This is Bigger Than Palantir & Nvidia. These 5 Stocks Win the Next AI Boom

Felix & Friends (Goat Academy)•May 29, 2026

Summary

Felix presents a market outlook centered on the 'AI energy bottleneck,' arguing that while Nvidia builds the 'brains' of AI, the technology cannot function without a massive increase in power supply. He predicts that US data center demand will quadruple in the next four years, leaving the current grid unable to cope. Felix identifies nuclear power as the only viable 24/7 carbon-neutral baseload power source to fill this gap. He introduces a five-layer investment framework: fuel logistics, reactor construction, licensing, power conversion, and data center infrastructure.

Felix provides a breakdown of five specific stocks within this framework:

Nano Nuclear (NNE): Felix highlights their acquisition of a specialized transportation company, positioning them as the 'railway' for moving nuclear fuel. He notes they have $550 million in cash to survive the pre-revenue phase and observes a 'basing out' pattern on the stock chart.

Oklo (OKLO): Felix notes that the US Department of Energy selected Oklo to utilize surplus plutonium, providing a significant head start. He emphasizes their partnerships with Meta and Nvidia and their $2.5 billion cash reserve, though a test reactor is not expected until July 2026.

NewScale Power (SMR): Felix points out that this is the only company with NRC design certification, creating a massive regulatory moat despite a long deployment timeline (2032-2033). He identifies a volume spike on the chart as a sign that institutional investors are accumulating the stock.

Vicor (VICR): Felix describes this as the 'boring' but essential play, as they design modules that convert grid electricity into the voltage required by Nvidia GPUs. He notes that unlike some other nuclear plays, Vicor is already profitable and has raised its revenue guidance.

Vertiv (VRT): Felix views Vertiv as the 'Cisco of the AI boom,' providing the cooling and thermal management systems necessary to keep high-powered data centers from melting. The company is currently profitable, generating free cash flow, and serving major clients like Microsoft and Amazon.

Felix concludes by warning about the importance of timing and risk management, advising against buying at the top of a 'climbing pattern' and emphasizing the need for written exit rules and small position sizing.