If you like SMR's, Fluor and Vernova are the plays.
GEV--->$177
FLR---> $48
I'd wait on GEV though. It might be a crap-shot until we get another earnings report. It has only been trading 72 days. GE spin-off.
Is Vernova foreign? And will Trump be pro nuke? Or is that viewed as a threat to oil.
I think he can be pro Nuke. Don't know.
It's interesting during during Trump's time in office oil and gas did not do as well as I had assumed. Much better under Biden. Is that because cost of oil itself goes up so there is more drilling? You would of thought drill drill drill under Trump would of meant higher earn but it did not.