NLR: The Truth Is That The Nuclear Rally Appears To Be Over
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Ian BezekInvesting Group LeaderFollow5ShareSavePlay(10min)Comments(2)SummaryI'd be a seller of the VanEck Uranium and Nuclear ETF, as I believe investor enthusiasm is running ahead of fundamentals for nuclear power.NLR's top holdings include several pre-revenue firms, exposing investors to heightened risk.Trump Media's announcement of a $6 billion deal for a nuclear fusion company gives a concrete example of the speculative juices in the nuclear sector today.While I am a long-term optimist around nuclear power, I expect a significant correction in 2026. audioundwerbung/iStock via Getty Images Nuclear power has been one of the hottest investing trends of 2025. The benchmark VanEck Uranium and Nuclear ETF (NYSEARCA:NLR) is up close to 50% year-to-date and nearly 150% over the past five years. JustThis article was written byIan Bezek23.32K FollowersFollowIan Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent the decade living in Latin America, doing the boots-on-the ground research for investors interested in markets such as Mexico, Colombia, and Chile. He also specializes in high-quality compounders and growth stocks at reasonable prices in the US and other developed markets. Ian leads the investing group Ian's Insider Corner. Features of the group include: the Weekend Digest which covers everything from new ideas to updates on current holdings and macro analysis, trade alerts, an active chat room, and direct access to Ian. Learn More.Analyst’s Disclosure:I/we have a beneficial short position in the shares of OKLO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.