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Every time we talk about big opportunities tied to AI, I bring up the same stock.
And no, it’s not a semiconductor company or a cloud services provider.
It’s Cameco (CCJ) — one of the strongest nuclear stocks out there.
Here’s the thing most traders miss: AI doesn’t just need chips and software. It needs massive amounts of energy.
Nuclear is becoming the go-to solution for powering the infrastructure behind it.
I first flagged CCJ back when it was trading in the $30s. Today it’s sitting around $120.
That’s not a typo. We’re talking about a stock that’s quadrupled — and it still has a ton of momentum and opportunity.
The demand side is only getting more intense because we’re running into real scarcity and bottlenecks, where our current energy supply simply doesn’t support what we need.
Now I’ll be honest — it’s a volatile stock. But that’s actually what makes it interesting. Because you can play it for income, you can use premium, and it’s a really good one to trade.
It doesn’t have the best option volume, but it has good enough liquidity that you can put positions on without getting killed on the spread.
Other Nuclear Names Worth Watching
CCJ isn’t the only one in this space…
Oklo (OKLO) — the one my Opening Playbook partner Graham Lindman keeps an eye on — has had some major moves and some pretty wild volatility.
It ran from $30 all the way up near $200, and now it’s back in the mid-range, sitting in that reversion to the mean zone.
Could it become interesting again? Absolutely.
Right now it’s in that consolidation phase where you have to be patient.
Then there’s Uranium Energy (UEC), which is currently super volatile, is similar to CCJ and has been a strong stock in its own right, up almost 60% over the past month.
On the energy side, these are worth playing…
You can do it in a variety of ways and there’s enough premium there to go around.
Why Nuclear Fits the AI Narrative
Most people think about AI stocks and immediately go to Nvidia (NVDA) or Microsoft (MSFT). And sure, those are great companies — two of the Dow’s 30 blue-chips stocks.
But the real infrastructure play — the one powering the data centers, training models and compute power — is energy. And not just any energy…
Nuclear is emerging as the long-term solution because it’s clean, reliable and scalable.
There’s also the broader market backdrop to consider. If we get even a modest lift in small caps — say a 15% kind of year — some of the trades tied to this sector could see outsized performance.
That’s the kind of setup where a well-timed longer-term trade can target massive upside.
That’s why I keep coming back to these names. They’re not short-term momentum trades — though they can be.
They’re legitimate infrastructure plays tied to one of the biggest secular trends in the market.
So if you’ve been looking for an angle into AI that isn’t overly crowded or overpriced, this might be it.
Just remember — volatility cuts both ways.
Structure your trades accordingly, use defined risk and don’t get caught chasing.
Nate Tucci
Tucci Trades
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*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
Markets Are Moving Faster Than Most Traders Can Keep Up With
This week is shaping up to be one of those where markets tend to spring on traders without much warning.
Major economic reports are landing in the middle of an already crowded earnings calendar.
When those two forces collide, markets don’t move slowly – they shift. Fast.
These high-speed moves rattle positions, and turn what looks like a controlled trade into a scramble to manage risk.
But there’s a silver lining.
I’ve spent years studying how markets behave during these volatile windows.
Doing this led me to a single tactical approach designed specifically for high-speed environments like the one setting up right now.
I won’t claim there are guarantees in this market.
But what I use is built for moments when markets move quickly, decisively, and without much room for hesitation.
Before tomorrow’s report hits, it’s worth knowing:
- How these high-speed shifts typically unfold
- Why most strategies struggle when volatility accelerates
- And the one weapon on to stay aligned with the move instead of fighting it
