 Dear Reader, Dr. Mark Skousen here. You want to know what makes me furious? Watching the same scam play out over and over. A company like SpaceX could go public any day now… in what Bloomberg is touting as "the biggest IPO of ALL TIME." And who is allowed to get in early? The hedge fund guys. The Goldman partners. The private equity sharks. The same people who've already won the game ten times over. They gobble up shares at pre-IPO prices… where around 95% of the gains are made. Then they open the gates to everyone else — after they've already locked in their fortunes. Regular investors get the leftovers. The scraps. I've been fortunate… Early in my career, I made the right connections. CIA directors. I’ve met four US presidents. Wall Street power players. The types of people who can get you in Pre-IPO. I've had a seat at the table my whole life. And it's made me wealthy. But I'm 77 years old now. I'm tired of watching good people get shut out of opportunities that could change their lives. So when I heard SpaceX could be getting ready for a $1.5 TRILLION IPO... I decided to pay it forward. Today, I’m prepared to share an "access code" that lets my readers grab a pre-IPO stake in SpaceX. Before Elon’s big announcement. Before the feeding frenzy. Before regular investors get shut out again. For once, the door is open. And I'm holding it for you. Click here to see how to get your pre-IPO ‘access code’. Yours for peace, prosperity, and liberty, AEIOU, Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club P.S. After meeting Elon face-to-face and conducting my own due diligence… Im now convinced he’ll announce the IPO on April 20, 2026. Don’t miss your shot at life-changing returns. Click here before this window closes forever.
Just For You
Nuclear's Pullback: A Generational Buying Opportunity?By Jeffrey Neal Johnson. First Published: 4/2/2026. 
Key Points
- The global push for energy independence and security provides a powerful, long-term tailwind for the entire nuclear energy value chain.
- Surging electricity demand from data centers and artificial intelligence is creating a substantial new market for reliable, carbon-free baseload power.
- A diversified investment approach across fuel, utilities, and technology offers a strategic way to participate in the sector's multi-decade growth potential.
- Special Report: Elon’s “Hidden” Company
Investors in the nuclear energy sector are seeing a notable disconnect. Over the last 30 days, market sentiment has soured, pushing key benchmarks like the Sprott Uranium Miners ETF (NYSEARCA: URNM) down roughly 10%. That pullback is striking, but it runs counter to powerful, multi-decade tailwinds that are not only intact but accelerating. This gap between near-term market fear and strengthening fundamentals may be creating an entry point for investors focused on the long-term energy transition. The 3 Forces Powering the Nuclear RenaissanceThree broad, durable trends are converging to drive long-term demand for nuclear energy.
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The Quest for Energy Security: With geopolitical risk on the rise, countries increasingly value reliable, domestically controlled power. Nuclear energy provides stable, 24/7 electricity, helping insulate economies from fossil-fuel price volatility and supply-chain disruptions.
The Mandate for Decarbonization: As net-zero deadlines approach, the limits of intermittent renewables are clearer. Solar and wind are essential, but they cannot power an industrial economy alone. Nuclear remains the only proven, large-scale, carbon-free source capable of delivering continuous baseload power. The AI-Driven Power Surge: The rapid expansion of artificial intelligence (AI) is creating unprecedented electricity demand. AI data centers require relentless, round-the-clock power. Estimates suggest data centers could consume up to 9% of U.S. electricity by 2030, opening a substantial new market that nuclear power is well-positioned to serve. A Mine to Modular Nuclear PortfolioGiven the sector's complexity, a diversified approach makes sense. Investing across the nuclear value chain—from uranium mining to next-generation reactors—can help manage risk while capturing value at multiple points in the industry's growth trajectory. Stage 1: Securing the Fuel SourceUranium is the foundation of the nuclear industry, so miners play a central role. For broad exposure, ETFs such as the Sprott Uranium Miners ETF and the Global X Uranium ETF (NYSEARCA: URA) are practical entry points. These funds hold baskets of producers, reducing the risk tied to any single mine or operator. Their recent 30-day pullbacks of 7–10% contrast with one-year gains exceeding 100%, illustrating the powerful long-term uptrend and a potential buying opportunity amid short-term weakness. For investors seeking an individual, best-in-class operator, Cameco (NYSE: CCJ) is the sector's blue-chip name. As a leading producer with major assets in the politically stable jurisdiction of Canada, Cameco is viewed as a reliable supplier for Western markets. That strength is reflected in analyst sentiment; a consensus price target near $150 implies meaningful upside from its current level around $112. Stage 2: Investing in Today's Power ProducersThe largest U.S. nuclear operator, Constellation Energy (NASDAQ: CEG), is a profitable utility that benefits directly from the high value of clean, reliable electricity. On March 31, shares fell nearly 7% after the company issued a 2026 profit forecast below consensus. That short-term reaction centered on near-term guidance. Still, analysts appear focused on the longer horizon. The consensus price target near $398 implies roughly 40% upside, reflecting confidence in sustained demand from data centers and large customers seeking long-term, fixed-price power agreements that Constellation's nuclear fleet can supply. Stage 3: Enabling the Industry's GrowthAnother lower-risk way to play the sector is through the "picks and shovels" suppliers that provide essential equipment. BWX Technologies (NYSE: BWXT) is a prime example with a dual business model. BWXT is the sole manufacturer of naval nuclear reactors for the U.S. Navy, giving it a stable, high-margin revenue stream and a meaningful competitive moat. At the same time, it supplies components for the commercial nuclear industry and is positioned to be a key supplier for the emerging Small Modular Reactor (SMR) market. That mix of stability and growth potential has drawn bullish analyst views, with price targets as high as $250 from some firms. Stage 4: Pioneering Future TechnologiesFor investors with higher risk tolerance, companies developing next-generation reactors offer the biggest growth potential. NuScale Power (NYSE: SMR) is a pure-play SMR developer that has experienced significant stock volatility and is addressing class-action suits related to its commercialization timeline. The key mitigating factor—and the core of its investment case—is that NuScale’s SMR design is the only one fully certified by the U.S. Nuclear Regulatory Commission, giving it a multi-year lead in the domestic market. Another niche player is Oklo Inc. (NYSE: OKLO), a venture-style bet on small microreactors for specialized industrial or off-grid use. As a pre-revenue company, it carries substantial execution risk, and recent insider selling has raised investor caution. Still, Oklo recently hit a major de-risking milestone: its flagship Aurora reactor project is advancing with U.S. Department of Energy support, providing important technical validation and government backing. Investing in the Future, Not the PastThe global energy landscape is undergoing a structural shift. The high cost of modernizing aging grids, surging power needs from the AI revolution, and geopolitical uncertainty are forcing a reassessment of energy strategy worldwide. Nuclear power is moving from an alternative to an essential component of that future. Short-term market volatility will persist, but the long-term drivers supporting the nuclear ecosystem are strengthening. For patient investors, a diversified, four-stage approach offers a logical framework to look beyond immediate noise and build a strategic position in what may be a generational opportunity.
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