Is up 659% this year. It's losing money as it develops small-scale nuclear modules, but he bets the balance sheet will be fine once it lands a huge hyperscaler contract.
Is hitting a bottom today, down 50% for the year. He thinks that Trump likes solar, but the markets doesn't think that matters. Avoid any stock that receives subsidies.
A dividend aristocrat, it pays a reliable 5% dividend yield. The stock would be more enticing if long rates were going up, not down. Shares rallied 20% in Q3 during the first rate cut, but has been crushed ever since, despite raising guidance.
After delivering a blow-out quarter in August, shares jumped 33%. Then they just announced another strong quarter, beating top and bottom and delivering excellent guidance and raising their full-year forecast.
It owns 252,000 Bitcoin, shares up 419% this year. A crypto play.