Bullish on $BAM, $BEP, $CCO for clean energy and nuclear.

This post presents a detailed bullish thesis for long-term investments in Brookfield Asset Management ($BAM), Brookfield Renewable Partners ($BEP), and Cameco ($CCO). The thesis is underpinned by anticipated Canadian government investments in quantum and clean energy, strategic acquisitions (Brookfield and Cameco co-own Westinghouse Electric, a nuclear reactor builder), the political influence of Mark Carney (linked to Brookfield), and a recent $80 billion Westinghouse deal. These factors collectively point to strong growth potential in the nuclear and renewable energy sectors for these companies.