{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Nuclear Energy &amp; Defense Stocks: Why Wall Street\u2019s Wrong Again","description":"Nuclear Energy &amp;amp; Defense Stocks: Why Wall Street\u2019s 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\u2026 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 \u2014 is Wall Street underestimating this retailer during an inflation-driven \u201ctrade down\u201d economy? Finally, we analyze Rheinmetall, Germany\u2019s biggest defense stock. Has it peaked, or is there more room to run? Chapters:&amp;nbsp;  0:00 \u2013 Intro: AI, Energy, and War 05:20 \u2013 Russia\u2019s Weakness: The \u201cPaper Bear\u201d Explained 10:45 \u2013 China\u2019s Tax System and Black Market Economy 20:13 \u2013 Betting on America: Why the U.S. Keeps Winning 21:19 \u2013 The AI Boom's Hidden Winner: Constellation Energy 26:00 \u2013 Why Wall Street Is Mispricing Constellation 30:42 \u2013 The Dollar General Turnaround: Inflation &amp;amp; Tariff Myths 36:15 \u2013 What the Market\u2019s Missing on Dollar General 40:01 \u2013 Defense Spending Surge: NATO and Europe\u2019s Shift 41:53 \u2013 RHEINMETALL Stock: Booming for the Wrong Reasons? 47:45 \u2013 Final Thoughts: Retail Mania and Valuation Risks 49:11 \u2013 Thanks for Watching + Subscribe  \ud83d\udcc8 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; \ud83d\udc47 Subscribe to stay ahead of the herd.&amp;nbsp;  https:\/\/getaltimetry.com\/  ","author_name":"Altimetry Authority","author_url":"https:\/\/sites.libsyn.com\/575465","html":"<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>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/37547535"}