Fingers crossed we lean into nuclear instead but I suspect that won't happen to the extent it needs to.

Haha, I want this as well but sadly we are not going in that direction. Basically no way to really invest in nuclear. Not enough hype for SPACs.

Still hoping for the SpaceX of nuclear to emerge.

This is my biggest 'beef' with Elon, I much rather he work on nuclear then trying to make solar roofs.

Rooftop solar is funny because it's by far the most dangerous kind of solar. People fall off installing those all the time. The deaths per TWh of generated electricity is a few orders of magnitude greater than nuclear. Industrial scale solar is still less safe than nuclear, but not by nearly as much.

Unless things change drastically at the NRC, we're not likely to have a SpaceX of nuclear in the US. Somebody like Seaborg might pull it off though.

By far the most likely are the Canadian companies. I really like Terrestrial Energy and Moltex Energy.

Yep they're strong contenders. Canada's regulators have been pretty friendly.

This presentation by Seaborg is pretty interesting though: https://www.youtube.com/watch?v=x-Dz9sfBKEg