In this article, we will discuss: Jim Cramer’s Hottest Nuclear Energy Stock Picks, Hits & Misses. For more stocks, you can head to Jim Cramer’s Hottest Nuclear Energy Stock Picks, Hits & Misses: Top 5 Stocks.
In an appearance on BNN Bloomberg on December 31st, Ahab Abdel-Aziz, global director of nuclear energy at Gowling WLG, shared some of the reasons why nuclear energy was seeing renewed interest among investors. Commenting on the growth in demand for nuclear technology he remarked that “the world has come to absorb what we’ve been told for decade, by scientists. . .which is that we need to triple the installed nuclear capacity to have any opportunity to address climate change.”
When asked whether nuclear technology was being viewed as a form of clean energy, Abdel-Azis commented that it always was viewed this way. He added that people were scared of nuclear technology since it was complex and relatively new. According to him, weapons “and nuclear power reactors are two different things entirely. And nuclear reactors, time and again, have been shown to be one of the cleanest sources of energy, in terms of emissions, in terms of impacts on the environment, and in terms of impacts on human health. It’s a very far cry from fossil fuels.”
Our Methodology
To make our list of Jim Cramer’s nuclear stock hits and misses, we made a list of AI stocks that he was optimistic about in 2025. Then, their performance since the comments were made was calculated, and the stocks were ranked accordingly. Additionally, the number of hedge fund investors back then was also mentioned. Finally, the number of investors as of the fourth quarter of 2025 was also mentioned for additional context.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
10. NuScale Power Corporation (NYSE:SMR)
Number of Hedge Fund Holdings in Q3 2024: 18
Number of Hedge Fund Holdings in Q4 2025: 32
Performance Since Cramer’s Remarks: -42%
Date/Month of Cramer’s Remarks: January 2nd, 2025
NuScale Power Corporation (NYSE:SMR) is a nuclear reactor company that primarily designs small modular nuclear reactors. Its shares are down by 34% over the past year and by 42% since Cramer discussed the firm on Mad Money. From the start of January to late July, NuScale Power Corporation (NYSE:SMR)’s shares surged by 147% and since then, the stock is down by 76%. The shares closed 21% higher on May 13th after the firm reported its earnings for the first quarter. However, they closed 14% lower on November 6th after NuScale Power Corporation (NYSE:SMR) reported its third-quarter earnings report. The results saw the firm post a $1.85 loss per share, which was significantly higher than the $0.14 loss that analysts had penciled in. Earlier in the month, NuScale Power Corporation (NYSE:SMR) closed another 4% lower on the 3rd after multiple analysts were out with bearish notes for the firm. In his Mad Money appearance, Cramer warned against long delivery timelines:
“When it comes to nuclear power over-enthusiasm, we’ve seen some of these smaller companies that offer alternatives to the current plants, they worry me. Companies like Oklo with nuclear fission capabilities, NuScale Power with small form factor technology, they’re exciting, but they’re also years from developing anything meaningful. Or as my friend Michael Cembalest. chair of the Market and Investment Strategy group at J.P. Morgan wrote in his… 2025 outlook, ‘What nuclear renaissance? Wake me when we get there.”
9. Nano Nuclear Energy Inc (NASDAQ:NNE)
Number of Hedge Fund Holdings in Q4 2024: 10
Number of Hedge Fund Holdings in Q4 2025: 16
Performance Since Cramer’s Remarks: -30%
Date/Month of Cramer’s Remarks: March 13th, 2025
Nano Nuclear Energy Inc (NASDAQ:NNE) is a nuclear reactor and uranium company developing different kinds of reactors, such as gas-cooled reactors, micro reactors, and solid-core battery reactors. Its shares are down by 32% over the past year and by 30% since Cramer discussed it in March. As was the case with other stocks in its sector, Nano Nuclear Energy Inc (NASDAQ:NNE)’s shares also surged until October 2025 before being on a downward trend since then. Between January’s start and October’s end, the stock surged by 76%. On the same day, i.e., September 19th, that the US and UK announced a $350 billion deal to invest in nuclear, AI, quantum computing and other technologies, Nano Nuclear Energy Inc (NASDAQ:NNE)’s stock closed a whopping 40% higher. However, the stock is down since October, following multiple catalysts such as additional equity offerings. Cramer had advised viewers to sell Nano Nuclear Energy Inc (NASDAQ:NNE) in March:
“I think you just sell Nano Energy. I think the first time we’ll see any nuclear… in this country is 2033 and that’ll be done by GE Vernova if it’s lucky.”
