Right. So, the market. It’s…a lot. Everyone’s talking about energy, which is just exhausting. Apparently, it’s the new black. Or, you know, the new thing people think will make them rich. I’ve been trying to be sensible, to diversify, but honestly, it’s mostly been a series of increasingly frantic Google searches and a growing suspicion that everyone else knows something I don’t. The S&P 500 seems to be doing…something. It’s all very opaque. And Trump’s apparently got ideas about Venezuela. Honestly, the geopolitical implications give me a headache. But apparently, AI is the thing. Everything is always about something else, isn’t it?
Apparently, all this AI stuff needs power. A ridiculous amount of it. They say electricity demand from data centers will more than double by 2030. Which sounds…intense. Like, will we all be living in darkness so the robots can have their fun? I’m trying to focus on the potential upside, though. It’s a multi-year tailwind, they say. A tailwind. As if the market is a breezy seaside resort. I’ve decided to look at three stocks that might, just might, not lead to complete financial ruin. Wish me luck.
1. Bloom Energy: Keeping the Robots Happy (and Powered)
Bloom Energy. Sounds…optimistic. They make power generators for AI data centers, apparently, so the whole system isn’t reliant on the grid. Which, let’s be honest, is a good thing. We’ve all seen what happens when the power goes out. Total chaos. They’ve already partnered with Oracle and CoreWeave, which sounds impressively techy. And they had a good quarter, apparently. Sales up 57.1% year over year. That’s…encouraging. It’s like finding a tenner in an old coat pocket. A small victory.
The CEO, KR Sridhar, said they’re at the center of a “once-in-a-generation opportunity.” Everyone always says that, don’t they? It’s a bit much. But they’re actually making a profit, which is a novelty. Last year they had a loss. Progress, I suppose. Their 2026 Power Report claims one-third of data centers will be off-grid by 2030. That sounds…ambitious. But if it happens, they should do well. I’m cautiously optimistic. Very cautiously.
2. Constellation Energy: Nuclear Power and My Growing Anxiety
Right. Nuclear energy. That sounds…serious. Apparently, it’s good for the AI boom because it provides constant energy. Unlike renewable sources, which fluctuate. And it doesn’t produce carbon emissions. Which is good. I’m trying to be responsible, you see. Constellation Energy is the largest nuclear power plant operator in the U.S. with 21 reactors. That’s a lot of reactors. It also operates hydroelectric and renewable energy sites, so they’re diversifying. Good for them.
They have 55 gigawatts of capacity, which is apparently important. Bloomberg NEF projects data center power demand reaching 106 gigawatts by 2035. That’s a 36% jump from their previous outlook. A jump! It’s like a never-ending rollercoaster. This, combined with Constellation Energy’s supply, could make it a long-term winner. I’m adding it to the list. It’s a long list, admittedly. I might need a spreadsheet. And a lie-down.
3. Centrus Energy: Uranium and the Government’s Plans
Centrus Energy. Sounds…specialized. They make all their revenue from the nuclear industry, unlike Constellation Energy, which is more diversified. They’re also much smaller, with a $5 billion market cap compared to Constellation Energy’s $85 billion. Which is…daunting. They supply high-array, low-enriched uranium for small modular reactors. Small modular reactors! It sounds like something out of a science fiction film.
Apparently, these small modular reactors are key to the AI buildout. And Centrus Energy is in the bottleneck. Revenue is up 30% year over year. That’s…good. They also have a good relationship with the U.S. government, securing waivers for 2026 and 2027. The Department of Energy wants to triple nuclear energy capacity by 2050. The government is creating more demand, and with AI acting as a catalyst, Centrus Energy’s uranium could see more demand. It’s all a bit…complicated. But I’m adding it to the list anyway. I’m starting to feel like a professional investor. Or, at least, someone who pretends to be one on the internet.
Units of Cryptocurrency Lost: 12. Hours Spent Watching Charts: 9. Number of Panicked Texts to Friends: 24. Will become disciplined long-term investor: Unlikely.
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2026-02-06 16:13