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BULLISHSubstantive discussion · 3/5

Western nuclear renaissance with AP1000 reactors

The discussion suggested a potential Western nuclear build-out is gaining momentum, with the AP1000 reactor design at the center of multiple new project announcements.

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The story so far
REVIVED · 23 MENTIONS · 17 EPISODES · 12 SHOWS
31 JUL 2025 — 16 AUG 2026 · 2D AGO
17 SUPPORT · 1 CHALLENGE · 3 UPDATE · 2 MENTIONED
  1. 31 JUL 2025 · FIRST HEARD
    MACROVOICES
  2. 10 EPISODES BETWEEN · 14 MENTIONS
    1. 30 AUG 2025
      SMARTERMARKETS
    2. 16 SEP 2025
      THE TIM FERRISS SHOW
    3. 19 SEP 2025
      BARRON'S STREETWISE · 2 MENTIONS
    4. 13 NOV 2025
      THE DERIVATIVE
    5. 25 JAN 2026
      ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
    6. 29 JAN 2026
      MACROVOICES
    7. 12 FEB 2026
      MACROVOICES
    8. 19 FEB 2026
      THE DERIVATIVE · 3 MENTIONS
    9. 20 FEB 2026
      PLANET MICROCAP PODCAST · 2 MENTIONS
    10. 26 FEB 2026
      MACROVOICES
  3. 5 MAR 2026
    MACROVOICES · 2 MENTIONS
  4. 13 MAR 2026
    MONETARY MATTERS WITH JACK FARLEY
  5. 14 APR 2026 · UPDATES
    WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
  6. 15 APR 2026
    ODD LOTS
  7. 5 AUG 2026 · 2W AGO · UPDATES
    WHAT BITCOIN DID
  8. 16 AUG 2026 · 2D AGO
    THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE