00:00Continuing on with this whole, you know, obviously AI theme, nuclear has been, you know, maybe
00:06the biggest benefit here in the second half of the year.
00:09We've seen stocks like Constellation Energy, Vistra running, running.
00:14That continues this morning thanks to Google.
00:17So we've got Google coming out and they're talking about going nuclear for their data
00:23centers as well.
00:25And that's got all the nuclear stocks ripping here this morning.
00:28We've got Constellation Energy, CEG up another 10 bucks.
00:31We got Vistra Energy up another $3, up another 3 percent.
00:35CCJ, Cameco in Canada is up another 3 percent here this morning, too.
00:40And then, you know, if you're just looking at uranium, URA is trading higher here.
00:44You had a small one you were talking about, OKLO, which is up 7 percent here this morning.
00:49Yeah, we had some people in the chat talking about this as well.
00:52I believe Jay Woods last week when I saw him was discussing this.
00:54This is a Sam Altman backed nuclear startup that was a SPAC, as you can tell by the chart,
01:01just at $10 forever.
01:02And then obviously Spytire here after it did its merger with OKLO, got all the way down
01:08to around $5.
01:09And it has now just come ripping back in the last two weeks after, you know, this nuclear
01:14story has heated up.
01:15And then remind me, was it Microsoft that announced a deal with Constellation Energy
01:20a couple of weeks ago?
01:21Yes, it was.
01:22That's what kickstarted the CEG rally.
01:25So that's the big gap up you see in the chart, $2.02 to $2.40 in a day.
01:31And then it's consolidated.
01:32If you look at this chart, you know, sometimes technicals do tell a story.
01:36You look at this chart, has a big move, then the consolidation period ahead of the move.
01:41Now it gets a headline to spike it up to new all-time highs here again.
01:47As I always say, you don't want to be shorting stocks making new all-time highs.
01:51It's just not the gig.
01:52It's natural human tendency to want to sell what is strong and buy what is weak.
01:57But I'll tell you, in this market, you're punished for doing that.
01:59You've got to break that human tendency.
02:01You're shorting stocks making new all-time highs, you're asking for problems.
02:05Constellation Energy, with its Google headlines, going to get talked about here today probably.
02:09It's up nine, not saying chase it.
02:11I hate chasing stocks, but I could see this thing continuing on here this morning.
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