Filtered library · Theme
nuclear-uranium theme · 7 dossiers
Dossiers in the nuclear-uranium theme cluster — 7 names moving on shared catalysts.
All dossiersCEG
freshConstellation Energy Corporation
Nuclear-for-AI narrative re-firing off a washout: CEG bottomed $228.63 (07-01), cleared the PJM 2028-29 capacity auction (07-14), and is +20% to $274 as Morgan Stanley lifts its target to $366. Hochul calling nuclear "preferred" defuses…
OKLO
freshOklo Inc.
The dated binary the tape was discounting resolved up: Groves Isotope Test Reactor won Startup Authorization 2026-07-23, and OKLO joined a federal program with Microsoft, Nvidia and X-Energy to fast-track nuclear for AI data centers…
CCJ
Cameco Corporation
Nuclear-uranium theme MATURING and CCJ's structure has broken twice into improving news: mkt cap $44.79B (06-29) → ~$39.9B (07-25), ~$88, ~35% off the $135.24 high, absorbing a $17.5B federal AP1000 program and NJ's $24B plan. Barclays cut…
NNE
Nano Nuclear Energy Inc.
Nuclear-microreactor narrative has stopped converting news into demand: a Truist Hold/$22 initiation (7/14) and a Virginia consortium announcement (7/17) landed inside four sessions and NNE still printed a fresh 52-week low at $15.78…
SMR
NuScale Power Corporation
Sovereign-capital/first-commercial-plant binary is decaying, not accelerating: SMR broke its $8.85 52-week low (closed $8.35, 7/13) and RoPower missed all three end-June FID prerequisites (7/15 Nuclearelectrica vote). Street de-rating…
UUUU
Energy Fuels Inc.
Mine-to-magnet narrative alive at the sector level but the equity keeps getting marked down through its own catalysts: ~$12.43 vs the $16.12 used to value 65.853M new VAC shares, cap $2.84B off $3.86B. VAC closes early 2027, so ~27%…
PESI
Perma-Fix Environmental Services, Inc.
Nuclear-cleanup inflection accelerating: Hanford vit-plant hot commissioning plus DOE grouting awards (200W ~$216M/yr, 200E ~$75M/yr) repricing a ~$62M-revenue cleanup contractor as a multi-bagger. Shares broke to a 52-week high (+13.6%…