The article recommends three stocks for long-term buy-and-hold investors: Energy Transfer LP, a midstream energy company with a 7% dividend yield; Cameco, a uranium mining company benefiting from global nuclear expansion; and Palantir Technologies, an AI platform provider with strong growth metrics and minimal debt.

YieldMax ETFs launched the YieldMax Strategic Metals & Mining Portfolio Option Income ETF (NYSE: MINY) on February 27, 2026. The fund seeks to generate current income through options-based strategies on strategic metals and mining companies, with Tidal Investments LLC as the investment adviser. The fund's first distribution is expected to be announced on March 10, 2026.

Rising geopolitical tensions and massive AI data center power demands are driving a nuclear energy supercycle. Russia's nuclear infrastructure exports are pushing Western nations toward energy independence, while AI's 24/7 baseload power requirements make nuclear the only scalable carbon-free solution. Vistra Corp. and Cameco Corporation are positioned as key beneficiaries, with Vistra's Meta PPA deal and Cameco's long-term uranium contracts demonstrating strong market momentum.

An analyst recommends two long-term holdings: the SPDR S&P 500 ETF (SPY) as a reliable, low-cost index fund that historically returns ~10% annually, and Cameco (CCJ), a leading uranium miner positioned to benefit from global nuclear energy expansion driven by AI data center demands and government support.

Progeny 3, Inc. completely exited its position in Caesars Entertainment, selling 1.87 million shares worth approximately $50.6 million. The sale reflects investor concerns about Caesars' heavy debt burden and challenges in achieving consistent digital betting profitability, despite the company's strong regional casino operations and Las Vegas presence.

Cameco, the world's second-largest uranium producer, has declined below $120 but presents a buying opportunity amid a nuclear power renaissance. The company reported strong 2025 results with 11% revenue growth, 246% EPS growth, and improved profitability at its Westinghouse joint venture. With significant global nuclear reactor orders and U.S. government backing, Cameco is well-positioned to benefit from surging uranium demand driven by AI power needs and green energy initiatives.

GeoSphere Capital Management acquired 1,385,000 shares of Borr Drilling (valued at $5.58 million) in Q4 2025, representing 1.84% of the fund's assets. The investment reflects renewed confidence in the offshore drilling sector as contract activity recovers and Borr's stock has surged 95% over the past year. Success depends on sustaining higher day rates and strong rig demand.

The article recommends GE Vernova and Cameco as long-term energy investments. GE Vernova's Power and Electrification segments are thriving due to data center and AI demand, with projected 15% revenue and 54% EBITDA growth through 2028. Cameco, the world's second-largest uranium miner, is benefiting from renewed nuclear interest driven by cloud and AI expansion, with revenue doubling from 2021-2024 and uranium prices recovering to $94/pound.

Wall Street rebounded Friday after softer-than-expected inflation data reinforced expectations for interest-rate cuts. Annual inflation slowed to 2.4% in January, the lowest since May 2025, while core inflation eased to 2.5%. Small caps led gains with the Russell 2000 climbing 1.8%. Commodities surged with gold up 2%, silver up 4%, and Bitcoin rallying 4.6%. Strong earnings from tech and other sectors drove individual stock gains, with Rivian jumping 27% and Coinbase surging 17%.

Nuclear energy is experiencing a revival as countries commit to increasing capacity, with the U.S. aiming to quadruple nuclear energy by 2050. Cameco and Centrus Energy are positioned to benefit from growing demand and supply constraints due to geopolitical risks limiting Russian uranium exports. Both stocks have surged significantly but recently pulled back, presenting buying opportunities for long-term investors despite expensive valuations.

Canadian General Investments (CGI) reported a NAV of $83.73 per share at January 31, 2026, with year-to-date and 12-month NAV returns of 3.8% and 20.0% respectively, outperforming the S&P/TSX Composite Index on a 12-month basis. The company's leverage decreased to 11.5% of net assets, and its portfolio is diversified across sectors with top holdings including Franco-Nevada, NVIDIA, Celestica, and Cameco.

As AI companies face electrical power constraints rather than processing power limitations, tech giants like Oracle are pivoting to nuclear energy. Oracle's $50 billion bond offering to fund small modular reactors (SMRs) signals a major capital shift toward nuclear power. This trend benefits SMR developers and uranium suppliers, with regulatory tailwinds from the new administration accelerating deployment timelines.