Karim Rahemtulla and Behind the Markets are promoting The Energy Cube Blueprint around an AI-power and nuclear buildout. We trace the clues and test the claims.
One promotion, several names — all of them point to the same pitch, and the same stock.
Behind the Markets, Dylan Jovine’s publication, is pitching The Energy Cube Blueprint under the headline, “THE ENERGY CUBE BLUEPRINT: Karim Rahemtulla’s Complete Roadmap for Navigating the AI Power Crisis Before the August Catalyst Arrives”. Karim Rahemtulla is presented as the analyst with the roadmap. The pitch says AI’s electricity appetite is creating a nuclear and power-infrastructure bonanza, with an August 2026 catalyst approaching.
It promises an Energy Cube rollout tied to a claimed $10 trillion opportunity, and says subscribers could have made more than 11 times their money from 2022 onward. The deadline is the August catalyst.
We identify the lead stock below as Amentum Holdings Inc. (AMTM), with 91/100 confidence. This is a basket, so two additional names follow; the separate OpenAI-linked bonus idea is treated as a guess.
The useful breadcrumbs are unusually concrete. Two stocks supposedly sit closest to the rollout: one involved in nuclear engineering and program delivery, the other in reactor instrumentation and safety systems. The strongest calendar clue is the United Kingdom’s Office for Nuclear Regulation expecting the Rolls-Royce SMR design assessment to finish in August 2026. The pitch then widens to a Wyoming uranium producer and a three-stock uranium group.
Behind the Markets also brands the same idea as “The $10 Trillion Energy Cube Rollout” and “The Energy Cube”. Those names refer to the same pitch, not separate discoveries.
The headline answer is Amentum Holdings Inc. (AMTM). The strongest clue is Amentum’s January 20, 2026 announcement that it had been selected as the program delivery partner for the first Rolls-Royce SMR deployments in the United Kingdom and Czech Republic. Amentum’s work covers integration, oversight, governance, and construction management. That fits the promotion’s nuclear-buildout language far better than a random power stock would.
The August clue lines up too. The Office for Nuclear Regulation says the Rolls-Royce SMR Generic Design Assessment is expected to complete in August 2026. That doesn’t prove an Amentum payday, but it explains why the promotion has circled that month.
The other two names we could pin down in the promoted basket are Mirion Technologies Inc. (MIR) and Ur-Energy Inc. (URG). Mirion’s materials describe reactor instrumentation, control detectors, radiation monitoring, and nuclear-safety systems. Ur-Energy operates the Lost Creek uranium mine in Wyoming and has outlined the Shirley Basin expansion. Energy Fuels and Cameco may also be part of the uranium angle, but those additions rest mainly on a third-party teaser teardown and weren’t included in the proposed basket, so they carry lower confidence.
A separate bonus report, “OpenAI’s $22 Billion Secret Partner: The #1 AI Infrastructure Stock to Buy Now,” most plausibly points to CoreWeave (CRWV), but that remains a thin-evidence guess rather than a confirmed member of the main basket. CoreWeave has disclosed roughly $22.4 billion in OpenAI contract value, and an SEC filing says NVIDIA bought $2 billion of its Class A shares.
The offer bundles a bonus report that teases its own stock. These get a sentence or two of copy each, so the evidence is much thinner than for the main pick and what follows is our best reading rather than a confident answer.
| Bonus report | Our best guess | Confidence |
|---|---|---|
| OpenAI’s $22 Billion Secret Partner: The #1 AI Infrastructure Stock to Buy Now | CRWV — CoreWeave Inc. | 97/100 — high |
The claim-by-claim table below separates genuine company links from promotional overreach and claims that can’t be audited. That distinction matters here: a real Rolls-Royce SMR partnership doesn’t automatically turn into billions of new investment or an 11-times return.
