Too much increase! Hedge Funds are starting to reduce their holdings in USA Nuclear Power stocks.
Recently, with the strong rebound of Nuclear Power stocks, some hedge fund managers have started to be cautious about their high valuations and have reduced their exposure to Nuclear Power stocks. However, Guy Keller, the portfolio manager at Tribeca, also stated that he would never establish short positions.
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Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
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Looking Into Lightbridge's Recent Short Interest
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USA's nuclear power + datacenter speculative logic has encountered regulatory setbacks, causing many stocks that doubled in the year to fall.
The US energy regulatory agency FERC has rejected Talen Energy's proposal to increase power supply to Amazon datacenters, which involved a landmark trade of "nuclear power plants + datacenters"; As a result, related stocks such as Talen Energy and Consolidation Energy have been affected.
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