Editor’s Note: Tech legend Jeff Brown — the same man who predicted the rise of NVIDIA before it soared 28,080% — just travelled 2,000 miles to a dying coal town in Wyoming’s high desert.
As unlikely as it sounds, he says it could be home to America’s next big tech breakthrough… one that could soon unleash $100 trillion in wealth, while making a lot of people rich in the process.
Click here to see what Brown uncovered.
Something extraordinary is happening in America’s Heartland.
In forgotten coal towns from Wyoming to Kentucky, a new kind of power plant is rising from the ashes of shuttered mines. These aren’t the massive nuclear facilities of the past with their iconic cooling towers. They’re something far more revolutionary.
They’re called Small Modular Reactors, or SMRs. And they could be the key to America’s next great wealth explosion.
I call them “Freedom Factories.”
And today, I’m going to reveal the one company positioned to fuel every single one of them.
The $100 Trillion Opportunity
You’ve probably heard the buzz about artificial intelligence. But here’s what most people don’t understand: AI’s growth isn’t being held back by computing power or brilliant engineers.
It’s being held back by electricity.
NVIDIA CEO Jensen Huang has pegged the AI revolution at $100 trillion in value. But to get there, we need power—massive, always-on, clean power that today’s grid simply cannot provide.
One estimate suggests reaching what I call “AI’s Edison Moment”—when artificial intelligence floods into every workplace, home, and device—will require 100 gigawatts of constant power. That’s equivalent to the electricity supply of 100 American cities running simultaneously.
And right now, there’s only one realistic solution: nuclear energy.
But not just any nuclear energy. The old plants take a decade or more to build. We don’t have that kind of time.
That’s where Freedom Factories come in.
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Why “Freedom Factories” Change Everything
Small Modular Reactors are a quantum leap in nuclear technology. They can generate the same power as traditional reactors with a footprint fourteen times smaller. Some take up just 5.3 acres—about the size of a city block.
More importantly, they can be constructed in months, not years. The components are manufactured offsite, tested, and shipped for assembly like high-tech Lego blocks.
President Trump has fast-tracked approval for these reactors through Executive Order 14301, with a goal of at least three operational by July 4, 2026. The Department of Energy has already selected 11 initial projects.
The implications are staggering. If we need 100 gigawatts to power AI’s Edison Moment, we could require 1,000 or more of these Freedom Factories across America.
That’s a potential growth explosion of 33,000% from where we stand today.
But here’s what most investors are missing: The biggest winner won’t be the companies building the reactors.
It will be the company supplying the fuel.
The “AI Fuel” Bottleneck
The most advanced Freedom Factories run on a special type of nuclear fuel called HALEU—High-Assay Low-Enriched Uranium. I call it “AI Fuel” because it’s the absolute keystone required to power America’s path to AI dominance.
Standard nuclear fuel is enriched to about 5% uranium-235. HALEU is enriched to nearly 20%—delivering almost four times the energy concentration in the same amount of fuel. That’s what allows these compact reactors to pack so much power into such a small footprint.
Here’s the problem: Russia is currently the world’s only commercial supplier of HALEU. And with Russia and China working together in the AI arms race, America desperately needs a domestic source.
The Department of Energy has made this crystal clear, stating that establishing a reliable domestic supply of HALEU is essential for deploying advanced reactors.
The U.S. has already banned Russian HALEU imports. And that creates an enormous opportunity for the company I’ve identified.
The Company Behind the AI Fuel
After extensive research, I’ve found one company uniquely positioned to become America’s leading supplier of AI Fuel. Let me walk you through why.
60+ Years of Uranium Expertise. This company and its predecessors have been mining uranium for more than six decades. They’re not newcomers hoping to figure things out—they’re the most experienced operators in the Western world.
Massive Reserves. They control 457 million pounds of proven and probable uranium reserves. At current prices, that’s roughly $28.7 billion worth of fuel sitting in the ground. And here’s the crucial part: approximately two-thirds of those reserves are in North America—primarily Canada and the United States. No Russian dependency.
Revolutionary Enrichment Technology. The company recently entered a joint venture that gives it access to a proprietary laser-based enrichment process. This breakthrough technology—the first of its kind—uses advanced lasers to enrich uranium with unprecedented precision. It can even convert spent nuclear fuel into fresh HALEU, helping solve the nuclear waste problem while creating valuable fuel.
Government Backing. The joint venture has already been awarded an Indefinite Delivery, Indefinite Quantity contract under the Department of Energy’s Low-Enriched Uranium program. Given the volume of AI Fuel that will be required over the coming years, this is essentially a blank check from Uncle Sam.
Facilities Already in Place. The company’s enrichment operations are being deployed in Kentucky and North Carolina—right here in the American Heartland.
The company is Cameco Corporation, trading under the symbols CCJ on the New York Stock Exchange and CCO on the Toronto Stock Exchange.
Cameco: A Closer Look
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Cameco is the world’s largest publicly traded uranium company, headquartered in Saskatoon, Saskatchewan, Canada. But don’t let the Canadian address fool you—this company is deeply integrated into America’s nuclear future.
The Numbers:
- Market Position: Cameco is one of the world’s top uranium producers, controlling tier-one assets including the McArthur River mine (the world’s largest high-grade uranium deposit) and Cigar Lake (the world’s highest-grade uranium mine).
