#  @UnoMasReactor Steffan Szumowski Steffan Szumowski posts on X about $oklo, $leu, $ccj, $uuuu the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::1819378752465653764/interactions)  - [--] Week [-------] +305% - [--] Month [-------] +155% - [--] Months [---------] +113% - [--] Year [---------] +469% ### Mentions: [--] [#](/creator/twitter::1819378752465653764/posts_active)  - [--] Week [--] -14% - [--] Month [---] -7.40% - [--] Months [---] -3.90% - [--] Year [-----] +99% ### Followers: [-----] [#](/creator/twitter::1819378752465653764/followers)  - [--] Week [-----] +2.30% - [--] Month [-----] +9.80% - [--] Months [-----] +82% - [--] Year [-----] +665% ### CreatorRank: [-------] [#](/creator/twitter::1819378752465653764/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 27.78% [finance](/list/finance) 22.22% [cryptocurrencies](/list/cryptocurrencies) 7.94% [countries](/list/countries) 5.56% [technology brands](/list/technology-brands) 4.76% [fashion brands](/list/fashion-brands) 0.79% **Social topic influence** [$oklo](/topic/$oklo) #14, [$leu](/topic/$leu) #19, [$ccj](/topic/$ccj) #47, [$uuuu](/topic/$uuuu) #14, [$bwxt](/topic/$bwxt) #8, [in the](/topic/in-the) 10.32%, [$aspi](/topic/$aspi) 9.52%, [$urg](/topic/$urg) #1, [$eu](/topic/$eu) #13, [$uec](/topic/$uec) #6 **Top accounts mentioned or mentioned by** [@naturaresources](/creator/undefined) [@antaresnuclear](/creator/undefined) [@centrusenergy](/creator/undefined) [@valaratomics](/creator/undefined) [@oklo](/creator/undefined) [@scaryjellomj](/creator/undefined) [@usawinelover](/creator/undefined) [@radiantnuclear](/creator/undefined) [@xenergynuclear](/creator/undefined) [@standardnuclear](/creator/undefined) [@ornl](/creator/undefined) [@energy](/creator/undefined) [@alvaenergyio](/creator/undefined) [@kairospower](/creator/undefined) [@generalmatter](/creator/undefined) [@deepisolation](/creator/undefined) [@curiolv](/creator/undefined) [@shinefusion](/creator/undefined) [@projectomegahq](/creator/undefined) [@aaloatomics](/creator/undefined) **Top assets mentioned** [Oklo Inc. (OKLO)](/topic/$oklo) [Centrus Energy Corp. (LEU)](/topic/$leu) [Cameco Corporation (CCJ)](/topic/$ccj) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Uranium Energy Corp. (UEC)](/topic/$uec) [NuScale Power Corporation (SMR)](/topic/$smr) [Mirror Protocol (MIR)](/topic/$mir) [NANO Nuclear Energy Inc. (NNE)](/topic/$nne) [GE Vernova Inc. (GEV)](/topic/$gev) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Flare (FLR)](/topic/$flr) [Constellation Energy Corp (CEG)](/topic/$ceg) [Fermi Inc. (FRMI)](/topic/$frmi) [Curtiss-Wright Corp. (CW)](/topic/$cw) [Denison Mines Corp (DNN)](/topic/$dnn) [Vistra, Corp. (VST)](/topic/$vst) [TALEN ENERGY CORP (DE) (TLN)](/topic/$tln) [Duke Energy Corp (DUK)](/topic/$duk) [Nov Inc (NOV)](/topic/$nov) [Ameresco, Inc. (AMRC)](/topic/$amrc) [SOLLENSYS CORP (SOLS)](/topic/$sols) [Metadium (META)](/topic/$meta) ### Top Social Posts Top posts by engagements in the last [--] hours "Goldman on uranium from earlier this month: "Utilities are largely covered this decade while procurement beyond [----] remains off the pace. Contracting in the term market is now focusing on [----] and beyond. Some utilities are expecting prices to roll over in the long term and therefore remain cautious of locking in perceived peak prices through the cycle. That said the term market remains active with activity continuing through the volatile spot price action over the last few weeks indicating some utilities are increasingly wary of being uncovered into next decade and are unable or unwilling" [X Link](https://x.com/UnoMasReactor/status/2022295657717833839) 2026-02-13T13:03Z [----] followers, 14.1K engagements "$SVII $NUCL Very happy to hear some more honest verbiage with regards to their SMR designs "it is in a very early stage right now in a concept validation phase I would say" Translation: *several* years away at best Thank you to @spac_insider for taking the time to speak with Eagles CEO Mark Mukhija and CEO of Spring Valley Acquisition Corp. II (NASDAQ:SVII) Chris Sorells Learn more in the podcast episode below https://t.co/WP3hnbWJT2 #NuclearPower #Uranium Thank you to @spac_insider for taking the time to speak with Eagles CEO Mark Mukhija and CEO of Spring Valley Acquisition Corp. II" [X Link](https://x.com/UnoMasReactor/status/1966212012578349238) 2025-09-11T18:47Z [----] followers, [----] engagements "$MIR: Powell Never heard of her" [X Link](https://x.com/UnoMasReactor/status/1983610511867711663) 2025-10-29T19:02Z [----] followers, [----] engagements "Nuclear/Uranium Short Report $MIR DTC [--] $NNE hit again Shorts still scared of $OKLO $LEU still among most shorted $CEG 1/3rd of shorts covered since Sep Miners $EU $NXE $ISOU huge DTC" [X Link](https://x.com/UnoMasReactor/status/1988599816436469892) 2025-11-12T13:28Z [----] followers, [----] engagements "$NKLR Terra Innovatum Global and Uvation Sign Strategic [--] MWe Pilot Deployment with [---] MWe Expansion Option to Support Next-Generation AI and Modular Data Center Growth π below" [X Link](https://x.com/UnoMasReactor/status/1991607441444991191) 2025-11-20T20:39Z [----] followers, [----] engagements "$FRMI down over 30% premarket due to first potential tenant terminating agreement" [X Link](https://x.com/UnoMasReactor/status/1999453484379508788) 2025-12-12T12:17Z [----] followers, 15.5K engagements "Good news building on old news. The coordination for construction of a new Westinghouse AP1000 reactor has been ongoing for a couple years now. Good to hear the relationship may be taken further π€ $CCJ $CW $MIR *TRUMP INVITES SLOVAK PM TO US FOR NUCLEAR COOPERATION DEAL *TRUMP INVITES SLOVAK PM TO US FOR NUCLEAR COOPERATION DEAL" [X Link](https://x.com/UnoMasReactor/status/2000598563102097461) 2025-12-15T16:07Z [----] followers, [----] engagements "$DUK submitted an Early Site Permit application to the NRC On track with intentions described in their recent Resource Plan They claimed it won't be for a large reactor. Small and/or non-light water" [X Link](https://x.com/UnoMasReactor/status/2006044740085567691) 2025-12-30T16:48Z [----] followers, [----] engagements "$FRMI gas turbines in route Our Natural Gas Turbines [--] are loading for shipment this week with Turbines [--] arriving at port later this month. Each delivery of these longlead items brings us closer to powering 1GW of energy by [----] at the speed scale and reliability America needs to stay ahead in https://t.co/sZvc9UzAwU Our Natural Gas Turbines [--] are loading for shipment this week with Turbines [--] arriving at port later this month. Each delivery of these longlead items brings us closer to powering 1GW of energy by [----] at the speed scale and reliability America needs to stay ahead in" [X Link](https://x.com/UnoMasReactor/status/2009430714073403542) 2026-01-09T01:03Z [----] followers, [----] engagements ""Nuclear Kicks Off [----] With a Bang" @NuclearReview's free news rundown is out @AntaresNuclear fabrication NASA + DoE $META goes nuclear $DUK ESP We hit it with a train @INL used fuel R&D @standardnuclear update NY and IL go big ALARA gone π below" [X Link](https://x.com/UnoMasReactor/status/2012863263667622251) 2026-01-18T12:22Z [----] followers, [----] engagements "@centrus_energy https://www.centrusenergy.com/news/centrus-to-expand-oak-ridge-centrifuge-manufacturing-plant-to-facilitate-large-scale-deployment/ https://www.centrusenergy.com/news/centrus-to-expand-oak-ridge-centrifuge-manufacturing-plant-to-facilitate-large-scale-deployment/" [X Link](https://x.com/UnoMasReactor/status/2015532026078654884) 2026-01-25T21:07Z [----] followers, [---] engagements "Take a wild guess who the government will support first to achieve this goal Pro tip do not waste your first choice on some no-name Australian-owned explorer that drilled some holes in the ground in Nevada that one time The administration wants American-owned production" [X Link](https://x.com/UnoMasReactor/status/2015639068265037838) 2026-01-26T04:12Z [----] followers, [---] engagements ""No crystal ball but we're seeing the early signs of a possible sustained move for physical uranium" Since comment: Spot Uranium +35% $SRUUF $U.U $U.UN +53% π On March [--] UxC reported the lowest spot price ($63.45) since September [----]. In the last four weeks a slight increase in end-user utility demand (carry trades and spot purchases) has moved the price up +$3.00/lb. (actually $67.50 mid-market here for Converdyn settlement). On March [--] UxC reported the lowest spot price ($63.45) since September [----]. In the last four weeks a slight increase in end-user utility demand (carry trades and" [X Link](https://x.com/UnoMasReactor/status/2016359482603798743) 2026-01-28T03:55Z [----] followers, 15.8K engagements "TD Cowen on Data Centers: "The 16.4GW of [----] U.S. Data Center leasing compares to 7GW leased in [----] and 5GW leased in 2023" "1) Meta is targeting an incremental 15GW of U.S. DC capacity by [----] 2) OpenAI is targeting 10GW of U.S. DC capacity by [----] (excluding 200-400MW inference sites) 3) Microsoft is targeting an incremental 10GW of operational U.S. DC capacity by [----] 4) Anthropic is targeting 9GW of LT U.S. DC capacity 5) Amazon's Project Rainier now totals 14GW of LT capacity 6) Fluidstack (TPUaaS provider) is targeting 4GW of U.S. DC capacity by 2027"" [X Link](https://x.com/UnoMasReactor/status/2016836367926300933) 2026-01-29T11:30Z [----] followers, [----] engagements "$ASPI Provides Production Update on the Renergen Helium Project Key highlights include: Investment has augmented existing operational capacity. Management estimates the plant is now processing approximately 60% more gas as a result of improvements and new production wells tied to the plant. Significant improvement in subsurface capability following the engagement of Kinley Exploration: for the first time on the project a globally recognised independent exploration drilling and reservoir modelling specialist has been embedded post-restart bringing industry-standard geological modelling target" [X Link](https://x.com/UnoMasReactor/status/2016853342476001580) 2026-01-29T12:38Z [----] followers, 11.8K engagements "https://ir.aspisotopes.com/news-events/press-releases/detail/94/asp-isotopes-inc-provides-production-update-on-the https://ir.aspisotopes.com/news-events/press-releases/detail/94/asp-isotopes-inc-provides-production-update-on-the" [X Link](https://x.com/UnoMasReactor/status/2016853472981705206) 2026-01-29T12:38Z [----] followers, [---] engagements "Theres a lot of demand soon to come from state governments for companies in the nuclear industry Its a call for almost every market participant in the fuel/supply/reactor sector Thankfully you read The Nuclear Review and already know the list of tickers If not get hotπ DOE is working to strengthen America's nuclear fuel supply chain by asking states to express interest in Nuclear Lifecycle Innovation Campuses. This new effort will modernize our nations full nuclear cycle and support President Trumps vision to revitalize our nuclear base. DOE is working to strengthen America's nuclear fuel" [X Link](https://x.com/UnoMasReactor/status/2016979516564942899) 2026-01-29T20:59Z [----] followers, 26.7K engagements "Tell me you want the AP1000 without saying you want the AP1000 π $CCJ $MIR $CW $FLS The Nuclear Scaling Initiative just secured $3.5M from the Bezos Earth Fund to build a U.S. nuclear reactor orderbook aggregating buyers around standardized reactor designs to enable repeat builds lower costs and reduce project risk. This is exactly what U.S. nuclear has https://t.co/MZS4mw28NC The Nuclear Scaling Initiative just secured $3.5M from the Bezos Earth Fund to build a U.S. nuclear reactor orderbook aggregating buyers around standardized reactor designs to enable repeat builds lower costs and" [X Link](https://x.com/UnoMasReactor/status/2016993987639255529) 2026-01-29T21:56Z [----] followers, [----] engagements "$BWXT @ORNL and @NNSANews got this centrifuge manufacturing facility stood up at ludicrous speed π₯π€ Proud to join @BWXT and our partners in Oak Ridge for the opening of the Centrifuge Manufacturing Development Facility an important step in strengthening domestic uranium enrichment and supporting our nation security mission. https://t.co/lNMA39yuBN Proud to join @BWXT and our partners in Oak Ridge for the opening of the Centrifuge Manufacturing Development Facility an important step in strengthening domestic uranium enrichment and supporting our nation security mission." [X Link](https://x.com/UnoMasReactor/status/2017297931007664209) 2026-01-30T18:04Z [----] followers, [----] engagements "What in the world is $UUUU doing π " [X Link](https://x.com/UnoMasReactor/status/2018309566287483174) 2026-02-02T13:04Z [----] followers, 14.6K engagements "I do think it will be a relatively modest price floor likely at or just above what the businesses the government has likely been coordinating with say they need for economic mine development The bare minimum is preventing a price drop that would drive operating mine closure or prevent the development of a new site I hope nobody out there is expecting something ridiculous like $200+" [X Link](https://x.com/UnoMasReactor/status/2019079457873531241) 2026-02-04T16:03Z [----] followers, [----] engagements "Details are still sparse on the ownership/operation side of it. But they submitted a proposal for Project Genesis in December that has a framework of using old navy reactors on DOE land. Reactor will be owned by govt with a commercial steam plant. I think who operates it is still up in the air https://twitter.com/i/web/status/2019879254876672427 https://twitter.com/i/web/status/2019879254876672427" [X Link](https://x.com/UnoMasReactor/status/2019879254876672427) 2026-02-06T21:01Z [----] followers, [--] engagements "Tons of headlines to read through this weekend as nuclear regulators both in the U.S. and abroad are finding new ways to further enable the flourishing of the nuclear renaissance Nuclear NEPA exclusions $CCJ and $TTEK Westinghouse and $PEG Co-60 Bezos $3.5 million grant $BWXT centrifuge facility BWXT nuclear bedrock BWXT and NASA's NTP Holtec files for IPO $OKLO and NRC coordination $NKLR completes PITR $IMSR letter to shareholders $GIG $HDRN amends REP Hadron feedback from NRC $NEE plans [--] GW of nuclear $RYCEY UK reg changes Rolls-Royce and Yokogawa $FLS buys TVD $SOLS and NLICs $AMTM UK" [X Link](https://x.com/UnoMasReactor/status/2020550021230256608) 2026-02-08T17:27Z [----] followers, [----] engagements "$FRMI initiated BUY @ $30 by Citizens Friday close was $8 Implies 275% upside" [X Link](https://x.com/UnoMasReactor/status/2020866802645946766) 2026-02-09T14:26Z [----] followers, [----] engagements "$BWXT out here going full beast mode π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯ https://t.co/y1IZrxFpcE https://t.co/y1IZrxFpcE" [X Link](https://x.com/UnoMasReactor/status/2020895243164377207) 2026-02-09T16:19Z [----] followers, [----] engagements "Exporting nuclear power is a major policy objective for the US Nuclear is enjoying the power demands of AI but its not the only story Nuclear is about low emissions energy production and national energy security" [X Link](https://x.com/UnoMasReactor/status/2021186666610753886) 2026-02-10T11:37Z [----] followers, [----] engagements "https://www.reuters.com/world/asia-pacific/us-vice-president-vance-heads-armenia-azerbaijan-push-peace-trade-2026-02-09/ https://www.reuters.com/world/asia-pacific/us-vice-president-vance-heads-armenia-azerbaijan-push-peace-trade-2026-02-09/" [X Link](https://x.com/UnoMasReactor/status/2021186717374411237) 2026-02-10T11:37Z [----] followers, [---] engagements "I asked their investor relations in December about the status of them going public. They informed me: the SECs review of Deep Fissions S-1 resale registration statement was stalled for [--] days during the government shutdown. Whereas it is impossible to know exactly when the review process will conclude management is hopeful that the S-1 will go effective relatively soon This latest press release honestly makes me more confused. I reached out to IR again this morning and will share any clarity they provide π€ Deep Fission just raised $80M to accelerate commercialization of its borehole nuclear" [X Link](https://x.com/UnoMasReactor/status/2021211690864464180) 2026-02-10T13:16Z [----] followers, [----] engagements "Where exactly do investors think the enriched uranium portion of the Strategic Uranium Reserve is going to come from The list of companies capable of producing unobligated enriched uranium is painfully short" [X Link](https://x.com/UnoMasReactor/status/2021345837058752662) 2026-02-10T22:09Z [----] followers, [----] engagements "Whos Holtec I wrote an overview of their business segments with some insight for what theyre up to π€ Make *informed* investment decisions Nuclear Heavyweight Holtec Files For IPO https://t.co/8t09lfBgZC Nuclear Heavyweight Holtec Files For IPO https://t.co/8t09lfBgZC" [X Link](https://x.com/UnoMasReactor/status/2021366688386777193) 2026-02-10T23:32Z [----] followers, [----] engagements "@USAWineLover @QTRResearch Didnt catch that update Thanks for the heads up" [X Link](https://x.com/UnoMasReactor/status/2021377152801726833) 2026-02-11T00:14Z [----] followers, [---] engagements "$LEU π€ $FLR partner for capacity expansion Centrus just locked in Fluor as EPC contractor for its multi-billion dollar uranium enrichment expansion in Ohio a major signal that US domestic fuel capacity is moving from pilot scale to industrial deployment. Scope: Expands large-scale LEU production to address a $2.3B https://t.co/urqYsXhimc Centrus just locked in Fluor as EPC contractor for its multi-billion dollar uranium enrichment expansion in Ohio a major signal that US domestic fuel capacity is moving from pilot scale to industrial deployment. Scope: Expands large-scale LEU production to" [X Link](https://x.com/UnoMasReactor/status/2021566196102189492) 2026-02-11T12:45Z [----] followers, [----] engagements "@mattvanswol Study nuclear take up welding Unstoppable" [X Link](https://x.com/UnoMasReactor/status/2021616826661093866) 2026-02-11T16:06Z [----] followers, [---] engagements "Goldman on $MIR earnings "4Q adj. EBITDA of $77.6mn which was basically inline with consensus expectations of $76.8mn driven by margin strength in Medical" "Organic growth was weaker than expected at 0.5% due to Labs & Research" "Orders were robust +62% (including M&A) topping $400mn for the 1st time" "While the EPS guide is slightly below expectations we are encouraged the order momentum" https://twitter.com/i/web/status/2021916842235695234 https://twitter.com/i/web/status/2021916842235695234" [X Link](https://x.com/UnoMasReactor/status/2021916842235695234) 2026-02-12T11:58Z [----] followers, [---] engagements "Another nuclear fuel recycler has joined the industry No reason to not be excited about more people putting money into harnessing the unspeakable amounts of value locked away in used nuclear fuel Project Omega joins other recyclers Oklo Shine and Curio" [X Link](https://x.com/UnoMasReactor/status/2021955075980374070) 2026-02-12T14:30Z [----] followers, [----] engagements "This weekend @DeptofWar @ENERGY and @valaratomics will transport a reactor via C-17 from California to Utah Because we can https://t.co/HQBHiilhpl https://t.co/HQBHiilhpl" [X Link](https://x.com/UnoMasReactor/status/2022521370454696079) 2026-02-14T04:00Z [----] followers, [----] engagements "How badass is this concept @alvaenergyio doesn't plan on upgrading steam turbines like other plant owners have done in the past. That's too much downtime that yields not enough uprate. It's a brand new parallel steam system Exclusive: The startup Alva Energy says it knows how to kick-start the slumbering nuclear-power industryand former Intel CEO Pat Gelsinger is backing its efforts https://t.co/CDumz6pUEg Exclusive: The startup Alva Energy says it knows how to kick-start the slumbering nuclear-power industryand former Intel CEO Pat Gelsinger is backing its efforts https://t.co/CDumz6pUEg" [X Link](https://x.com/UnoMasReactor/status/2022878585237713265) 2026-02-15T03:40Z [----] followers, [----] engagements "Alva will start by constructing their brand new facility housing new steam system piping a new turbine generator and supporting systems to coordinate the interaction between the new and old plants All of this is done in coordination with the next planned downtime" [X Link](https://x.com/UnoMasReactor/status/2022878586718359799) 2026-02-15T03:40Z [----] followers, [---] engagements "There was a firehose of announcements over the past couple weeks from reactor developers and fuel chain companies. Even the regulatory industry has been hot on the headlines. Enjoy the nuclear industry's new favorite Sunday newspaper βπ€ Updates included from @NaturaResources @KairosPower @RadiantNuclear @AntaresNuclear @valaratomics @generalmatter @DeepIsolation @CurioLv @FlibeEnergy @oklo @shinefusion @alvaenergyio @xenergynuclear @ProjectOmegaHQ https://t.co/Eae9pnZ8Ew https://t.co/Eae9pnZ8Ew" [X Link](https://x.com/UnoMasReactor/status/2023018252901728733) 2026-02-15T12:55Z [----] followers, [----] engagements "#Uranium and #Nuclear Industry Stocks/ETFs Uranium Miners $CCJ Cameco Corp $NXE NexGen Energy Ltd $UEC Uranium Energy Corp. $DNN Denison Mines Corp $UUUU Energy Fuels Inc $EU enCore Energy Corp $URG Ur-Energy Inc. SMR Innovation $OKLO Oklo Inc $NNE Nano Nuclear Energy Inc $SMR Nuscale Power Corp Conglomerates with Nuclear Divisions $BWXT BWX Technologies Inc $FLR Fluor Corp $MIR Mirion Technologies Inc $RYCEY Rolls-Royce Holdings PLC ADR $GEV GE Vernova Inc $HON Honeywell International Inc Nuclear Fuel and Enrichment $LTBR Lightbridge Corp $LEU Centrus Energy Corp $SILXY Silex Systems Ltd" [X Link](https://x.com/UnoMasReactor/status/1861422759861010464) 2024-11-26T14:52Z [----] followers, [----] engagements "$NOV makes major sale and investment: sells their nuclear energy development arm Shepherd Power to molten salt reactor developer @NaturaResources This creates a duo that is similar to NuScale and ENTRA1 where NuScale designs and develops the reactor while ENTRA1 actually builds and operates the reactor. NuScale earns a licensing fee and ENTRA1 signs a Power Purchase Agreement with an offtaker Natura though will own Shepherd as an in-house arm of their company creating a stronger relationship that the two separate companies described above The most significant aspect for Natura is honestly not" [X Link](https://x.com/UnoMasReactor/status/1999223140442849687) 2025-12-11T21:01Z [----] followers, 44.2K engagements "$LEU commences construction of additional AC100M centrifuges in preparation for commercial low-enriched uranium (LEU) production The first new production capacity is expected to come online in [----] π below from @centrus_energy" [X Link](https://x.com/UnoMasReactor/status/2001991973851267167) 2025-12-19T12:24Z [----] followers, 44K engagements "Nuclear funding passed with blowout votes in Senate (82-14) and House (397-28) Billions of $ being redirected to @GovNuclear π€ π from @ANS_org below" [X Link](https://x.com/UnoMasReactor/status/2014347875371610276) 2026-01-22T14:42Z [----] followers, 213.3K engagements "Centrus Energy $LEU Awarded $900 million for securing the domestic nuclear fuel chain Immediately dumps over 60% of the award ($560 million) into the economy and create over [---] jobs Be like @centrus_energy π€" [X Link](https://x.com/UnoMasReactor/status/2015509602163364309) 2026-01-25T19:38Z [----] followers, [----] engagements "$BWXT racing to restore unobligated enriched uranium production capacity π₯ BWXT just opened a Centrifuge Manufacturing Development Facility (CMDF) in Oak Ridge TNa major step toward restoring domestic uranium enrichment for U.S. national security. Backed by a $1.5B NNSA contract this facility builds and tests advanced gas centrifuges needed to https://t.co/LeG3Dulzsr BWXT just opened a Centrifuge Manufacturing Development Facility (CMDF) in Oak Ridge TNa major step toward restoring domestic uranium enrichment for U.S. national