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 (+0,25%) , $LEU (+2,79%) , $CCO (+0,57%) , and $NXE (+0,52%) 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 (-0,1%) is still here, but the real upside could come from lesser-knowns like $AMPX (next-gen lithium-ion) and $MVST (+1,65%) (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 (+1,86%) , $CRML (+1,67%) , $IVN (-0,02%) , and $WPM (-2,11%) 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 (+2,29%) , $LAC (+2,15%) , $SGML , and $SLI (+1,13%) — 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.

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.

$OKLO
$LEU (+2,79%)
$SMR
$CCO (+0,57%)

My last two trades are flying! $OSCR (+6,05%) +18% after a 50% three-day rally, and $LEU (+2,79%) +13%. The DOE extended $LEU (+2,79%)'s contract for HALEU production by another year (until June 30, 2026) with an option to extend it for EIGHT more years! $OSCR (+6,05%) is on an incredible rally. $ZETA (+0,93%) is +12 right now, another one to watch closely. LET’S GO!

As mentioned a few days ago, I opened a position in $LEU (+2,79%). I made this decision because I firmly believe that nuclear energy combined with AI is a winning combination. $LEU (+2,79%) 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 (+2,79%). Since then, both its stock price and the company itself have skyrocketed, driven by the strong demand for energy fueled by AI.

However, $LEU (+2,79%) 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 (+2,79%) 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 (+2,79%) is very well positioned in this emerging world. Definitely one to watch.