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Risky but large long-term opportunity in small modular nuclear reactors; Amazon has invested in its technology.
Host is very bullish on X-Energy as the primary way to play the AI power bottleneck. Highlights Amazon's backing, the XE-100 small modular reactor, TRISO fuel technology, 5-gigawatt deployment plans, and potential to become a major fuel supplier. Believes it could be the biggest winner in the next AI energy super cycle.