security. Backed by a $1.5B NNSA contract this facility builds" [X Link](https://x.com/UnoMasReactor/status/2015773239679566267) 2026-01-26T13:06Z [----] followers, [----] engagements "$NKLR "today announced that it has secured all key components of its SOLO reactor unit" Pretty significant claim. The company says all their suppliers are qualified and prepared to support construction. I'm still looking for formal NRC responses to their topical reports. Should be coming over the next 2-4 months link below https://twitter.com/i/web/status/2020916152952570018 https://twitter.com/i/web/status/2020916152952570018" [X Link](https://x.com/UnoMasReactor/status/2020916152952570018) 2026-02-09T17:42Z [----] followers, [----] engagements "https://www.nuscalepower.com/press-releases/nuscale-power-to-collaborate-with-oak-ridge-national-laboratory-to-explore-artificial-intelligence-guided-nuclear-fuel-management https://www.nuscalepower.com/press-releases/nuscale-power-to-collaborate-with-oak-ridge-national-laboratory-to-explore-artificial-intelligence-guided-nuclear-fuel-management" [X Link](https://x.com/UnoMasReactor/status/2021940337632326065) 2026-02-12T13:31Z [----] followers, [---] engagements "Big nuclear earnings coming on Monday afternoon $BWXT $UUUU $AMRC" [X Link](https://x.com/UnoMasReactor/status/1983855434483007794) 2025-10-30T11:16Z [----] followers, [----] engagements "β’ Nuclear earnings calendar β’ 11/3 $BWXT $UUUU $AMRC 11/4 $CDRE 11/5 $CCJ $CW $LEU $LTBR $URG 11/6 $SMR 11/7 $FLR" [X Link](https://x.com/UnoMasReactor/status/1984951940548055469) 2025-11-02T11:53Z [----] followers, 12K engagements "Holtec going public The OG Reactor Restarter is coming to the market as one of the more mature businesses in the nuclear industry Compares to senior and self-sufficient reactor developers like $CCJ $BWXT $GEV Contrasts with junior developers $OKLO $SMR $NNE $IMSR $NKLR Holtec (@holtecintl) has filed papers for an Initial Public Offering (IPO) with the Securities and Exchange Commission (SEC). This action has been anticipated since the summer of [----] when Holtec announced that it would be going public sometime in the early part of [----]. More Holtec (@holtecintl) has filed papers for an Initial" [X Link](https://x.com/UnoMasReactor/status/2019763763423932516) 2026-02-06T13:23Z [----] followers, [----] engagements "I have a pretty good feeling where one of the first nuclear lifecycle innovation campus is going Two uranium enrichment facilities the only conversion facility right across the river and now potentially Navy reactors with data centers Paducah Kentucky π€ $BWXT $SILXY $SOLS HGP Partners With Shaw To Deploy Navy's Nuclear Reactors On Land https://t.co/BSqno0LCRh HGP Partners With Shaw To Deploy Navy's Nuclear Reactors On Land https://t.co/BSqno0LCRh" [X Link](https://x.com/UnoMasReactor/status/2019856111273230585) 2026-02-06T19:29Z [----] followers, [----] engagements "Simple theory for why the four US miners are potentially going to outperform $UEC $UUUU $URG $EU It doesn't have to do with AI it doesn't have to do with data centers and it doesn't even have to do with the nuclear renaissance National Energy Security. that's all it takes" [X Link](https://x.com/UnoMasReactor/status/2015639063752036804) 2026-01-26T04:12Z [----] followers, 29.4K engagements "$LEU earnings out Very big deal: NNSA will (as expected) award Centrus with a contract to produce unobligated enriched uranium for national defense purposes Earnings numbers came in under expected stock dumping after hours" [X Link](https://x.com/UnoMasReactor/status/2021344856329830898) 2026-02-10T22:05Z [----] followers, 13.2K engagements "The US may never be able to meet 100% of demand with domestically mined uranium but it is certainly unsatisfied with the current situation $UEC $UUUU $EU $URG Simple theory for why the four US miners are potentially going to outperform $UEC $UUUU $URG $EU It doesn't have to do with AI it doesn't have to do with data centers and it doesn't even have to do with the nuclear renaissance National Energy Security. that's all it takes https://t.co/2WbvrW6vOU Simple theory for why the four US miners are potentially going to outperform $UEC $UUUU $URG $EU It doesn't have to do with AI it doesn't have" [X Link](https://x.com/UnoMasReactor/status/2021569139505078290) 2026-02-11T12:56Z [----] followers, 10.1K engagements "$SMR partners with @ORNL to explore AI-guided fuel management Methods for optimizing the management of nuclear fuel for a single reactor are well-known. As part of this study NuScale will partner with ORNL to use the power of AI to explore potential options for reducing fuel costs across multiple reactors. NuScale uses proven off-the-shelf fuel assemblies and unlike large reactors NuScales multi-module architecture offers a unique opportunity to enhance fuel efficiency in up to [--] reactors with a single shared fuel pool and a significant number of fuel options. By sharing fuel across modules" [X Link](https://x.com/UnoMasReactor/status/2021940251896222139) 2026-02-12T13:31Z [----] followers, [----] engagements "Pulling together all the updates for this weekend's nuclear industry news rundown. It covers all the updates with the private companies and the industry at large. Y'all gotta calm down with all this winning. My keyboard's gonna burst into flames π₯π€ Reactor Developers @AaloAtomics @AntaresNuclear @Blue_Energy_Co Deployable Energy @GeneralAtomics @KairosPower @LastEnergy @NaturaResources @RadiantNuclear @TerraPower @valaratomics @xenergynuclear Nuclear Fuel Chain @CurioLv @DeepIsolation @generalmatter Hexium @LaserisTech @ProjectOmegaHQ @standardnuclear @shinefusion" [X Link](https://x.com/UnoMasReactor/status/2022309909568651515) 2026-02-13T14:00Z [----] followers, [----] engagements "Huge congrats to @xenergynuclear for their fuel fabrication license π€ TRISO-X received the first NRC Part [--] license to commercially fabricate HALEU fuel in over [--] years. This enables domestic production of TRISO fuel for next-gen SMRs helping close a critical gap in the U.S. nuclear fuel cycle and strengthening energy security. https://t.co/dOLbV94zpn TRISO-X received the first NRC Part [--] license to commercially fabricate HALEU fuel in over [--] years. This enables domestic production of TRISO fuel for next-gen SMRs helping close a critical gap in the U.S. nuclear fuel cycle and" [X Link](https://x.com/UnoMasReactor/status/2022400447290732592) 2026-02-13T20:00Z [----] followers, [----] engagements "Are U not entertained $UUUU $UEC $EU $URG Huge: *VANCE CONFIRMS TRUMP PROPOSING CRITICAL MINERAL PRICE FLOORS Huge: *VANCE CONFIRMS TRUMP PROPOSING CRITICAL MINERAL PRICE FLOORS" [X Link](https://x.com/UnoMasReactor/status/2019056279994384727) 2026-02-04T14:31Z [----] followers, 18.1K engagements "$OKLO among four other companies selected to be aided in their research of used nuclear fuel recycling π€ π Stop π calling π it π waste The following companies were selected to help solve the economic and technological challenges associated with nuclear fuel recycling technologies that also meet the nations strict nonproliferation standards and national security goals: https://t.co/Nk7El4Pede π Stop π calling π it π waste The following companies were selected to help solve the economic and technological challenges associated with nuclear fuel recycling technologies that also meet the" [X Link](https://x.com/UnoMasReactor/status/2019505388861686153) 2026-02-05T20:16Z [----] followers, [----] engagements "Goldman on $VST "We upgrade Vistra from Neutral to Buy after incorporating the Meta PPA into our numbers and following the pullback in shares" "potential upside of 3-9% to our [----] EBITDA if Vistra contracts the rest of its nuclear generation in a similar price range" "Vistra has contracted roughly half of its nuclear fleet through PPAs. However it still has a sizeable [---] GW left to contract: [----] MW from units I and II of its Beaver Valley facility in PA and [----] MW from the remaining Comanche Peak unit. We estimate an additional 3-9% impact on [----] EBITDA (Exhibit 2) if the remaining" [X Link](https://x.com/UnoMasReactor/status/2020872641863630981) 2026-02-09T14:49Z [----] followers, 46K engagements "$SOLS starting uranium conversion capacity expansion" [X Link](https://x.com/UnoMasReactor/status/2021376957833715976) 2026-02-11T00:13Z [----] followers, 16.4K engagements "Goldman on $UUUU "initiating coverage of UUUU with a Buy rating and a $30 12-month price target implying 32% upside from current levels" "UUUU owns and operates the highest-grade uranium deposit in the US as well as the White Mesa Mill which is a key competitive advantage for the company as it is the only processing facility in the US that is able to process both uranium and rare earth elements" "UUUU has spent over a decade assembling a broad portfolio of assets to establish itself as a leading producer of both rare earths and uranium" "UUUU owns and operates several world-class assets" [X Link](https://x.com/UnoMasReactor/status/2021560842752233588) 2026-02-11T12:23Z [----] followers, 33.5K engagements "Flashback to ICEX [----] π₯Ά Nuclear fission doesnt just provide clean baseload electricity for the grid It also takes submariners to the North Pole I grabbed a selfie right as one of the research helicopters flew past the sail π€" [X Link](https://x.com/UnoMasReactor/status/2021615134897041749) 2026-02-11T15:59Z [----] followers, [----] engagements "When the plant goes down for refueling Alva will rip out and replace the reactor's steam generators to produce 20-30% more steam The new steam production will be directed through new piping to the Alva facility" [X Link](https://x.com/UnoMasReactor/status/2022878587976569214) 2026-02-15T03:40Z [----] followers, [---] engagements "While there was certainly phenomenal news to report on from every corner of the nuclear industry both in the U.S. and abroad there was an overabundance of headlines from the nuclear fuel chain http://x.com/i/article/2023011229732651008 http://x.com/i/article/2023011229732651008" [X Link](https://x.com/UnoMasReactor/status/2023016535342674220) 2026-02-15T12:48Z [----] followers, [----] engagements "@centrus_energy" [X Link](https://x.com/UnoMasReactor/status/2023026057025347747) 2026-02-15T13:26Z [----] followers, [---] engagements "$LEU gets another announcement of committed South Korean support for capacity expansion" [X Link](https://x.com/anyuser/status/1983694024356831741) 2025-10-30T00:34Z [----] followers, 10.3K engagements "π€π€π€π€π€π€π€π€π€π€π€π€π€ β’β’β’β’β’β’β’β’β’β’β’β’β’ π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯ ALL HANDS ON DECK FOR NUCLEAR π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯ β’β’β’β’β’β’β’β’β’β’β’β’β’ π€π€π€π€π€π€π€π€π€π€π€π€π€ *BESSENT: U.S. IS BEHIND CHINA ON NUCLEAR POWER BUT WILL CATCH UP *BESSENT: IT'S ALL HANDS ON DECK FOR NUCLEAR POWER *BESSENT: U.S. IS BEHIND CHINA ON NUCLEAR POWER BUT WILL CATCH UP *BESSENT: IT'S ALL HANDS ON DECK FOR NUCLEAR POWER" [X Link](https://x.com/anyuser/status/1983861764228817053) 2025-10-30T11:41Z [----] followers, 21.1K engagements "Completely missed this headline for $SKBL ( $ASPI ) "Skyline Announces Change in Strategy New Management and First Acquisition in Critical Minerals Space" -Paul Mann to Executive Chairman -Headquarters moved to DC -First of many acquisitions announced" [X Link](https://x.com/anyuser/status/1987138380551897342) 2025-11-08T12:41Z [----] followers, 12.7K engagements "$QLE spinoff incoming from $ASPI" [X Link](https://x.com/anyuser/status/1988741356299182110) 2025-11-12T22:51Z [----] followers, [----] engagements "Full text from $FRMI 8-K Fermi Inc. (the Company) announced in September [----] that it had entered into a non-binding letter of intent dated September [--] [----] with an investment grade-rated tenant (the First Tenant) to lease a portion of the Project Matador Site to the First Tenant subject to negotiation and execution of a definitive lease agreement. The Company announced in November [----] that the Company and the First Tenant