BWX Technologies (BWXT) Tops Q4 EPS by 19c, provides guidance

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Mizuho analyst shares his favorite power, nuclear SMID cap long idea

February 25, 2026 4:00 PM EST

A leading Mizuho technology specialist is highlighting nuclear power as one of the most compelling areas for investors seeking fresh long ideas amid a challenging year for the tech sector.

Jordan Klein, the firms TMT specialist, said the struggle to generate alpha in technology has pushed portfolio managers to look beyond traditional areas.

Software and much of FinTech and Internet sectors are dumpster fires, he wrote,... More