As part of my ETF DIY project, I analyzed $BWXT (+0.82%) analyzed them using my self-developed valuation system:

Moat: 4/5

• Market position: +
• Uniqueness / differentiability: +
• Switching costs: +
• Technological advantage: +
• Brand loyalty: -

Growth: 3/5

• Turnover & profit: -
• Scalability: -
• Industry trends: +
• Ability to innovate: +
• Geographic expansion / penetration: +

Risk: 2/5

• Regulatory & geopolitical: -
• Market risks: +
• Competitive situation: +
• Balance sheet quality: -
• Sales diversification: -

Dividend: 1/1

• 10 years dividend increase

Faith: 0/1

• Do not see any development here that is not already roughly priced in.

Total: 10/17

• BWX Technologies is being saved with a factor of 3.

If you are not yet familiar with my system and the ETF-DIY project - just take a look at my profile.

The complete analysis and my thoughts on it can also be found on YouTube:

https://www.youtube.com/watch?v=SX0Y7nOG2h8

Due to the expansion of data centers, shares in the energy sector such as $CEG (-0.69%)
$VST (+1.77%)
$ETN (+0.89%) and $BWXT (+0.82%) (nuclear) are soaring, especially after the announcement by $MSFT (-0.2%) regarding nuclear energy.

After looking into your private crystal ball, do you think that a longer-term trend has begun in terms of share price development? Or do you think that everything is already priced in and that the rise will soon flatten out again, so that all that's left now is to chase the "runaway train"? (I think this will happen much faster than the "normal" investor thinks - after all, "smart money" is a bit smarter than we are).

Personally, I think that the most likely candidates here are the established $SU (+5.81%) and $ETN (+0.89%) will prevail in the long term, even if they have already done very well. Another permanent 'player' for me would be $RR. (+2.25%) (SMRs - although the question is when they will actually be built and profitable).

What do you think? Are you looking at other companies in this field?