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AI data centers consume staggering amounts of electricity, and as hyperscalers invest over $60 billion in new data center construction, the race to secure reliable power is creating massive opportunities for companies providing nuclear, solar, and on-site generation solutions.
Four leading power companies sit at the center of this transformation: Enphase Energy (ENPH) supplies microinverter-based solar systems. Nano Nuclear Energy (NNE) develops portable microreactor technology. Constellation Energy (CEG) operates the largest U.S. nuclear fleet. Bloom Energy (BE) manufactures fuel cells for on-site power.
With all four companies set to report earnings this February, investors should anticipate heightened volatility. Seeking to capitalize on the volatility within these stocks, Tradr ETFs offers active traders 2X leveraged ETFs for each of these stocks:
Tradr ETFs | ETF Symbol | Description |
Cboe:Â ENPX | 200% leverage on Enphase Energy stock | |
Cboe:Â NNEX | 200% leverage on Nano Nuclear Energy stock | |
Cboe:Â CEGX | 200% leverage on Constellation Energy stock | |
Cboe:Â BEX | 200% leverage on Bloom Energy stock |
High Beta Stocks and AI Power Demand
In major AI hubs, grid connections are now taking 1.5 to 2 years longer than expected. This backlog is forcing data center operators to seek independent power solutions, driving significant momentum into the sector. Because these stocks often carry high Beta values (a measure of a stock's price sensitivity), they tend to move more aggressively than the broader market:
- NNE: Currently the most volatile in the basket, sporting a significant Beta of 7.28.
- ENPH: Maintains a strong Beta of 1.35, reflecting its sensitivity to shifts in energy policy and demand.
- CEG (1.16) & BE (3.02): Both continue to demonstrate high volatility as nuclear and fuel cell technologies gain massive institutional traction.
For active traders, the combination of February earnings, new partnership disclosures, and massive power contract wins creates a compelling environment for utilizing 2X leverage.
Enphase Energy (ENPH)
Enphase Energy is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, and virtual power plant solutions. The Fremont-based company has shipped approximately 84.8 million microinverters with over 5.0 million systems deployed in over 160 countries.
Goldman Sachs upgraded ENPH from Neutral to Buy on January 20, 2026. Analyst price targets average $38.97 per share, suggesting more than 10% upside. Projected annual revenue of $5.5 billion represents 265% growth.
ENPH carries a Beta of 1.35 and trades at a forward P/E of 44.89. Recent earnings of $0.90 per share demonstrated execution as the solar market recovers.
The company is confirmed to report earnings on February 3, 2026, after market close.
The Tradr 2X Long ENPH Daily ETF (ENPX) seeks double the daily exposure to ENPH's price action, turning the stock's volatility into a precision tool for high-conviction trades on solar power infrastructure. For more information about ENPX, CLICK HERE.
Nano Nuclear Energy (NNE)
Nano Nuclear Energy develops microreactor and nuclear technology providing portable power solutions. The New York-based company's products include ZEUS, a solid core battery reactor, and ODIN, a low-pressure coolant reactor, both designed for mobile, scalable nuclear power.
The company reported quarterly earnings of negative $0.19 per share, beating estimates of negative $0.33. Analysts hold a consensus rating of Moderate Buy with a $47 price target. Price targets range from $9 to $50.
NNE carries a Beta of 7.28, the highest in the basket, meaning extraordinary volatility. When the market moves 1%, NNE tends to move roughly 7.48%. This reflects the company's early-stage status and market uncertainty around commercialization timelines for microreactor technology.
The company is estimated to report earnings on February 12, 2026.
The Tradr 2X Long NNE Daily ETF (NNEX) targets 200% of NNE's daily performance, making it especially valuable for traders positioning on the microreactor opportunity with extraordinary volatility amplification. For more information about NNEX, CLICK HERE.
Constellation Energy (CEG)
Constellation Energy operates the largest nuclear reactor fleet in the United States, selling power at market-based rates rather than as a regulated utility. The company recently completed the acquisition of Calpine, creating the nation's largest electricity producer.
The company generated Q3 revenue of $6.6 billion. CEG trades at a forward P/E of 38 and price-to-book of 7.2, a premium relative to the S&P 500's P/E of 28 and the average utility's P/E of 22. Analyst consensus shows Moderate Buy with a median price target of $404, ranging from $368 to $478.
CEG surged 540% over the last five years as AI data center demand for clean baseload power accelerated. The stock pulled back 15% from October highs as investors reassessed valuation, but remains positioned to benefit from structural trends favoring nuclear power for data centers.
The company is estimated to report earnings on February 17, 2026.
The Tradr 2X Long CEG Daily ETF (CEGX) aims for double exposure to CEG's movements as the largest U.S. nuclear operator capitalizes on AI data center power demand. For more information about CEGX, CLICK HERE.
Bloom Energy (BE)
Bloom Energy manufactures solid oxide fuel cells that convert fuel into electricity through an electrochemical process without combustion. The San Jose-based company's technology lets businesses generate on-site power rather than rely on grid connections, solving a critical problem for data centers facing 1.5 to 2 year connection delays.
The company surged over 400 in the past year and is up over 60% year-to-date in 2026. Third-quarter revenue climbed 57.1% year over year, marking the fourth consecutive quarter of record revenue. BE reported gross margin of 29% and operating income of $7.8 million in Q3.
BE trades at approximately 153 times forward earnings and 48 times book value, reflecting market expectations for explosive growth. The company formed a $5 billion strategic partnership with Brookfield to deploy fuel cells for AI factories. Customers include Walmart, AT&T, Equinix, and Oracle.
RBC Capital reaffirmed its Outperform rating with a $143 price target after an air-permit filing suggested Bloom fuel cells will power a new 1.5-gigawatt data center in Texas. The company's survey noted hyperscalers anticipate about one-third of data centers will rely entirely on onsite power by 2030.
The company is confirmed to report earnings on February 5, 2026.
The Tradr 2X Long BE Daily ETF (BEX) seeks 200% daily exposure to BE's price movements as the company scales fuel cell deployments for AI data center customers. For more information about BEX, CLICK HERE.
Trade Leading Power Stocks With Leverage
AI's power crisis is creating massive opportunities for companies solving electricity bottlenecks. Enphase supplies solar microinverters deployed in 160 countries. Nano Nuclear develops portable microreactors. Constellation operates the largest U.S. nuclear fleet. Bloom manufactures fuel cells for on-site generation.
These leading energy stocks offer different solutions to the same problem: AI data centers need reliable power, and traditional grids can't deliver fast enough. BE surged more than 400% in the past year. NNE carries a Beta of 7.28. CEG pulled back 15% despite strong fundamentals. ENPH received a Goldman Sachs upgrade.
For active traders, Tradr's 2X leveraged ETFs provide tactical precision:
- ENPX – Tradr 2X Long ENPH Daily ETF
- NNEX – Tradr 2X Long NNE Daily ETF
- CEGX – Tradr 2X Long CEG Daily ETF
- BEX – Tradr 2X Long BE Daily ETF
These funds reset daily, giving fresh 2X exposure each trading day. When these stocks move 5% on earnings or partnership announcements, the leveraged ETFs target 10% moves, before fees.
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 AI power buildout represents a multi-year transformation. These four popular power stocks offer traders 2X leverage for high-conviction plays on nuclear, solar, and fuel cell solutions to AI's electricity crisis.
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.
Distributed by ALPS Distributors, Inc, which is not affiliated with AXS Investments or its Tradr ETFs. AXI000849
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