Ann: Change in substantial holding, page-5

This is what Morgan Stanley said about nuclear last month so whatever short(term) games they are playing they are positioning themselves long term for nuclear renaissance, and that's what I'm doing.

"Watching the electric utility stocks for J.P. Morgan, analyst Jeremy Tonet writes of the sector’s growing shift toward nuclear, “We see structural tailwinds, including manufacturing onshoring, broader electrification trends (transportation, heating, and more), as well data center development underpinning a paradigm shift in power demand. We do not see competitive market supply growth matching this demand, to capture outsized margins for an extended period of time,” Tonet explained. “More specifically, we see burgeoning hyperscaler demand growth focused on firm, carbon-free power, transforming nuclear power into a unique, scarce offering that will command a substantial premium.”