- Production Capacity: Licensed capacity to produce more than 30 million pounds of uranium concentrates annually.
- Reserves: 457 million pounds of proven and probable reserves—enough to sustain production for decades.
- Fuel Services: Beyond mining, Cameco operates uranium refining and conversion facilities in Ontario, making it a vertically integrated player in the nuclear fuel supply chain.
The HALEU Advantage:
Cameco owns 49% of Global Laser Enrichment (GLE), a joint venture with Australia’s Silex Systems. GLE is the exclusive worldwide licensee of the SILEX laser enrichment technology—a third-generation process that could revolutionize uranium enrichment.
In October 2025, GLE achieved Technology Readiness Level 6, a major milestone validating that the technology works at commercial scale. The company is now advancing toward full commercial deployment at its Paducah Laser Enrichment Facility in Kentucky, with additional operations in Wilmington, North Carolina.
GLE has already secured an IDIQ contract with the Department of Energy—positioning it as a potential cornerstone supplier as America races to build out its Freedom Factory infrastructure.
Recent Performance:
Cameco shares have shown strength as the uranium market has tightened. With spot uranium prices climbing above $80 per pound in late 2025 (up from lows around $63 earlier in the year), the company’s leverage to rising prices is significant.
The company also owns 49% of Westinghouse Electric Company (acquired in partnership with Brookfield in 2023 for $7.9 billion), giving it exposure to nuclear reactor technology and services—a complementary business as new reactors come online.
The Investment Case
Let me be clear: I’m not telling you to buy Cameco tomorrow. That’s a decision only you can make based on your own financial situation and risk tolerance. But I want you to understand why this company deserves your attention.
The Bull Case:
- Structural Demand Growth. Global uranium demand is projected to more than double by 2040, driven by new reactor construction, AI data center power needs, and national commitments to clean energy. Supply has not kept pace—creating a favorable pricing environment.
- HALEU Monopoly Potential. Through GLE, Cameco has a credible path to becoming the dominant Western supplier of HALEU. As Freedom Factories proliferate, this could become an extraordinarily valuable franchise.
- Government Tailwinds. The Trump administration’s executive orders, DOE funding programs, and the ban on Russian nuclear fuel imports all benefit domestic producers like Cameco.
- Vertically Integrated. From mining to milling to conversion to enrichment (via GLE), Cameco touches nearly every step of the nuclear fuel supply chain.
The Risks:
- Execution Risk on GLE. Laser enrichment technology is still being commercialized. Delays or technical problems could impact the HALEU opportunity.
- Uranium Price Volatility. While the long-term trend appears favorable, uranium prices can be volatile in the short term.
- Regulatory Uncertainty. Nuclear projects face regulatory hurdles. Changes in policy could impact deployment timelines.
- Kazakhstan Exposure. Cameco has a 40% stake in the Inkai mine in Kazakhstan, which introduces some geopolitical risk.
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How to Play This
For those interested in Cameco, the stock trades on major exchanges with good liquidity:
- NYSE: CCJ (U.S. investors)
- TSX: CCO (Canadian investors)
You might also consider watching for news on GLE’s commercial progress and any announcements regarding HALEU supply contracts with Freedom Factory developers. These catalysts could move the stock significantly.
Some investors prefer to gain uranium exposure through ETFs like the Global X Uranium ETF (URA) or the Sprott Uranium Miners ETF (URNM), both of which hold significant Cameco positions alongside other uranium companies.
Editor’s Note: This is urgent. One of the biggest stock market events in 25 years is rapidly unfolding… The economist who predicted the 2008 Financial Crisis says it will be: “The Biggest Crash of Our Lifetime.” Cutting the entire tech market by HALF – virtually overnight. This is why the world’s financial elite are panic-selling stocks at the fastest rate in a decade. [Full Story…]
I’ve been in this business for a long time, and I’ve learned to recognize the moments when multiple powerful forces converge on a single opportunity.
That’s what I see happening with nuclear energy right now.
We have an insatiable demand for clean, reliable power—driven by AI, data centers, and electrification. We have a government that has finally recognized nuclear as essential to national security. We have breakthrough technology in small modular reactors that solves the time and cost problems that plagued the old nuclear industry. And we have a critical fuel bottleneck that only a handful of companies can address.
Cameco sits at the intersection of all these forces.
Will it be a straight line up? Of course not. Markets don’t work that way. There will be volatility, setbacks, and moments that test your conviction.
But when I look at the next decade of energy demand, the strategic importance of AI leadership, and the policy momentum behind nuclear power, I see a setup that could mint new millionaires across America—just like the shale boom, the solar boom, and the first wave of AI did for those who got in early.
The coal towns of the Heartland are coming back to life. And the company fueling that revival could reward patient investors handsomely.
As always, do your own due diligence. Never invest more than you can afford to lose. And remember—we’re here to help you navigate these opportunities together.
To your wealth,
Tom Anderson Editor, Wall Street Watchdogs
Disclaimer: This report is for informational purposes only and does not constitute investment advice. Wall Street Watchdogs and its editors may hold positions in securities mentioned. Always conduct your own research and consult with a qualified financial advisor before making investment decisions. Past performance is not indicative of future results.