entered into an Advance in Aid of Construction Agreement dated as of November [--] [----] (the AICA) pursuant to which the First Tenant agreed subject to certain conditions to" [X Link](https://x.com/UnoMasReactor/status/1999461822940733705) 2025-12-12T12:50Z [----] followers, [----] engagements "Adding $NOV to The Nuclear Reviews tracker due to their recent deal with @NaturaResources No idea what Im talking about Then read thisπ π from @NuclearReview below" [X Link](https://x.com/UnoMasReactor/status/2003180613013241887) 2025-12-22T19:07Z [----] followers, [----] engagements "The $2 billion clean energy ETF $ICLN is down -0.7% Nuclear ETFs $URA $NLR $NUKZ are all up over +2%" [X Link](https://x.com/UnoMasReactor/status/2008199561609953334) 2026-01-05T15:31Z [----] followers, [----] engagements "#Uranium sector hodlers should consider shifting over to the their sister-sector #nuclear I think theres been a dramatic shift in the way the market will treat the uranium and nuclear industries In prior years there wasnt really a group of nuclear stocks to invest in. Big investors could only capitalize on the potentials of a nuclear future with $URA and $URNM and #SPUT But now institutional movers see the liquidity and nuclear exposure theyve been dying for in utilities like $CEG and $VST reactor builders $SMR $CCJ $GEV $BWXT and $OKLO and fuel chain plays like $LEU. Eventually I think $NUKZ" [X Link](https://x.com/UnoMasReactor/status/1880054841596149789) 2025-01-17T00:49Z [----] followers, 19.4K engagements "#Uranium and #nuclear damage report $CCJ -15% $NXE -16% $UEC -12% $EU -9% $DNN -15% $URG -12% $UUUU -9% $UROY -11% $OKLO -26% $SMR -28% $NNE -25% $CEG -21% $VST -28% $TLN -22% $GEV -22% $FLR -15% $BWXT -13% $MIR -19% $RYCEY -1% $LTBR -23% $LEU -15% $ASPI -23% $SILXY -6% $URNM -10% $URNJ -11% $URA -11% $NLR -11% $NUKZ -14% $SRUUF -8%" [X Link](https://x.com/UnoMasReactor/status/1883985725605163095) 2025-01-27T21:09Z [----] followers, 23.2K engagements "#Uranium and #nuclears response to international pro-nuclear headlines everywhere you look π $CCJ -3% $NXE -2% $UEC -3% $EU -5% (new 52wl) $DNN -3% $URG -6% $UUUU -5% $UROY -1% $OKLO -6% $SMR -5% $NNE -5% $CEG -1% $VST -1% $TLN +1% $GEV +2% $FLR +2% $BWXT 0% $MIR +1% $RYCEY -1% $LTBR -5% $LEU -3% $ASPI -5% $SILXY -3% $URNM -2% $URNJ -3% $URA -2% $NLR -2% $NUKZ -2% $SRUUF -2%" [X Link](https://x.com/UnoMasReactor/status/1887609183190863895) 2025-02-06T21:07Z [----] followers, [----] engagements "It hurts because its true π₯² For now #nuclear #uranium $URNM $URA $NUKZ" [X Link](https://x.com/UnoMasReactor/status/1889029788930555906) 2025-02-10T19:12Z [----] followers, [----] engagements "#Uranium and #nuclear had another stellar week of positive news and a bright future π€© The market responded accordingly for the week: $CCJ -8% $NXE -8% $UEC -11%β $EU -6% $DNN -5% $URG -4% $UUUU -3% $UROY -5% $OKLO -26% $SMR -18% $NNE -11%β $CEG -10%β $VST -10%β $TLN -9% $GEV -11%β $FLR -13% $BWXT -5% $MIR -3% $RYCEY -2% $LTBR -17% $LEU -14% $ASPI -10%β $SILXY -12%β $URNM -5% $URNJ -5% $URA -7% $NLR -6% $NUKZ -9%β $SRUUF -2% $SPY -2% $XLE +1% $XME -4%" [X Link](https://x.com/UnoMasReactor/status/1893057931400053192) 2025-02-21T21:59Z [----] followers, [----] engagements "American nuclear power is back π€ #nuclear #uranium HOUSTON: Tech giants joining together with heavy energy users to support the Triple Nuclear by [----] pledge. Just announced minutes ago with the signing event later today at the CERAWeek global energy conference. Everyone is realizing that in the end we are all baseload. https://t.co/IdxkXPGbII HOUSTON: Tech giants joining together with heavy energy users to support the Triple Nuclear by [----] pledge. Just announced minutes ago with the signing event later today at the CERAWeek global energy conference. Everyone is realizing that in the end we" [X Link](https://x.com/UnoMasReactor/status/1899774076912066725) 2025-03-12T10:46Z [----] followers, [----] engagements "Back again I know theres some polarized opinions out there but I think having quakes around is a net-positive for the space. It brings a lot of engagement to the #uranium and #nuclear sectors at least on X which can be harshly lacking at times π₯Major #Uranium #stocks massively outperformed broader US markets this weekπled by Energy Fuels $UUUU soaring +31%πββas traders rotate into #mining & #metals expecting far higher pricesπ²on Trump tariffs Section [---] probe & soaring #Nuclear demandβ’π’ππ€ π5-day gainsπ https://t.co/ZXBPfV2rlu π₯Major #Uranium #stocks massively outperformed broader US" [X Link](https://x.com/UnoMasReactor/status/1912995180610715897) 2025-04-17T22:22Z [----] followers, [----] engagements "#Nuclear and #uranium destroying the wider energy and mining sectors this week. Blowing the indicies away too π€ $URA $URNM $NLR $SPY $IWM $XLE $XME" [X Link](https://x.com/UnoMasReactor/status/1918307029271138647) 2025-05-02T14:10Z [----] followers, [----] engagements "Im dropping my tracking/coverage of uranium miners Too many people out here that can casually drop posts threads and articles with insane depth for industry-wide and company-specific topics. The list of uranium big brains is getting longer every week I still hold some uranium tickers in my account like $CCJ $SRUUF $EU and $UUUU I just cant add value from a research/data perspective to the same caliber as other people here Going to focus instead on: 1) Nuclear industrials 2) SMR developers 3) Fuel enrichers and fabricators Ill still cover $CCJ as an industrial because of Westinghouse and Ill" [X Link](https://x.com/UnoMasReactor/status/1919728977771364416) 2025-05-06T12:20Z [----] followers, [----] engagements "$LEU destroys estimates YoY gross profit up 665% YoY LEU segment rev up 117% YoY total rev up 67% $LEU Centrus Reports First Quarter [----] Results https://t.co/pCmdtNPiw4 $LEU Centrus Reports First Quarter [----] Results https://t.co/pCmdtNPiw4" [X Link](https://x.com/UnoMasReactor/status/1920230119878136046) 2025-05-07T21:31Z [----] followers, [----] engagements "Full Reuters story on the new nuclear EO rumor: WASHINGTON (Reuters) -U.S. President Donald Trump will sign executive orders as soon as Friday that aim to jumpstart the nuclear energy industry by easing the regulatory process on approvals for new reactors and strengthening fuel supply chains four sources familiar said. Facing the first rise in power demand in two decades from the boom in artificial intelligence Trump declared an energy emergency on his first day in office. Chris Wright the energy secretary has said the race to develop power sources and data centers needed for AI is "Manhattan" [X Link](https://x.com/UnoMasReactor/status/1925673941219090613) 2025-05-22T22:03Z [----] followers, 12.9K engagements "The market doesnt understand nuclear yet How are we going to hit [---] GW Fun fact: not by building [-----] microreactors β’ Westinghouse $CCJ and GEH $GEV β’ GW-class reactors to actually power the national grid. West owns the big AP1000 and GEH owns the even bigger ABWR/ESBWR" [X Link](https://x.com/UnoMasReactor/status/1925904000605380882) 2025-05-23T13:17Z [----] followers, [----] engagements "Trump EO signing for nuclear notes: -Energy security is national security -Nuclear is national security -Trump says were doing big plants also not just small -Verbiage points to too small over big -Constellation talked -Ai hyper scalers working with constellation for plans -Problem is regulatory delay -Frustrated with current processes -Oklo at signing -EO is mostly pro small reactors not big reactors -General Matter at signing -1st power at dod and ai plants with doe giving more fuel from stockpile -2nd reform nrc to actual needs of country and safety for [---] GW -3rd research reactors to" [X Link](https://x.com/UnoMasReactor/status/1925979622102990899) 2025-05-23T18:18Z [----] followers, 12.5K engagements "Investors realize Cameco owns Westinghouse $CCJ +6% premarket" [X Link](https://x.com/UnoMasReactor/status/1932032933537484990) 2025-06-09T11:12Z [----] followers, 23.5K engagements "October [--] [----] Cameco announced buying 49% of Westinghouse for $2.2 billion $CCJ dropped -14% the next day They stole the beaten down nuclear heavyweight while no one was looking and now stand to dominate the North American reactor market God-tier underrated aquisition" [X Link](https://x.com/UnoMasReactor/status/1932112291723444316) 2025-06-09T16:27Z [----] followers, 14.4K engagements "Judgement day $OKLO $SMR $NNE $ASPI $LEU $LTBR $FLR $BWXT $MIR" [X Link](https://x.com/UnoMasReactor/status/1932814071272730983) 2025-06-11T14:55Z [----] followers, [----] engagements "1000 MW of nuclear coming to New York. Unless Cuomo wants to suck again $CCJ $GEV" [X Link](https://x.com/UnoMasReactor/status/1937135847242907911) 2025-06-23T13:09Z [----] followers, [----] engagements "$LEU Centrus Achieves Key Production Milestone with Delivery of [---] Kilograms of HALEU to the Department of Energy" [X Link](https://x.com/UnoMasReactor/status/1937831643114242292) 2025-06-25T11:14Z [----] followers, [----] engagements "Palantir and The Nuclear Company Partner to Launch Platform to Rapidly Scale Nuclear Deployment" [X Link](https://x.com/UnoMasReactor/status/1938198474173854147) 2025-06-26T11:31Z [----] followers, [----] engagements "The nuclear fuel chain is still poised for growth as the renaissance has barely even started: $UUUU $UEC $EU $URG American miners will be preferenced over their Canadian and other foreign counterparts $LEU $ASPI $SILXY Enrichment demand will be big enough to not be concerned with competition. Picking one over the other is unwise imo for now $CCJ $BWXT $GEV Fabrication capacity needs to expand and these three already provide a large portion of the US market" [X Link](https://x.com/UnoMasReactor/status/1940461686256697416) 2025-07-02T17:24Z [----] followers, [----] engagements "Nuclear companies average 122% gain over last [--] days Latest issue of The Nuclear Review is published link in bio Gains over the past two weeks have been insane. Lots of headlines and euphoria to go around but some caution is warranted Earnings season is coming π€" [X Link](https://x.com/UnoMasReactor/status/1947013099598348301) 2025-07-20T19:17Z [----] followers, [----] engagements "Jumped on X one year ago today Started out learning about the uranium commodity market found out people were looking for commentary on publicly traded nuclear companies and the rest is history From [--] to [----] followers in [---] days The people want more nuclear π€β’" [X Link](https://x.com/UnoMasReactor/status/1951453449788256750) 2025-08-02T01:22Z [----] followers, [----] engagements "There was a really interesting comment made by $LEU CEO Vexler during their earnings call: we are witnessing a potentially significant expansion in our already large national security addressable market with the growing number of announcements around potential micro and small modular reactor deployments on DOD sites. These military reactors would likely require the use of U.S. origin enrichment technology At first blush you would think yea duh reactors need fuel. But with these reactors being used for DOD-related operations it triggers certain requirements for the uranium used in these cores." [X Link](https://x.com/UnoMasReactor/status/1953834254284005497) 2025-08-08T15:02Z [----] followers, 13.2K engagements "Massive congratulations to the reactor developers selected by the DOE for accelerated deployment timelines π₯³ Oklo @oklo $OKLO Atomic Alchemy @isotopefactory $OKLO Terrestrial Energy @TerrestrialMSR $HOND Aalo Atomics @AaloAtomics Antares Nuclear @AntaresNuclear Deep Fission Last Energy @LastEnergy Natura Resources @NaturaResources Radiant Energy @RadiantNuclear Valar Atomics @valaratomics" [X Link](https://x.com/UnoMasReactor/status/1955311244145012913) 2025-08-12T16:51Z [----] followers, 10.6K engagements "Nuclear & Uranium Short Report is out Link in bio π€ $NXE over 100m shares short $OKLO notably less shorted than $SMR $CW shorted more into earnings $LEU higher price with no additional shorting $URG $UUUU continue to scare away shorts" [X Link](https://x.com/UnoMasReactor/status/1955607391132594460) 2025-08-13T12:28Z [----] followers, 16.1K engagements "$LEU offer upsized and oversubscribed $700 million offer with $105 million option This would bring their net cash balance to over $1.6 billion $LEU Centrus Announces Proposed Private Offering of $650 Million of Convertible Senior Notes due [----] https://t.co/hFPUmkzasi $LEU Centrus Announces Proposed Private Offering of $650 Million of Convertible Senior Notes due [----] https://t.co/hFPUmkzasi" [X Link](https://x.com/UnoMasReactor/status/1955951420286373915) 2025-08-14T11:15Z [----] followers, 16.8K engagements "$OKLO has submitted their Principle Design Criteria Topical Report for Aurora **Not accepted yet** should hear back on that soon" [X Link](https://x.com/UnoMasReactor/status/1957438696329736503) 2025-08-18T13:45Z [----] followers, 12.2K engagements "$LEU 8-K filed today: DOE grants license to import Russian Low-Enriched Uranium for [----] and 2027" [X Link](https://x.com/UnoMasReactor/status/1957917591055528276) 2025-08-19T21:28Z [----] followers, 18.4K engagements "$LEU Centrus and KHNP agree to higher LEU supply volume than previously agreed on back in February contingent on federal funding Centrus Signs Agreement with KHNP and POSCO International for Potential Investment in American Uranium Enrichment Centrus Signs Agreement with KHNP and POSCO International for Potential Investment in American Uranium Enrichment" [X Link](https://x.com/UnoMasReactor/status/1960125461213888578) 2025-08-25T23:41Z [----] followers, [----] engagements "$OKLO commences work towards fuel recycling in Tennessee $1.7 billion Large govt grant incoming or were about to set some new equity raise records π« A major investment in East Tennessee Oklo an advanced nuclear technology company has announced a $1.68 billion project in Oak Ridge that will create more than [---] jobs at its new recycling facility. We are working with @Oklo to explore opportunities that advance https://t.co/a6FDqQBUyg A major investment in East Tennessee Oklo an advanced nuclear technology company has announced a $1.68 billion project in Oak Ridge that will create more than 800" [X Link](https://x.com/UnoMasReactor/status/1963704329732489313) 2025-09-04T20:42Z [----] followers, [----] engagements "Either $UEC pitched this idea to the Depts of Interior and Energy or vice versa Zero chance they decided to undertake a massive chemical engineering odyssey all on their own without guarantees of govt support I think taxpayer money is going to be dumped on them by the truckload Uranium Energy Corp Launches United States Uranium Refining & Conversion Corp to Advance American Nuclear Fuel Security and Energy Dominance https://t.co/Bynek4UTHC Uranium Energy Corp Launches United States Uranium Refining & Conversion Corp to Advance American Nuclear Fuel Security and Energy Dominance" [X Link](https://x.com/UnoMasReactor/status/1964719131636506741) 2025-09-07T15:55Z [----] followers, 13.2K engagements "$UUUU U.S. Mined and Processed Rare Earths Successfully Manufactured into Permanent Magnets for Use in EVs and Hybrids" [X Link](https://x.com/UnoMasReactor/status/1965368637960941952) 2025-09-09T10:56Z [----] followers, 10.2K engagements "Wen uranium JUST IN: The Government is reportedly seeking to buy up to a 10% equity stake in Lithium Americas $LAC - Reuters https://t.co/QAE6eRyFGm JUST IN: The Government is reportedly seeking to buy up to a 10% equity stake in Lithium Americas $LAC - Reuters https://t.co/QAE6eRyFGm" [X Link](https://x.com/UnoMasReactor/status/1970584221950583064) 2025-09-23T20:21Z [----] followers, 14.3K engagements "Hmmmmmmm. The DOE announcement mentioned a reactor from $OKLO called "Pluto" but the @oklo press release doesn't Did the DOE spill the beans on the new nuclear fuel and reactor project focused on using plutonium π«’ Would track with the new Tennessee recycling project Oklo has been selected by @ENERGY along with three other companies for the Advanced Nuclear Fuel Line Pilot Projects. These projects will help rebuild the U.S. nuclear fuel supply chain and ultimately drive private sector investment and create a fast-track approach to https://t.co/nZolhOihGr Oklo has been selected by @ENERGY" [X Link](https://x.com/UnoMasReactor/status/1973373440372646172) 2025-10-01T13:04Z [----] followers, [----] engagements "@Speculator_io @BrianDegan2 Can you post the source for this The tickers arent right $URG is Ur-Energy $URC isnt a ticker And why would the Canadian miner $NXE be on the list And $ASPI without $SILXY gives this index a huge lack of credit imo" [X Link](https://x.com/UnoMasReactor/status/1977175903282106522) 2025-10-12T00:54Z [----] followers, 17.8K engagements "New level of attention for $ASPI The Next Nuclear Story Stock: ASP Isotopes Shares Surge After Supply Contract For Silicon-28 And U.S. Radiopharmacy Acquisition https://t.co/zvUNH2Xc7O The Next Nuclear Story Stock: ASP Isotopes Shares Surge After Supply Contract For Silicon-28 And U.S. Radiopharmacy Acquisition https://t.co/zvUNH2Xc7O" [X Link](https://x.com/UnoMasReactor/status/1977771814681039322) 2025-10-13T16:22Z [----] followers, [----] engagements "Friendly reminder that $BWXT is the only company actively constructing a microreactor Not just breaking ground or ordering long lead components theyre physically constructing the Pele reactor vessel Right nowπ€ The future of global energy security is upon us. BWXT is eager to meet the mission of the United States Army and is currently leading the manufacturing and delivery of the first advanced microreactor in the US creating transportable nuclear power for electricity to power DoW's https://t.co/EMkS4rWdRO The future of global energy security is upon us. BWXT is eager to meet the mission of" [X Link](https://x.com/UnoMasReactor/status/1978231034996015201) 2025-10-14T22:46Z [----] followers, 30.2K engagements "$OKLO is at $25 billion while $BWXT is at $18 billion That is all" [X Link](https://x.com/UnoMasReactor/status/1978437999823126953) 2025-10-15T12:29Z [----] followers, [----] engagements "$OKLO $2 billion from @newcleoenergy for metal-cooled reactor fuel fabrication facilities Interior Secretary Burgum is also quoted in the press release Oklo has announced a strategic partnership with newcleo and Blykalla featuring up to $2 billion in planned investment from newcleo subject to customary approvals to strengthen the U.S. fuel ecosystem and expand Oklos fast reactor and fuel capabilities. This transatlantic https://t.co/RJpnSd2cVw Oklo has announced a strategic partnership with newcleo and Blykalla featuring up to $2 billion in planned investment from newcleo subject to customary" [X Link](https://x.com/UnoMasReactor/status/1979166007051567286) 2025-10-17T12:42Z [----] followers, 16.2K engagements "Oklo NuScale Aalo Kairos X-energy and Radiant can scream and shout all they want and push as hard as their engineers and investors allow them too. It doesn't matter. If building 100s of reactors per year is the goal: The uranium mining capacity isn't there The uranium conversion capacity isn't there The uranium enrichment capacity isn't there The nuclear forge capacity isn't there The nuclear manufacturing capacity isn't there The nuclear fabrication capacity isn't there The Army is finally here to fix the industry's real problem One of the key challenges the Army will undertake is" [X Link](https://x.com/UnoMasReactor/status/1979567509041746145) 2025-10-18T15:17Z [----] followers, 58.6K engagements "Nuclear getting rekt Janus Program is launched and the sector nosedives Straight to zero one more dead cat bounce or the pullback before upwards explosion $NKLR $OKLO $SMR $UUUU $UEC $ASPI" [X Link](https://x.com/UnoMasReactor/status/1980740342258495625) 2025-10-21T20:57Z [----] followers, 15.6K engagements "Wow very important details being put out regarding the Janus Program in this article RFP post-shutdown Nine sites Two initial reactors per company New list different than DIU program "Affordability is a major consideration within Janus" Previous post **deleted** (included in fourth picture) due to Janus lead @Waksman84 very thankfully correcting a misunderstanding by the article's author When the article is discussing the advantages of the "low-enrichment nature" of small reactors they're referring to less than 20% not actually 5% LEU The Janus program does intend to work with reactor" [X Link](https://x.com/UnoMasReactor/status/1981546530214490384) 2025-10-24T02:21Z [----] followers, 42.3K engagements "Sweet Jesus: $NNE short interest at 41% of float Big bump for $UUUU too notably while there's broad sector short covering" [X Link](https://x.com/UnoMasReactor/status/1981878239082738111) 2025-10-25T00:19Z [----] followers, 99.6K engagements "I love $ASPI for the many isotopes it will likely provide to multiple industries but folks keep getting carried away about their uranium segment Lets be *crystal clear* about the status of the various uranium enrichment businesses in the US for those that are using this as their primary ASPI investment thesis: Urenco - actively producing millions of SWU for LEU production in New Mexico. Currently expanding capacity and pursuing higher enrichment levels to LEU+ $LEU Centrus - HALEU license in hand and actively producing HALEU and delivering it to DOE in addition to the 900+ kilograms of HALEU" [X Link](https://x.com/UnoMasReactor/status/1982872516268818656) 2025-10-27T18:10Z [----] followers, 24.1K engagements "Nuclear is sooooo back π₯π₯π₯ VC Summer Friday and Duane Arnold today Folks are reporting a [--] year PPA between @Google and NextEra for the restart of the plant. https://t.co/B8ra267cQF VC Summer Friday and Duane Arnold today Folks are reporting a [--] year PPA between @Google and NextEra for the restart of the plant. https://t.co/B8ra267cQF" [X Link](https://x.com/UnoMasReactor/status/1982884846256206194) 2025-10-27T18:59Z [----] followers, [----] engagements "Japan-US investments $CCJ for AP1000 $GEV for BWRX-300 and grid equipment $SMR for new NPMs Japan releases fact sheet on $550 billion of U.S. investments $GEV $SFTBY $KMI $CARR https://t.co/y99YA4bWoK Japan releases fact sheet on $550 billion of U.S. investments $GEV $SFTBY $KMI $CARR https://t.co/y99YA4bWoK" [X Link](https://x.com/UnoMasReactor/status/1983118763902771609) 2025-10-28T10:28Z [----] followers, 21.7K engagements "The reactors are coming π€ $CCJ WESTINGHOUSE US GOVT SIGN $80B PACT TO BUILD NUCLEAR REACTORS WESTINGHOUSE US GOVT SIGN $80B PACT TO BUILD NUCLEAR REACTORS" [X Link](https://x.com/UnoMasReactor/status/1983119003888603153) 2025-10-28T10:29Z [----] followers, [----] engagements "I cant believe the Trump admin found a way to get their hands on Westinghouse to pull it back to the US and out of Canadian hands I was convinced Canada would never let go of WEC. Dead wrong Zero chance IPO isnt triggered Hmmm what will $CCJ do with the sale profits As a reminder $CCJ acquired 49% of WEC at a $7.875B valuation in [----] (announced Oct 22). The US governments participation for 20% kicks in for distributions over $17.5B AFTER FID on $80 billion of reactors. (More likely it sounds like the US will get warrants for 20% of WEC https://t.co/dXF4fmjP23 As a reminder $CCJ acquired 49%" [X Link](https://x.com/UnoMasReactor/status/1983132627386175870) 2025-10-28T11:23Z [----] followers, 18.2K engagements "Very significant reactor licensing update with DOE-NRC The expedited commercial licensing pathways will open for both reactors and fuel chain facilities DOE - NRC Addendum No. 9: Coordinating U.S. Nuclear Innovation The Department of Energy and Nuclear Regulatory Commission signed Addendum No. [--] to their [----] MOU on Nuclear Energy Innovation. The agreement aligns federal efforts to speed testing authorization and DOE - NRC Addendum No. 9: Coordinating U.S. Nuclear Innovation The Department of Energy and Nuclear Regulatory Commission signed Addendum No. [--] to their [----] MOU on Nuclear Energy" [X Link](https://x.com/UnoMasReactor/status/1985464172138635756) 