Kevin O'Leary Says 400 GW Energy Gap Drives His Bet on Uranium and Small Modular Reactors

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Kevin O'Leary states that a major energy gap requires a complete rethinking of energy infrastructure, pointing out that China added 400 GW of energy capacity in 18 months while the U.S. added essentially zero.
Key investment and technology highlights include:
- Small modular reactors could deliver roughly 100 MW each using submarine-proven technology that requires far less water and produces less noise.
- O'Leary views uranium as essential for these reactors, making it a direct investment play on the required infrastructure buildout.