It is certainly an industry that is easy to be bullish on. It is a sustainable form of cleaner energy. The issue we have right now is the high initial input costs and government regulations/political type risks.
In addition to this, the falling costs of other forms of renewable energy definitely adds some potential headwinds. If alternatives like solar and wind become more viable from a cost perspective, they ultimately become better options than nuclear.
I'm on the fence right now to be honest. I do believe it is the most reliable energy source we have at our disposal and it does seem like more and more governments are now warming up to it over the last 10-15 years.
If I were to want exposure to the industry, I'd certainly go an ETF route over individual power producers