CEO OF NVIDIA IS TELLING US WHAT STOCKS TO BUY

@barebone.ai

7.4K followers · usually 286 views a post

Views

50.5K

Likes

1.2K

Comments

197

SoundTikTok sound · original sound - barebone.ai

Promoted product

Barebone

An agentic AI investment research terminal that puts an entire Wall Street institution behind every decision. Real-time data, fundamental analysis, smart-money tracking, and 24/7 AI portfolio monitoring — built by ex-Goldman Sachs bankers.

6 videos

Why it worked

The video effectively combines a timely and high-stakes topic (AI energy needs, nuclear power) with credible "big name" investors and a clear problem/solution narrative. The promotion of the Barebone app is integrated as a tool to access this type of investment insight, making it relevant to the audience interested in the discussed stock.

Summary

This video explains the energy bottleneck for AI and highlights small nuclear reactors as a potential solution, focusing on the company X-Energy. It details the challenges with traditional nuclear power and the grid's limitations, presenting X-Energy's modular approach and its backing from major investors like Amazon, Citadel, Peter Thiel, and George Soros. The video also promotes the Barebone app as a tool for accessing investment analysis on such companies.

Structure

1Introduction to AI energy needs and Nvidia CEO's prediction
2The problem: grid limitations and the unreliability of renewables

Original caption

Amazon and Ken Griffin put $500M into one nuclear company. Thiel and Soros own it too. Jensen Huang says energy is THE bottleneck for AI, and that small nuclear reactors will power it within 6 to 7 years. The grid is full. Gas turbines are sold out for years. The last two big US reactors cost around $35 billion, more than twice their budget, and arrived seven years late. The fix is small reactors built in a factory and shipped to the site. This company makes its own heat-resistant fuel and holds the first NRC manufacturing license in 50 years. Wall Street's average price target is more than double where the stock trades. The video names the company and explains the three risks behind that gap. Barebone found this in seconds. Try it free on the App Store or Google Play: 50K+ investors and $100M+ in connected portfolios already research with it. This content is for educational and informational purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.

