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 :)
