The YouTuber recommends Babcock & Wilcox Technologies as the only large-format commercial nuclear equipment manufacturer in North America. Its commercial backlog surged 85% year over year, and it has key partnerships, including with Kairos Power and Google. BWXT also manufactures TRISO nuclear fuel, positioning it to capture revenue from advanced and small modular reactors.
“Babcock & Wilcox Technologies, and they're the only large-format commercial nuclear equipment manufacturer within North America. And their commercial backlog surged 85% year over year by the end of 2025.” — ▶ 8:50