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Specifically, the portfolios of Cliff Asness at AQR Capital Management, Israel Englander of Millennium Management, and Steven Cohen at Point72 Asset Management – all of whom have demonstrated a knack for beating the market over the last three years – have been quietly accumulating shares of Nvidia and Western Digital. It’s not that they’re going all-in, mind you. These are substantial firms managing billions, so even a relatively small percentage of their holdings represents a significant investment. But it’s enough to make one wonder what they see that the rest of us might be missing.

These are not impulsive speculators, but seasoned navigators of the financial currents, men who, in recent years, have demonstrably outperformed the broad market—Laffont by a margin of ninety-four percentage points, Schonfeld by twenty-two. Their movements, therefore, deserve a scrutiny beyond the superficial pronouncements of market analysts. It is as if they have glimpsed a gathering storm, and are adjusting their sails accordingly.

So, how do we feed this digital beast without plunging entire cities into darkness or, worse, causing the price of a simple lightbulb to exceed the cost of a small dragon? Enter Nano Nuclear Energy (NNE +6.86%), a company proposing a solution that, on the face of it, sounds suspiciously like something out of a Jules Verne novel.

There have been little rallies, little flares of hope, but they’ve always fizzled. Like trying to start a charcoal grill with damp kindling. Shares have been inching up again in 2026, though. Which is…interesting. It’s enough to make you wonder if maybe, just maybe, things are different this time. Or if I’ve simply spent too long staring at spreadsheets.