1 rich Libsyn https://www.libsyn.com 90 600 Nuclear Energy &amp;amp; Defense Stocks: Why Wall Street’s Wrong Again - In this episode of The Altimetry Authority, we break down why nuclear energy and defense stocks are attracting serious attention from investors, and why mainstream Wall Street analysts are missing the mark… again. We explore the massive capital flowing into U.S. infrastructure, AI data centers, and military defense, and how this is quietly fueling gains in companies like Constellation Energy and major defense contractors. Plus, we dig into the geopolitical tension between the U.S., China, and Russia, and what it means for global markets and energy security. Then, we turn to Dollar General — is Wall Street underestimating this retailer during an inflation-driven “trade down” economy? Finally, we analyze Rheinmetall, Germany’s biggest defense stock. Has it peaked, or is there more room to run? Chapters:&amp;nbsp; 0:00 – Intro: AI, Energy, and War 05:20 – Russia’s Weakness: The “Paper Bear” Explained 10:45 – China’s Tax System and Black Market Economy 20:13 – Betting on America: Why the U.S. Keeps Winning 21:19 – The AI Boom's Hidden Winner: Constellation Energy 26:00 – Why Wall Street Is Mispricing Constellation 30:42 – The Dollar General Turnaround: Inflation &amp;amp; Tariff Myths 36:15 – What the Market’s Missing on Dollar General 40:01 – Defense Spending Surge: NATO and Europe’s Shift 41:53 – RHEINMETALL Stock: Booming for the Wrong Reasons? 47:45 – Final Thoughts: Retail Mania and Valuation Risks 49:11 – Thanks for Watching + Subscribe 📈 Whether you're watching markets daily or building a long-term portfolio, this episode is packed with actionable insights for anyone interested in energy stocks, defense stocks, and contrarian investing.&amp;nbsp; &amp;nbsp; 👇 Subscribe to stay ahead of the herd.&amp;nbsp; https://getaltimetry.com/ Altimetry Authority https://sites.libsyn.com/575465 <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/37547535/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/37547535