You are right on one account... I don't hold any stock.
I would counter is saying that the number of nuclear power plants is roughly in equilibrium, with the total number forecast to decline modestly over the next decade or so. For every older, inefficient nuclear power station (typically built between the mid 1970s and 80s) being decommissioned is being replaced by substantially larger but more efficient power plant.
In regards to building any power-plant, it all takes years. Nuclear takes decades. in regards to capex, coal-fired power stations tend to cost more than gas turbine power plants, but coal is usually cheaper than gas on an energy per unit basis. But given gas is so incrediably cheap in the US now, the game has changed.
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