are down below. Uh so don't feel like you have to do this. Don't feel like, you know, you're going to miss out on generational gains. There's always ways to make money. It's just about following a process that actually works. So again, not financial advice.

[00:19:17]Don't just look at what I'm doing and say, "Okay, I have to go all in. Don't just look at my returns and say, "Okay, I'm going to follow his trades and investments and I'm going to make the exact type of money." That's not how it works. You have to learn the process for yourself, right? You could lean on me a little bit and learn what I'm doing.

[00:19:32]But, you know, once you learn for yourself, it becomes so so rewarding because you now have no fear in the market. You know what your risk is. you know how to focus on quality setups and if you actually use the rules the right way, it doesn't take that much time.

[00:19:46]It's not that stressful. You'll just be able to look at what's working, position accordingly. If it's not working, trim your profits, get out for a small loss, and if it does, don't FOMO sell. Just keep your position and hold it for as long as it works. It's that simple. So, if you guys want to learn more about how that all works, again, links are down below. But for now, that's it here for this video. Subscribe for more if you did enjoy.