My last two trades are flying! $OSCR +18% after a 50% three-day rally, and $LEU (-3,26%) +13%. The DOE extended $LEU (-3,26%)'s contract for HALEU production by another year (until June 30, 2026) with an option to extend it for EIGHT more years! $OSCR is on an incredible rally. $ZETA (-1,72%) is +12 right now, another one to watch closely. LET’S GO!

As mentioned a few days ago, I opened a position in $LEU (-3,26%). I made this decision because I firmly believe that nuclear energy combined with AI is a winning combination. $LEU (-3,26%) 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 :)

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.