Something extraordinary is happening in the energy markets right now. And almost nobody is talking about it.
While the mainstream financial media obsesses over the latest tech earnings and Federal Reserve minutes, a seismic shift is building beneath the surface of the American energy sector. Peak power demand could increase 26% by 2035, propelled by the rapid growth of data centers and electrification. But here’s what they’re not telling you: This isn’t a gradual evolution. It has been the most rapid increase we’ve seen in the power sector in the last 30 years.
Think about that for a moment. We’re witnessing the fastest surge in power demand in three decades, and Wall Street is still pricing energy stocks like it’s 2019.
EIA forecasts electricity demand to continue growing at that rate in 2025 and 2026, which would be the first three years of consecutive growth in electricity demand since 2005–07.
This is the kind of fundamental shift that creates fortunes. The kind of opportunity that comes along once in a generation. And today, I’m going to show you exactly how to profit from it.
The Perfect Storm Creating a Once-in-a-Generation Opportunity
Here’s what’s really happening: We’re at the intersection of three massive trends that are about to collide in spectacular fashion.
First, artificial intelligence and data centers are devouring electricity at an unprecedented rate. EIA expects electricity demand to grow fastest in the industrial sector—by 3% in 2026—as new semiconductor and battery manufacturing operations come online. In the commercial sector, demand increases by 2% in both 2025 and 2026 as data-center power consumption increases.
Second, the renewable energy transition is hitting a wall. Wind and solar investments in the first half of 2025 fell 18%, to nearly US$35 billion. The much-hyped green revolution is running into the harsh reality of physics and economics.
Third, natural gas prices are set to explode higher. EIA expects the Henry Hub spot price to average $3.10 million British thermal units (MMBtu) in 2025 and $4.00/MMBtu in 2026, up from an all-time low. In 2025, U.S. natural gas prices at Henry Hub are forecast to average $4.20 per MMBtu, 11% higher than the previous estimate due to increased consumption and lower storage levels.
This convergence is creating what I believe will be the greatest wealth-building opportunity in energy stocks since the shale revolution began.
The Three Energy Stocks Set to Soar
After months of research, countless conversations with industry insiders, and deep analysis of the fundamentals, I’ve identified three companies perfectly positioned to capture this explosive growth.
These aren’t speculative penny stocks or risky exploration plays. These are companies with proven technologies, real contracts, and clear paths to massive profitability.
Let me show you exactly what makes each of these opportunities so compelling…
Stock #1: NuScale Power (SMR) – The Nuclear Renaissance Leader
Market Cap: $10.3 billion
Current Price: ~$44.87
12-Month Target: $50-80
Here’s something the mainstream media won’t tell you about the nuclear renaissance: It’s not coming. It’s already here.
NuScale already has a dozen modules in production, meaning that real-world deployments should happen relatively soon. But here’s the real kicker: The biggest advantage for NuScale is that it is the only SMR maker in the U.S. that is NRC certified.
Think about what that means. While competitors are still navigating years of regulatory approvals, NuScale has already crossed the finish line. NuScale already has a dozen modules in production, and they’re not sitting idle.
The company just scored a game-changing victory. TVA is the nation’s largest public power supplier, and that 6 GW of capacity is enough to power nearly 4.5 million homes or 60 data centers. This isn’t speculation. This is happening right now.
Even more impressive, NuScale’s exclusive global strategic partner, ENTRA1 Energy, is positioned to receive up to $25 billion in investment capital under the newly signed U.S.-Japan Framework Agreement. That’s billion with a ‘B’.
The stock has already more than doubled in 2025, but we’re just getting started. The average price target for NuScale Power Corporation is $40.80, but I believe that’s far too conservative given what’s coming.
The bottom line: NuScale is the only game in town for small modular reactors with regulatory approval. As the nuclear renaissance accelerates, this stock could easily triple from current levels.
Stock #2: Oklo Inc. (OKLO) – The Microreactor Disruptor
Market Cap: $17.7 billion
Current Price: ~$120
12-Month Target: $200+
If NuScale is the established player, Oklo is the disruptor that could deliver even bigger gains.
These microreactors are designed to be compact, efficient, and inherently safe, addressing many of the historical concerns associated with traditional nuclear power. But here’s what really caught my attention: The technology utilizes a fast neutron spectrum and metallic fuel, including the ability to run on recycled nuclear waste.
Oklo isn’t just building another nuclear reactor. They’re solving the nuclear waste problem while generating clean power. It’s brilliant.
The company has already secured critical partnerships. In early 2025, Oklo finished drilling and site evaluations, which are necessary before construction starts. More importantly, The U.S. Air Force’s June 2025 Notice of Intent to Award (NOITA) to Oklo Inc. for a 5-MW microreactor at Eielson Air Force Base in Alaska marks a pivotal moment for advanced nuclear energy.
