Is the turnaround on homebuilders for real? $LEN $PHM $DHI $TOL $HD $LOW all showed good relative strength in the last few days. Also, on Friday Buffett’s Berkshire disclosed it had bought shares of D.R. Horton and Lennar in Q2. Are the selloff among those stocks had gone too far? The home building industry has been hurt by rising mortgage rates, and an uncertain economic outlook as unemployment is edging higher.

I think the strength in home building stocks will continue specially if the Federal Reserve lowers interest rates next month. Another catalyst is that President Trump is floating the idea of removing capital-gains taxes on home sales which will hugely be a plus to spur the housing market.

Take a look at the weekly chart of Lennar. Do you see a turn around?

Disclaimer: This is not financial or investment advice.

Hot Nuclear Stocks – Rising clean energy demand from power hungry data centers and AI infrastructure fuels renewed interest in Nuclear companies

Rising Demand

As per the IEA, energy supply from nuclear power is expected to nearly double in next three decades, helping utilities meet the rising demand for clean energy. The IEA also highlights that while large nuclear reactors will dominate overall power generation, small modular reactors (SMRs) are projected to witness significant expansion. The immense clean power requirements from the AI-based new data centers are creating growing demand. Increasing adoption of Evs and rising demand from the power grids are adding to the demand. The government is also working to increase the domestic supply of uranium, a fuel essential to power the nuclear plants.

Reliability

Nuclear energy is gaining recognition as a vital solution to meet the world’s increasing electricity needs while supporting the transition to cleaner energy sources. Unlike solar and wind, which depend on weather conditions, nuclear power offers a stable supply of carbon-free energy throughout the year.

Regulatory Reforms

The Nuclear industry is benefiting from the new regulatory reforms, added focus on R&D, and technology innovation leading to the development of microreactors and small modular reactors.

Nuclear Stocks Are Getting Attention

With this increasing importance of the nuclear sector, nuclear energy-related stocks, such as Constellation Energy (CEG), BWX Technologies (BWXT), Dominion Energy (D), and Duke Energy (DUK), are attracting investors. As the production of clean energy is expected to rise, a continuous supply of high-quality uranium is essential to keep the nuclear units running. Companies like Cameco (CCJ), Centrus Energy (LEU), and Uranium Energy (UEC) are active in supplying / enriching uranium and therefore can benefit from the surging nuclear power demand.

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