Friends trading US stocks, pay attention: Electricity, Nuclear Power

Trump announced that American data centers will find ways to self-generate power instead of passing the costs onto consumers.

Next, it is expected that major manufacturers and data centers will build their own power plants, especially benefiting natural gas power producers and nuclear power companies.

Nuclear Power Related: OKLO, VST, CEG, TLN, DNN, NEE, GE

Non-nuclear / Natural Gas / Utilities / Renewables / On-site Power:
NRG, D, ETR, AEP, XEL, BE, NFE, EQT, SWX, BEPC, FSLR

Grok's Top 5 Stocks with the Greatest Growth Potential

Top 5 with the highest potential for a big rise (ranked from high to low):

OKLO (Leader in Small Modular Reactors SMR) Why is it the most aggressive: Meta’s 1.2GW large order has been secured, prepayment + funding support significantly reduce risk; analysts’ average target price is in the $100-110 range (up to $175), current market cap still has explosive potential; SMR is a core narrative for AI’s long-term zero-carbon energy, if the first reactor comes online smoothly in 2026-2027, stock prices could double or even more.
Risks: High volatility, zero revenue stage, regulatory delays may cause a pullback.
Potential: Most likely to surge in the short to medium term (even 10x+ narrative).

NRG (Independent Natural Gas Power Producer IPP) Why is it strong: Natural gas is the most reliable “bridge fuel” for AI data centers in the short term, NRG has a large number of gas assets + LS Power acquisition (to be completed in Q1 2026, adding 13GW capacity); data center contracts expanded to over 1GW; profit expectations for 2026 are above 2025 range, driven by strong AI demand.
Recently, it has surged multiple times due to acquisitions/contracts, and is expected to continue high growth in 2026.
Potential: 2-5x upside, most stable high-beta short-term gains.

BE (Bloom Energy, On-site Fuel Cell Power) Why is it promising: An on-site power solution to solve grid bottlenecks, clients like Google + $5 billion partnership with Brookfield; manufacturing capacity expanded to 2GW; revenue expected to increase over 30% in 2026, stock price has already surged from lows but still has upside (some target prices over $80).
High valuation but urgent AI on-site demand makes it suitable for aggressive players.
Potential: Continued large gains, but bubble risk is high.

ETR (Entergy, Southern Utility) Why is it promising: Meta is building a $10B AI data center in Louisiana, with a new 1.5GW gas plant + $41B investment plan from 2026-2029; industrial/data center demand growing at 13-14% CAGR; considered a top choice for AI power benefits.
Stable but can surge significantly once real projects are implemented.
Potential: 2-4x, combining defensive and offensive strategies.

VST (Vistra, Hybrid Nuclear + Gas) Why is it still on the list: Mature player, Meta’s 2.6GW long-term contract + nuclear uprate; EBITDA expected to grow significantly in 2026; analysts’ Strong Buy with high target price ($243+). Although market cap is large, it still has potential to double under AI demand.
More stable than pure nuclear, but gains may be less aggressive than OKLO/NRG.