Going Nuclear: One Year Later

Nuclear Stocks: Lessons from a Year of Big Gains

Last October, I published Going Nuclear, where I outlined the case for investing in the nuclear sector. In that post, we walked through the safety and reliability of the technology, the broader reasons for being involved, and most importantly, I shared a list of companies broken down by subsector for you to consider.

If you haven’t read it yet, you can catch up here: Going Nuclear.

Fast forward eleven months, and the sector has delivered another massive surge higher. Many of these moves have exceeded even optimistic expectations. That makes now a natural moment to pause, reflect, and if you haven’t already, consider taking some profits off the table.

How the Recommendations Have Performed

Here are the results since that original publication:

Not too shabby.

What Now?

1. Big gains create new decisions.
   While I continue to believe nuclear stocks will be leaders for the next 5–10 years, it’s perfectly reasonable to take profits along the way. Remember: profits held for more than one year move from short-term to long-term capital gains, which can make a real difference when tax time comes around. Then again, sometimes a stock will pullback to a level where you would have kept more even with the higher tax rate. This is where you have to decide what is best for you, and your specific situation.

2. Markets can run hot, but not forever.
   It now appears that the economy and stock markets will be “run hot” until the wheels come off. That means these stocks may still have meaningful upside left. But when momentum does finally break, the exit can be brutal. As prices tend to collapse instead of drift lower when buyers disappear.

3. Discipline beats greed.
   Riding an uptrend is fun. Losing your gains because you refused to take profits is not. Beyond the financial hit, the bigger challenge is psychological. Recovering from a major drawdown, especially if it’s your first, takes time and confidence that not everyone has.

My Outlook

If I had to make a call today, I’d say these moves aren’t done yet. I expect other stocks and sectors to show similar explosive trends, with nuclear perhaps simply leading the way along with AI and quantum computing stocks.

So, while we celebrate these impressive results, the real lesson is this: enjoy the gains, but stay disciplined. The best investors know how to ride winners and shift attention to the next opportunities before the music stops.

But for now, it looks like there is still time to catch more amazing moves. So be sure to be on the lookout for other names and ideas in the coming weeks and months.

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