Nuclear Renaissance

For decades, nuclear was a dirty word. Now every major tech company Microsoft, Google, Amazon, Meta is signing long-term nuclear power purchase agreements because they need reliable, carbon-free baseload power that wind and solar simply can't provide at scale. This nest owns the companies positioned to win that revival: the utility that just restarted Three Mile Island, the world's largest uranium miner, the pure-play nuclear operators with contracted capacity, and the next-generation small modular reactor companies building what comes after. The AI boom made nuclear inevitable again.

Shared by Nandh Devineni

5 holdings | Updated 3/9/2026