
"We include utilities, nuclear, and SMR companies in our fund mix. In our nuclear fund, the ticker NLR is up 45% this year, and with bipartisan support and policies like an executive push to have three new reactors running by next July 4th, the tailwind appears strong."
The conversation highlights a targeted investment in nuclear energy through the NLR ETF. With NLR up 45% year-to-date, the fund is benefiting from structural tailwinds such as pro-nuclear executive policies and bipartisan support. The discussion implies a buy-and-hold strategy for long-term growth over a five to ten year horizon, making it an actionable trade for investors seeking exposure to nuclear and SMR-related opportunities.
The Bull Market in Electricity
August 29, 2025
Sector Trend