Nuclear finally cools as investors get picky
Bi-weekly newsletter discussing nuclear sector returns, earnings, and news
The broad sector gains of 20% per week have finally come to an end as a period of selectivity starts to set in. Some winners are starting to emerge among the nuclear tickers as companies like Centrus, Nano, and Cameco have continued to march higher even after already reaching some eye-watering returns. And, maybe it’s time to look on the edge of the sector for new ideas.
You’re probably not enjoying everything we offer
As The Nuclear Review has grown and people have started showing up from a variety of places, please allow a few lines of commentary to make everyone aware of what’s available to them:
There is a significant amount of content posted throughout most days on the X platform under the account UnoMasReactor. Posts include commentary on nuclear stock market data, trends, news articles, and interesting regulatory finds with the NRC.
Every Monday night (10:00pm EST) there is a Spaces hosted on X on the same account linked above. It’s free to listen live and ask questions, and it’s also recorded and free to replay. At roughly an hour each, topics so far have included breaking down the executive orders, comparing reactor developers and uranium enrichers, and even going ticker by ticker to cover some selective highlights.
Companies in the nuclear industry are worthy of discussions and deep dives that could go on for days with dozens of pages worth of data. But, the depth and intricacies of some of these companies cannot possibly be properly captured here on a routine basis. For those looking for more in-depth consultations on the industry, reactor developers, nuclear equipment suppliers, or fuel chain participants, public or private, please reach out through direct message on any platform.