After President Donald Trump signed an executive order on nuclear energy, investment strategist Shay Boloor outlined a roadmap for capitalizing on what he called the “energy rails of the Fourth Industrial Revolution.”
Notably, on May 23, President Trump signed orders to quadruple domestic nuclear power production within 25 years.
In an X post on May 24, Boloor said this shift concerns capacity, control, and America’s ability to lead in the emerging AI-powered economy.
“President Trump’s nuclear executive order isn’t just about flipping the switch on a dormant industry, it’s about flipping the script on what powers American dominance in the 21st century. And once you see the throughline, it becomes impossible to ignore: the United States can’t lead in AI, advanced manufacturing, or digital defense without re-architecting the very grid it runs on,” he said.
To this end, Boloor identified five nuclear and power infrastructure stocks poised to benefit from the new regulatory environment.
Cameco Corp (NYSE: CCJ)
Often regarded as the bellwether of uranium sentiment, Cameco’s (NYSE: CCJ) role is set to expand dramatically. With the U.S. government backing next-gen nuclear and utilities racing to secure uranium supplies ahead of new reactor commissioning, Cameco becomes, in Boloor’s words, “the energy equivalent of TSMC,” a foundational layer for continuous power delivery in a compute-intensive future.
At the close of the last trading session, CCJ stock was at $58.69, up 11%, and the equity had rallied 12.5% year-to-date.
Constellation Energy (NASDAQ: CEG)
The strategist stated that Constellation (NASDAQ: CEG) isn’t just a utility anymore; it’s the provider of carbon-free baseload power underpinning the data centers of Google, Amazon, and other hyperscalers.
He noted that as AI deployments scale up and demand reliable, 24/7 energy, Constellation as an irreplaceable partner.
As of press time, CEG stock was trading at $297.49, up 2%, while it has spiked 33% year-to-date.
Vistra Corp (NYSE: VST)
On the other hand, Vistra (NYSE: VST) made the list, and the expert cited its pivot from legacy generation to forward-looking energy delivery.
With assets in key industrial hubs and a growing portfolio in battery storage, Boloor highlighted Vistra’s positioning as a bridge between today’s grid and the needs of tomorrow’s energy-intensive industries.
Like other stocks in this category, VST has also rallied 14% YTD, trading at $158 at the time of this report.
Vertiv Holdings (NYSE: VRT)
While not a direct power generator, Vertiv’s (NYSE: VRT) role in ensuring clean, efficient power distribution within AI clusters is critical.
From thermal optimization to load balancing, Vertiv is, as Boloor described it, the boring but essential player ensuring five nines of uptime in hyperscaler data centers.
VRT has recorded increased volatility across 2025, down 8% as of press time, valued at $104.
BWX Technologies (NYSE: BWXT)
According to Boloor, BWXT (NYSE: BWXT), a longtime player in defense and fission technologies, stands to capitalize on the post-order shift.
With deep experience in microreactor design and a national security overlay, Boloor considers BWXT a “de-risked lever” on the entire nuclear ecosystem.
“They’re already there. And now, with policy tailwinds and a national security overlay, they become the de-risked lever on the entire ecosystem,” he said.
Regarding price movement, BWX Technologies has also been bullish, gaining 7% in 2025. At the close of the last session, BWXT was up 11% to $119.
At the same time, the strategist also mentioned emerging players like NuScale Power (NYSE: SMR) and Oklo (NYSE: OKLO), which focus on small modular reactors and microgrid solutions. While in the early stages, these companies could gain momentum as regulatory barriers loosen and demand for distributed, autonomous power footprints increases.
Featured image via Shutterstock
