Motley Fool Backs 3 Long-Term Stocks on $10 Trillion Nuclear and Robotaxi Bets

5 articles · Updated · The Motley Fool · May 26

Three stocks—NuScale Power, Rivian and Nu Holdings—were singled out as long-term buys that could outperform in either bull or bear markets.
NuScale’s case rests on a nuclear revival tied to AI-driven power demand, with Bank of America describing a $10 trillion opportunity and the company valued at about $4.2 billion.
Rivian’s upside centers on robotaxis: its sub-$50,000 R2 has entered production, and Uber has ordered up to 50,000 vehicles for that business, against Rivian’s roughly $18 billion market value.
Nu Holdings offers a different growth profile, expanding from 99 million users in 2024 to 135 million today and trading at 19.6 times earnings despite profitability since 2023.
The picks span higher-risk themes such as small modular reactors and autonomous vehicles as well as a profitable Latin American digital bank, underscoring a decade-plus investment horizon.

With Tesla leading the autonomous race, can Rivian's robotaxi deal realistically compete for the $10 trillion prize?

Can small nuclear reactors power the AI boom, or will project failures and high costs prove them unviable?

Having conquered Latin America, can Nu Holdings' digital bank actually succeed in the competitive U.S. market?