| The promotion claims | Verdict | What we found |
|---|---|---|
| A major government or regulatory catalyst is approaching in August | Checks out | The United Kingdom's Office for Nuclear Regulation says the Rolls-Royce SMR Generic Design Assessment is expected to complete in August 2026, while Rolls-Royce SMR has selected Amentum for first deployments. |
| The August regulatory milestone could unlock billions in new investment | Overstated | The ONR publishes an August 2026 assessment timetable, but the United Kingdom's £11 billion Cottam project is described by the government as a Holtec, EDF, and Tritax project; no primary source links that figure directly to Amentum or says the August milestone unlocks billions for . |
| The promotion claims | Verdict | What we found |
|---|---|---|
| Mirion provides reactor instrumentation and nuclear-safety systems | Checks out | Mirion's corporate description lists reactor instrumentation and control detectors, radiation measurement and monitoring, imaging systems, and nuclear-safety products; Mirion's nuclear-power pages also list reactor safety, control, and SMR applications. |
| Mirion is the second stock tied to the Energy Cube rollout | Checks out | Stock Gumshoe identifies Mirion Technologies as the second Energy Cube stock, and Mirion's investor materials describe reactor instrumentation and controls as a core nuclear business. |
| The promotion claims | Verdict | What we found |
|---|---|---|
| Ur-Energy is one of the three uranium-demand picks | Checks out | Stock Gumshoe identifies Ur-Energy as one of the three uranium picks, and Ur-Energy's 2025 annual report describes Lost Creek production and the planned Shirley Basin expansion. |
| The promoted Wyoming uranium company is tiny | Overstated | URG traded around $1.29 after hours with a market capitalization of approximately $520.5 million and average volume of about 11.4 million shares; that is a small-cap company, not a sub-$300 million microcap, and its trading activity is substantial. |
| The promotion claims | Verdict | What we found |
|---|---|---|
| Subscribers could have made more than 11 times their money from 2022 onward | Can't verify | Stock Gumshoe repeats the promotion's claim of as much as 11 times the money in four years, but the recommendation is not identified precisely enough to audit; Amentum did not begin trading until September 2024 and its shares later closed below their IPO price. |
| Karim calls the promoted nuclear and AI-power rollout the “Energy Cube” | Checks out | Stock Gumshoe describes Karim Rahemtulla's report as the “$10 Trillion Energy Cube Rollout” and frames it as a multi-stock nuclear and AI-power infrastructure thesis. |
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August isn’t pure vapor. The ONR has a checkable timetable for completing the Rolls-Royce SMR design assessment in August 2026, and Amentum is genuinely attached to the project. But no primary source says that milestone unlocks billions for Amentum. The deadline is tied to a regulatory assessment, not a disclosed payment or guaranteed stock event.
We received this campaign on one day only, August 5, 2026. That record is too thin to say whether the deadline rolls. One observation can’t show a pattern.
The promotion’s central claim is simple: AI needs huge amounts of electricity, that demand will force a nuclear and uranium buildout, and this basket sits closest to the money.
The first link holds. AI infrastructure really is power-hungry, and Amentum, Mirion, and Ur-Energy have real connections to nuclear delivery, reactor systems, and uranium production. The chain breaks at the leap from useful industry exposure to a $10 trillion rollout with billions unlocked by one August milestone. The ONR assessment is a regulatory design review, not a funding award. And Amentum is a delivery partner, not the owner of a disclosed product called the Energy Cube. The cube is a marketing label, not an asset in the filings.
As a basket, these companies aren’t interchangeable. Amentum and Mirion carry the more direct nuclear-infrastructure case, while Ur-Energy is a smaller uranium producer whose outcome depends on production, expansion, and the uranium market. That gives the group a real industrial spine, but it also means the thesis is spread across three very different businesses. The set may be worth examining on its own merits; it isn’t a shortcut around doing that work.
The 11-times return claim is the weakest piece. The underlying recommendation isn’t identified precisely enough to audit, and Amentum didn’t begin trading until September 2024, so AMTM can’t be the 2022 starting point for that specific track record. Strip away the return promise and the basket becomes a plausible nuclear-and-power theme. Leave it in, and the argument is carrying a very heavy suitcase.
How confident are we? AMTM 91, MIR 87, URG 84 out of 100. We identified 3 stocks from the promotion's own clues and checked 22 claims across them against filings, earnings calls, ownership records, market data and public reporting. Confidence is scored per stock, so a weaker one does not borrow credit from a stronger one. This is our analysis, not the publisher's disclosure — we have no relationship with them.
