Jon Quast

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8,197 appearances 81 recordings 2 series first heard Oct 2025 last heard 2d ago

Jon Quast’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 81 in all, peaking in Aug 2026 with 10.

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Motley Fool Hidden Gems Investing · Nuclear Energy Gets a Big Government Boost (Again) · 25 Jun 2026 podcast

So maybe there's a path where supply and demand start to balance out a little bit by the time Qualcomm is wanting to ramp this particular product.

Of course, Qualcomm does have a good relationship there.

But I think kind of the other things here to keep in mind is that there are some rumors that Qualcomm and others are

are actually exploring Samsung foundry because Taiwan Semi can't meet all the demand that there is.

And so maybe there's some ways that Qualcomm can get around some of these supply constraints and still meet its production goals.

Yeah, I think from a high level, the Trump administration doesn't want to play second fiddle to anybody when it comes to nuclear.

And so there is a lot of push from the top here in the country to make this a reality.

And to set the stage a little bit, there is geopolitical pressure here because there are reports that China actually has more nuclear facilities under construction right now than any other country in the world.

So that certainly doesn't sit well with the Trump administration.

May of last year,

Trump signed an executive order to get some of these newer programs out of the test phase.

And really interesting last month, Antares Nuclear, its Mark Zero reactor reached criticality.

And that has not happened in 40 years for a new reactor of this kind to reach that milestone.

So it is making significant progress.

And now more recently here, the $17 billion loan that you point out.

Essentially, it's low cost of capital for these companies that want to make a reactor or bring it to life.

The Trump administration wants 10 big nuclear reactors by 2030.

And I think that that's a really important thing to point out.

A lot of these small startup nuclear stocks that we're seeing, they're pursuing microreactor.

That's a different ballgame than what the Trump administration is pushing for, these very large nuclear sites looking to fund 10 of these five different projects.

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