Jon Quast

speaker

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 · last 12 months

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

And so, yeah, when it comes to these things, I mean, the Westinghouse AP1000 reactor is really your only viable option for that.

I believe it's the only licensed option, and that parent company is Cameco.

ticker symbol CCJ.

So that's kind of what's happening here.

To make this happen, there has to be the money.

And the government is saying, we'll give you the money if you can make it happen.

Yeah, I mean, it'll be interesting to see.

They are creating some special purpose vehicles to build out these five major projects.

And so it really does depend on, I could see there being some smaller players that get part of these jobs that for them, it actually is quite a significant needle moving event.

But as you point out, some of these energy companies are quite large.

And so maybe a single nuclear reactor, though that is significant as far as the

national security aspect goes, but from a business point of view, maybe not a huge material driver of results.

On those lines, Tyler, if you're a new investor listening to this podcast, I would encourage you to figure one thing out really quickly.

Learn the difference between investing in the future and speculating on it, because that's a huge difference.

We do want to be forward-looking in our investment theses, but there is a point where we cross over to, we're just speculating on a very...

unlikely scenario playing out in the future and being a big winner if that happens, rather than actually investing in what's happening right now and where it's going.

Anecdotally, you know, I believe in hydrogen fuel cells.

I do like that concept.

And a friend came to me several years ago wanting to invest in Nikola, and that's what Nikola was really kind of pushing for, these hydrogen fuel cells.

And I encourage this friend of mine, be careful with this stock because, yeah, while there's some cool ideas here, it's not really a business.

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