Most Investors Are Missing The "AI Engine" (Full Stack Breakdown)
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Most Investors Are Missing The "AI Engine" (Full Stack Breakdown). The world is obsessed with #Nvidia H100s, but they’re forgetting one thing: AI isn't just a compute problem—it’s an energy crisis. With over 12,000 data centers starving for power, electrical demand is set to double by 2030, eventually surpassing the entire grid of Japan. This has triggered a massive #Nuclear renaissance, with top ETFs like URA, URNM, and NUKZ returning between 45% and 88% in 2025. In this video, I reveal my "Nuclear Stack" framework—the same 4-tier map I use to track miners, fuel enrichers, SMR innovators, and the utilities signing multi-billion dollar deals with Amazon, Google, and Meta. Whether you want the 100% Tier 1 torque of URNJ or the stable grid-scale cash flow of NLR, I’m showing you exactly how to own the infrastructure that makes AI possible. Don’t just bet on the chips; bet on the power they can’t live without.
Wow the expenses are wildly high. I'd just pick the one with the lowest because he doesn't even have to do as good
#nuclear #nuclearpower #aistocks
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do you have thoughts om NUKX. Retired at age 79 with a small portfolio I hold a very small piece of UNRM and when I discoveed it a alightly larger of NUKX.
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AI is NOT the only thing driving the need for nuclear electric power. Demand for electricity is increasing as the population grows and the increasing use of electricity for vehicles...
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These ETFs have pretty darn high expense ratios. I bought NUKZ, but it is 0.85% expense ratio. I’m probably going to sell it. What do you think about URAN? You didn’t cover that at all and it has a very low expense ratio of 0.35%.
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Where would NUCG in uk fit please ?
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⚛️ Top Nuclear Stock: https://youtu.be/eRnN7P2kQeU
interesting video. are any of those ucits compatible for european investors?
💰 Our Top 10 Stocks to Set It & Forget It! → https://www.youtube.com/watch?v=4vgg_-dkDC0
📈 Top 5 AI Stocks Blowing Up and Cheap! → https://www.youtube.com/watch?v=9AMEvywHyV8
Wait... isn't NUKZ the Range Nuclear Renaissance Index ETF? Where did Global X come from?
🚨 The ONLY Quantum Stock I'm Buying! → https://www.youtube.com/watch?v=dbbT-x_ttRc
00:00 - Intro
Hello! I EU i have only the last 2 ETF, i want to have only one 😅
00:27 - Terawatt Trajectory
00:51 - 2025 Nuclear ETF Returns
Investing is a mental game. It means going against the grainbuying low, selling high, and staying patient when you’d rather be doing something else. It’s 5% intellect and 95% temperament.Jessica Lynn Catalan helped me see the bigger picture by focusing on long-term goals rather than short-term gains. As a result, my reserves increased from $275k to around $750k.
00:59 - Nuclear Stack
01:50 - Miners
There's a change when you hit $10,000 and another when you hit $20,000. Keep chipping away, it takes some time to get there, but comes quicker than you think, It's taken me a few years to get where I am.
02:01 - Enrichment
02:15 - Innovators
Thank you again for your great detailed explanation of a complicated process
02:33 - Utilities
03:33 - ETF 1
Bought CCJ, UUUU, UROY, URNJ. UUUU won government land in NV. with surface area yellow cake? UUUU and UEC used to run together as suppliers. With RARE EARTH MINERAL proxy’s by government, the silver, gold, copper, 😮rare earths. ( added these dividends paying rare earth stocks/ETF TMET, BSM, HBM, SETM, CRTL, (AND: VALE, AMX, SCCO, ILIT MUCH in LATIN AMERICAN ETFs: ILF, FLLA, FLN? ILF has the top 40 Latin American stocks which include the largest BANKS, mines of silver, gold, copper, oil and gas, Latin American Airlines, NaturalResources and many foods: coffee beans, bananas, pineapples, greens 🥬 etc. Emerging markets were easier to cover by adding ILF and FLCH & FHKCX…. LATIN American and China Regional…. India? No movement? BRIC: Brazil, Russia, India and China? These were the leading countries in development on natural resources, technological development and education investments? These are the four horsemen of next generation? Instead I’m adding FLJH and FLJP Japan ETFs in early 2026, Q1 average in at $37-38 shares. FHKCX is positioned well, adding shares on Thursday 2-4pm closing time. Using weekly charts, the last two candlesticks on weekly charts is life saving, last look before committing to a trade. Weekly last two bars? Red, then hammer up with long tail? Count me in for a swing trade, minimally. 😊😊 be safe😅
05:22 - ETF 2
08:03 - ETF 3
Great Video!
09:35 - ETF 4
11:09 - ETF 5
Great info. Thanks
13:31 - Comparison to Brian's Stack
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Great video, thanks for sharing your wisdom.
