Companies involved in SMRs and nuclear/uranium are skyrocketing. Trump, with his pro-nuclear policy, is driving other countries to sign investment agreements in nuclear energy. I have the feeling this is only the beginning.
Debate sobre LEU
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53Lun·
🚀
My last two trades are flying! $OSCR (-2,19 %) +18% after a 50% three-day rally, and $LEU (+12,85 %) +13%. The DOE extended $LEU (+12,85 %)'s contract for HALEU production by another year (until June 30, 2026) with an option to extend it for EIGHT more years! $OSCR (-2,19 %) is on an incredible rally. $ZETA (+2,37 %) is +12 right now, another one to watch closely. LET’S GO!
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Ph1l1pp@Ph1l1pp
3Lun
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3Lun·
$LEU
As mentioned a few days ago, I opened a position in $LEU (+12,85 %). I made this decision because I firmly believe that nuclear energy combined with AI is a winning combination. $LEU (+12,85 %) holds the monopoly on enriched uranium production in the U.S., being the only American company currently authorized for this type of energy production. I think that in the coming years, the U.S.—which is heavily dependent on Russia for HALEU—will want to break away and incentivize domestic production of this material. The trend is positive: it's a stock closely tied to SMRs and tends to follow their momentum. I'm opening this position with a long-term vision (10–15 years), hoping of course that the risk will be rewarded sooner rather than later :)
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3Lun·
Centrus Energy and the SMR Race
About a year ago, as I was getting into the world of nuclear stocks, I came across a strange company: $LEU (+12,85 %). Since then, both its stock price and the company itself have skyrocketed, driven by the strong demand for energy fueled by AI.
However, $LEU (+12,85 %) has a unique trait: it is the only U.S. company that produces HALEU, effectively holding a monopoly in this sector. This company fits perfectly with others like $OKLO and $SMR, as they are producers of SMRs.
The connection between these companies is crucial: $LEU (+12,85 %) produces HALEU, $OKLO and $SMR buy it.
Of course, there are downsides: very high production costs, almost mandatory government incentives, regulatory hurdles, and political and social opposition.
Nevertheless, $LEU (+12,85 %) is very well positioned in this emerging world. Definitely one to watch.
7Lun·
AI and nuclear power for the Stargate project- Who benefits from the 500 billion deal?
The return of Donald Trump and the announcement of the ambitious "Stargate" project are bringing a breath of fresh air to the US AI and energy sector. With an investment of up to 500 billion dollars, OpenAI, Softbank and Oracle are planning to build the next generation of high-performance data centers. The aim is to create the infrastructure for future AI technologies - a project that could not only revolutionize the AI world, but also provide new impetus for the energy sector.
The winners of the AI revolution
Companies like $NVDA (+0,44 %) NVIDIA, $MSFT (+2,09 %) Microsoft and $ORCL (+5,11 %) Oracle are among the obvious beneficiaries of the new AI boom. Their hardware and software solutions are essential to provide the required computing power. However, the increasing demand for energy for these data centers has brought another issue into the spotlight: nuclear power.
Nuclear power as the basis for the future of AI
The immense power requirements of modern data centers demand stable energy sources. As a result, nuclear power is making a comeback in the USA - it is seen as a reliable solution to ensure the operation of energy-intensive AI and quantum computing applications. Companies like Constellation Energy, Vistra and Centrus Energy are in focus, as they are ideally positioned to benefit from this development.
- $CEG (+2,7 %)
Constellation Energy, core player in the nuclear energy sector. - $VST (+0,01 %)
Vistrawith one of the largest nuclear power fleets in the USA. - $LEU (+12,85 %)
Centrus Energya leading supplier of nuclear fuel, sees strong growth due to increasing demand.
Conclusion
Finally a breath of fresh air for NVIDIA and Co. Vistra would be my personal favorite to meet the increasing demand for energy. Nancy Pelosi has a similar view ;) Good luck to you all!
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