The analysis covers five stocks or ETFs, primarily focusing on the energy sector due to the AI-driven energy demand and geopolitical situations. It touches on the AI energy crisis, nuclear renaissance, and critical mineral dependencies. It highlights TeraWulf (WULF) for its AI infrastructure play, giving an entry point at $5.64 back on July 25, 2023; Energy Fuels Inc. (UUUU) for its uranium and rare earth production. Global X Uranium ETF (URA) and iShares Global Clean Energy ETF (ICLN) are presented for diversified nuclear sector exposure, and finally Critical Metals Corp (CRML). Risk management and position sizing are discussed.