PESI · Perma-Fix Environmental Services, Inc. · Stock research

OKLO

Oklo Inc.

Nuclear-for-AI-power theme turning as Oklo pivots from paper fuel-supply MoUs the tape sold (Standard Nuclear, Centrus) to operational proof it buys DOE's 2026-07-01 Groves reactor safety approval targets July criticality, and shares showed relative strength rising into the 2026-06-23 selloff. A live $1B S-3 + $400M ATM and a cautious analyst floor cap upside until it reclaims the $66–$70 shelf.

UUUU

Energy Fuels Inc.

Rare-earth ex-China narrative ACCELERATING: 2026-06-18 OSC $725M loan + 2026-06-23 $1.9B VAC magnet-maker buy build a mine-to-magnet platform ahead of the 2027-01-01 US defense magnet ban. But VAC's 65.853M new shares reintroduce ~30% dilution and market cap faded $3.86B→$3.46B (Jun 23→Jul 3). Bases near ~$16; a weekly close under $15 round-trips the pop.

CCJ

Cameco Corporation

A US$17.5B federal loan program for 10 Westinghouse AP1000 reactors (2026-06-23) directly fattens the Westinghouse leg, yet the equity slid into the news market cap $46.49B (06-19) to $44.79B (06-29), ~$103, drifting toward the $100 shelf while uranium spot held ~$86/lb. Theme MATURING, structure broken; a probe at best until a higher-low reclaim of ~$115 on volume. Q2 print ~2026-07-31 is the next binary.

CEG

Constellation Energy Corporation

Nuclear-baseload-for-AI is the crowded, mainstream leg of industrial-power-ai. Walmart PPA (2026-06-23) and NRC renewals to 2049 (2026-06-26) re-thicken demand, but sell-side has clustered on top of spot Goldman $305, Bernstein $296, Citi cutting to $297 (2026-07-01) with Cramer pumping. MATURING leg, late-stage tells; the fat pitch is a pullback that holds the rising MAs, not a chase into targets sitting on the print.