8. Vistra Corp. (NYSE:VST)
Number of Hedge Fund Holdings in Q3 2024: 97
Number of Hedge Fund Holdings in Q4 2025: 102
Performance Since Cramer’s Remarks: 3%
Date/Month of Cramer’s Remarks: January 2nd, 2025
Vistra Corp. (NYSE:VST) is an American independent power producer that relies on nuclear and other energy sources to generate power. Its shares are up by 20% over the past year and by 3% since Cramer made his remarks on Mad Money. Between February and April, Vistra Corp. (NYSE:VST)’s shares lost a fair bit of their value. The shares dipped by 7% on February 27th, 2025, after the firm reported its fourth quarter earnings. However, between April and late September, Vistra Corp. (NYSE:VST)’s stock gained 113%. On August 12th, the shares gained 5% after Bank of America and BMO Capital were out with bullish takes on the firm. Year to date, Vistra Corp. (NYSE:VST)’s shares are down 3.1% amidst broader market uncertainty stemming from the Iran war. In January 2025, Cramer had insisted that the firm was a way to play the growth in data center expansion stemming from the growth in AI expansion, but warned against getting too excited:
“… Vistra, up 258%. Vistra’s the largest competitive generator of electricity in the country and the second largest nuclear play thanks to an acquisition, very smart acquisition it made last March. We have a shortage of clean power in America and we need more of it to support the big data center build-out. Let me say it from the outset that I’m starting to think this move is getting to be absurd. Vistra’s like a stock created for the moment, the visible way to play data center expansion.
I come back and say Vistra and its doppelganger Constellation Energy are utilities with no real ability to scale at the level that the stocks would indicate. Although Constellation got a big contract today from the Feds that could help them add more nukes if all goes well. I say don’t be too greedy with Vistra please because the aura will disappear once people realize that it doesn’t have the ability to grow fast enough to back up this move. It can go higher, but it is starting to gimme a nosebleed.”
7. Energy Fuels Inc. (NYSE:UUUU)
Number of Hedge Fund Holdings in Q2 2025: 24
Number of Hedge Fund Holdings in Q4 2025: 32
Performance Since Cramer’s Remarks: 15%
Date/Month of Cramer’s Remarks: September 22nd, 2025
Energy Fuels Inc. (NYSE:UUUU) is a uranium mining company headquartered in Lakewood, Colorado. Its shares are up by 297% over the past year and by 15% since Cramer discussed them on Mad Money. During this time period, Energy Fuels Inc. (NYSE:UUUU)’s stock has peaked twice. The shares first surged by 68% between September 22nd and October 14th. During this period, investor interest grew in rare earth metal stocks due to trade tensions between the US and China. Additionally, investment firm B. Riley also upgraded Energy Fuels Inc. (NYSE:UUUU)’s share price target to $22 from $11. From October 14th to the year’s close, the stock dipped by 45%. Year to date, they are up by 3.4%. As he discussed the firm in Mad Money, Cramer asserted that he would not go against Energy Fuels Inc. (NYSE:UUUU) despite the high share price:
“Okay, I’m going to give you this straight on, on Energy Fuels. Remember what I said about Oklo when it was at 33, I said, I will not go against any uranium or nuclear stock. This one’s at its 52-week high, and I still would not go against it, and I’ve been behind this one a long, long time.”
6. Constellation Energy Corporation (NASDAQ:CEG)
Number of Hedge Fund Holdings in Q3 2024: 78
Number of Hedge Fund Holdings in Q4 2025: 76
Performance Since Cramer’s Remarks: 25%
Date/Month of Cramer’s Remarks: January 2nd, 2025
Constellation Energy Corporation (NASDAQ:CEG) is an American independent power production firm that relies on nuclear, wind, solar, and other sources to generate electricity. Its shares are up by 37% over the past year and by 25% since Cramer discussed them in January 2025. Between mid-February and early April, Constellation Energy Corporation (NASDAQ:CEG)’s stock dipped by 46%. Constellation Energy Corporation (NASDAQ:CEG)’s shares had also dipped in January 2025 after it was reported that the firm was interested in buying a natural gas company for $30 billion. Its shares also closed 5% lower on March 11th, which was the day a Bureau of Labor Statistics report showed that electricity prices had dipped by 0.7% month-on-month in February. In January 2025, Cramer discussed the impact of excess optimism on Constellation Energy Corporation (NASDAQ:CEG)’s shares:
“Right now, there are two utilities that generate a lot of nuclear power, Vistra and Constellation Energy, the latter of which just got a big contract with the feds, $1 billion, to expand a nuclear site. The big utilities are frantically trying to meet power demand generated by the data center revolution. I think these two stocks are now way ahead of themselves. They trade like they’ll be able to build many nuclear reactors next to the currently approved ones because siting won’t be difficult.
“Oh, that’s true but building them will be. It takes ages to construct one of these things, big overruns. Constellation’s reopening a decommissioned Three Mile Island plant with Microsoft signing a contract for 20 years worth of power. That does sound great, but I think the process of restarting a dead nuclear power plant won’t be easy. But hey, at least Constellation and Vistra’s real, even if their stocks have gotten overextended.”
While we acknowledge the potential of CEG to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than CEG and that has 100x upside potential, check out our report about the cheapest AI stock.
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