$NANO Nuclear Energy(NNE.US) led the way with a gain of over ten points, driven more by a collective surge in the nuclear energy and uranium theme, coupled with a buy-initiating rating from Roth the previous day; $Lightbridge(LTBR.US) rose five or six points, $Cameco(CCJ.US) barely moved, and $Forgent Power Solutions(FPS.US) saw a slight increase. AI's baseload demand has reignited interest in nuclear energy, but few among these small-cap stocks have substantial project progress. Stocks like $NANO Nuclear Energy(NNE.US), with high volatility, rely on themes and ratings for momentum. Nuclear energy is a long-term narrative; this short-term broad rally is more about sentiment. Don't mistake volatility for certainty before any milestones are delivered.