US Backing: IMSR, LEU, OKLO Surge! Turn to Nuclear Stocks?

Terrestrial Energy jumped 20% after announcing a TETRA project agreement with the U.S. Department of Energy, advancing a pilot reactor based on its Integral Molten Salt Reactor technology. U.S. has committed $2.7B in grants to boost domestic nuclear fuel production, with Centrus Energy securing $900M to develop fuel for advanced reactors. Centrus shares rose 10%, lifting the broader nuclear sector. Are these gains the start of a long-term nuclear renaissance, or is the market pricing in policy optimism too quickly?

avatarAlligator Power
01-08 04:00
Uranium junior's such as AGE:ASX with it's upcoming FRT in the first quarter of 2026 will be one of the leading share price performers in 2026.
avatarxc__
01-08 00:47

Nuclear Fury Unleashed: Why These Atomic Stocks Are Blasting Off – Time to Fuel Your Portfolio? ⚛️🚀💥

Buckle up, investors – the nuclear sector is heating up like a reactor core! With massive U.S. government backing pouring in, stocks like Centrus Energy (LEU) and Oklo (OKLO) are surging, signaling what could be the dawn of a full-blown nuclear revival. But is this explosive rally built on solid fuel, or just hot air from policy hype? Let's dive deep into the meltdown-proof details and see if it's time to go all-in on these power players. 📈🔥 First off, the U.S. Department of Energy just dropped a whopping $2.7 billion in orders to supercharge domestic uranium enrichment – a game-changer for reducing reliance on foreign supplies. Centrus Energy snagged $900 million of that pie to ramp up production of advanced reactor fuel, sending their shares skyrocketing 10% in a single day. Not stopping
Nuclear Fury Unleashed: Why These Atomic Stocks Are Blasting Off – Time to Fuel Your Portfolio? ⚛️🚀💥
avatarAtwosome
01-07 07:25
Energy sector is on the rise again.  
avatarGregorio
01-07 06:40
I need cash out sir madam please 🙏 
avatarRagz
01-07
With the US government allocating $2.6B to the project, it's no wonder that the energy sector will rise @Stephen Phyo  @xnegate  @lyj1999  @LeoBoy  @JosC  @Stephen Phyo @健财@San48 @bhze  @KOZY  
avatarPatmos
01-07
Definitely the market is pricing Nuculer far from operational 
avatarzhingle
01-06
🐯 Government Backs Nuclear Energy Can Centrus Energy Reclaim New Highs? ☢️📈 The U.S. government just fired a clear signal: 👉 Nuclear energy is no longer optional — it’s strategic. Under a new initiative to rebuild America’s nuclear fuel supply chain, $2.7 billion in grants has been allocated to: • Centrus Energy • Two other domestic nuclear fuel manufacturers And the market didn’t miss it. 📈 Centrus Energy surged ~10% in a single session, with nuclear-linked names rallying across the board. But this move may be more than just a headline pop. Let’s unpack why this matters — and whether Centrus can push to new highs. 👇 ⸻ 🇺🇸 1. Why This Funding Is a Big Deal For decades, the U.S. relied heavily on Russian-enriched uranium for nuclear reactors. That’s now a national security risk. 💥 The new po
i love the contribution!
The U.S. government's allocation of $2.7 billion in grants to Centrus Energy and two other nuclear fuel manufacturers is intended to kickstart domestic fuel production and reduce reliance on Russian-enriched uranium. Centrus Energy specifically received $900 million to develop nuclear fuel for next-generation reactors. This support can significantly impact Centrus Energy's market position by: Enhancing Domestic Production Capabilities: The grants aim to boost domestic production of nuclear fuel, which could strengthen Centrus Energy's role as a key supplier in the U.S. market. Driving Innovation: The funding for developing fuel for next-generation reactors positions Centrus Energy at the forefront of advanced nuclear technology, potentially opening new market opportunities. Reducing Geopol
avatarShyon
01-06
Today, my stock in focus is $Oklo Inc.(OKLO)$ , driven by the strong policy tailwinds emerging in the U.S. nuclear sector. The U.S. government’s nearly $2.7 billion funding push to rebuild domestic nuclear fuel production signals a long-term commitment to energy security and advanced nuclear, especially as AI-driven power demand accelerates. What attracts me to Oklo is how well it fits this trend. As data centers expand, reliable baseload power becomes critical, and nuclear is increasingly viewed as a key solution. Oklo’s next-generation reactor focus aligns closely with the government’s push for advanced reactors, which explains the strong rally across nuclear stocks. From an investment perspective, I see Oklo as a structural play on the nuclea
$NuScale Power(SMR)$ While NVDA $NVIDIA(NVDA)$ stays rock solid, small-cap growth names like SMR (nuclear) are quietly picking up speed. There’s nothing romantic about it—the logic is brutally cold: the AI battle has moved down to the physical layer. Mega-cap tech is entering a phase of “average growth,” while companies like SMR and $Rocket Lab USA, Inc.(RKLB)$ , the so-called “physical AI” plays, are sitting right at the 0-to-1 breakout point. Smart money is clearly rotating, increasing exposure to small caps to hedge against potential fatigue in big tech. Caught this move early—and it’s paying off nicely.

A 10-stock AI Power Portfolio to Capitalize on the Coming Energy Boom

Hello everyone! Today i want to share some trading ideas with you!Jensen Huang says the big bottleneck in AI is not hardware anymore, it’s energy.Here is how I would build a 10-stock AI power portfolio to capitalize on the coming energy boom:1. $Dominion Resources(D)$ : The dominant power provider to "Data Center Alley" in Northern Virginia. Data centers now account for more than a quarter of its electricity sales in Virginia, with demand expected to double over the next 15 years.2. $Xcel Energy(XEL)$ Xcel operates one of the nation's largest wind portfolios — over 11,000 MW — delivering clean power across eight Western and Midwestern states. It benefits from Denver's emerging data center market, with over 5.
A 10-stock AI Power Portfolio to Capitalize on the Coming Energy Boom

TSLA, IREN, UUUU, SPY, BABA& GLD Welcome Upward Momentum Here!

Hello everyone! Today i want to share some technical analysis with you!1.Market 2025 Wrapped. $SPDR Gold ETF(GLD)$ | $iShares Silver Trust(SLV)$ | $iShares MSCI Emerging Markets ETF(EEM)$ | $iShares MSCI EAFE ETF(EFA)$ Image2. $Alibaba(BABA)$ 2026 = all about the China trade? Image3. $SPDR S&P 500 ETF Trust(SPY)$ Was that the shakeout before the breakout? Image4. $Energy Fuels(UUUU)$ about to go nuclear? ☢️Image5. $IREN Ltd(IREN)$ Peek-a-boo 🙉 Image6. <
TSLA, IREN, UUUU, SPY, BABA& GLD Welcome Upward Momentum Here!
avatarShyon
01-04
From a medium-term view, NXE’s recent strength makes sense to me, as the market is pricing in a structural uranium supply deficit rather than near-term earnings. NexGen’s Rook I project is a globally strategic asset, and if it moves toward production as planned, the long-term cash-flow story remains attractive despite the company being pre-revenue. What I find most constructive is the combination of nuclear power tailwinds and company-specific de-risking. Energy security and decarbonization support uranium demand, while the recent equity raise significantly extends NexGen’s liquidity runway and reduces near-term financing risk. That said, I still see NXE as a high-volatility, high-conviction idea rather than a defensive holding. Valuation already reflects strong expectations, so execution
@TigerPicks:Superconductivity Star | Will NXE Keep Rising After +8.47% in 5 Days?
avatarMrzorro
2025-12-06
Nuclear Power Could Be AI's Ultimate Energy Solution. Here's Your Complete Investment Checklist As the construction of AI data centers in the United States booms, energy demand is rising. To address the power shortfall brought by the development of AI, the Trump administration is planning to deploy tens of billions of national funds to finance the construction of new nuclear power plants.  U.S. Energy Secretary Chris Wright stated at a conference hosted by the American Nuclear Society that the Department of Energy's Loan Programs Office (LPO) will allocate most of its funding to support nuclear plant construction. The LPO has authority for hundreds of billions of dollars in financing assistance, including loan guarantees for projects that struggle to obtain bank financing. In addition