More from @barebone.ai

On-screen text

CEO OF NVIDIA IS TELLING US WHAT STOCKS TO BUY currently big right yeah bottleneck it is the bottleneck the I a small nuclear reactors we'll generators the CEO of Nvidia is telling you small nuclear reactors is the next AI bottleneck MODULAR NUCLEAR modular nuclear stock Wall Street is secretly piling in CITADEL + AMAZON KEN GRIFFIN CITADEL FOUNDED Amazon's Climate Pledge Fund, Citadel Founder and CEO Ken Griffin, affiliates of Ares Management Corporation, NGP, and the University of Michigan, invest approximately $500 million in Series C-1 financing round $500 MILLION CITADEL a Citadel founder Ken Griffin and Amazon invested $500 million PETER THIEL PALANTIR FOUNDER Palantir founder Peter Thiel owns it THE MAN WHO BROKE THE BANK OF ENGLAND GEORGE SOROS So does the person who broke the Bank of England George Soros SILENTLY BUYING KEN GRIFFIN CITADEL FOUNDER AMAZON CLIMATE PLEDGE FUND PETER THIEL PALANTIR FOUNDER GEORGE SOROS BROKE THE BANK OF ENGLAND the stock they're all secretly buying you might be missing out on one of BIGGEST TRADES OF 2026 01 the biggest trades of 2026 BAREBONE INVESTING SCHOOL Day 85 / 100 and welcome back to Day 85 of the 100 Day Barebone Investing School JENSEN'S PREDICTION JENSEN HUANG NVIDIA CEO Here's why Jensen thinks small nuclear reactors would power the AI boom SMALL REACTORS 1 AI DATA CENTER One large AI data center RESIDENTIAL GRID can use as much electricity as an entire city But today AI companies can't just MORE POWER simply buy more power from the grid BAYS 0/6 In many parts of America NO ROOM LEFT CAPACITY BAYS 6/6 the grid is already full YEARS TO CONNECT INTERCONNECTION QUEUE POSITION 1,206 13% STALLED YEARS to it takes years But AI data centers NEEDS POWER NOW need electricity right now WHAT CAN POWER AI? Renewables like solar and wind work but they are not reliable RENEWABLES RELIABLE ✓ Natural gas is reliable SOLD OUT but gas turbines are sold out for years WHAT CAN POWER AI? RENEWABLES GAS TURBINES SOLD OUT That leaves one major source ONLY NUCLEAR of constant power nuclear But traditional nuclear has THE COST PROBLEM a brutal problem LAST TWO US REACTORS COMPLETED COST ORIGINAL BUDGET ACTUAL COST The last two reactors America $35 BILLION completed cost around $35 billion MORE THAN 2x BUDGET more than twice their original budget 7 YEARS LATE PLANNED DELIVERED and it arrived seven years late Why? Because every plant EVERY PLANT IS CUSTOM is basically a custom construction project CONTAINMENT (UNDER CONSTRUCTION) TOWER CRANE REBAR CAGE LAYDOWN YARD assembled outdoors piece by piece That's why Jensen is talking about STOP BUILDING ON SITE a completely different model Instead of building one enormous reactor IDENTICAL UNITS you build the same smaller SAME UNIT, EVERY TIME FACTORY LINE UNITS 03/04 UNITS 01/04 UNITS 04/04 TO SITE reactor repeatedly in a factory POWER OUTPUT 4 UNITS 3 UNITS 2 UNITS 1 UNIT ADD UNITS, ADD POWER ship it to the site and add more units when you need more power But to make this work is very complicated THREE THINGS TO WIN You need three things FUEL APPROVAL MONEY Specialized radioactive fuel regulatory approval and enough money But one company has all three ALL 3 ONE COMPANY and most people have never heard of it It produces its own TRISO-X FUEL URANIUM KERNEL CARBON BUFFER INNER CARBON SILICON CARBIDE OUTER CARBON heat resistant nuclear fuel called TRISO X HEAT RESISTANT It's received a manufacturing license from NRC LICENSE FUEL MANUFACTURING LICENSE U.S. NUCLEAR REGULATORY COMMISSION DOCKET NO. LICENSE NO. FIRST IN 50 YEARS 1975 2025 the US Nuclear Regulatory Commission the first in 50 years IT HAS ALL THREE $500M BACKING CITADEL KEN GRIFFIN Amazon's Climate Pledge Fund, Citadel Founder and CEO Ken Griffin, affiliates of Ares Management Corporation, NGP, and the University of Michigan, invest approximately $500 million in Series C-1 financing round