nuclear-uranium theme · 5 dossiers

Q1 confirmed both legs bullish (adj EBITDA C$509M, Westinghouse C$122M, FY guide held), but price won't follow: the early-June bounce stalled at $114 and reversed -6.6% to $106.44 on 2026-06-05 a lower high rejected at the ~$115 — reclaim…

May catalyst cluster (NRC acceptance 5/20, SMCI MOU, $13M STS buy) is spent and the nuclear-powers-AI theme cooled ACCELERATING→MATURING on 6/05; price lost the ~$24 post-NRC base into the low $20s (intraday $22.76) with a live $400M ATM…

Nuclear-for-AI-power theme MATURING and in distribution. The 5/13 Q1 made OKLO a top-10 large-cap loser; the 5/26 DOE-plutonium bounce faded as CEO+COO sold ~$27M (10b5-1, surfaced 6/3, -12%), and shares broke to ~$58 by 6/5 under the…

Undated South Korea $200B-package binary (NuScale Tennessee/Uljin SMR; Doosan + Samsung C&T) is the only live leg, but the June 1–2 pop to ~$14 fully round-tripped and broke to a $10.50 close (6/5) on 45%-above-avg volume, pressing the…

Rare-earth ex-China leg drove a June 2 +12% spike to $19.75 on the first US mine-to-oxide Tb/Dy oxide, but it blew off: -13.5% June 5 to $15.03, a weekly close back under the $16 mid-May shelf. Fundamental narrative (ASM vote June 22,…