# Mar 27, 2026: MIT Top Tech (Part 3) - Best AI & Nuclear Energy Stocks to Buy Now Page: https://stenobird.com/podcast/the-7investing-podcast-1227049/mar-27-2026-mit-top-tech-part-3-best-ai-nuclear-energy-stocks-to-buy-now Text version: https://stenobird.com/podcast/the-7investing-podcast-1227049/mar-27-2026-mit-top-tech-part-3-best-ai-nuclear-energy-stocks-to-buy-now.md Podcast: [The 7investing Podcast](https://stenobird.com/podcast/the-7investing-podcast-1227049) Published: 2026-04-07T11:00:00+00:00 Episode link: https://podcasters.spotify.com/pod/show/7investing/episodes/Mar-27--2026-MIT-Top-Tech-Part-3---Best-AI--Nuclear-Energy-Stocks-to-Buy-Now-e3hfs9t Audio file: https://traffic.megaphone.fm/APO6197876804.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-7investing-podcast-1227049/episodes/mar-27-2026-mit-top-tech-part-3-best-ai-nuclear-energy-stocks-to-buy-now Duration seconds: 1854 ## Resource 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) β€” 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 β€” 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.πŸ“ˆ 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 β€” $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… ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-7investing-podcast-1227049/episodes/mar-27-2026-mit-top-tech-part-3-best-ai-nuclear-energy-stocks-to-buy-now/transcription-requests` β€” Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-7investing-podcast-1227049/mar-27-2026-mit-top-tech-part-3-best-ai-nuclear-energy-stocks-to-buy-now.md` β€” Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.