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As a european I have the WisdomTree Uranium and Nuclear Energy UCITS ETF, which ist much cheaper and even a little better in terms of tier distribution than the NUKZ or URNU how its called here.
0,45 is a lot more attractive then 0,65 TER
Otherwise, great Breakdown!
All opinions expressed by Brian are solely provided as content. Do not treat any opinion by Brian as gospel that needs to be recreated. Brian is not a fiduciary or financial advisor. All financial topics are for illustration where the outcomes are not guaranteed or expected. There exists real risks in all forms of investment, so do your homework and make your own decisions.
Disclaimer:Business With Brian has been paid Twelve Thousand Dollars by [CDMG] funded by Starfighters Space to post the advertised portion of this video.
I love your approach to investing.
More User Perspectives
3:37 URA positioned as the benchmark ETF
Balanced exposure across tiers.
Picking 2 mentioned ETF’s I’m considering NLR and NUKZ. Long term picks with consistent upside.
@bryangoodson1721I’m going to be breaking down.. read HOA to do a video. I’m going elsewhere it’s just too long. You’re very generous with other’s time. Yeah yeah yeah
@susanjannarone135Trump is an Israel puppet
@bismark38We paid off our last credit card on New Year's Eve so we're into 2026 credit card free! This year we plan to pay off our truck, which is our last debt (other than our mortgage) and then we are never going back!!
@canadianjeff1always enjoy these break downs... be interested in your thoughts on the plays i went with back in May... SHLD, NLR, IFRA, XLU, this was decision through a few weeks of research to cover the Entire Stack on all Sides.. im curious about where MidStreams could come in to play here....
@Gralldila@businesswithbriand: Hi Brian, can you please let me know where to see your portfolio and the excel you mentioned?
@booboocool906Good videos - thanks from Denmark 😀
@michelmichel6292Are there similar nuclear etf’s on the Australian stock market 🙏🏼
@chicken17boogySMR - already US approved Nuscale
@flash521Happy New Year 🎊🎄
Thank you. I'm truly grateful ❤️Retiring this year with 85K biweekly feels like a dream. Watching this video takes me straight back to 2024 - it reminds me how far l've come.. You've inspired me in so many ways!!!
Happy New Year! I appreciate the consistency and effort you put into your channel.
@lakshmanmadambiseri1190Brian thx for this, once again you follow good logic behind scene, you should cover fusion inovation process and compnyies bihend!
@danijelvlahovic4369A comment on what the future of SPENT FUEL disposal and storage, may be interesting.
@kipjohnson7586Do you like UTG ?
@gmerola2652Fantastic content, love your videos. Your picks have already been making me money, and I have only been watching your channel for about a year. Thank you!!!
@garethhayes4526Hey Brian w your tech background was wondering what your honest thoughts were on SPRX? Holdings look good for the future. Happy new year
@PizzardNationthank you sir
@samebiojo3747thank you sir
@samebiojo3747I made over 200k this year ...i absolutely need to find some assets or business next year to mitigate my taxes. I'm dedicating next year to doing just that. I can't be paying all these taxes
@GilbertSmith-r1iSo if you were going to hold this for 10 years, how would you weight them inside a portfolio? I use Fidelity buckets and I think that this would be a nice new little portfolio.
@markdole3768What an incredible education. Thank you Brian. Your ability to educate without hype is better than anyone on YouTube.
@michaelanderson3172Great information as usual
@liza7604Why Next door stock is extremely undervalued AI agent platform 1 in 3 households have it 100 Million verified trusted homes NO BOTS on the platform. Bezos key shareholder most undervalued platform in the world.
Why Nextdoor is having a founder-led re-founding moment
https://www.youtube.com/watch?v=m_N9_7YBDuE
So my NUKZ is the only one that gives exposure to tier 2 and 3…. But does that mean it doesn’t have exposure to 1 and 4? Or is he saying that NUKZ does all 1-4?
@KatrinaOMeara-c7zAs someone who’s been investing since the 2008 crash, I agree that too many folks chase hype instead of fundamentals — your breakdown on the AI stack really echoes what I’ve learned about long-term success in tech.
@DesmondCallahanYou da man, brian.
@USAallfkndayThx you for this information
@BambooForest_originalNLR doesn’t hold Dominion or Duke Energy. Where did you get this information? NLR is pure play nuclear not just tier 4. Cameco, Oklo, Centrus Energy, UEC, SMR, CEG cover all 4 layers of nuclear.
@jayr9957The market turned into a meat grinder again ☠, and im drinking tea looking at calm numbers in mevolaxy
@KathyrnBurnsTime to make that $1,000 work for me! 💪
@GeorgeSantos-b9w