LiCycle and GMET, and also exercising my own company’s stock options. As soon as Form Energy goes public I’ll put a significant amount of money into them as well.
Most of the companies I'd like to buy aren't public yet.
As for retirement, I'd probably put 20% into energy storage, again if I could.
It's a false dichotomy anyway, because I wouldn't put _any_ money into nuclear stocks.