We’re seeing an interesting convergence of trends opening the door for a nuclear revival: 1. AI’s energy-intensive nature 2. Demand for clean baseload power to meet those needs 3. Big tech’s willingness to finance it Industry veterans, utilities, and the people building nuclear companies know the challenges ahead. Nuclear power will be a hard problem to solve. The question comes down to economics and engineering, i.e., how can we make nuclear energy affordable enough to j...
Implied volatility often spikes before a company releases its earnings, as market uncertainty drives up demand for options from speculators and hedgers. This heightened demand inflates both the implied volatility and the price of the options. Following the earnings announcement, implied volatility generally returns to normal levels. Here are the top earnings and volatility for the week: $Apple (AAPL.US)$
1. AI’s energy-intensive nature
2. Demand for clean baseload power to meet those needs
3. Big tech’s willingness to finance it
Industry veterans, utilities, and the people building nuclear companies know the challenges ahead. Nuclear power will be a hard problem to solve.
The question comes down to economics and engineering, i.e., how can we make nuclear energy affordable enough to j...
Here are the top earnings and volatility for the week:
$Apple (AAPL.US)$