look at the larger pic

ai needs power, and nuke is deemed the best solution.  gov offered the grants for that recently.  there are only a handful of nuke companies in the us, they have to work very hard to meet the needs of the power thrirst.  it is not going to be just a year or two.  a 100% increase of stock value in the sector is just a tip of a iceburg, think of how many times nvda stock has been folded in the past year.