This isn’t your typical watchlist — it’s a who’s who of the companies the U.S. needs to stay ahead in energy, defense, and AI supply chains.

Let’s break it down 👇

⚛️ Nuclear Energy & Uranium:

The U.S. wants energy independence — and that means uranium.

Names like $UUUU (+4,13 %) , $LEU (+5,03 %) , $CCO (+4,59 %) , and $NXE (+4,74 %) are at the center of the nuclear revival. Even micro-reactor plays like $OKLO are making noise as America rebuilds its atomic backbone.

🔋 Batteries & Energy Storage:

$TSLA (+0,86 %) is still here, but the real upside could come from lesser-knowns like $AMPX (next-gen lithium-ion) and $MVST (+5,17 %) (solid-state tech).

These are the quiet enablers of the EV and grid storage boom — and every megawatt stored is national security now.

🪨 Rare Earths & Strategic Metals:

China controls 70%+ of this market — and the U.S. wants out.

Morgan Stanley highlights $MP (+2,98 %) , $CRML (+9,93 %) , $IVN (-1,96 %) , and $WPM (+0,59 %) as key players in securing rare earth supply chains critical for chips, missiles, and EVs.

⚡ Lithium:

Without lithium, there is no clean energy transition.

Watch $ALB (-4,36 %) , $LAC (-0,11 %) , $SGML (-0,58 %) , and $SLI (+1,84 %) — these are the lifelines for the world’s next battery superpowers.

💡 The takeaway:

This “National Security Index” isn’t just about defense — it’s about control of the future’s raw power: energy, data, and materials.

And the firms on this list aren’t just suppliers — they’re the gatekeepers of U.S. sovereignty in a world of rising geopolitical tension.

If you’re betting on where the big government money flows next… this might be your roadmap.

Interesting video on a long-shot investment into $LAC (-0,11 %) investment who has the rights to extract the largest lithium deposit in the world.

I am waiting for the right signal if they will be succesful in pulling through or will need to sell parts of their rights.

https://www.youtube.com/watch?v=ick3i3w4yOg