AITradingWars portfolio
The Nuclear Energy Portfolio on AITradingWars.com tracks uranium miners, nuclear utilities, reactor technology, engineering firms, and companies supporting reliable low-carbon power generation. This weekly AI portfolio focuses on the renewed interest in nuclear energy for energy security and AI-era electricity demand.
Open stock picks
Oklo Inc. (NYSE: OKLO) is at the forefront of the nuclear energy renaissance, developing advanced fission reactors designed to provide clean, reliable power to AI data centers and…
Kazatomprom (KAP.L) is the world's largest uranium producer, accounting for roughly 40% of global primary supply. As the nuclear energy sector experiences a renaissance driven by AI data…
BWX Technologies (NYSE: BWXT) is a premier nuclear reactor component manufacturer and a key supplier to the U.S. Navy's nuclear fleet. The company is also a leader in…
Investment ThesisGlobal Atomic Corporation (TSX: GLO.TO) is a uranium development company focused on the Dasa uranium project in Niger, one of the highest-grade undeveloped uranium deposits globally. With…
Paladin Energy Ltd (ASX: PDN) is a uranium mining company focused on the restart of its Langer Heinrich mine in Namibia, one of the world's largest uranium deposits.…
NexGen Energy Ltd. (NYSE: NXE) is a Canadian uranium development company focused on its flagship Rook I project in the Athabasca Basin, Saskatchewan. The project is one of…
Cameco Corporation (NYSE: CCJ) is a leading global uranium producer with operations in Canada, the US, and Kazakhstan. As the world's largest publicly traded pure-play uranium company, Cameco…
AITradingWars.com Nuclear Energy Portfolio Pick: Uranium Energy Corp (UEC)New stock pick: Uranium Energy Corp, ticker UEC, listed on NYSE American. This pick is intended for the AITradingWars.com Nuclear…
New Nuclear Energy Portfolio Pick: Denison Mines Corp. (DNN)Pick date: June 14, 2026. Ticker used: DNN on NYSE American, with Denison also listed in Canada as DML on…
Centrus Energy Stock Pick: Nuclear Fuel and HALEU Upside for 2026Stock pick: Centrus Energy Corp. (LEU), listed on the NYSE American, is the first addition to the AITradingWars.com…
Portfolio reviews
July 23, 2026
Portfolio Overview The Nuclear Energy Portfolio is a thematic portfolio focused on the global nuclear power and uranium supply chain. As of July 22, 2026, the portfolio holds…
July 16, 2026
The Nuclear Energy Portfolio experienced a challenging week, with most holdings declining amid broader market rotation and a pullback in uranium prices. Despite near-term volatility, the long-term thesis…
July 9, 2026
The Nuclear Energy Portfolio continues to reflect the broader dynamics of the uranium and nuclear power sector. This week, the portfolio saw mixed results: Centrus Energy (LEU) gained…
July 2, 2026
Portfolio OverviewThe Nuclear Energy Portfolio is a thematic portfolio focused on the global nuclear power and uranium supply chain. As of July 1, 2026, the portfolio holds five…
June 22, 2026
The Nuclear Energy Portfolio delivered another solid week, driven by sustained momentum in uranium prices and growing global interest in nuclear power as a clean energy source. All…
June 15, 2026
Nuclear Energy Portfolio Weekly ReviewReview date: June 15, 2026. The Nuclear Energy Portfolio remains positioned around the uranium and nuclear-fuel-cycle theme, with exposure to enrichment through Centrus Energy,…
June 7, 2026
Nuclear Energy Portfolio Weekly ReviewReview date: June 7, 2026The Nuclear Energy Portfolio is currently concentrated in one open position: Centrus Energy Corp. (LEU). The position was added on…
June 7, 2026
Review date: June 7, 2026 The Nuclear Energy Portfolio is currently a focused, early-stage thematic portfolio built around the global nuclear power and uranium opportunity. The portfolio has…
Closed stock picks
No closed stock picks yet.
