Hello – Nuclear power is shifting from a distant promise to an immediate growth story. U.S. energy plans call for tripling reactor capacity over the next 25 years, and major data-center operators are already reserving small modular reactors (SMRs)to secure reliable, low-cost, carbon-free power. To help investors get ahead of this accelerating trend, we’ve released an updated report: 7 Top Nuclear Stocks to Buy Now. Inside, you’ll learn about: -
The only U.S. company licensed to produce next-gen HALEU fuel—a critical component for SMRs and advanced reactors -
The SMR developer already contracted for two gigawatt-scale data-center projects in Ohio and Pennsylvania -
An all-in-one ETF that bundles utilities, uranium miners, fuel suppliers, and breakthrough innovators into a single trade These seven names give you exposure to uranium mining, fuel enrichment, reactor construction and the steady cash flow of government contracts—all in one concise, easy-to-read guide. 👉 Download your complimentary PDF now. No cost, no strings—just timely research before the mainstream spots the opportunity. Let’s get you ahead of the trend, Matthew Paulson Founder & CEO, MarketBeat P.S. Regulations can slow nuclear projects, but early investors could ride this multi-decade tailwind for years. Grab the list now and decide which of these seven leaders earns a place in your portfolio.
Just For You Megatrends Still Matter: 3 Growth Stocks for the Next 10 YearsAuthor: Chris Markoch. First Published: 3/12/2026. 
Key Points - Eli Lilly is capitalizing on multiple healthcare megatrends, including blockbuster GLP-1 drugs, oncology innovation, and Alzheimer’s research.
- Vertiv sits at the center of the AI infrastructure boom, providing power and cooling systems for energy-intensive data centers.
- First Solar benefits from the long-term shift toward clean energy, supported by domestic manufacturing advantages and strong demand from hyperscalers.
- Special Report: Elon Musk already made me a "wealthy man"
A megatrend is a long-term shift that affects many aspects of society and shapes the future over decades. The internet — and more specifically the smartphone — is a classic example. Investing in technology stocks such as Amazon.com Inc. (NASDAQ: AMZN), Microsoft Corp. (NASDAQ: MSFT) and Apple Inc. (NASDAQ: AAPL) during that era would have been contrarian — and highly profitable. In fact, those companies continue to reward shareholders as the underlying trends persist. San Francisco is the strangest city in America right now—you can hop into a self-driving car and be chauffeured by a robot, but out the window you see addicts slumped in doorways, open-air drug markets, the mentally ill screaming at the sky, and entire city blocks consumed by homeless encampments. It's ground-zero for the most disruptive technological forces of our age, and Erez lives in the Bay Area plugged into the capital, the connections, and the companies reshaping the world—the advancements in AI, blockchain, computing, and biosciences are unlike anything the world has seen before, and a tsunami of disruption is coming for everything all at once. During our most recent broadcast, we exposed what we're calling the most asymmetric opportunity of our careers: an overlooked financial company hiding a multi-billion-dollar blockchain asset Wall Street hasn't priced in—it's one of those rare situations Warren Buffett would describe as raining gold when all you have to do is step outside if you want to get rich. Watch the broadcast before the window closes now So, what are the megatrends today that could reward investors over the next 20 to 30 years? Artificial intelligence (AI) will likely be at the top of many lists. But AI is far from the only enduring theme. An aging global population is driving unprecedented demand for breakthrough medical treatments, and an energy transition is forcing us to rethink how power is generated, managed and delivered. The three companies below sit at the intersection of these megatrends and could compound for patient, long-term investors. A Diversified Play on Healthcare Megatrends It's reasonable to assume Eli Lilly & Co. (NYSE: LLY) appears here because of its leadership in GLP-1 therapies. Mounjaro and Zepbound are market-leading treatments for type 2 diabetes and obesity, respectively — two conditions that contribute materially to rising healthcare costs. In its most recent quarter, Mounjaro generated $7.4 billion in global sales — more than a third of Lilly's $19.29 billion in revenue — while Zepbound contributed roughly $4.5 billion. Both drugs address a large, addressable market, and Lilly is advancing an oral GLP-1 candidate, Orforglipron, now in Phase 3 trials. The long-term case for Lilly extends beyond GLP-1s. The company is also developing candidates in oncology and Alzheimer's disease, and its deep pipeline, coupled with a well-capitalized balance sheet, reduces dependence on any single trial or product. Over the past five years, LLY's share price has climbed more than 380%; including dividends, total return exceeds 400% over the same period. While that rapid appreciation may make some investors cautious, Lilly's multiple exposures to healthcare megatrends make it a compelling buy-and-hold candidate for long-term investors. The Backbone of the AI Data Center Boom No list of megatrend stocks for the next decade would be complete without an AI-related company — enter Vertiv Holdings Inc. (NYSE: VRT). AI models require huge amounts of power, driving a rapid buildout of data centers that demand continuous, 24/7 electricity. Vertiv supplies power management, cooling systems and other critical infrastructure that data centers need to operate reliably and efficiently. That demand helped produce strong fourth-quarter and full-year growth in 2025, momentum the company expects to continue into 2026 and beyond. VRT has been publicly traded for five years, and in that time its share price has risen more than 1,200%. The company also pays a dividend that has increased over the past two years. Clean Energy Infrastructure for a Power-Hungry World The energy transition is a durable megatrend. Electrification of transportation, AI-driven data center expansion and global efforts to decarbonize grids are converging to create enormous demand for clean electricity generation. First Solar Inc. (NASDAQ: FSLR) is well positioned to capitalize on that demand. Unlike many solar competitors, First Solar manufactures its panels domestically in the United States using proprietary thin-film cadmium telluride (CdTe) technology. This domestic manufacturing footprint gives the company a structural advantage in a policy environment that favors American-made clean energy products. It also helps insulate First Solar from some supply-chain vulnerabilities and tariff risks faced by rivals that rely on overseas production. Demand for utility-scale solar continues to grow, in part driven by the same data center buildout benefiting Vertiv. Hyperscalers and other large technology companies have made significant renewable-energy commitments, and First Solar's order backlog extends years into the future, providing rare revenue visibility in the energy sector. Despite a challenging period for many solar names over the past three years, FSLR is up more than 150% over five years. Analysts' consensus price target sits around $249, implying upside of roughly 25%. |
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