Knowing which stock it is only gets you halfway. We score AMTM on valuation, profitability, growth, financial health and momentum — and reach our own conclusion, independent of how it was sold to you.
See the AMTM data →Independent of the promotion — our own numbers, score and analysis.
Everything we track on AMTM in one place — the TickerSpark Score, price charts, key financials, and our latest coverage.
| Mirion Technologies Inc. |
| 87/100 — high |
| 3 | URG | Ur-Energy Inc. | 84/100 — solid |
| Amentum is a little-known company at the center of the AI-power and nuclear buildout | Overstated | Amentum is a real nuclear engineering and program-management participant, but AMTM has a market capitalization of about $5.8 billion and average daily volume of roughly 2.1 million shares, so “little-known” materially understates its size and trading visibility. |
| Amentum is the company behind the promoted Energy Cube | Overstated | Amentum's own materials describe nuclear engineering, integration, construction management, and program delivery; Rolls-Royce SMR calls Amentum its program delivery partner. Neither Amentum nor Rolls-Royce identifies Amentum as the owner of a product called the Energy Cube. |
| Amentum is Rolls-Royce SMR's program delivery partner for first deployments | Checks out | Amentum announced on January 20, 2026 that it was selected as the program delivery partner for the first Rolls-Royce SMR deployments in the United Kingdom and Czech Republic, covering integration, oversight, governance, and construction management. |
| Ur-Energy sits at the center of a critical nuclear-fuel bottleneck | Overstated | Ur-Energy operates a real Wyoming uranium mine, but its annual report says yellowcake is transported to a third-party conversion facility and recognizes sales when title transfers there; the broader conversion, enrichment, and fuel-fabrication bottleneck is not controlled by Ur-Energy. |
| Ur-Energy could become one of the biggest beneficiaries of America's nuclear revival | Can't verify | Ur-Energy's annual report supports continued Lost Creek production and planned Shirley Basin commissioning, but it does not rank the company among the biggest beneficiaries of a nuclear revival or quantify that outcome. |
| Two stocks sit closest to the center of the Energy Cube rollout |
| Checks out |
| Stock Gumshoe's teardown identifies Amentum and Mirion Technologies as the two stocks tied to the Energy Cube rollout. |
| Three stocks are positioned to benefit from rising uranium demand | Checks out | Stock Gumshoe's teardown identifies a three-stock uranium group consisting of Ur-Energy, Energy Fuels, and Cameco. |
| Energy Fuels is one of the three uranium-demand picks | Checks out | Stock Gumshoe's uranium-pick teardown names Energy Fuels as one of the three stocks, and Energy Fuels describes uranium production, long-term utility contracts, and White Mesa's uranium-processing operations in its filings. |
| Cameco is one of the three uranium-demand picks | Checks out | Stock Gumshoe's teardown names Cameco as one of the three uranium stocks; Cameco's corporate materials describe uranium mining, fuel services, and Westinghouse reactor technology and services. |
| The OpenAI-linked company has more than $22 billion in committed contracts | Checks out | CoreWeave announced in September 2025 that its total contract value with OpenAI reached approximately $22.4 billion, following earlier agreements worth up to $11.9 billion and subsequent expansions. |
| NVIDIA invested billions directly in the OpenAI-linked AI infrastructure company | Checks out | CoreWeave's January 2026 SEC filing says NVIDIA purchased 22,935,780 Class A shares for an aggregate cash purchase price of $2 billion. |
| The OpenAI-linked company is an AI infrastructure provider | Checks out | CoreWeave's 2025 Form 10-K describes a purpose-built cloud infrastructure platform for large-scale model training, inference, networking, storage, and managed AI services. |
| Jensen Huang warned that electricity is one of AI's greatest challenges | Checks out | Coverage of Jensen Huang's September 2024 Bipartisan Policy Center appearance quotes him saying, “One of the biggest challenges of artificial intelligence is electricity”; NVIDIA also describes AI data centers as factories that apply energy to produce tokens. |
| The thesis focuses on power required to run AI rather than only chips, software, and data centers | Checks out | NVIDIA's official AI-factory materials describe AI infrastructure as converting energy into output, while CoreWeave's annual report emphasizes power capacity, high-density data centers, and the infrastructure required to run AI workloads. |
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