Reap exponential profits from the AI electricity boom with Siemens Energy, American Atomics, and Cameco

Siemens Energy – A key player in the global energy transition

Global electricity demand is exploding, driven by digitalization and electrification. Siemens Energy is positioning itself right at the center of this structural growth market. The Company is no longer purely a wind power or gas company, but an integrated solution provider for the entire energy infrastructure, from reliable generation to a high-performance transport network. This breadth is a decisive advantage, as the energy transition requires both new capacity and the modernization of existing systems.

The operating performance speaks for itself. The order books are full, especially in the areas of gas-fired power plants and grid technology. Long delivery times and improved contract terms signal strong demand and pricing power. These figures represent more than just a short-term boom. Every gas turbine sold generates long-term service revenue, and the massive replacement demand for aging grid infrastructure worldwide secures business for years to come.

Management has set ambitious targets, including a significant increase in operating margin by 2028. At the same time, the Company plans to return a significant portion of the expected strong cash flow to shareholders. This combination of growth investments and capital returns underscores the Company's growing confidence in its own financial strength and the sustainable profitability of its business model. The stock is currently trading at EUR 120.30.

American Atomics – A plan for the entire value chain

American Atomics has deliberately chosen not to focus solely on the exploration business. Instead, the Company is pursuing a vertically integrated strategy with the ambitious goal of covering all stages of fuel supply in the long term, from the mine to the reactor-ready product. This "ore to reactor" approach aims to reduce dependence on the volatility of pure commodity prices and tap into the higher margins in further processing. At the heart of the plan is the future production of HALEU, a highly enriched fuel that is essential for many modern reactor designs and has been largely unavailable in the West to date.

The operational backbone consists of uranium projects in politically stable regions of North America. The flagship project is the Big Indian Project in the historic Lisbon Valley, Utah. Here, the Company is using historical drilling data to evaluate a potentially large deposit on the previously little-explored east side of the valley. Additional projects, such as the Nuvemco Project in Colorado and the Kenora Project in Ontario, are intended to broaden the potential future resource base. At the same time, American Atomics is pushing ahead with the development of processing capacities, including through collaboration with specialist CVMR on a central processing plant. This combination of securing resources and planned independent processing is the key to the desired vertical integration.

For investors, American Atomics is not purely a uranium explorer, but a bet on the development of a resilient Western fuel chain. The integrated model is designed to benefit not only from rising uranium prices but also from value creation in the downstream, technology-intensive stages. The chosen strategic approach is precisely tailored to the structural bottlenecks in the market and the significant political tailwind for domestic supply security. This clear focus could give the Company a unique positioning in a long-term growth segment. The stock is currently trading at CAD 0.28.

Cameco – Why the uranium giant is indispensable for the energy transition

As electricity demand explodes, nuclear power is returning to center stage as a reliable, carbon-free base load. In this environment, one company stands out in particular: Cameco. The Canadian group is much more than just a mining operator. As an increasingly integrated player across the key stages of the nuclear fuel ecosystem, from uranium mining to reactor participation, it is a strategic pillar for the West's energy security. Its role becomes fundamental when it comes to meeting the growing demand for predictable power.

A key growth driver is its stake in reactor manufacturer Westinghouse. A recent partnership with the US government aims to accelerate the construction of reactors worth at least USD 80 billion. This transforms Westinghouse from a potential future opportunity into a concrete growth driver with long-term visibility. For Cameco, this means not only stable cash flows, but also deeper integration into the nuclear value chain. At the same time, a potential long-term supply agreement with India worth billions underscores Cameco's position as the preferred supplier for nations that rely on secure and reliable partnerships.

Cameco is also showing strategic patience on the operational side. Despite short-term production challenges at some mines, management is refusing to increase production at any cost. Instead, it is using its flexible supply chain model, a mix of in-house production, inventories, and market purchases, to fulfill contracts without flooding the market with excess material. This discipline protects the long-term price structure and sends a clear signal to the market that Cameco prioritizes value over volume. In a sector with a structural supply deficit, this stance is a decisive competitive advantage. The share price is currently USD 92.84.

The structural explosion in demand driven by AI and electrification is creating a decade of opportunity for energy technologists. Siemens Energy is translating its unique breadth as a system provider into bulging order books and growing margins. American Atomics is leveraging a vertically integrated model to capture the full value chain from mine to highly enriched uranium (HALEU) fuel. Cameco, on the other hand, is leveraging its market power and strategic partnerships, such as with Westinghouse, to prioritize value over volume as an indispensable pillar of the nuclear renaissance. Together, they form a strong portfolio for the new energy era.