Peter Thiel Was an Early Outside Investor in Facebook and Co-Founded Both PayPal and Palantir Before Building a Hedge Fund Now Concentrated in Power and Energy Stocks. Here's What That Track Record Says About Following His Contrarian Bets.

Peter Thiel, known for successful tech investments including Facebook and PayPal, is now shifting his hedge fund portfolio toward power and energy stocks, betting on a projected 60% increase in electricity demand between 2025-2045 driven by AI and electric vehicles. However, the article cautions that investors should conduct their own research rather than blindly following famous investors, as even successful ones make mistakes.

10/04/2026, 10:15 PM • The Motley Fool

Could This $14 Energy Stock Be Your Ticket to Millionaire Status?

X-Energy, a small modular reactor (SMR) developer, went public at $23 in April 2026 but now trades at $14. While its helium-cooled TRISO fuel technology is promising and revenue is projected to grow significantly from $109M (2025) to $1.24B (2028), the company faces major hurdles including NRC approval and TRISO pebble production scaling. The analyst views it as a speculative play that may struggle to return to its IPO price without more positive developments.

10/02/2026, 2:30 PM • The Motley Fool

X-Energy Just Went Public in 2026. Here's How It Stacks Up Against Oklo, NuScale, and BWX Technologies.

X-Energy, a small modular reactor (SMR) developer, went public at $23 per share in April 2026 but has since dropped to $14, trading 40% below its IPO price. While the company has secured major deals with Amazon and Dow, it faces significant challenges including unproven TRISO fuel technology, regulatory hurdles with the NRC, and a premium valuation at 19x sales despite ongoing losses. The analyst recommends avoiding X-Energy in favor of more established nuclear players like BWX Technologies.

10/01/2026, 2:20 PM • The Motley Fool

The Nuclear IPO Boom Is Back: How Westinghouse and Its Rivals Stack Up for Long-Term Investors

A new wave of nuclear IPOs is emerging, ranging from established operators like Westinghouse to highly speculative start-ups. Investors should carefully evaluate sponsor quality, cash runway, and revenue visibility when considering nuclear IPO investments, as the sector presents both solid opportunities and significant risks.

09/04/2026, 6:14 PM • The Motley Fool

This Newly Public Nuclear IPO Is Already Using AI to Speed Up Reactor Design. Is It a Buy?

X-Energy, a newly public nuclear company, is leveraging AI through Project Prometheus to accelerate reactor design, licensing, and manufacturing. With major customers like Amazon, Dow Inc., and Centrica, plus an 11.5-gigawatt pipeline, the company has strong tailwinds but faces significant execution risks in licensing, construction, and financing.

08/30/2026, 4:05 PM • The Motley Fool

Palantir Billionaire Peter Thiel Just Put 33% of His Portfolio Into These 3 Energy Stocks

Peter Thiel's hedge fund Thiel Macro rebuilt a $419 million portfolio in Q2 2026, allocating roughly 33% across three energy stocks: Vista Energy, Vistra, and X-Energy. Thiel views electricity as the critical bottleneck for AI development rather than chips, positioning in nuclear and energy infrastructure to enable AI hyperscaler operations.

08/28/2026, 11:30 AM • The Motley Fool

Oklo Vs. X-Energy: Is the New Nuclear IPO the Better Buy?

Oklo and X-Energy are competing small modular reactor (SMR) companies with different technological approaches. Both are pre-commercial, highly speculative investments with no guaranteed regulatory approval. Oklo appears slightly ahead in development timeline, making it the marginally better choice between two risky bets.

08/19/2026, 7:10 AM • The Motley Fool

Why Cameco's Ugly Earnings Miss Might Be Good News in Disguise

Cameco reported disappointing Q2 earnings with revenue down 7% and EPS missing estimates significantly, but the miss was largely due to lower equity earnings from its Westinghouse investment. As Westinghouse prepares for an IPO, the investment could unlock substantial value for Cameco shareholders, with Westinghouse's valuation estimated to have grown from CA$8.2 billion to CA$10.8 billion since Cameco's 2023 acquisition of a 49% stake.

