The YouTuber suggests Duke Energy as a 'quiet giant' in American nuclear, operating a substantial portion of the US nuclear fleet with extended licenses. Their resource plan includes new reactors and SMRs to meet data center and AI demand, positioning them as a regulated, reliable income engine with expansion potential for the long term.
“Duke recently extended its opening nuclear station through the 2050s and its 2025 resource plan includes new reactors and SMRs to meet that data center and AI demand across the Southeast.” — ▶ 20:50