AI, Quantum, Nuclear: The Sector Swap Race for Alpha
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The stock market is buzzing with a new kind of rotation, as investors pivot between artificial intelligence (AI), quantum computing, and nuclear energy. Just weeks ago, CoreWeave (CRWV) was the market’s darling, soaring 270% on its AI and cloud computing prowess, backed by Nvidia. Now, nuclear energy and quantum computing are stealing the spotlight, with Oklo (OKLO) jumping 30% after securing a deal to power a U.S. Air Force base and quantum stocks like Rigetti Computing (RGTI) climbing 11% on Nvidia CEO Jensen Huang’s bullish remarks. Is this sector-swapping frenzy a new path to alpha—excess returns above the market—or a risky game of chasing trends? Should you wait for a pullback, or dive in now? Let’s unpack the drivers, risks, and opportunities to find out. The Sector Swap Phenomenon S