ok, kiddo. So, there's this really big company called Google. They have all this fancy computer stuff, right? Well, they need a lot of power to keep all those computers running. Now, there's this new way of getting power from really tiny atomic reactors. Google thought this was a pretty cool idea, so they said they would use these little reactors to power their computer data centers.
This is like saying that we're going to use these tiny but super powerful flashlights to light up our huge, massive theater, instead of using the big, old-fashioned spotlights.
This has people really excited about these tiny reactors, which is why the stock price for a company that makes these reactors is going up. And, kiddo, this isn't just about one company's stock. This could potentially lead to a lot more uses for these tiny reactors, not just for Google, but for other companies too.
Oh, and one more thing, there's this cool event happening where companies are telling everyone how much money they're making. It's like when you get to see how much candy you have left in your jar. And, guess what? Google said they made more money than people thought they would. And there's another company, like Google, that's saying they're going to make less money because people are getting sick more and that's costing them more money.
There's a lot more to this, kiddo, but that's a good starting point.
### GENERATION X MOM:
This is really important. You know how we always have to be careful about how much electricity we use? Well, big companies like Google are always looking for new ways to use energy without damaging the environment. They're trying to find a better way to power their giant computers, and they think they might have found it in tiny nuclear reactors. It's like a super small power plant that doesn't take up much space, but can still provide a lot of energy.
This is really exciting because it could help other companies too. Imagine if we could power all our homes and cars without harming the planet. This might be the first step in making that happen.
Oh, and there's also something happening with companies telling us how much money they're making. Some companies are saying they're doing really well, like Google. But others, like a big health insurance company, are saying they might not make as much money because people are getting sick a lot and that's costing them more.
It's a lot to take in, but this is a really big deal.
### GENERATION Z MOM:
Hey kiddo, there's this huge company called Google that uses a ton of energy to run their big computers. They
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NEUTRAL
Excerpt:
Regularguy: eth - w9coDxtsfts - unsplash.jpeg?optimize=medium&dpr=2&auto=webp&width=16
Please click here for an enlarged chart of Nano Nuclear Energy Inc NNE.
Note the following:
This article is about the big picture, not an individual stock. The chart of NNE is being used to illustrate the point.
NNE is a micro reactor company.
The trendline on the chart shows a steady uptrend since last month on the excitement about the use of nuclear power for AI data centers.
As full disclosure, there is a position in NNE in The Arora Report’s ZYX Buy Change Alert.
Alphabet Inc Class C GOOG has decided on nuclear power for AI data centers.
Most importantly, Google has signed a Master Plant Development Agreement for smart modular reactors with Kairos Power.
The first plant will be deployed by 2030.
The Google agreement will likely build more excitement for nuclear power.
The Arora Report has previously mentioned three conventional nuclear plant operators: Constellation Energy Corp CEG, Vistra Corp VST, and Public Service Enterprise Group Inc PEG.
There are two publicly traded smart modular reactors of note – Nuscale Power Corp SMR and Oklo Inc OKLO.
There are reports Israel has told the U.S. that Israel will not attack Iran's nuclear facilities or oil infrastructure.
The development is impacting the markets in the following ways:
Buying in stocks
Selling in volatility index (VIX) futures
Selling in the dollar
Selling in oil
Selling in gold and silver
As full disclosure, The Arora Report anticipated this scenario as the highest probability scenario and gave the following signals.
Readers of The Arora Report got ahead of the curve when they received a signal to take partial profits on gold ETF SPDR Gold Trust GLD in The Arora Report’s ZYX Allocation as well as silver ETF SLV and gold miner Newmont Corporation NEM in The Arora Report’s ZYX Buy.
Earnings season is in full swing.
Among important earnings of note, Bank of America Corp BAC and Goldman Sachs Group Inc GS reported earnings better than the consensus.
Johnson & Johnson JNJ reported lower than expected earnings.
The nation's largest health insurer UnitedHealth Group Inc UNH is lowering its outlook due to rising medical costs.
Magnificent Seven Money Flows
In the early trade, money flows are positive in Apple Inc AAPL, Amazon.com, Inc. AM
Buy NNE:
Potential risk: The project may face regulatory issues or cost overruns, resulting in delays and increased costs.
Buy GOOG:
Potential risk: The company may face regulatory issues, increased competition, or a downturn in the tech industry, resulting in decreased earnings and stock price.
Buy BAC:
Potential risk: The company may face regulatory issues, increased competition, or a downturn in the banking industry, resulting in decreased earnings and stock price.
Buy GS:
Potential risk: The company may face regulatory issues, increased competition, or a downturn in the banking industry, resulting in decreased earnings and stock price.
Buy UNH:
Potential risk: The company may face regulatory issues, increased competition, or a downturn in the healthcare industry, resulting in decreased earnings and stock price.
Buy SMR:
Potential risk: The company may face regulatory issues, increased competition, or a downturn in the smart modular reactor industry, resulting in decreased earnings and stock price.
Buy OKLO:
Potential risk: The company may face regulatory issues, increased competition, or a downturn in the smart modular reactor industry, resulting in decreased earnings and stock price.
Buy SPY:
Potential risk: The overall stock market may face a downturn, resulting in decreased earnings and stock price for the companies included in the S&P 500.
Buy QQQ:
Potential risk: The overall stock market may face a downturn, resulting in decreased earnings and stock price for the companies included in the NASDAQ 100.
Buy GLD:
Potential risk: The price of gold may decline due to economic conditions, resulting in decreased value of the gold ETF.
Buy SLV:
Potential risk: The price of silver may decline due to economic conditions, resulting in decreased value of the silver ETF.
Buy USO:
Potential risk: The price of oil may decline due to economic conditions or oversupply, resulting in decreased value of the oil ETF.
Buy APPL:
Potential risk: The company may face increased competition, regulatory issues, or a downturn in the tech industry, resulting in decreased earnings and stock price.
Buy AMZN:
Potential risk: The company may face increased competition, regulatory issues, or a downturn in the e-commerce industry, resulting in decreased earnings and stock price.
Buy META:
Potential risk: The company may face increased competition, regulatory issues, or a downturn in the social media industry, resulting in decreased earnings and stock price.