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Constellation Energy (CEG) and Oklo (OKLO) are nuclear energy stocks that have declined significantly (down 30% and 71%, respectively) due to investor sentiment shifts, but patient buyers may view the weakness as a long-term opportunity given the AI-driven power demand thesis.
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Nuclear energy stocks have sold off as near-term enthusiasm fades and geopolitical risks mount, but the long-term AI revolution thesis supporting power demand remains intact.
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The nuclear energy stocks have really come in over the past month, and while the appetite for such plays that are doing their part to fuel the nuclear renaissance might be fading, patient dip-buyers might finally have a chance to pounce, as not a whole lot has changed about the long-term thesis with the AI revolution continuing to power forward. If the Iran conflict resolves in as little as two weeks’ time, investors should prepare for AI headlines to start flowing in again.
And while the nuclear energy plays might still have a bit more room to move lower, especially if the S&P 500 isn’t finished with its pullback yet (some think the 5,000 level could be put to the test in the coming weeks and months), I’d still treat the latest dip as a long-term buying opportunity, even if it means running the high risk of losing big money over the shorter term.
In any case, here are two nuclear energy plays that might be worth tracking down on recent weakness.
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Constellation Energy (NYSE:CEG) stock tanked close to 7% on Tuesday, thanks in part to an Investor Day that failed to impress. With a muted earnings outlook and a lack of overall excitement (no big deals to disclose), it really felt like there wasn’t much to see at the event that was supposed to excite. Either way, I’d view the latest plunge as more of an opportunity to buy than to run for the hills.
With the company reportedly asking regulators to help speed up the Three Mile Island reboot, there may be jitters of potential delays due to bottlenecks. Indeed, the last thing investors want is for such an ambitious project to be pushed out by some number of years (perhaps to 2031). Either way, longer-term investors shouldn’t make too much of the matter, especially as the seasoned management team looks to get on it.
