➀ Taiwan is considering changing its nuclear energy policy due to the increasing demand for electricity from AI; ➁ The existing nuclear power facilities in Taiwan are aging, and there is only one operational plant in 2024; ➂ Taiwanese Premier Cho Jung-tai expressed openness to new nuclear technologies with proper safety measures and waste management.

1. Vistra's stock surged 61% since the 'Buy' rating; 2. The real driver of the Company's growth is the energy supply gap; 3. The stock's valuation appears extremely stretched, leading to a downgrade to 'Hold'.

1. Big Tech companies like Amazon, Google, and Microsoft are investing heavily in nuclear power to meet their data center and AI demands while aiming for clean energy goals. 2. Amazon has signed a deal with Dominion Energy to explore building a small modular nuclear reactor. 3. The investments have sparked a rise in the stocks of nuclear power plant developers and uranium-related companies.

1. Cameco Corporation benefits from reduced uranium production guidance in Kazakhstan, signaling potential supply shortages. 2. The company's strong assets, strategic partnerships, and solid financials position it well for growing global nuclear energy demand. 3. Despite high valuation, expected earnings growth and geopolitical tensions support a bullish long-term outlook for Cameco and the uranium sector.

➀ China plans to establish the world's first molten salt nuclear power station in the Gobi Desert by 2025, using thorium instead of uranium. ➁ Thorium reactors offer enhanced safety and produce less long-term nuclear waste compared to uranium-based reactors. ➂ The project aligns with China's strategy to diversify energy sources and enhance energy security, highlighting its leadership in global climate change initiatives.