John D. Rockefeller’s empire would be worth $435 billion in today’s dollars. But “oil money” is old news.
Thanks to a push for “clean coal” by the White House, something much bigger is brewing today:

A $2.1 trillion opportunity to not burn coal.

One company has patented technology that can reform coal into hydrogen and other valuable commodities (like Rockefeller did with oil) without burning it.

But as their momentum builds, there’s not much time left to become early-stage shareholders.

Reaching just 2% of the global coal market could mean a trillion-dollar valuation for this company. That’s why the "smart money" is already moving. They’ve secured a $150M investment commitment
from GEM and raised over $30 million from over 12,000 private investors.

They’ve also officially broken ground for their $850m flagship facility in West Virginia, earning praise
from the state’s governor.

The company fully subscribed its first Reg A+ round by $25M and reopened it due to increasing investor demand.

With so many milestones in so little time, plus the Nasdaq ticker reserved, this could be investors’ last chance to get in at the current valuation.

See the opportunity and invest in Frontieras at $9.01/share by 8/6.

3 Nuclear Stocks for Investors Willing to Wait Out the Dip

Author: Bridget Bennett. Published: 7/20/2026.

Nuclear stocks spent much of last year near their highs. This year, however, most of them have been sliding.

That decline has left many investors sitting on losses and wondering whether the nuclear story is already over. Kuran Francis, host of the FinTek Channel, doesn't see it that way. He argues that falling share prices and the sector's improving fundamentals are two completely separate stories right now, and that's what makes the setup interesting.

Falling Prices, Rising Demand

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Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership with Nvidia - one he believes positions it ahead of Tesla in the autonomous vehicle race.

With a market-moving announcement expected on July 31st, Chaikin is urging investors to swap overpriced AI stocks for this under-the-radar name before markets open. He's also releasing a free Hotlist and Hitlist of buy and sell ideas for the second half of 2026.

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The International Energy Agency projects that electricity demand from data centers will roughly double by 2030, with AI-specific demand growing even faster, largely driven by the buildout of AI infrastructure across the United States.

Nuclear reactors take years to build. That mismatch is the core of the story. Companies like Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), and Amazon.com (NASDAQ: AMZN) signed major power agreements in 2024, and the resulting enthusiasm pushed nuclear stocks far ahead of actual revenue growth. Now that the excitement has faded, Francis says the pullback looks less like a broken thesis and more like a reset.

Regulation adds another layer. For decades, the Nuclear Regulatory Commission's job was largely to restrict and slow new nuclear development, especially after high-profile disasters abroad. That posture is shifting.

The agency's mandate now includes actively facilitating new nuclear capacity, not just policing it, which could shorten some approval timelines that have historically stretched projects out for a decade or more.

Long Timelines Cut Both Ways

A standard nuclear reactor still takes six to eight years to bring online, and often longer in the United States because of its regulatory history. Smaller "small modular reactors," built at a fraction of that scale, could start reaching commercial operation as soon as 2027, though most timelines point to the early 2030s.

That patience requirement has hit small modular names hardest. Oklo Inc. (NYSE: OKLO) and NuScale Power Corp. (NYSE: SMR) both surged in late 2025 before giving back much of those gains this year. Francis notes that smaller companies swing harder in both directions and that volatility is the tradeoff for getting in before a story becomes obvious to everyone.

Nuclear already ranks among the safest sources of power generation by deaths per gigawatt, safer than coal, wind, or natural gas. The stocks have never really been priced for that reality.

Constellation Energy: The Steady Bet

Constellation Energy (NASDAQ: CEG) anchors Francis's list. The company already holds multi-billion-dollar power agreements with Meta and Microsoft, recently acquired a major natural gas generation business to help bridge near-term demand, and trades at a price-to-earnings ratio in the low 20s.

Constellation is already profitable, which helps reduce some of the risk that comes with a long buildout. The market cares less about a good idea here than proof that the cash flow already exists, and that combination of income and growth makes the current pullback look more like an opportunity than a warning sign.

