About a year ago, as I was getting into the world of nuclear stocks, I came across a strange company: $LEU (-3,26 %). Since then, both its stock price and the company itself have skyrocketed, driven by the strong demand for energy fueled by AI.
However, $LEU (-3,26 %) 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 (-3,26 %) 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 (-3,26 %) is very well positioned in this emerging world. Definitely one to watch.