Mar 27, 2026: MIT Top Tech (Part 3) - Best AI & Nuclear Energy Stocks to Buy Now

About this episode

This episode explores the best AI and nuclear energy stocks to invest in, featuring insights on Broadcom, Lumentum, and NuScale Power.

In Part 3 of our MIT Tech Review Breakthrough Technologies 2026 series, Simon Erickson goes deep on the three most investable opportunities from the list's two top trends: Hyperscale AI Data Centers and Next Generation Nuclear. This episode features detailed breakdowns of Broadcom (NASDAQ:AVGO), Lumentum (NASDAQ:LITE), and NuScale Power (NYSE:SMR) — covering their business models, revenue growth, competitive advantages, and why they could be among the biggest winners of the AI infrastructure buildout.From Broadcom's $64B revenue empire and custom ASIC chip design powering hyperscale data centers, to Lumentum's explosive 65% revenue growth as NVIDIA's key optical transceiver partner, to NuScale's small modular reactor (SMR) technology and a potential $120–$180B contract with the Tennessee Valley Authority — this episode covers picks-and-shovels investing at its finest.Whether you're focused on AI infrastructure stocks, semiconductor stocks, clean energy stocks, or nuclear power investing, this is a must-watch for long-term growth investors. Subscribe and catch the full three-part series at 7investing.com.📈 Stocks & Companies MentionedBroadcom (NASDAQ:AVGO)Lumentum…

People in this episode

Guest: Simon Erickson

Topics covered

• AI
• Nuclear Energy
• Investing
• Semiconductors
• Clean Energy

Keywords

• AI infrastructure
• nuclear energy
• Broadcom
• Lumentum
• NuScale Power

Mentioned in this episode

Organizations: Broadcom, Lumentum, NuScale Power, NVIDIA, Alphabet / Google, Anthropic, Advanced Micro Devices / AMD, Tennessee Valley Authority, Georgia Power / Southern Company

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