2025-11-03T21:48Z [----] followers, 27.5K engagements "My notes from $LEU call: Company calls BS on Russian enriched uranium ban going in to effect after [----] SWU prices have no reason to go down NNSA contract likely similar to BWXTs $1 billion ATM program initiated Current SWU prices support capacity expansion" [X Link](https://x.com/UnoMasReactor/status/1986444174057492845) 2025-11-06T14:42Z [----] followers, 66.6K engagements "Uranium on the list $UUUU $URG $EU $UEC The US added uranium copper and silver to a government list of critical minerals. The updated US Geological Survey list also adds metallurgical coal potash rhenium silicon and lead according to the list posted to the US government site https://t.co/isMTFPHRfY The US added uranium copper and silver to a government list of critical minerals. The updated US Geological Survey list also adds metallurgical coal potash rhenium silicon and lead according to the list posted to the US government site https://t.co/isMTFPHRfY" [X Link](https://x.com/UnoMasReactor/status/1986454430720327738) 2025-11-06T15:23Z [----] followers, 16.6K engagements "I think theres less than five accounts on X that post important updates from the NRC before the associated companies put out formal press releases This is one of them π NRC completes draft supplemental EIS for TVAs Clinch River SMR site in Oak Ridge TN: Covers TVAs plan to build a single GE Hitachi BWRX-300 small modular reactor Jointly prepared with U.S. Army Corps of Engineers Public comments due by Dec [--] [----] NRCs https://t.co/3pd7BQdwZ8 NRC completes draft supplemental EIS for TVAs Clinch River SMR site in Oak Ridge TN: Covers TVAs plan to build a single GE Hitachi BWRX-300 small" [X Link](https://x.com/UnoMasReactor/status/1986959887830581667) 2025-11-08T00:52Z [----] followers, 12.1K engagements "Infuriated with @googlefinance They dont recognize $CCJ as Cameco Corp anymore Now it codes as Cincinnati Financial Corp as listed on Frances stock exchange Cant fix it with NYSE:CCJ TSE:CCO anything. Gives some weird trailing returns with FRA:CJ6 First world problems π" [X Link](https://x.com/UnoMasReactor/status/1999488232338391075) 2025-12-12T14:35Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@UnoMasReactor Steffan SzumowskiSteffan Szumowski posts on X about $oklo, $leu, $ccj, $uuuu the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence stocks 27.78% finance 22.22% cryptocurrencies 7.94% countries 5.56% technology brands 4.76% fashion brands 0.79%
Social topic influence $oklo #14, $leu #19, $ccj #47, $uuuu #14, $bwxt #8, in the 10.32%, $aspi 9.52%, $urg #1, $eu #13, $uec #6
Top accounts mentioned or mentioned by @naturaresources @antaresnuclear @centrusenergy @valaratomics @oklo @scaryjellomj @usawinelover @radiantnuclear @xenergynuclear @standardnuclear @ornl @energy @alvaenergyio @kairospower @generalmatter @deepisolation @curiolv @shinefusion @projectomegahq @aaloatomics
Top assets mentioned Oklo Inc. (OKLO) Centrus Energy Corp. (LEU) Cameco Corporation (CCJ) Energy Fuels Inc. (UUUU) BWX Technologies, Inc. (BWXT) ASP Isotopes Inc. (ASPI) Uranium Energy Corp. (UEC) NuScale Power Corporation (SMR) Mirror Protocol (MIR) NANO Nuclear Energy Inc. (NNE) GE Vernova Inc. (GEV) NexGen Energy Ltd. (NXE) Flare (FLR) Constellation Energy Corp (CEG) Fermi Inc. (FRMI) Curtiss-Wright Corp. (CW) Denison Mines Corp (DNN) Vistra, Corp. (VST) TALEN ENERGY CORP (DE) (TLN) Duke Energy Corp (DUK) Nov Inc (NOV) Ameresco, Inc. (AMRC) SOLLENSYS CORP (SOLS) Metadium (META)
Top posts by engagements in the last [--] hours
"Goldman on uranium from earlier this month: "Utilities are largely covered this decade while procurement beyond [----] remains off the pace. Contracting in the term market is now focusing on [----] and beyond. Some utilities are expecting prices to roll over in the long term and therefore remain cautious of locking in perceived peak prices through the cycle. That said the term market remains active with activity continuing through the volatile spot price action over the last few weeks indicating some utilities are increasingly wary of being uncovered into next decade and are unable or unwilling"
X Link 2026-02-13T13:03Z [----] followers, 14.1K engagements
"$SVII $NUCL Very happy to hear some more honest verbiage with regards to their SMR designs "it is in a very early stage right now in a concept validation phase I would say" Translation: several years away at best Thank you to @spac_insider for taking the time to speak with Eagles CEO Mark Mukhija and CEO of Spring Valley Acquisition Corp. II (NASDAQ:SVII) Chris Sorells Learn more in the podcast episode below https://t.co/WP3hnbWJT2 #NuclearPower #Uranium Thank you to @spac_insider for taking the time to speak with Eagles CEO Mark Mukhija and CEO of Spring Valley Acquisition Corp. II"
X Link 2025-09-11T18:47Z [----] followers, [----] engagements
"$MIR: Powell Never heard of her"
X Link 2025-10-29T19:02Z [----] followers, [----] engagements
"Nuclear/Uranium Short Report $MIR DTC [--] $NNE hit again Shorts still scared of $OKLO $LEU still among most shorted $CEG 1/3rd of shorts covered since Sep Miners $EU $NXE $ISOU huge DTC"
X Link 2025-11-12T13:28Z [----] followers, [----] engagements
"$NKLR Terra Innovatum Global and Uvation Sign Strategic [--] MWe Pilot Deployment with [---] MWe Expansion Option to Support Next-Generation AI and Modular Data Center Growth π below"
X Link 2025-11-20T20:39Z [----] followers, [----] engagements
"$FRMI down over 30% premarket due to first potential tenant terminating agreement"
X Link 2025-12-12T12:17Z [----] followers, 15.5K engagements
"Good news building on old news. The coordination for construction of a new Westinghouse AP1000 reactor has been ongoing for a couple years now. Good to hear the relationship may be taken further π€ $CCJ $CW $MIR *TRUMP INVITES SLOVAK PM TO US FOR NUCLEAR COOPERATION DEAL *TRUMP INVITES SLOVAK PM TO US FOR NUCLEAR COOPERATION DEAL"
X Link 2025-12-15T16:07Z [----] followers, [----] engagements
"$DUK submitted an Early Site Permit application to the NRC On track with intentions described in their recent Resource Plan They claimed it won't be for a large reactor. Small and/or non-light water"
X Link 2025-12-30T16:48Z [----] followers, [----] engagements
"$FRMI gas turbines in route Our Natural Gas Turbines [--] are loading for shipment this week with Turbines [--] arriving at port later this month. Each delivery of these longlead items brings us closer to powering 1GW of energy by [----] at the speed scale and reliability America needs to stay ahead in https://t.co/sZvc9UzAwU Our Natural Gas Turbines [--] are loading for shipment this week with Turbines [--] arriving at port later this month. Each delivery of these longlead items brings us closer to powering 1GW of energy by [----] at the speed scale and reliability America needs to stay ahead in"
X Link 2026-01-09T01:03Z [----] followers, [----] engagements
""Nuclear Kicks Off [----] With a Bang" @NuclearReview's free news rundown is out @AntaresNuclear fabrication NASA + DoE $META goes nuclear $DUK ESP We hit it with a train @INL used fuel R&D @standardnuclear update NY and IL go big ALARA gone π below"
X Link 2026-01-18T12:22Z [----] followers, [----] engagements
"@centrus_energy https://www.centrusenergy.com/news/centrus-to-expand-oak-ridge-centrifuge-manufacturing-plant-to-facilitate-large-scale-deployment/ https://www.centrusenergy.com/news/centrus-to-expand-oak-ridge-centrifuge-manufacturing-plant-to-facilitate-large-scale-deployment/"
X Link 2026-01-25T21:07Z [----] followers, [---] engagements
"Take a wild guess who the government will support first to achieve this goal Pro tip do not waste your first choice on some no-name Australian-owned explorer that drilled some holes in the ground in Nevada that one time The administration wants American-owned production"
X Link 2026-01-26T04:12Z [----] followers, [---] engagements
""No crystal ball but we're seeing the early signs of a possible sustained move for physical uranium" Since comment: Spot Uranium +35% $SRUUF $U.U $U.UN +53% π On March [--] UxC reported the lowest spot price ($63.45) since September [----]. In the last four weeks a slight increase in end-user utility demand (carry trades and spot purchases) has moved the price up +$3.00/lb. (actually $67.50 mid-market here for Converdyn settlement). On March [--] UxC reported the lowest spot price ($63.45) since September [----]. In the last four weeks a slight increase in end-user utility demand (carry trades and"
X Link 2026-01-28T03:55Z [----] followers, 15.8K engagements
"TD Cowen on Data Centers: "The 16.4GW of [----] U.S. Data Center leasing compares to 7GW leased in [----] and 5GW leased in 2023" "1) Meta is targeting an incremental 15GW of U.S. DC capacity by [----] 2) OpenAI is targeting 10GW of U.S. DC capacity by [----] (excluding 200-400MW inference sites) 3) Microsoft is targeting an incremental 10GW of operational U.S. DC capacity by [----] 4) Anthropic is targeting 9GW of LT U.S. DC capacity 5) Amazon's Project Rainier now totals 14GW of LT capacity 6) Fluidstack (TPUaaS provider) is targeting 4GW of U.S. DC capacity by 2027""
X Link 2026-01-29T11:30Z [----] followers, [----] engagements
"$ASPI Provides Production Update on the Renergen Helium Project Key highlights include: Investment has augmented existing operational capacity. Management estimates the plant is now processing approximately 60% more gas as a result of improvements and new production wells tied to the plant. Significant improvement in subsurface capability following the engagement of Kinley Exploration: for the first time on the project a globally recognised independent exploration drilling and reservoir modelling specialist has been embedded post-restart bringing industry-standard geological modelling target"
X Link 2026-01-29T12:38Z [----] followers, 11.8K engagements
"https://ir.aspisotopes.com/news-events/press-releases/detail/94/asp-isotopes-inc-provides-production-update-on-the https://ir.aspisotopes.com/news-events/press-releases/detail/94/asp-isotopes-inc-provides-production-update-on-the"
X Link 2026-01-29T12:38Z [----] followers, [---] engagements
"Theres a lot of demand soon to come from state governments for companies in the nuclear industry Its a call for almost every market participant in the fuel/supply/reactor sector Thankfully you read The Nuclear Review and already know the list of tickers If not get hotπ DOE is working to strengthen America's nuclear fuel supply chain by asking states to express interest in Nuclear Lifecycle Innovation Campuses. This new effort will modernize our nations full nuclear cycle and support President Trumps vision to revitalize our nuclear base. DOE is working to strengthen America's nuclear fuel"
X Link 2026-01-29T20:59Z [----] followers, 26.7K engagements
"Tell me you want the AP1000 without saying you want the AP1000 π
$CCJ $MIR $CW $FLS The Nuclear Scaling Initiative just secured $3.5M from the Bezos Earth Fund to build a U.S. nuclear reactor orderbook aggregating buyers around standardized reactor designs to enable repeat builds lower costs and reduce project risk. This is exactly what U.S. nuclear has https://t.co/MZS4mw28NC The Nuclear Scaling Initiative just secured $3.5M from the Bezos Earth Fund to build a U.S. nuclear reactor orderbook aggregating buyers around standardized reactor designs to enable repeat builds lower costs and"
X Link 2026-01-29T21:56Z [----] followers, [----] engagements
"$BWXT @ORNL and @NNSANews got this centrifuge manufacturing facility stood up at ludicrous speed π₯π€ Proud to join @BWXT and our partners in Oak Ridge for the opening of the Centrifuge Manufacturing Development Facility an important step in strengthening domestic uranium enrichment and supporting our nation security mission. https://t.co/lNMA39yuBN Proud to join @BWXT and our partners in Oak Ridge for the opening of the Centrifuge Manufacturing Development Facility an important step in strengthening domestic uranium enrichment and supporting our nation security mission."
