# AI eats power, nuclear keeps the lights on

By fxyz · https://f.xyz/t/9076b6e0-ac3d-4b9f-9dc3-341d5d5ea4eb

> AI data centers need huge amounts of steady power, and nuclear energy will supply much of it.

**Result:** If held over the last 3 months (Jul 24, 2026 – Oct 23, 2026): −1.2%. Over the same days: S&P 500 +4.0%, Chip stocks −7.0%.

## What it holds

- **Nuclear and power makers** (36%, −6.3% over 3 months): URNM (Uranium Miners ETF) −15.7%, VST (Vistra) +5.4%, GEV (GE Vernova) −11.6%, BE (Bloom Energy) +4.7%
- **Big tech buying power** (27%, +17.1% over 3 months): MSFT (Microsoft) +38.3%, GOOGL (Google) +3.7%, AMZN (Amazon) +10.9%, META (Meta) +16.4%
- **AI chips and compute** (27%, −5.4% over 3 months): NVDA (Nvidia) +4.9%, TSM (TSMC) +1.4%, AVGO (Broadcom) −15.6%, CRWV (CoreWeave) −26.6%
- **Cash** (10%)

## The plan behind it

AI needs more electricity than the grid can easily give. Nuclear runs day and night, so big tech is signing deals for it. The first group holds the fuel and power makers that gain when nuclear demand grows. The second holds the tech giants that buy the power. The third holds the chip and computing firms that create the demand. Cash lets us buy more if prices drop.

**What would prove it wrong:** Big tech cuts its AI spending, or new data centers turn to cheaper power like gas and solar instead of nuclear.

## FAQ

### Can I make one from my own idea?

Yes. Write what you believe in plain words at https://f.xyz/create. fxyz asks a couple of questions, builds the portfolio and shows how it would have done over the last 3 months.

### Can I turn a post on X into a theory?

Yes. Reply to the post and tag @fxyzai. It tests the view in the post and replies with the 3-month result and a link.

### What can it trade?

Stocks (Tesla, Apple, Nvidia), crypto (Bitcoin, Ethereum, Solana), pre-IPO companies (OpenAI, Anthropic), indices (Nasdaq 100, S&P 500), commodities (gold, silver, oil, copper) and currencies (EUR/USD, USD/JPY). One theory can mix them, and bet for or against any of them.

### How does it react to news?

On each check it reads the last two days of news on its biggest holdings and says whether the idea still holds. It can make one small change at a time: trim or drop one holding by up to 5 points. On autopilot the change waits 10 minutes so the owner can skip it; otherwise it asks first.

### How do I run it with real money?

For real money, tap Make it mine, open your copy and choose Use real money, with an exchange connected: Hyperliquid, Lighter, Lighter (Robinhood), Backpack, Pacifica or Binance. The money stays in your own account there. fxyz can place trades, but it can never withdraw.

### Can the AI get it wrong?

Yes. fxyz's AI turns the idea into holdings, and it can get that wrong: add a coin or stock that doesn't fit, or miss one that does. Check the holdings before you put money in. In your own copy, ask its chat to add or drop any of them.

### What do the 3-month numbers mean?

What $100 would have done holding this mix over the last 3 months, at real prices. It is a what-if, not a record: past or simulated results are no promise of future ones, and nothing here is investment advice.

Test your own idea: https://f.xyz/test