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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).
TheOracleOfBroMaha : Looks like new hires & mile stone shares…? Still like the stock
smoothshoe OP TheOracleOfBroMaha : you're right. Code A on the form 4s. good catch
103455307 : Hi there! Noticed your portfolio and gotta say, nicely done mate!
10baggerbamm : it was restricted stock ( granted restricted stock) that was granted to them their cost basis is zero. it's not as if they went into the open market and bought stock
smoothshoe OP 10baggerbamm : Yeah, I went and reviewed each form 4. I've been hoping for good news for too long and jumped the gun.