X Link 2026-01-30T18:04Z [----] followers, [----] engagements
"What in the world is $UUUU doing π
"
X Link 2026-02-02T13:04Z [----] followers, 14.6K engagements
"I do think it will be a relatively modest price floor likely at or just above what the businesses the government has likely been coordinating with say they need for economic mine development The bare minimum is preventing a price drop that would drive operating mine closure or prevent the development of a new site I hope nobody out there is expecting something ridiculous like $200+"
X Link 2026-02-04T16:03Z [----] followers, [----] engagements
"Details are still sparse on the ownership/operation side of it. But they submitted a proposal for Project Genesis in December that has a framework of using old navy reactors on DOE land. Reactor will be owned by govt with a commercial steam plant. I think who operates it is still up in the air https://twitter.com/i/web/status/2019879254876672427 https://twitter.com/i/web/status/2019879254876672427"
X Link 2026-02-06T21:01Z [----] followers, [--] engagements
"Tons of headlines to read through this weekend as nuclear regulators both in the U.S. and abroad are finding new ways to further enable the flourishing of the nuclear renaissance Nuclear NEPA exclusions $CCJ and $TTEK Westinghouse and $PEG Co-60 Bezos $3.5 million grant $BWXT centrifuge facility BWXT nuclear bedrock BWXT and NASA's NTP Holtec files for IPO $OKLO and NRC coordination $NKLR completes PITR $IMSR letter to shareholders $GIG $HDRN amends REP Hadron feedback from NRC $NEE plans [--] GW of nuclear $RYCEY UK reg changes Rolls-Royce and Yokogawa $FLS buys TVD $SOLS and NLICs $AMTM UK"
X Link 2026-02-08T17:27Z [----] followers, [----] engagements
"$FRMI initiated BUY @ $30 by Citizens Friday close was $8 Implies 275% upside"
X Link 2026-02-09T14:26Z [----] followers, [----] engagements
"$BWXT out here going full beast mode π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯ https://t.co/y1IZrxFpcE https://t.co/y1IZrxFpcE"
X Link 2026-02-09T16:19Z [----] followers, [----] engagements
"Exporting nuclear power is a major policy objective for the US Nuclear is enjoying the power demands of AI but its not the only story Nuclear is about low emissions energy production and national energy security"
X Link 2026-02-10T11:37Z [----] followers, [----] engagements
"https://www.reuters.com/world/asia-pacific/us-vice-president-vance-heads-armenia-azerbaijan-push-peace-trade-2026-02-09/ https://www.reuters.com/world/asia-pacific/us-vice-president-vance-heads-armenia-azerbaijan-push-peace-trade-2026-02-09/"
X Link 2026-02-10T11:37Z [----] followers, [---] engagements
"I asked their investor relations in December about the status of them going public. They informed me: the SECs review of Deep Fissions S-1 resale registration statement was stalled for [--] days during the government shutdown. Whereas it is impossible to know exactly when the review process will conclude management is hopeful that the S-1 will go effective relatively soon This latest press release honestly makes me more confused. I reached out to IR again this morning and will share any clarity they provide π€ Deep Fission just raised $80M to accelerate commercialization of its borehole nuclear"
X Link 2026-02-10T13:16Z [----] followers, [----] engagements
"Where exactly do investors think the enriched uranium portion of the Strategic Uranium Reserve is going to come from The list of companies capable of producing unobligated enriched uranium is painfully short"
X Link 2026-02-10T22:09Z [----] followers, [----] engagements
"Whos Holtec I wrote an overview of their business segments with some insight for what theyre up to π€ Make informed investment decisions Nuclear Heavyweight Holtec Files For IPO https://t.co/8t09lfBgZC Nuclear Heavyweight Holtec Files For IPO https://t.co/8t09lfBgZC"
X Link 2026-02-10T23:32Z [----] followers, [----] engagements
"@USAWineLover @QTRResearch Didnt catch that update Thanks for the heads up"
X Link 2026-02-11T00:14Z [----] followers, [---] engagements
"$LEU π€ $FLR partner for capacity expansion Centrus just locked in Fluor as EPC contractor for its multi-billion dollar uranium enrichment expansion in Ohio a major signal that US domestic fuel capacity is moving from pilot scale to industrial deployment. Scope: Expands large-scale LEU production to address a $2.3B https://t.co/urqYsXhimc Centrus just locked in Fluor as EPC contractor for its multi-billion dollar uranium enrichment expansion in Ohio a major signal that US domestic fuel capacity is moving from pilot scale to industrial deployment. Scope: Expands large-scale LEU production to"
X Link 2026-02-11T12:45Z [----] followers, [----] engagements
"@mattvanswol Study nuclear take up welding Unstoppable"
X Link 2026-02-11T16:06Z [----] followers, [---] engagements
"Goldman on $MIR earnings "4Q adj. EBITDA of $77.6mn which was basically inline with consensus expectations of $76.8mn driven by margin strength in Medical" "Organic growth was weaker than expected at 0.5% due to Labs & Research" "Orders were robust +62% (including M&A) topping $400mn for the 1st time" "While the EPS guide is slightly below expectations we are encouraged the order momentum" https://twitter.com/i/web/status/2021916842235695234 https://twitter.com/i/web/status/2021916842235695234"
X Link 2026-02-12T11:58Z [----] followers, [---] engagements
"Another nuclear fuel recycler has joined the industry No reason to not be excited about more people putting money into harnessing the unspeakable amounts of value locked away in used nuclear fuel Project Omega joins other recyclers Oklo Shine and Curio"
X Link 2026-02-12T14:30Z [----] followers, [----] engagements
"This weekend @DeptofWar @ENERGY and @valaratomics will transport a reactor via C-17 from California to Utah Because we can https://t.co/HQBHiilhpl https://t.co/HQBHiilhpl"
X Link 2026-02-14T04:00Z [----] followers, [----] engagements
"How badass is this concept @alvaenergyio doesn't plan on upgrading steam turbines like other plant owners have done in the past. That's too much downtime that yields not enough uprate. It's a brand new parallel steam system Exclusive: The startup Alva Energy says it knows how to kick-start the slumbering nuclear-power industryand former Intel CEO Pat Gelsinger is backing its efforts https://t.co/CDumz6pUEg Exclusive: The startup Alva Energy says it knows how to kick-start the slumbering nuclear-power industryand former Intel CEO Pat Gelsinger is backing its efforts https://t.co/CDumz6pUEg"
X Link 2026-02-15T03:40Z [----] followers, [----] engagements
"Alva will start by constructing their brand new facility housing new steam system piping a new turbine generator and supporting systems to coordinate the interaction between the new and old plants All of this is done in coordination with the next planned downtime"
X Link 2026-02-15T03:40Z [----] followers, [---] engagements
"There was a firehose of announcements over the past couple weeks from reactor developers and fuel chain companies. Even the regulatory industry has been hot on the headlines. Enjoy the nuclear industry's new favorite Sunday newspaper βπ€ Updates included from @NaturaResources @KairosPower @RadiantNuclear @AntaresNuclear @valaratomics @generalmatter @DeepIsolation @CurioLv @FlibeEnergy @oklo @shinefusion @alvaenergyio @xenergynuclear @ProjectOmegaHQ https://t.co/Eae9pnZ8Ew https://t.co/Eae9pnZ8Ew"
X Link 2026-02-15T12:55Z [----] followers, [----] engagements
"#Uranium and #Nuclear Industry Stocks/ETFs Uranium Miners $CCJ Cameco Corp $NXE NexGen Energy Ltd $UEC Uranium Energy Corp. $DNN Denison Mines Corp $UUUU Energy Fuels Inc $EU enCore Energy Corp $URG Ur-Energy Inc. SMR Innovation $OKLO Oklo Inc $NNE Nano Nuclear Energy Inc $SMR Nuscale Power Corp Conglomerates with Nuclear Divisions $BWXT BWX Technologies Inc $FLR Fluor Corp $MIR Mirion Technologies Inc $RYCEY Rolls-Royce Holdings PLC ADR $GEV GE Vernova Inc $HON Honeywell International Inc Nuclear Fuel and Enrichment $LTBR Lightbridge Corp $LEU Centrus Energy Corp $SILXY Silex Systems Ltd"
X Link 2024-11-26T14:52Z [----] followers, [----] engagements
"$NOV makes major sale and investment: sells their nuclear energy development arm Shepherd Power to molten salt reactor developer @NaturaResources This creates a duo that is similar to NuScale and ENTRA1 where NuScale designs and develops the reactor while ENTRA1 actually builds and operates the reactor. NuScale earns a licensing fee and ENTRA1 signs a Power Purchase Agreement with an offtaker Natura though will own Shepherd as an in-house arm of their company creating a stronger relationship that the two separate companies described above The most significant aspect for Natura is honestly not"
X Link 2025-12-11T21:01Z [----] followers, 44.2K engagements
"$LEU commences construction of additional AC100M centrifuges in preparation for commercial low-enriched uranium (LEU) production The first new production capacity is expected to come online in [----] π below from @centrus_energy"
X Link 2025-12-19T12:24Z [----] followers, 44K engagements
"Nuclear funding passed with blowout votes in Senate (82-14) and House (397-28) Billions of $ being redirected to @GovNuclear π€ π from @ANS_org below"
X Link 2026-01-22T14:42Z [----] followers, 213.3K engagements
"Centrus Energy $LEU Awarded $900 million for securing the domestic nuclear fuel chain Immediately dumps over 60% of the award ($560 million) into the economy and create over [---] jobs Be like @centrus_energy π€"
X Link 2026-01-25T19:38Z [----] followers, [----] engagements
"$BWXT racing to restore unobligated enriched uranium production capacity π₯ BWXT just opened a Centrifuge Manufacturing Development Facility (CMDF) in Oak Ridge TNa major step toward restoring domestic uranium enrichment for U.S. national security. Backed by a $1.5B NNSA contract this facility builds and tests advanced gas centrifuges needed to https://t.co/LeG3Dulzsr BWXT just opened a Centrifuge Manufacturing Development Facility (CMDF) in Oak Ridge TNa major step toward restoring domestic uranium enrichment for U.S. national security. Backed by a $1.5B NNSA contract this facility builds"
X Link 2026-01-26T13:06Z [----] followers, [----] engagements
"$NKLR "today announced that it has secured all key components of its SOLO reactor unit" Pretty significant claim. The company says all their suppliers are qualified and prepared to support construction. I'm still looking for formal NRC responses to their topical reports. Should be coming over the next 2-4 months link below https://twitter.com/i/web/status/2020916152952570018 https://twitter.com/i/web/status/2020916152952570018"
X Link 2026-02-09T17:42Z [----] followers, [----] engagements
"https://www.nuscalepower.com/press-releases/nuscale-power-to-collaborate-with-oak-ridge-national-laboratory-to-explore-artificial-intelligence-guided-nuclear-fuel-management https://www.nuscalepower.com/press-releases/nuscale-power-to-collaborate-with-oak-ridge-national-laboratory-to-explore-artificial-intelligence-guided-nuclear-fuel-management"
X Link 2026-02-12T13:31Z [----] followers, [---] engagements
"Big nuclear earnings coming on Monday afternoon $BWXT $UUUU $AMRC"
X Link 2025-10-30T11:16Z [----] followers, [----] engagements
"β’ Nuclear earnings calendar β’ 11/3 $BWXT $UUUU $AMRC 11/4 $CDRE 11/5 $CCJ $CW $LEU $LTBR $URG 11/6 $SMR 11/7 $FLR"
X Link 2025-11-02T11:53Z [----] followers, 12K engagements
"Holtec going public The OG Reactor Restarter is coming to the market as one of the more mature businesses in the nuclear industry Compares to senior and self-sufficient reactor developers like $CCJ $BWXT $GEV Contrasts with junior developers $OKLO $SMR $NNE $IMSR $NKLR Holtec (@holtecintl) has filed papers for an Initial Public Offering (IPO) with the Securities and Exchange Commission (SEC). This action has been anticipated since the summer of [----] when Holtec announced that it would be going public sometime in the early part of [----]. More Holtec (@holtecintl) has filed papers for an Initial"
X Link 2026-02-06T13:23Z [----] followers, [----] engagements
"I have a pretty good feeling where one of the first nuclear lifecycle innovation campus is going Two uranium enrichment facilities the only conversion facility right across the river and now potentially Navy reactors with data centers Paducah Kentucky π€ $BWXT $SILXY $SOLS HGP Partners With Shaw To Deploy Navy's Nuclear Reactors On Land https://t.co/BSqno0LCRh HGP Partners With Shaw To Deploy Navy's Nuclear Reactors On Land https://t.co/BSqno0LCRh"
X Link 2026-02-06T19:29Z [----] followers, [----] engagements
"Simple theory for why the four US miners are potentially going to outperform $UEC $UUUU $URG $EU It doesn't have to do with AI it doesn't have to do with data centers and it doesn't even have to do with the nuclear renaissance National Energy Security. that's all it takes"
X Link 2026-01-26T04:12Z [----] followers, 29.4K engagements
"$LEU earnings out Very big deal: NNSA will (as expected) award Centrus with a contract to produce unobligated enriched uranium for national defense purposes Earnings numbers came in under expected stock dumping after hours"
X Link 2026-02-10T22:05Z [----] followers, 13.2K engagements
