The 2026 AI-Power Watchlist
25 publicly traded tickers across the AI-Power supply chain — nuclear, datacenter, miner pivots, uranium, and picks-and-shovels semis. For research and educational use only.
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The full 25-ticker watchlist is below. Enter your email above for the monthly refresh — or just scroll and copy the tickers into your own research.
⚛️ Nuclear & SMR
Pure-play and supporting names in the small modular reactor and HALEU fuel supply chain. These developers are largely pre-revenue and rely on DOE permitting cadence + hyperscaler partnership announcements as primary public catalysts.
🏢 AI Datacenter & HPC
Operators providing power, cooling, and rack capacity for AI compute. Mix of dedicated AI hyperscalers and former crypto miners with HPC capacity. Public catalysts are quarterly contract revenue mix and hyperscaler renewals.
⚡ Crypto-to-AI Power Pivot
Bitcoin miners with existing low-cost power contracts redirecting capacity toward AI hosting. Public catalysts include quarterly AI revenue mix, hyperscaler PPAs, and partnership announcements.
🪨 Uranium & Fuel Cycle
The input layer for nuclear power generation. Names span producers, developers, and royalty holders. Public catalysts include uranium spot price moves and production restart milestones.
🔬 Picks & Shovels (Semis & Fuel)
Semiconductor equipment and specialty fuel design names that supply both the AI datacenter buildout and nuclear infrastructure. Less direct AI-Power exposure, but broader sector capture.
How to use this watchlist
- Run each ticker through the StockShips Scanner and filter by float + relative volume
- Cross-check float rotation on the Volume Analyzer
- Review each company's most recent SEC filings (10-K, 10-Q, 8-K, S-3) on SEC EDGAR
- Map the public catalyst window against your time horizon and risk tolerance
- Consult a licensed financial professional before making any investment decision
Want bullish setup alerts? (separate from the watchlist)
The watchlist above is research — a list of 25 names refreshed monthly. Our daily alerts are different. When our scanner spots a small-cap with bullish setup conditions — typically NOT a name on the watchlist — we send one alert simultaneously across email, WhatsApp, Telegram, and Discord. Pick your preferred delivery channel below.
One alert, sent to all 4 channels at the same time. Read-only · Educational only · ~1–3 alerts a day.
All four channels receive the same alert simultaneously. The alerts are educational and reflect bullish setup conditions our scanner identifies — they are not buy recommendations.
Want context on the underlying thesis? See our companion articles on how to trade AI-Power stocks and the 2026 undervalued micro-cap catalyst watchlist.
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Forward-looking statements. This watchlist references catalyst windows based on publicly available information at the time of writing. Such information is subject to change without notice. Actual events and outcomes may differ materially.
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