Amazon, claim to bring more than 5 gigawatts online in the United States by 2039, the largest commercial deployment target of SMRs to date. $500 MILLION Ken Griffin invested $500 million Super Investor Profile THIEL Thiel Macro LLC PETER THIEL West Hollywood, California-based hedge fund founded by Peter Thiel in 2011. Thiel is a storied entrepreneur and investor that co-founded PayPal and Palantir and... Read More Key Stats Total Portfolio Value $419M 2025 Return +9.2% Year-to-Date Return -3Y Return +42.2% Trailing 4Q Return +16.3% 5Y Return How are returns calculated? Stock Holdings Option Holdings Activity Por Ticker 4Q TREND % TOTAL AVG PRICE VALUE XE X-Energy, Inc. Cl A 0.88% $27.73 $3.7M Palantir founder Peter Thiel holds the stock Super Investor Profile SOROS Soros Fund Management LLC GEORGE SOROS Legendary macro-oriented family office founded by George Soros, one of the most successful investors in history. The firm invests globally across equities, cre... Read More Key Stats Total Portfolio Value $8.1B Year-to-Date Return +7.5% 2025 Return +9.2% 3Y Return +42.2% Trailing 4Q Return +13.5% 5Y Return -9.4% How are returns calculated? Stock Holdings Option Holdings Activity Por Ticker 4Q TREND % TOTAL AVG PRICE VALUE XE X-Energy, Inc. Cl A 0.51% $27.73 $41M So does a person who broke the Bank of England George Soros And that company X-energy TICKER: XE is X-energy ticker XE BAREBONE Analyst Price Target Current: 17.14 Low 9.00 Median: 36.00 View more Analyst Ratings Sell Hold Buy Strong Sell Strong Buy Buy View more About X-Energy, Inc. Class A Common Stock Industrials - Industrials - Machinery X-Energy, Inc. operates within the energy sector, primarily focusing its efforts on the development of modular nuclear reactors. Barebone flagged that Wall Street's average price target is more than double what the stock trades today XE Risk Dimensions Financial Risk Low Zero debt, $944M liquidity, and a 17x current ratio make near-term solvency risk... Show More Regulatory Risk Moderate US environmental review finished early, but UK assessment and NRC licensing remain... Show More Execution Risk High Most pipeline capacity is contingent, HALEU supply is scarce, and commercial revenue... Show More Financial risk is the lowest of the three: no debt and deep liquidity, but losses are large and ongoing. Regulatory risk sits in the middle - reviews are progressing, yet timelines can stretch for years. and Barebone flagged three risks behind it. BAREBONE Day 1: Top 100 Apple App Store Day 60: Top 10 Google Play $100M+ CONNECTED 50,000+ INVESTORS DOWNLOAD BAREBONE Download on the App Store GET IT ON Google Play search "Barebone" on App Stores to access Super Investor Profile THIEL Thiel Macro LLC PETER THIEL West Hollywood, California-based hedge fund founded by Peter Thiel in 2011. Thiel is a storied entrepreneur and investor that co-founded PayPal and Palantir and... Read More Key Stats Total Portfolio Value $419M 2025 Return +9.2% Year-to-Date Return -3Y Return +42.2% Trailing 4Q Return +16.3% 5Y Return How are returns calculated? Stock Holdings Option Holdings Activity Por Ticker 4Q TREND % TOTAL AVG PRICE VALUE XE X-Energy, Inc. Cl A 0.88% $27.73 $3.7M Thiel and Soros' filings every Super Investor Profile XE Risk Dimensions Financial Risk Low Zero debt, $944M liquidity, and a 17x current ratio make near-term solvency risk... Show More Regulatory Risk Moderate US environmental review finished early, but UK assessment and NRC licensing remain... Show More Execution Risk High Most pipeline capacity is contingent, HALEU supply is scarce, and commercial revenue... Show More Financial risk is the lowest of the three: no debt and deep liquidity, but losses are large and ongoing. Regulatory risk sits in the middle - reviews are progressing, yet timelines can stretch for years. and the three key risks Goldman Sachs I quit Goldman Sachs to make investing easier with Barebone