Centrus Energy: The High-Risk Supply Play

For more upside and more risk, Francis points to Centrus Energy Corp. (NYSE: LEU), the only U.S.-based producer of high-assay low-enriched uranium, or HALEU, the fuel type most small modular reactors are expected to rely on.

Centrus is also showing real revenue growth as its Technical Solutions and HALEU work ramp up, with management raising full-year 2026 revenue guidance on the back of that progress.

Wall Street has recently trimmed price targets on the stock even as its long-term outlook remains bullish, a split that fits the same disconnect playing out across the sector. This stock could double or go to zero, and it isn't built to be a core holding.

A Simpler Way In

For investors who'd rather not pick a single name, Francis's third pick is the VanEck Uranium and Nuclear ETF (NYSEARCA: NLR), which spreads roughly $4 billion in assets across nuclear and uranium companies globally. Constellation and Centrus both sit among its largest holdings, so choosing either the fund or the individual names, rather than both, helps avoid doubling up on exposure.

The fund isn't a shortcut around volatility. NLR has fallen more than 25% over the past three months, in line with the broader sector, and its relatively small size means a single large investor moving in or out can swing the price meaningfully.

The Long Game

Nothing about nuclear energy moves on a retail investor's timeline. The upside is a decade-long buildout in demand that isn't going away. The risk is holding through years of a stock price that may not reflect it.

The fear driving the sector down right now and the fundamentals pushing it forward are telling two different stories. Long-term investors have to decide which one they believe.

AI’s Power Crunch Fuels a Pivot for These 2 Oilfield Stocks

Author: Jeffrey Neal Johnson. Published: 7/16/2026.

The physical constraints of artificial intelligence (AI) are no longer limited by silicon or compute capacity. Today, the singular bottleneck constraining global technology expansion is electricity. Hyperscale data centers require staggering amounts of continuous power, and national utility grids lack the infrastructure to deliver gigawatt-scale loads on the timelines technology developers demand. Grid interconnection queues often stretch for years, forcing tech giants to seek immediate alternatives outside the traditional utility framework.

This structural crisis has opened the door for an unexpected sector. Legacy oilfield service providers are aggressively stepping in to fill the capacity gap, repurposing existing fossil fuel hardware to deliver modular natural gas power directly to data center sites. Investors observing this shift are witnessing a rare moment in which heavy industrial assets are becoming primary enablers of next-generation technology.

Drilling for Data Center Solutions

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Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership with Nvidia - one he believes positions it ahead of Tesla in the autonomous vehicle race.

With a market-moving announcement expected on July 31st, Chaikin is urging investors to swap overpriced AI stocks for this under-the-radar name before markets open. He's also releasing a free Hotlist and Hitlist of buy and sell ideas for the second half of 2026.

Get the ticker symbol and full details at no charge today

The July 2026 strategic alliance between SLB (NYSE: SLB) and Liberty Energy (NYSE: LBRT) illustrates this fundamental market shift. By combining modular infrastructure with integrated natural gas power generation, SLB and Liberty Energy are positioning themselves as critical capacity providers for the technology sector. The partnership bridges the gap between compute infrastructure and immediate power generation, creating a non-cyclical revenue stream that equity markets have yet to fully digest.

Rather than viewing SLB and Liberty Energy strictly as traditional upstream oilfield operators, market participants should begin evaluating them as essential infrastructure providers for the artificial intelligence ecosystem. This pivot offers a compelling blueprint for how legacy energy expertise can solve immediate macroeconomic bottlenecks.

Behind-the-Meter Economics Take Charge

To understand the economic significance of this partnership, investors should examine the mechanics of behind-the-meter power.

Generating electricity behind the meter means producing power on-site, completely independent of the traditional utility transmission grid. For a data center developer, this eliminates multi-year delays tied to utility line construction and local regulatory approvals.

SLB brings deep project execution capabilities and prefabricated modular infrastructure to the table. SLB has already shipped more than 1.3 gigawatts of infrastructure for data center projects since April 2024. Management expects cumulative global deliveries to exceed two gigawatts by the end of 2026. This is not speculative research and development; it is an active and monetized pipeline.

