| Editor's Note: The latest Fed announcement has markets on a downtrend, but there are always buying opportunities in any market – especially in emerging sectors. That's why in today's guest article, Oxford Club Chief Income Strategist Marc Lichtenfeld is showing readers a missing piece of the AI revolution – nuclear energy. Plus, Marc is also revealing his top 3 stocks for the nuclear energy boom. One of these companies is a nuclear operator with 44% profit margins that could become the most dominant player in the entire nuclear energy industry. Click here to learn more about Marc's 3 top nuclear stocks. - Ryan Fitzwater, Publisher
Marc Lichtenfeld, Chief Income Strategist, The Oxford Club I started investing in the early 1990s, and just around the time I started thinking I was getting a handle on things, the dot-com boom and bust happened. For years, I'd been studying what valuations meant and how to read financial statements... and then all of a sudden, we had stocks with no revenue going up as much as 100% in a day. Needless to say, that threw me for a loop. Ever since then, whenever there's a really big trend that people are all excited about (like crypto and AI today and marijuana before that), instead of trying to predict which company will end up as the dominant player, I look for "pick-and-shovel plays" - companies that are going to make money regardless of who wins. The term "pick-and-shovel play" goes back to the gold rush of the 19th century. A handful of speculators struck it rich by panning for gold... but the biggest fortunes went to the people who sold tools like picks and shovels to the gold miners. When it comes to the AI revolution, my favorite pick-and-shovel opportunities are in nuclear energy. These are the companies that are supplying what AI desperately needs, so they're the ones that are going to win no matter what else happens in AI. Google CEO Sundar Pichai said AI is going to impact every product across every company, and Goldman Sachs estimates that Big Tech will spend over $1 trillion on AI. So it's clear that this trend already has the attention of the world's most powerful firms. In fact, Amazon and Google aren't just hoping to "explore" AI and its applications. They're actually building their own nuclear power plants so they can maximize AI's potential within their business. That speaks volumes. Now, there's certainly not a consensus on the merits of nuclear energy. Critics might tell you that it's too dangerous or too costly. But after thoroughly researching the facts, I'm convinced that it's the best option to help provide AI's energy needs and catapult AI into its next chapter. | 
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