Transcript

currently big right yeah bottleneck it is the bottleneck the I a small nuclear reactors we'll generators the CEO of Nvidia is telling you small nuclear reactors is the next AI bottleneck MODULAR NUCLEAR modular nuclear stock Wall Street is secretly piling in CITADEL + AMAZON KEN GRIFFIN CITADEL FOUNDED Amazon's Climate Pledge Fund, Citadel Founder and CEO Ken Griffin, affiliates of Ares Management Corporation, NGP, and the University of Michigan, invest approximately $500 million in Series C-1 financing round $500 MILLION CITADEL a Citadel founder Ken Griffin and Amazon invested $500 million PETER THIEL PALANTIR FOUNDER Palantir founder Peter Thiel owns it THE MAN WHO BROKE THE BANK OF ENGLAND GEORGE SOROS So does the person who broke the Bank of England George Soros SILENTLY BUYING KEN GRIFFIN CITADEL FOUNDER AMAZON CLIMATE PLEDGE FUND PETER THIEL PALANTIR FOUNDER GEORGE SOROS BROKE THE BANK OF ENGLAND the stock they're all secretly buying you might be missing out on one of BIGGEST TRADES OF 2026 01 the biggest trades of 2026 BAREBONE INVESTING SCHOOL Day 85 / 100 and welcome back to Day 85 of the 100 Day Barebone Investing School JENSEN'S PREDICTION JENSEN HUANG NVIDIA CEO Here's why Jensen thinks small nuclear reactors would power the AI boom SMALL REACTORS 1 AI DATA CENTER One large AI data center RESIDENTIAL GRID can use as much electricity as an entire city But today AI companies can't just MORE POWER simply buy more power from the grid BAYS 0/6 In many parts of America NO ROOM LEFT CAPACITY BAYS 6/6 the grid is already full YEARS TO CONNECT INTERCONNECTION QUEUE POSITION 1,206 13% STALLED YEARS to it takes years But AI data centers NEEDS POWER NOW need electricity right now WHAT CAN POWER AI? Renewables like solar and wind work but they are not reliable RENEWABLES RELIABLE ✓ Natural gas is reliable SOLD OUT but gas turbines are sold out for years WHAT CAN POWER AI? RENEWABLES GAS TURBINES SOLD OUT That leaves one major source ONLY NUCLEAR of constant power nuclear But traditional nuclear has THE COST PROBLEM a brutal problem LAST TWO US REACTORS COMPLETED COST ORIGINAL BUDGET ACTUAL COST The last two reactors America $35 BILLION completed cost around $35 billion MORE THAN 2x BUDGET more than twice their original budget 7 YEARS LATE PLANNED DELIVERED and it arrived seven years late Why? Because every plant EVERY PLANT IS CUSTOM is basically a custom construction project CONTAINMENT (UNDER CONSTRUCTION) TOWER CRANE REBAR CAGE LAYDOWN YARD assembled outdoors piece by piece That's why Jensen is talking about STOP BUILDING ON SITE a completely different model Instead of building one enormous reactor IDENTICAL UNITS you build the same smaller SAME UNIT, EVERY TIME FACTORY LINE UNITS 03/04 UNITS 01/04 UNITS 04/04 TO SITE reactor repeatedly in a factory POWER OUTPUT 4 UNITS 3 UNITS 2 UNITS 1 UNIT ADD UNITS, ADD POWER ship it to the site and add more units when you need more power But to make this work is very complicated THREE THINGS TO WIN You need three things FUEL APPROVAL MONEY Specialized radioactive fuel regulatory approval and enough money But one company has all three ALL 3 ONE COMPANY and most people have never heard of it It produces its own TRISO-X FUEL URANIUM KERNEL CARBON BUFFER INNER CARBON SILICON CARBIDE OUTER CARBON heat resistant nuclear fuel called TRISO X HEAT RESISTANT It's received a manufacturing license from NRC LICENSE FUEL MANUFACTURING LICENSE U.S. NUCLEAR REGULATORY COMMISSION DOCKET NO. LICENSE NO. FIRST IN 50 YEARS 1975 2025 the US Nuclear Regulatory Commission the first in 50 years IT HAS ALL THREE $500M BACKING CITADEL KEN GRIFFIN Amazon's Climate Pledge Fund, Citadel Founder and CEO Ken Griffin, affiliates of Ares Management Corporation, NGP, and the University of Michigan, invest approximately $500 million in Series C-1 financing round Amazon, claim to bring more than 5 gigawatts online in the United States by 2039, the largest commercial deployment target of SMRs to date. $500 MILLION Ken Griffin invested $500 million Super Investor Profile THIEL Thiel Macro LLC PETER THIEL West Hollywood, California-based hedge fund founded by Peter Thiel in 2011. Thiel is a storied entrepreneur and investor that co-founded PayPal and Palantir and... Read More Key Stats Total Portfolio Value $419M 2025 Return +9.2% Year-to-Date Return -3Y Return +42.2% Trailing 4Q Return +16.3% 5Y Return How are returns calculated? Stock Holdings Option Holdings Activity Por Ticker 4Q TREND % TOTAL AVG PRICE VALUE XE X-Energy, Inc. Cl A 0.88% $27.73 $3.7M Palantir founder Peter Thiel holds the stock Super Investor Profile SOROS Soros Fund Management LLC GEORGE SOROS Legendary macro-oriented family office founded by George Soros, one of the most successful investors in history. The firm invests globally across equities, cre... Read More Key Stats Total Portfolio Value $8.1B Year-to-Date Return +7.5% 2025 Return +9.2% 3Y Return +42.2% Trailing 4Q Return +13.5% 5Y Return -9.4% How are returns calculated? Stock Holdings Option Holdings Activity Por Ticker 4Q TREND % TOTAL AVG PRICE VALUE XE X-Energy, Inc. Cl A 0.51% $27.73 $41M So does a person who broke the Bank of England George Soros And that company X-energy TICKER: XE is X-energy ticker XE BAREBONE Analyst Price Target Current: 17.14 Low 9.00 Median: 36.00 View more Analyst Ratings Sell Hold Buy Strong Sell Strong Buy Buy View more About X-Energy, Inc. Class A Common Stock Industrials - Industrials - Machinery X-Energy, Inc. operates within the energy sector, primarily focusing its efforts on the development of modular nuclear reactors. Barebone flagged that Wall Street's average price target is more than double what the stock trades today XE Risk Dimensions Financial Risk Low Zero debt, $944M liquidity, and a 17x current ratio make near-term solvency risk... Show More Regulatory Risk Moderate US environmental review finished early, but UK assessment and NRC licensing remain... Show More Execution Risk High Most pipeline capacity is contingent, HALEU supply is scarce, and commercial revenue... Show More Financial risk is the lowest of the three: no debt and deep liquidity, but losses are large and ongoing. Regulatory risk sits in the middle - reviews are progressing, yet timelines can stretch for years. and Barebone flagged three risks behind it. BAREBONE Day 1: Top 100 Apple App Store Day 60: Top 10 Google Play $100M+ CONNECTED 50,000+ INVESTORS DOWNLOAD BAREBONE Download on the App Store GET IT ON Google Play search "Barebone" on App Stores to access Super Investor Profile THIEL Thiel Macro LLC PETER THIEL West Hollywood, California-based hedge fund founded by Peter Thiel in 2011. Thiel is a storied entrepreneur and investor that co-founded PayPal and Palantir and... Read More Key Stats Total Portfolio Value $419M 2025 Return +9.2% Year-to-Date Return -3Y Return +42.2% Trailing 4Q Return +16.3% 5Y Return How are returns calculated? Stock Holdings Option Holdings Activity Por Ticker 4Q TREND % TOTAL AVG PRICE VALUE XE X-Energy, Inc. Cl A 0.88% $27.73 $3.7M Thiel and Soros' filings every Super Investor Profile XE Risk Dimensions Financial Risk Low Zero debt, $944M liquidity, and a 17x current ratio make near-term solvency risk... Show More Regulatory Risk Moderate US environmental review finished early, but UK assessment and NRC licensing remain... Show More Execution Risk High Most pipeline capacity is contingent, HALEU supply is scarce, and commercial revenue... Show More Financial risk is the lowest of the three: no debt and deep liquidity, but losses are large and ongoing. Regulatory risk sits in the middle - reviews are progressing, yet timelines can stretch for years. and the three key risks Goldman Sachs I quit Goldman Sachs to make investing easier with Barebone