Liberty Energy steps in to provide the actual power generation systems and intelligent power controls through its Liberty Power Innovations arm. Liberty Energy targets deploying roughly three gigawatts of power projects by 2029.

The underlying margin tailwind for this venture rests on feedstock economics. North America possesses an abundance of structurally cheap natural gas.

Tapping into this localized and inexpensive fuel source to run modular turbines makes the solution provided by SLB and Liberty Energy economically superior to grid-tied utility power while completely bypassing bureaucratic utility timelines.

Mispriced Multiples and Cash Flow Visibility

Despite this strategic pivot toward secular growth, the market continues to misprice energy service companies. Institutional capital largely treats them as cyclical fossil-fuel operators rather than as emerging technology infrastructure plays. SLB currently trades near $47, with a market capitalization of roughly $70.13 billion.

SLB operates with a trailing price-to-earnings ratio of 20.49 and a forward price-to-earnings ratio of 18.13. Backed by solid operating cash flow of $4.65 per share, SLB supports a reliable 2.52% dividend yield. While SLB trades at a premium valuation relative to legacy peers like Baker Hughes (NASDAQ: BKR) and Halliburton (NYSE: HAL), the stock remains heavily tied to international rig counts and Middle East capital expenditures rather than its digital and new energy initiatives.

Liberty Energy presents a more complex valuation puzzle for fundamental investors. Priced near $24.50 with a $4 billion market capitalization, Liberty Energy trades at a trailing price-to-earnings ratio of 27.14. Its forward price-to-earnings ratio is heavily distorted at 102.68. This multiple expansion occurs because analysts are modeling a sharp contraction in forward earnings per share, driven by immediate pricing headwinds in the core North American hydraulic fracturing market.

This valuation distortion creates an asymmetric opportunity. The market is pricing Liberty Energy strictly on the cyclical weakness of its legacy completion services, while largely discounting the high-margin cash flows emerging from its natural gas power generation pipeline. While awaiting broader market recognition, investors are supported by a newly authorized quarterly cash dividend of 9 cents per share, yielding 1.47%.

Seeing Past the Fracking Short Squeeze

Institutional sentiment across both equities reflects this fundamental misunderstanding of the evolving business models. SEC filings show a recent pattern of measured insider selling across both boards, including the Chief Financial Officer of Liberty Energy, who divested shares in early July 2026.

Short sellers are heavily targeting Liberty Energy, driving the short interest ratio to bearish levels. Wall Street analysts remain fixated on a 25% year-over-year decline in adjusted earnings before interest, taxes, depreciation, and amortization from Q1 2026. That decline was a direct result of the cooling domestic frac spread market, but it ignores the forward-looking growth engine. SLB faces a healthier short interest profile but continues to weather analyst price target reductions tied to global drilling fluctuations rather than its emerging capacity to power data centers.

When institutional capital stubbornly anchors to legacy metrics, observant investors gain a distinct advantage. The broader oilfield services sector is actively rerouting hardware to address technology infrastructure bottlenecks. Once revenue from behind-the-meter data center power eclipses traditional upstream operations, SLB and Liberty Energy will likely experience aggressive multiple expansion as the market correctly reclassifies them.

What to Watch as the Grid Transition Scales

The immediate proving ground for this thesis arrives with the upcoming Q2 2026 earnings reports. Liberty Energy takes the stage on July 22, 2026, followed closely by SLB on July 24, 2026.

Analysts will undoubtedly press management on core legacy operations, but the real value for forward-looking investors lies in the commentary surrounding the new joint venture. Initial contract bookings, projected margins on power generation units, and the pace at which Liberty Energy can scale its three-gigawatt pipeline will determine how quickly institutional investors begin re-rating the stocks.

Investors monitoring the artificial intelligence infrastructure boom might consider adding SLB and Liberty Energy to their watchlists as earnings season approaches. Those comfortable absorbing near-term commodity cyclicality could view the current valuation distortion as an optimal entry point before Wall Street fully prices in the shift from fossil fuel service providers to gigawatt-scale technology vendors.