The analysis highlights the potential of AI and nuclear power, identifying power players and utility companies as key investments. Oracle's 100% growth in six months, driven by data center plans, is mentioned. Steve Eisman's bullish stance on AI and nuclear firms for long-term gains is highlighted, recommending a pivot towards AI infrastructure and nuclear firms for long-term gains. Demand for US electricity has been flat from 2004 to 2022, but increased since 2022 and the AI boom. The US utility power demand from data centers is expected to double, with data centers consuming more electricity than countries like Italy and Australia. The analyst recommends investing in power providers. oklo has increased 1500% in the past year, and is unprofitable, therefore not an investment to consider.CEG(Constellation Energy) is up 29% in the past year. Constellation energy expected growth stands at 13% with an upside to 157%, and has secured 20 year deals with Microsoft and Meta to power data centers using nuclear energy.