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UncoverAlpha

Rihard Jarc

Deep dives/analyses of the technology companies and tech sub-industries. Mostly about AI, semiconductor, cloud, software, and ad tech sectors.

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Substack
PricingFreemiumPublishesWeekly
Issues37SubscribersRead uncoveralpha.com

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#144
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Latest Issues

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The AI nuclear renaissance - SMRs role

Today's article is a deep dive into nuclear energy and, specifically, the small modular reactor (SMR) industry, especially in relation to AI data center power needs. Given that the topic of SMRs is very important to me because it is very co...

11 days ago
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Authors

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  • Rihard Jarc

    Tech investor, finance writer, CIO.

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