Analysis suggests that the acceleration of global nuclear reactor construction and the growth in electricity demand (especially from AI and electrification) will drive nuclear energy development. The article recommends Canadian uranium mining company Cameco (CCJ), citing its operations in stable regions, the potential for uranium supply to fall short in the early 2030s, and its 50% stake in Westinghouse Electric. For conservative investors, Brookfield Renewable (BEP, BEPC), a Canadian clean energy company, is recommended. It indirectly participates in nuclear energy through its stake in Westinghouse Electric and offers a 5.1% dividend yield. For aggressive investors, NuScale Power (SMR), a small modular reactor (SMR) company, is recommended. Although the company has not yet achieved sales, it has received design approval and is seeking its first customer.