08/08/2026, 12:30 PM • The Motley Fool

Stack Capital Group Inc. Reports Q2-2026 Financial Results

Stack Capital Group Inc. reported strong Q2 2026 results with Book Value per Share increasing 22% to $20.25 from $16.57 in Q1 2026, driven by significant gains across its portfolio including SpaceX's IPO at $1.77 trillion valuation, Project Prometheus investment at $41 billion valuation, and X-Energy's successful IPO. The company also invested $12 million in Fluidstack, which saw a 90% increase in carrying value following Anthropic's infrastructure partnership.

08/05/2026, 7:45 AM • GlobeNewswire

The Energy IPO Boom Is Just Getting Started. Here Are the Companies to Watch.

AI data centers are driving unprecedented electricity demand, with projections showing 26% surge in data center consumption by 2026. This has sparked an energy IPO boom, with Solv Energy, X-energy, and Fervo Energy going public this year. These companies, along with private firms like TerraPower and Commonwealth Fusion Systems, are developing next-generation power solutions including advanced nuclear reactors, geothermal systems, and fusion technology to meet the critical power supply bottleneck facing major tech companies.

07/31/2026, 6:10 AM • The Motley Fool

The Trump Administration Launches "Project Prometheus" With These Nuclear Energy Stocks (Hint: NuScale Didn't Make the Cut)

The Trump Administration announced Project Prometheus, an AI-focused nuclear development initiative receiving $60 million in federal funding over three years. Three nuclear companies were selected as partners: X-Energy (Tier 1 partner committing $10 million), Oklo, and Standard Nuclear. NuScale was notably excluded from the project, continuing its lack of DoE support since 2019.

07/24/2026, 6:34 AM • The Motley Fool

Why Constellation Energy Stock Blasted Higher on Wednesday

Constellation Energy stock surged nearly 5% on Wednesday following the Trump administration's announcement of a 30-year nuclear cooperation deal with Saudi Arabia and reports of a new $200 million domestic program to support power plant construction for AI data centers. As the largest operator of U.S. nuclear plants, Constellation is positioned to benefit from these government initiatives promoting nuclear energy.

07/22/2026, 6:14 PM • The Motley Fool

Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought

Cathie Wood's Ark Invest added to positions in CoreWeave, SpaceX, and X-Energy on Tuesday as all three stocks declined. CoreWeave is down 48% from its peak despite strong AI-driven revenue growth of 112%. SpaceX, newly added to the Nasdaq-100, fell 7% but remains above its IPO price. X-Energy, a small modular reactor developer, has plummeted 55% from its April peak but offers long-term potential in nuclear-powered AI infrastructure.

07/08/2026, 9:15 AM • The Motley Fool

Why X-Energy Stock Collapsed 19.2% This Week

X-Energy stock fell 19% this week due to a delayed construction timeline for its first project with Amazon (now pushed to 2027) and a Jeffries analyst downgrade from $30 to $22. The nuclear energy startup lacks regulatory approval for its reactor designs and generates minimal revenue, trading at a $7.5B market cap despite having no established business.

06/26/2026, 7:12 PM • The Motley Fool

X-energy Reports First Quarter 2026 Results

X-Energy announced Q1 2026 financial results with revenues of $43 million (109% increase YoY) following its April 2026 IPO that raised $1.1 billion in net proceeds. The company achieved significant regulatory milestones including NRC environmental clearance for Dow's Seadrift advanced nuclear project and a Part 70 fuel fabrication license for TRISO-X fuel. X-Energy also submitted its Xe-100 reactor for UK Generic Design Assessment and signed strategic partnerships with SGL Carbon and IHI Corporation for supply chain support.

06/04/2026, 6:00 AM • GlobeNewswire