Episode
Mar 27, 2026: MIT Top Tech (Part 3) - Best AI & Nuclear Energy Stocks to Buy Now
- Podcast
- The 7investing Podcast
- Published
- Apr 7, 2026
- Duration seconds
- 1854
- Processing state
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Summary
In Part 3 of our MIT Tech Review Breakthrough Technologies 2026 series, Simon Erickson goes deep on the three most investable opportunities from the list's two top trends: Hyperscale AI Data Centers and Next Generation Nuclear. This episode features detailed breakdowns of Broadcom (NASDAQ:AVGO), Lumentum (NASDAQ:LITE), and NuScale Power (NYSE:SMR) — covering their business models, revenue growth, competitive advantages, and why they could be among the biggest winners of the AI infrastructure buildout.From Broadcom's $64B revenue empire and custom ASIC chip design powering hyperscale data centers, to Lumentum's explosive 65% revenue growth as NVIDIA's key optical transceiver partner, to NuScale's small modular reactor (SMR) technology and a potential $120–$180B contract with the Tennessee Valley Authority — this episode covers picks-and-shovels investing at its finest.Whether you're focused on AI infrastructure stocks, semiconductor stocks, clean energy stocks, or nuclear power investing, this is a must-watch for long-term growth investors. Subscribe and catch the full three-part series at 7investing.com.📈 Stocks & Companies MentionedBroadcom (NASDAQ:AVGO)Lumentum (NASDAQ:LITE)NuScale Power (NYSE:SMR)NVIDIA (NASDAQ:NVDA)Alphabet / Google (NASDAQ:GOOGL) (TPU partnership with Broadcom)Anthropic (private — $21B TPU order referenced)Advanced Micro Devices / AMD (NASDAQ:AMD)Tennessee Valley Authority (government utility, not publicly traded)Georgia Power / Southern Company (NYSE:SO) (Vogtle nuclear plant reference)#AIStocks #NuclearEnergy #SmallModularReactors #HyperscaleDataCenters #Broadcom #Lumentum #NuScalePower #SemiconductorStocks #GrowthInvesting #AIInfrastructure #StockMarket #EnergyStocks #PicksAndShovels #MITTechReview #InvestingIn2026 #LongTermInvesting #7inve…