Nuclear Stocks Melt Down. Is It a Buying Opportunity for 3 Hot Names?
Let's grade these names as nuclear energy continues to be a play on AI.
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Stocks in the nuclear sector are getting a lot of attention from investors this year, and for good reason.
If the thought of a nuclear power plant conjures up visions of Three Mile Island or Chernobyl, your concerns are understandable. However, decades have passed since those nuclear accidents, and technological advancements have made modern nuclear plants smaller and safer.
Nuclear Is an AI Play
The rise of nuclear energy stocks mirrors the rise of artificial intelligence. AI is an energy hog, demanding power to train large language models and run massive data centers.
About six months ago, nuclear energy stocks dipped sharply when word of a Chinese AI company called DeepSeek made headlines. At the time, investors were concerned about reports that DeepSeek uses about one-third less energy than competing AI systems.
In retrospect, the DeepSeek news was a buying opportunity, as some names in this sector have gained over 100% year-to-date.
On Monday, several names in the nuclear sector were hard-hit, with some losing nearly 10%. Does this selloff present another buying opportunity, or should investors sit this one out?
Let’s go to the charts to find out.
Oklo Inc.
Santa Clara-based Oklo Inc. (OKLO) has been a solid performer in 2025, gaining 186% year to date. Over the past twelve months, Oklo has gained 593%.
On Monday, Oklo shares dove by 9.38% (green arrow). However, the selloff occurred on average volume, an indication that institutional traders are in no hurry to sell the stock (red arrow).
The selloff comes as the stock is forming a potential cup-and-handle pattern (shaded yellow). That bullish pattern, if completed, suggests that OKLO could rise to $90 per share.
GRADE: B+
NuScale Power
Shares of NuScale Power Corp. SMR, based in Corvallis, Oregon, also fell by over 9% on Monday. Year to date, this stock has gained an impressive 156%, and boasts a 12-month gain of 310%.
While NuScale’s chart is still trending upward, the stock did form a bearish engulfing pattern on Monday (shaded yellow). On the bright side, like Oklo, NuScale fell on light volume (red arrow). The stock’s downward momentum might continue before it resumes its bullish trend.
GRADE: B-
BWX Technologies
Unlike the names listed above, shares of Lynchburg, Virginia-based BWX Technologies BWXT held firm on Monday, falling just 1.8%. For the past month, BWXT shares have been consolidating between $135 and $145 (shaded green).
Monday’s minor selloff occurred on below-average volume. It's interesting that while traders were hitting the sell button on Oklo and NuScale, causing those stocks to fall by over 9%, the selling in BWXT was muted in comparison.
GRADE: A
At the time of publication, Ponsi was long OKLO and BWXT.
