SECTOR ETFURAURNMBULLISHIn depth · 4/5

Zortix matched this thesis to Uranium & nuclear ETFs as one way for retail investors to get exposure. Not a recommendation.

Small modular nuclear reactors for AI by 2027

The guest argued they are very bullish on Small Modular Reactors (SMRs) and have signed contracts aiming to energize the first AI factory powered by an SMR in 2027.

AI. Geton All-In with Chamath, Jason, Sacks & Friedberg

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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

31 JUL 2025 · FIRST HEARD
MACROVOICES
- Tech-driven shift to Gen IV nuclear reactors
4 EPISODES BETWEEN · 5 MENTIONS
1. 30 AUG 2025
  SMARTERMARKETS
  - Integral Fast Reactor tech for waste and proliferation
2. 16 SEP 2025
  THE TIM FERRISS SHOW
  - Borehole nuclear reactor as a near-term solution
3. 19 SEP 2025
  BARRON'S STREETWISE · 2 MENTIONS
  - Nuclear power renaissance driven by AI energy demand
  - Small Modular Reactors as a faster, flexible nuclear solution
4. 13 NOV 2025
  THE DERIVATIVE
  - Nuclear-powered shipping as a future solution
25 JAN 2026
ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- Small modular nuclear reactors for AI by 2027 · THIS IDEA
5 EPISODES BETWEEN · 8 MENTIONS
1. 29 JAN 2026
  MACROVOICES
  - Political support for nuclear is broad and deepening
2. 12 FEB 2026
  MACROVOICES
  - DOE bypasses NRC for small nuclear reactors
3. 19 FEB 2026
  THE DERIVATIVE · 3 MENTIONS
4. 20 FEB 2026
  PLANET MICROCAP PODCAST · 2 MENTIONS
  - Curtiss Wright: sole US nuclear core supplier
  - Nuclear services over reactor picks
5. 26 FEB 2026
  MACROVOICES
  - AI energy demand drives natural gas boom
5 MAR 2026
MACROVOICES · 2 MENTIONS
- Sodium-cooled reactors as a proven, safer alternative
- True SMRs require single-factory vertical integration · CHALLENGES
13 MAR 2026
MONETARY MATTERS WITH JACK FARLEY
- Europe's energy policy mistakes: abandoning nuclear
14 APR 2026 · UPDATES
WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- China to become world's largest nuclear operator
- Western nuclear renaissance with AP1000 reactors
15 APR 2026
ODD LOTS
- Crisis accelerates nuclear restarts in Japan, Korea
5 AUG 2026 · 2W AGO · UPDATES
WHAT BITCOIN DID
- Nuclear energy as a safe, necessary baseload
16 AUG 2026 · 2D AGO
THOUGHTFUL MONEY
- Nuclear energy revival driven by government incentives

HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD