$Centrus(LEU)$ will this company make a comeback? Now I have to wait for it to grow almost 100% to breakeven my entry price. Is US no longer require nuclear energy to feed it AI electricity consumption? Nuclear energy is one of the green energy as long as it is managed properly. 

# Winning Trades

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  • SiongZ
    ·11-04 10:43
    AI power demand still needs stable baseload, and LEU matters more if domestic HALEU supply stays strategic. The comeback case is less about green labels and more about fuel chain bottlenecks.
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  • EllisBird
    ·11-04 10:43
    Nuclear demand is real, but LEU still needs the HALEU ramp to hit on time. If commercialization slips again, breakeven math gets ugly fast
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