The full SMR and nuclear investment universe — $OKLO and $SMR developers, $BWXT and $UUUU fuel-cycle picks-and-shovels, and $CEG, $VST, $TLN fleet operators monetizing $MSFT, $AMZN, and $META AI-data-center PPAs — plus how the basket compares to URA, URNM, and NLR.
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