 Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why 
The world's wealthiest individuals are making huge moves with their money. Warren Buffett just liquidated billions of shares. Bill Gates sold 500,000 shares of Microsoft. Jeff Bezos filed to sell Amazon shares worth $4.8 billion. What is going on? One multi-millionaire believes they are preparing for a catastrophic event. But not a crash, bank run, or recession. It’s something we haven’t seen in America for more than a century. For the full story, click here.
Just For You Power Struggle: Why Big Tech Is Buying Nuclear StocksWritten by Jeffrey Neal Johnson. Date Posted: 1/14/2026. 
Quick Look- Artificial intelligence development creates a structural shift in energy markets as data centers seek reliable baseload power sources.
- Institutional capital is flowing into uranium producers that leverage spot market pricing to capitalize on the widening supply deficit.
- Major technology corporations are establishing strategic partnerships with advanced nuclear developers to build dedicated power campuses.
Artificial Intelligence (AI) has hit a physical wall. For the last decade, the primary constraint on technology growth was computing power — how many chips a company could buy. By 2026, the bottleneck has shifted to energy. The data centers used to train massive AI models require reliable, 24/7 electricity, known in the industry as baseload power. The problem for tech giants like Meta (NASDAQ: META), Microsoft (NASDAQ: MSFT) and Amazon (NASDAQ: AMZN) is that renewable sources such as wind and solar are weather-dependent; a data center cannot pause because the wind dies or the sun sets. Batteries can help, but they remain prohibitively expensive to support gigawatt-scale operations for extended periods. Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund.
It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you."
This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight. Click here for the full story. That reality has driven a rapid shift in capital markets. Silicon Valley is no longer just talking about nuclear energy — it is investing in it. In recent days we've seen unusual options activity in uranium miners alongside billion-dollar partnership announcements from tech giants. The market message is clear: the technology sector is prepared to spend heavily to secure its energy future. For investors, this creates two distinct opportunities tied to two separate needs: the immediate requirement for fuel to power existing and soon-to-be-operational reactors, and the long-term need to build new infrastructure. Capital is flowing into both areas. Chasing the Spot Price: Uranium Energy Corp’s AdvantageThe most immediate signal of institutional interest appeared on Jan. 9, 2026. Trading data showed a significant spike in activity for Uranium Energy Corp. (NYSEAMERICAN: UEC), when traders purchased about 35,884 call options in a single session — roughly 35% above the daily average. Heavy call buying often indicates that institutional investors or hedge funds are positioning for a near-term rise. Why UEC? The answer is its business model and the current uranium market. Most uranium producers behave like conservative utilities, signing long-term contracts at fixed prices. That provides predictability but caps upside if uranium prices surge. UEC operates differently: it is 100% unhedged and sells production at the spot market price. With spot uranium trading above $81 per pound in early 2026, UEC's inventory has become materially more valuable. Operational Catalyst: The Hub-and-Spoke ModelUEC is ramping production while selling through inventory using a hub-and-spoke strategy in Wyoming. The model allows processing uranium from multiple mining sites (spokes) at a single central plant (the hub), improving scale and flexibility. - Christensen Ranch: Restarted in August 2024 and now delivering drummed uranium.
- Sweetwater: The acquisition of Rio Tinto's Sweetwater assets has been integrated through 2025, creating the largest dual-feed uranium facility in the U.S.
For investors, UEC is a leveraged bet on rising uranium prices. If data centers and utilities need fuel now, they will buy on the spot market — a dynamic that directly benefits UEC's unhedged approach. Oklo and NuScale: Building the AI GridWhile miners supply fuel, other companies are competing to build the power sources themselves. Advanced nuclear, particularly Small Modular Reactors (SMRs), has long been viewed skeptically and treated as speculative. That perception shifted materially on Jan. 9. Oklo Inc. (NYSE: OKLO), the advanced-nuclear company backed by Sam Altman, announced a partnership with Meta Platforms to develop a 1.2-gigawatt nuclear power campus. Why This Matters:This is not a grant or a research pilot — it is a commercial, capital-backed commitment from a trillion-dollar tech company. The deal includes prepayment structures that help fund construction and effectively de-risk the project for Oklo shareholders by demonstrating a paying customer at the finish line. The Sympathy Rally for NuScaleThe Meta–Oklo news triggered a rally for NuScale Power (NYSE: SMR). NuScale wasn't part of the Meta deal, but the market interpreted the agreement as validation of the SMR business model. Trading around $20, NuScale was recently upgraded to Neutral by Bank of America with a $28 price target, citing clear demand from data centers. Investors should note the different risk profiles: unlike miners, reactor developers are building future infrastructure. Their stocks are more volatile and dependent on Nuclear Regulatory Commission approvals and long construction timelines that stretch into the latter part of the decade. Dividends and Defense: The Case for CamecoNot every investor wants the volatility of developers like Oklo or the commodity exposure of UEC. For those seeking stability, Cameco Corporation (NYSE: CCJ) remains the sector's blue-chip anchor. Cameco is the world's largest publicly traded uranium company and emphasizes predictability through long-term contracts with utilities, which ensures steady revenue streams. That stability allows the company to return cash to shareholders — in late 2025, Cameco raised its annual dividend to $0.24 per share, supported by strong mining cash flows and its 49% stake in Westinghouse. Geopolitics and Supply ChainsCameco also benefits from the current geopolitical backdrop. The U.S. ban on Russian uranium imports has forced Western utilities to seek dependable suppliers. Russia previously controlled a large share of global enrichment capacity; with that supply cut off from the West, utilities are signing contracts with stable, North American-aligned producers. As a Canadian giant with high-grade reserves at McArthur River and Cigar Lake, Cameco is a default choice for risk-averse utilities. That provides a valuation floor for Cameco's stock, making it a defensive play in an otherwise aggressive sector. A Tale of Two Timelines: Fuel or Infrastructure?The nuclear renaissance has moved from slogan to a real phase of capital deployment. The energy needs of the AI era make uranium one of the few commodities with a clear demand-growth trajectory for the next decade. Investors now choose based on risk tolerance and timeline: - The Now Trade: UEC provides immediate exposure to rising uranium prices through unhedged inventory and ramping Wyoming production.
- The Future Trade: Oklo and NuScale offer high-growth potential backed by Big Tech commitments, but with greater volatility and execution risk.
- The Safe Trade: Cameco delivers dividends, stability and institutional-grade exposure.
Silicon Valley has made its choice: it is going nuclear. The official race to power the next generation of technology has begun, and investors should watch where the capital is flowing.
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