US nuclear power stocks surged! Experts warn: Fulfilling promises by technology companies next year is crucial.

In 2024, nuclear power becomes the focus of market attention. Mark Nelson, Managing Director of Radiant Energy Group, said that although technology companies showed increased interest in nuclear power in 2023, in 2024, it was as if the whole world had discovered nuclear power. He explained that the intersection of artificial intelligence and energy demand has made people realize that "technology companies do not have a practical energy growth strategy," creating an opportunity for nuclear power. However, he warned that despite the many "commitments" made by major companies this year, 2025 will be a year of "show me". Nelson said, "It is obvious that the executives of these companies are somewhat unprepared for energy issues, they are rushing to understand energy." Nelson pointed out that "nuclear energy is a special form of energy," but he remains optimistic about infrastructure development in 2025, saying that things are moving in the "right direction". Nelson also commented on the nomination of Chris Wright by US President-elect Donald Trump as Energy Secretary, saying, "I have heard nothing but good news." This year, US stocks in the nuclear power sector have shown strong growth, with NANO Nuclear Energy (NNE.US) soaring by 600%, NuScale Power (SMR.US) rising by over 500%, Vistra Energy (VST.US), Talen Energy (TLN.US) rising by over 200%, Graham (GHM.US) and Oklo Inc (OKLO.US) rising by over 100%.