Three AI infrastructure plays positioned to benefit from the shift from chip bottlenecks to power/compute capacity constraints: Constellation Energy (CEG) as the stable nuclear baseload anchor with existing reactors feeding hyperscaler demand, Oklo (OKLO) as a beaten-down small modular reactor pure-play with Meta/Nvidia partnerships, and IonQ (IONQ) as a high-risk quantum computing play with government backing. Key risks include execution delays on new reactor builds, pre-revenue burn rates at OKLO/IONQ, and regulatory/permitting uncertainty.

Author claims personal digestive improvements signal a broader economic shift toward physical/tangible sectors over AI hype, recommending robotics, photonics, cooling, and SMR stocks. The thesis conflates personal anecdotes with market fundamentals, presenting significant analytical risk.