Leverage These 4 Stocks Powering the AI Buildout

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Wall Street can't stop talking about AI: chatbots, chips, and cloud computing dominate the headlines. 

But there's a critical piece of the story getting far less attention: the massive energy infrastructure required to power it all. Every data center running AI workloads demands exponential increases in electrical capacity. 

Every hyperscaler racing to build out cloud infrastructure needs reliable, scalable power generation.  

And while the tech giants capture most of the spotlight, the energy companies supplying that power are seeing their own explosive, and often volatile, moves.

NuScale Power (SMR), GE Vernova (GEV), Enphase Energy (ENPH), and Constellation Energy (CEG) represent the full spectrum of this buildout, from cutting-edge small modular nuclear reactors to established clean energy fleets to distributed solar microinverters. 

These aren't all winners over the past year. SMR has surged by more than 100%, while ENPH has fallen by more than 50%. But all four share a powerful DNA: extreme volatility, critical roles in the AI energy infrastructure, and exposure to a multi-year demand cycle that's only accelerating.

This explosive growth generates immense volatility, creating opportunities for active traders.

Tradr ETFs offers active traders 2X leveraged ETFs for each of these energy names that have the potential to capitalize on their volatility:

Earnings Season and Beta Volatility

We are deep into earnings season, and with AI infrastructure deployment accelerating, from data center expansions to grid modernization projects, these four energy stocks stand out for their distinct trading potential, especially when paired with 2X leverage.

What makes them particularly compelling for momentum traders is their elevated Beta, a key measure of volatility relative to the broader market. A Beta of 1.0 indicates a stock typically moves in line with the S&P 500, while readings above 1.5 suggest significantly higher swings.

SMR currently sports a Beta above 2.0, meaning that when the market moves 1%, SMR tends to move roughly 2%. GEV posts a Beta of 1.72, while ENPH carries a Beta of 1.56, both signaling strong volatility potential. Even CEG, the most established name in the basket, shows a Beta of 1.10, which is still above the market baseline and highly responsive to energy-sector catalysts.

This heightened sensitivity, combined with catalysts such as earnings announcements, regulatory decisions, and AI infrastructure partnerships, creates a prime setup for active traders looking to amplify moves with 2X leverage.

NuScale Power (SMR)

SMR develops small modular reactor (SMR) technology designed to provide scalable, factory-built nuclear power plants that can be deployed faster and more cost-effectively than traditional large-scale reactors. The company captured headlines recently when Italy introduced legislation to reintroduce nuclear power to its economy, specifically citing "modular and advanced" reactor technologies, a direct validation of NuScale's core value proposition.

Up more than 108% over the past year with a Beta above 2.0, SMR has been the basket's biggest winner despite remaining pre-revenue and pre-profit. The company reports earnings on November 6, 2025 after market close, offering traders a timely catalyst as international markets begin positioning for next-generation nuclear deployments.

The Tradr 2X Long SMR Daily ETF (SMU) targets double the daily exposure to SMR's price action, making it especially valuable for traders positioning on regulatory breakthroughs and international adoption of modular nuclear technology. For more information about SMU, CLICK HERE.

GE Vernova (GEV)

GEV designs, manufactures, and services power generation equipment across gas, nuclear, hydro, wind, and grid electrification technologies, positioning itself as a comprehensive supplier to the global energy transition. The company just reported third-quarter earnings on October 22, 2025, delivering results that sent shares higher as management emphasized accelerating demand from AI-driven data center buildouts and utility-scale grid investments.

Up more than 96% over the past year with a Beta of 1.72, GEV has become a focal point for investors seeking exposure to the intersection of AI infrastructure and energy generation. Oracle's recent guidance calling for massive AI cloud expansion has drawn attention up the supply chain, from tech companies running AI workloads to the power providers that make those workloads possible.

The Tradr 2X Long GEV Daily ETF (GEVX) targets 200% of GEV's daily performance, giving traders amplified access to what has been one of the year's most explosive growth stories in energy infrastructure. For more information about GEVX, CLICK HERE.

Enphase Energy (ENPH)

ENPH designs and manufactures microinverter systems and energy storage solutions for residential and commercial solar installations, enabling distributed energy generation that reduces grid strain and supports AI infrastructure's growing power demands. While the company has faced headwinds from tariffs and shifting solar incentive structures, management recently reported improving gross margins and accelerating adoption of its fourth-generation battery technology.

Down 55% over the past year but with a Beta of 1.56, ENPH represents the contrarian play in this basket, a profitable, cash-generating solar leader trading at deeply discounted valuations. The company reported earnings on October 28, 2025, with the stock reacting negatively due to weaker-than-expected revenue guidance.

