Quantum Computing & Nuclear Energy: Are They Good Investments?

Quantum computing and nuclear energy are two of the most talked-about investment themes of 2026. In this video we'll look at both through the lens of a physicist - quantum mechanics and nuclear physics were my world long before I started looking at markets! We’ll also examine where each theme sits on the investability spectrum and what that means for your portfolio.

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Timestamps
00:00 Introduction
00:38 AI Power Demand Surge
01:29 Quantum Computing Basics
03:10 Recent Quantum Breakthroughs
04:27 Q Day and Market Potential
04:51 Nuclear Renaissance Drivers
06:46 Quantum Valuation Reality Check
08:32 Diversified Quantum Exposure
11:08 Nuclear Investment Case Now
12:27 Uranium Supply Crunch
13:18 Nuclear Cost Overrun Risks
14:43 Portfolio Framework and Wrap

Where Else You Can Find Me
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Take A Look At Some Of My Other Videos
📹 Investment For Beginners playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TcG9QNlRJ_QjI8iX_q_I8jo
📹 Investing For Retirement playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TcWFuRd51gkPyAGleZRvGcN
📹Investing With Vanguard playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TfMV4S_51E_zmbMio4UNBtM
📹 Portfolio Building Blocks playlist https://www.youtube.com/playlist?list=PLlqeAQqQK7TdRdp-hLnL5oxsaRjJZVSyn

DISCLAIMER
All information is given for educational purposes and is not financial advice. Ramin does not provide recommendations and is not responsible for investment actions taken by viewers. Figures that are quoted refer to the past and past performance is not a reliable indicator of future results.

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