 My name is Porter Stansberry. I'm the founder of one of the largest financial research firms in the world. Over the last 26 years, we've helped investors navigate almost every major economic cycle, and we've been on the forefront of every big financial story from the rise of Bitcoin and mRNA vaccines to robotics and artificial intelligence. But today, I'm breaking what I believe is the biggest story of my career. Because one of the most famous historians alive — a man whose books have sold over 45 million copies in 65 languages — recently issued a warning that should stop every American dead in their tracks. He warned of a coming wave that would create what he calls the "Useless Class." Not the unemployed. The unemployable. An entire segment of American society — including many white-collar professionals who earn six figures — rendered permanently irrelevant. Not by a recession. Not by a policy mistake. But by a structural shift so large, so fast, and so irreversible that it has only one historical parallel. 1776. 
That is not hyperbole. As you'll see today, the last, and only, time a force this powerful reshaped the economic order was 250 years ago. Now, on the eve of America's 250th anniversary, it's happening again. One famous Stanford economist is even calling it: "The biggest change ever… bigger than electricity… bigger than the steam engine." And the aftershock could reset not just your personal wealth, but the entire U.S. economic system — how you work, how you earn, how you protect everything you've built. Because as you'll discover, everything from the government quietly taking stakes in companies like Intel, Lithium Americas, and MP Materials… To Trump's moves on Venezuela and Greenland… his never-ending executive orders… and his increasingly centralized grip over the economy… All the way to the surging popularity of radical socialist politicians like Bernie Sanders, AOC, and Zohran Mamdani… It's all deeply connected. All part of the same story. A story that one Nobel Prize winner says is dividing not just the economy but our entire society. And whether you end up on the winning side of this moment – or find yourself part of the historian's "Useless Class" – comes down to the decisions you make starting now. The stocks to buy… the stocks to sell… and the three money moves to ensure you and your loved ones aren't left behind by what's coming. It's all laid out here. Good investing, Porter Stansberry
Further Reading from MarketBeat Media
3 Nuclear Stocks for Investors Willing to Wait Out the DipSubmitted by Bridget Bennett. Publication Date: 7/20/2026. 
Key Points
- Nuclear stocks, including Constellation Energy and Centrus Energy, have fallen sharply over the past year even as long-term power demand keeps climbing.
- Long reactor build timelines mean revenue from the AI-driven demand boom hasn't reached company earnings yet, creating a gap between investor sentiment and underlying fundamentals.
- Options for investors range from established generators to smaller supply-chain names and a diversified nuclear-focused ETF, each with a different risk profile.
- Special Report: It’s one of Trump’s biggest holdings. Do you own it?
Nuclear stocks spent much of last year near their highs. This year, most of them have done little but fall. That decline has left many investors nursing losses and wondering whether the nuclear trade is already over. Kuran Francis, host of the FinTek Channel, doesn't see it that way. He argues that falling share prices and improving sector fundamentals are two separate stories right now, and that's exactly what makes the setup interesting. Falling Prices, Rising Demand
The International Energy Agency projects that electricity demand from data centers will roughly double by 2030, with AI-specific demand growing even faster, largely driven by the buildout of AI infrastructure across the United States. Nuclear reactors take years to build, and that mismatch is the key issue. Companies like Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), and Amazon.com (NASDAQ: AMZN) signed major power agreements in 2024, and the resulting enthusiasm pushed nuclear stocks well ahead of any actual revenue. Now that the excitement has faded, Francis says the pullback looks less like a broken thesis and more like a reset. Regulation adds another layer. For decades, the Nuclear Regulatory Commission's role was largely to restrict and slow new nuclear development, especially after high-profile disasters abroad. That posture is shifting. The agency's mandate now includes actively facilitating new nuclear capacity, not just policing it, which could shorten approval timelines that have historically dragged projects out for a decade or more. Long Timelines Cut Both WaysA standard nuclear reactor still takes six to eight years to bring online, and often longer in the United States given that regulatory history. Smaller "small modular reactors," built at a fraction of the scale, could start reaching commercial operation as soon as 2027, though most timelines point to the early 2030s. That patience requirement has hit small modular names hardest. Oklo Inc. (NYSE: OKLO) and NuScale Power Corp. (NYSE: SMR) both surged in late 2025 before giving back much of those gains this year. Francis notes that smaller companies tend to swing harder in both directions, and that volatility is the tradeoff for getting in before a story becomes obvious to everyone. Nuclear already ranks among the safest sources of power generation by deaths per gigawatt, safer than coal, wind, or natural gas. The stocks have never really been priced for that reality. Constellation Energy: The Steady BetConstellation Energy (NASDAQ: CEG) anchors Francis's list. The company already has multi-billion-dollar power agreements with Meta and Microsoft, recently acquired a major natural gas generation business to help bridge near-term demand, and trades at a price-to-earnings ratio in the low 20s. Constellation is already profitable, which helps soften the risk that comes with a long buildout. The market cares less about a good idea here than proof that the cash flow already exists, and that combination of income and growth makes the current pullback look more like an opportunity than a warning sign. Centrus Energy: The High-Risk Supply PlayFor more upside and more risk, Francis points to Centrus Energy Corp. (NYSE: LEU), the only U.S.-based producer of high-assay low-enriched uranium, or HALEU, the fuel type most small modular reactors are expected to rely on. Centrus is also showing real revenue growth as its Technical Solutions and HALEU work ramp up, with management raising full-year 2026 revenue guidance on the back of that progress. Wall Street has recently trimmed price targets on the stock even as its long-term outlook remains bullish, a split that fits the same disconnect playing out across the sector. This stock could double or go to zero, and it isn't built to be a core holding. A Simpler Way InFor investors who'd rather not pick a single name, Francis's third pick is the VanEck Uranium and Nuclear ETF (NYSEARCA: NLR), which spreads roughly $4 billion in assets across nuclear and uranium companies globally. Constellation and Centrus both sit among its largest holdings, so choosing either the fund or the individual names, rather than both, helps avoid doubling up on exposure. The fund isn't a shortcut around volatility. NLR has fallen more than 25% over the past three months, in line with the broader sector, and its relatively small size means a single large investor moving in or out can swing the price meaningfully. The Long GameNothing about nuclear energy moves on a retail investor's timeline. The upside is a decade-long buildout of demand that isn't going away. The risk is holding through years of a stock price that may not reflect it. The fear driving the sector down right now and the fundamentals driving it forward are telling two different stories. Long-term investors have to decide which one they believe. . |
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