The Tradr 2X Long ENPH Daily ETF (ENPX) gives traders 200% daily exposure to ENPH's movements, amplifying the stock's volatility as distributed solar positioning evolves alongside the broader energy infrastructure buildout. For more information about ENPX, CLICK HERE.

Constellation Energy (CEG)

CEG operates the largest fleet of nuclear power plants in the United States, generating zero-carbon electricity at scale while also managing a diversified portfolio of renewable energy assets. The company has rallied 53% over the past six months, significantly outperforming the broader market as investors recognize nuclear power's critical role in meeting surging electricity demand from AI and data centers.

Up 46.56% over the past year with a Beta of 1.10, CEG represents the most established play in the basket, a profitable, cash-generating utility with a proven track record of reliable operations. The company is confirmed to report earnings on November 7, 2025, before market open, providing a clear catalyst as traders assess how AI-driven power demand is translating into financial performance.

The Tradr 2X Long CEG Daily ETF (CEGX) aims to provide double the daily exposure to CEG's movements, turning the stock's natural volatility into a precision tool for high-conviction trades on the nuclear power resurgence. For more information about CEGX, CLICK HERE.

Trade These 4 AI Power Stocks With Leverage

From nuclear reactors powering hyperscale data centers to distributed solar systems reducing grid strain, the energy infrastructure supporting AI's explosive growth is full steam ahead, generating revenue, securing regulatory approvals, and attracting billions in capital deployment. The performance across this basket reflects both the transformative potential and the execution risk inherent in powering the next decade of technology.

For active traders looking to capitalize on this volatile but essential segment, Tradr's 2X leveraged ETFs provide tactical precision:

• SMU – Tradr 2X Long SMR Daily ETF
• GEVX – Tradr 2X Long GEV Daily ETF
• ENPX – Tradr 2X Long ENPH Daily ETF
• CEGX – Tradr 2X Long CEG Daily ETF

These funds reset their leverage daily, giving you fresh 2X exposure each trading day. When these energy stocks move 5% on earnings or AI infrastructure announcements, the leveraged ETFs target 10% moves, before fees. In addition, the ETF wrapper presents a more simplified alternative to using options, which can be confusing when trying to pick a strike price and tenor.

If you plan on trading these leveraged ETFs, remember:

• Daily reset: Performance targets apply to single trading days only
• Volatility cuts both ways: Leverage amplifies both gains and losses
• Active management required: Designed for traders monitoring positions, not passive investors
• Concentration risk: Single-stock ETFs provide no diversification

The shift to AI-powered infrastructure represents a multi-year, multi-billion-dollar transformation of global energy demand. These four companies, spanning nuclear innovation, established clean energy fleets, grid modernization, and distributed solar, offer traders a way to capitalize on the theme with 2X leverage for high-conviction plays on the power behind the AI revolution.

Leveraged ETFs Involve Significant Risks

Tradr ETFs are for sophisticated investors and professional traders with high conviction views and are very different from most other exchange-traded funds. Know the risks before you invest. The significant risks of leveraged and/or inverse ETFs include the risks of leverage, derivatives, and/or other complex investment strategies that they employ. These investments are designed for short-term trading for investors seeking daily, monthly or quarterly leveraged investment results.

Investors in the fund should: (a) understand the risks associated with the use of leverage; (b) understand the consequences of seeking daily, calendar month and calendar quarter inverse and leveraged investment results; (c) for short ETFs, understand the risk of shorting; (d) intend to actively monitor and manage their investment. Fund performance will likely be significantly different than the benchmark over periods longer than the specified reset period and the performance may trend in the opposite direction than its benchmark over periods other than that period.

The Funds seek leveraged investment results over a specific period and are intended to be used as short-term trading vehicles. The Funds pursue leveraged investment objectives, which means they are riskier than alternatives that do not use leverage because the Funds magnify the performance of their underlying security. The volatility of the underlying security may affect a Fund’s return as much as, or more than, the return of the underlying security.

The Fund will not attempt to position its portfolio to ensure it does not gain or lose more than a maximum percentage of its net asset value on a given trading day. As a consequence, investors in a Fund that seeks two times daily performance would lose all of their money if the Fund’s underlying security moves more than 50% in a direction adverse to the Fund on a given trading day.

ETFs involve risk including possible loss of principal. There is no assurance that the Fund will achieve its investment objective. Principal risks and other important risks may be found in the prospectus.

Investors should carefully consider the investment objectives, risks, charges and expenses of the fund before investing. To obtain a prospectus containing this and other important information, please visit www.tradretfs.com to view or download a prospectus online. Read the fund’s prospectus carefully before you invest.
 
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