Analysts estimate Oklo’s revenue could hit $184 million by 2029 as Aurora units come online. For a company with zero revenue today, that’s a massive inflection point approaching.
Yes, the valuation is stretched. The stock trades at insane multiples. But sometimes, in rare moments, the market correctly identifies a revolutionary technology before the numbers catch up. I believe this is one of those times.
The bottom line: Oklo represents the kind of asymmetric bet that could turn a modest investment into life-changing wealth. The risk is real, but so is the potential for a 10-bagger return.
Stock #3: EQT Corporation (EQT) – The Natural Gas Profit Machine
Market Cap: ~$25 billion
Current Price: ~$56
12-Month Target: $80
While everyone’s mesmerized by nuclear moonshots, EQT is quietly printing money in natural gas.
This isn’t a sexy story. It’s better. It’s a profit machine hiding in plain sight.
With a corporate break-even point estimated at $2.40-2.45/Mcf for 2025-2026, EQT is positioned to generate positive cash flows even in challenging price environments. Read that again. They make money when gas is at $2.40. With prices heading to $4+ in 2026, the cash flow will be extraordinary.
The numbers are staggering. In the fourth quarter of 2024, the company generated $588 million in FCF despite Henry Hub prices averaging just $2.81/MMBtu. Looking ahead, EQT projects $2.6 billion in FCF for 2025 and $3.3 billion for 2026, with $15 billion over the next five years.
But here’s what really excites me: EQT’s analysis suggests that Appalachian markets could accommodate 6 to 7 billion cubic feet (Bcf) per day of incremental demand growth, representing nearly 20% expansion. They’re sitting on top of the Marcellus Shale, the most prolific natural gas formation in America, just as demand is about to explode.
The company has also been aggressively paying down debt. EQT reduced its net debt from $13.7 billion in the third quarter of 2024 to $9.1 billion by the end of 2024. The company targets $7.5 billion in 2025 and aims for a long-term goal of $5 billion.
18 analysts recommend buying the stock, while 1 suggest selling, leading to an overall rating of Buy. The stock has an +12.08% Upside potential.
The bottom line: EQT is the safest way to play the energy boom. While it won’t deliver the moonshot returns of our nuclear plays, it offers something equally valuable: predictable, massive cash flows with limited downside risk.
How to Play This Opportunity
Here’s my recommendation: Build a diversified energy portfolio using all three stocks, but weight them according to your risk tolerance.
Conservative investors: 60% EQT, 30% SMR, 10% OKLO
Balanced investors: 40% EQT, 40% SMR, 20% OKLO
Aggressive investors: 20% EQT, 40% SMR, 40% OKLO
The key is to get positioned now, before the market fully recognizes what’s happening.
The Clock Is Ticking
I’ve been analyzing markets for over two decades. I’ve seen bubbles inflate and burst. I’ve watched fortunes made and lost. But rarely have I seen such a clear convergence of fundamental factors all pointing in the same direction.
The energy crisis isn’t coming. It’s here. The companies that solve it will mint fortunes for their shareholders.
As more communities push back against the construction of new generation, BESS offers the industry an opportunity to more efficiently use the generating capacity already in place. The old solutions won’t work anymore. We need new approaches, new technologies, and new investments.
That’s exactly what these three companies offer.
NuScale brings proven, approved small modular reactor technology. Oklo offers revolutionary microreactors that could transform how we think about nuclear power. And EQT provides the bridge fuel we desperately need while sitting on America’s most valuable natural gas assets.
Together, they represent a comprehensive play on the coming energy boom.
My Personal Take
I’ll be straight with you. After spending months researching this sector, talking to industry insiders, and analyzing the data, I’m more convinced than ever that we’re standing at the precipice of something massive.
The last time I saw fundamentals line up like this was in 2010, when I was pounding the table on domestic shale producers. Those who listened saw gains of 500%, 1,000%, even 2,000% over the following years.
I believe the opportunity today is even bigger.
Why? Because this time, we’re not just talking about a new way to extract oil and gas. We’re talking about a complete reimagination of how America powers itself. The stakes are higher. The profits will be bigger. And the timeline is compressed.
The AI revolution needs power. Manufacturing is coming home and needs power. The electric vehicle transition needs power. And renewables alone can’t provide it.
These three stocks solve that problem. And they’re going to make their shareholders very, very wealthy in the process.
Don’t let this opportunity pass you by. The smart money is already moving. You should be too.
Good investing,
Tom Anderson
Editor, Wall Street Watchdogs
P.S. The nuclear renaissance is accelerating faster than even I anticipated. Just this week, we’ve seen major announcements from tech giants scrambling to secure nuclear power. The window to get in at these prices is closing rapidly. Don’t say I didn’t warn you.
Disclaimer: This report is for informational purposes only and should not be considered personalized investment advice. All investments carry risk, including the potential loss of principal. Please conduct your own research and consult with a qualified financial advisor before making any investment decisions.