"The US may never be able to meet 100% of demand with domestically mined uranium but it is certainly unsatisfied with the current situation $UEC $UUUU $EU $URG Simple theory for why the four US miners are potentially going to outperform $UEC $UUUU $URG $EU It doesn't have to do with AI it doesn't have to do with data centers and it doesn't even have to do with the nuclear renaissance National Energy Security. that's all it takes https://t.co/2WbvrW6vOU Simple theory for why the four US miners are potentially going to outperform $UEC $UUUU $URG $EU It doesn't have to do with AI it doesn't have"
X Link 2026-02-11T12:56Z [----] followers, 10.1K engagements
"$SMR partners with @ORNL to explore AI-guided fuel management Methods for optimizing the management of nuclear fuel for a single reactor are well-known. As part of this study NuScale will partner with ORNL to use the power of AI to explore potential options for reducing fuel costs across multiple reactors. NuScale uses proven off-the-shelf fuel assemblies and unlike large reactors NuScales multi-module architecture offers a unique opportunity to enhance fuel efficiency in up to [--] reactors with a single shared fuel pool and a significant number of fuel options. By sharing fuel across modules"
X Link 2026-02-12T13:31Z [----] followers, [----] engagements
"Pulling together all the updates for this weekend's nuclear industry news rundown. It covers all the updates with the private companies and the industry at large. Y'all gotta calm down with all this winning. My keyboard's gonna burst into flames π₯π€ Reactor Developers @AaloAtomics @AntaresNuclear @Blue_Energy_Co Deployable Energy @GeneralAtomics @KairosPower @LastEnergy @NaturaResources @RadiantNuclear @TerraPower @valaratomics @xenergynuclear Nuclear Fuel Chain @CurioLv @DeepIsolation @generalmatter Hexium @LaserisTech @ProjectOmegaHQ @standardnuclear @shinefusion"
X Link 2026-02-13T14:00Z [----] followers, [----] engagements
"Huge congrats to @xenergynuclear for their fuel fabrication license π€ TRISO-X received the first NRC Part [--] license to commercially fabricate HALEU fuel in over [--] years. This enables domestic production of TRISO fuel for next-gen SMRs helping close a critical gap in the U.S. nuclear fuel cycle and strengthening energy security. https://t.co/dOLbV94zpn TRISO-X received the first NRC Part [--] license to commercially fabricate HALEU fuel in over [--] years. This enables domestic production of TRISO fuel for next-gen SMRs helping close a critical gap in the U.S. nuclear fuel cycle and"
X Link 2026-02-13T20:00Z [----] followers, [----] engagements
"Are U not entertained $UUUU $UEC $EU $URG Huge: *VANCE CONFIRMS TRUMP PROPOSING CRITICAL MINERAL PRICE FLOORS Huge: *VANCE CONFIRMS TRUMP PROPOSING CRITICAL MINERAL PRICE FLOORS"
X Link 2026-02-04T14:31Z [----] followers, 18.1K engagements
"$OKLO among four other companies selected to be aided in their research of used nuclear fuel recycling π€ π Stop π calling π it π waste The following companies were selected to help solve the economic and technological challenges associated with nuclear fuel recycling technologies that also meet the nations strict nonproliferation standards and national security goals: https://t.co/Nk7El4Pede π Stop π calling π it π waste The following companies were selected to help solve the economic and technological challenges associated with nuclear fuel recycling technologies that also meet the"
X Link 2026-02-05T20:16Z [----] followers, [----] engagements
"Goldman on $VST "We upgrade Vistra from Neutral to Buy after incorporating the Meta PPA into our numbers and following the pullback in shares" "potential upside of 3-9% to our [----] EBITDA if Vistra contracts the rest of its nuclear generation in a similar price range" "Vistra has contracted roughly half of its nuclear fleet through PPAs. However it still has a sizeable [---] GW left to contract: [----] MW from units I and II of its Beaver Valley facility in PA and [----] MW from the remaining Comanche Peak unit. We estimate an additional 3-9% impact on [----] EBITDA (Exhibit 2) if the remaining"
X Link 2026-02-09T14:49Z [----] followers, 46K engagements
"$SOLS starting uranium conversion capacity expansion"
X Link 2026-02-11T00:13Z [----] followers, 16.4K engagements
"Goldman on $UUUU "initiating coverage of UUUU with a Buy rating and a $30 12-month price target implying 32% upside from current levels" "UUUU owns and operates the highest-grade uranium deposit in the US as well as the White Mesa Mill which is a key competitive advantage for the company as it is the only processing facility in the US that is able to process both uranium and rare earth elements" "UUUU has spent over a decade assembling a broad portfolio of assets to establish itself as a leading producer of both rare earths and uranium" "UUUU owns and operates several world-class assets"
X Link 2026-02-11T12:23Z [----] followers, 33.5K engagements
"Flashback to ICEX [----] π₯Ά Nuclear fission doesnt just provide clean baseload electricity for the grid It also takes submariners to the North Pole I grabbed a selfie right as one of the research helicopters flew past the sail π€"
X Link 2026-02-11T15:59Z [----] followers, [----] engagements
"When the plant goes down for refueling Alva will rip out and replace the reactor's steam generators to produce 20-30% more steam The new steam production will be directed through new piping to the Alva facility"
X Link 2026-02-15T03:40Z [----] followers, [---] engagements
"While there was certainly phenomenal news to report on from every corner of the nuclear industry both in the U.S. and abroad there was an overabundance of headlines from the nuclear fuel chain http://x.com/i/article/2023011229732651008 http://x.com/i/article/2023011229732651008"
X Link 2026-02-15T12:48Z [----] followers, [----] engagements
"@centrus_energy"
X Link 2026-02-15T13:26Z [----] followers, [---] engagements
"$LEU gets another announcement of committed South Korean support for capacity expansion"
X Link 2025-10-30T00:34Z [----] followers, 10.3K engagements
"π€π€π€π€π€π€π€π€π€π€π€π€π€ β’β’β’β’β’β’β’β’β’β’β’β’β’ π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯ ALL HANDS ON DECK FOR NUCLEAR π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯π₯ β’β’β’β’β’β’β’β’β’β’β’β’β’ π€π€π€π€π€π€π€π€π€π€π€π€π€ *BESSENT: U.S. IS BEHIND CHINA ON NUCLEAR POWER BUT WILL CATCH UP *BESSENT: IT'S ALL HANDS ON DECK FOR NUCLEAR POWER *BESSENT: U.S. IS BEHIND CHINA ON NUCLEAR POWER BUT WILL CATCH UP *BESSENT: IT'S ALL HANDS ON DECK FOR NUCLEAR POWER"
X Link 2025-10-30T11:41Z [----] followers, 21.1K engagements
"Completely missed this headline for $SKBL ( $ASPI ) "Skyline Announces Change in Strategy New Management and First Acquisition in Critical Minerals Space" -Paul Mann to Executive Chairman -Headquarters moved to DC -First of many acquisitions announced"
X Link 2025-11-08T12:41Z [----] followers, 12.7K engagements
"$QLE spinoff incoming from $ASPI"
X Link 2025-11-12T22:51Z [----] followers, [----] engagements
"Full text from $FRMI 8-K Fermi Inc. (the Company) announced in September [----] that it had entered into a non-binding letter of intent dated September [--] [----] with an investment grade-rated tenant (the First Tenant) to lease a portion of the Project Matador Site to the First Tenant subject to negotiation and execution of a definitive lease agreement. The Company announced in November [----] that the Company and the First Tenant entered into an Advance in Aid of Construction Agreement dated as of November [--] [----] (the AICA) pursuant to which the First Tenant agreed subject to certain conditions to"
X Link 2025-12-12T12:50Z [----] followers, [----] engagements
"Adding $NOV to The Nuclear Reviews tracker due to their recent deal with @NaturaResources No idea what Im talking about Then read thisπ π from @NuclearReview below"
X Link 2025-12-22T19:07Z [----] followers, [----] engagements
"The $2 billion clean energy ETF $ICLN is down -0.7% Nuclear ETFs $URA $NLR $NUKZ are all up over +2%"
X Link 2026-01-05T15:31Z [----] followers, [----] engagements
"#Uranium sector hodlers should consider shifting over to the their sister-sector #nuclear I think theres been a dramatic shift in the way the market will treat the uranium and nuclear industries In prior years there wasnt really a group of nuclear stocks to invest in. Big investors could only capitalize on the potentials of a nuclear future with $URA and $URNM and #SPUT But now institutional movers see the liquidity and nuclear exposure theyve been dying for in utilities like $CEG and $VST reactor builders $SMR $CCJ $GEV $BWXT and $OKLO and fuel chain plays like $LEU. Eventually I think $NUKZ"
X Link 2025-01-17T00:49Z [----] followers, 19.4K engagements
"#Uranium and #nuclear damage report $CCJ -15% $NXE -16% $UEC -12% $EU -9% $DNN -15% $URG -12% $UUUU -9% $UROY -11% $OKLO -26% $SMR -28% $NNE -25% $CEG -21% $VST -28% $TLN -22% $GEV -22% $FLR -15% $BWXT -13% $MIR -19% $RYCEY -1% $LTBR -23% $LEU -15% $ASPI -23% $SILXY -6% $URNM -10% $URNJ -11% $URA -11% $NLR -11% $NUKZ -14% $SRUUF -8%"
X Link 2025-01-27T21:09Z [----] followers, 23.2K engagements
"#Uranium and #nuclears response to international pro-nuclear headlines everywhere you look π $CCJ -3% $NXE -2% $UEC -3% $EU -5% (new 52wl) $DNN -3% $URG -6% $UUUU -5% $UROY -1% $OKLO -6% $SMR -5% $NNE -5% $CEG -1% $VST -1% $TLN +1% $GEV +2% $FLR +2% $BWXT 0% $MIR +1% $RYCEY -1% $LTBR -5% $LEU -3% $ASPI -5% $SILXY -3% $URNM -2% $URNJ -3% $URA -2% $NLR -2% $NUKZ -2% $SRUUF -2%"
X Link 2025-02-06T21:07Z [----] followers, [----] engagements
"It hurts because its true π₯² For now #nuclear #uranium $URNM $URA $NUKZ"
X Link 2025-02-10T19:12Z [----] followers, [----] engagements
"#Uranium and #nuclear had another stellar week of positive news and a bright future π€© The market responded accordingly for the week: $CCJ -8% $NXE -8% $UEC -11%β $EU -6% $DNN -5% $URG -4% $UUUU -3% $UROY -5% $OKLO -26% $SMR -18% $NNE -11%β $CEG -10%β $VST -10%β $TLN -9% $GEV -11%β $FLR -13% $BWXT -5% $MIR -3% $RYCEY -2% $LTBR -17% $LEU -14% $ASPI -10%β $SILXY -12%β $URNM -5% $URNJ -5% $URA -7% $NLR -6% $NUKZ -9%β $SRUUF -2% $SPY -2% $XLE +1% $XME -4%"
X Link 2025-02-21T21:59Z [----] followers, [----] engagements
"American nuclear power is back π€ #nuclear #uranium HOUSTON: Tech giants joining together with heavy energy users to support the Triple Nuclear by [----] pledge. Just announced minutes ago with the signing event later today at the CERAWeek global energy conference. Everyone is realizing that in the end we are all baseload. https://t.co/IdxkXPGbII HOUSTON: Tech giants joining together with heavy energy users to support the Triple Nuclear by [----] pledge. Just announced minutes ago with the signing event later today at the CERAWeek global energy conference. Everyone is realizing that in the end we"
X Link 2025-03-12T10:46Z [----] followers, [----] engagements
"Back again I know theres some polarized opinions out there but I think having quakes around is a net-positive for the space. It brings a lot of engagement to the #uranium and #nuclear sectors at least on X which can be harshly lacking at times π₯Major #Uranium #stocks massively outperformed broader US markets this weekπled by Energy Fuels $UUUU soaring +31%πββas traders rotate into #mining & #metals expecting far higher pricesπ²on Trump tariffs Section [---] probe & soaring #Nuclear demandβ’π’ππ€ π5-day gainsπ https://t.co/ZXBPfV2rlu π₯Major #Uranium #stocks massively outperformed broader US"
X Link 2025-04-17T22:22Z [----] followers, [----] engagements
"#Nuclear and #uranium destroying the wider energy and mining sectors this week. Blowing the indicies away too π€ $URA $URNM $NLR $SPY $IWM $XLE $XME"
X Link 2025-05-02T14:10Z [----] followers, [----] engagements
"Im dropping my tracking/coverage of uranium miners Too many people out here that can casually drop posts threads and articles with insane depth for industry-wide and company-specific topics. The list of uranium big brains is getting longer every week I still hold some uranium tickers in my account like $CCJ $SRUUF $EU and $UUUU I just cant add value from a research/data perspective to the same caliber as other people here Going to focus instead on: 1) Nuclear industrials 2) SMR developers 3) Fuel enrichers and fabricators Ill still cover $CCJ as an industrial because of Westinghouse and Ill"
X Link 2025-05-06T12:20Z [----] followers, [----] engagements
"$LEU destroys estimates YoY gross profit up 665% YoY LEU segment rev up 117% YoY total rev up 67% $LEU Centrus Reports First Quarter [----] Results https://t.co/pCmdtNPiw4 $LEU Centrus Reports First Quarter [----] Results https://t.co/pCmdtNPiw4"
X Link 2025-05-07T21:31Z [----] followers, [----] engagements
"Full Reuters story on the new nuclear EO rumor: WASHINGTON (Reuters) -U.S. President Donald Trump will sign executive orders as soon as Friday that aim to jumpstart the nuclear energy industry by easing the regulatory process on approvals for new reactors and strengthening fuel supply chains four sources familiar said. Facing the first rise in power demand in two decades from the boom in artificial intelligence Trump declared an energy emergency on his first day in office. Chris Wright the energy secretary has said the race to develop power sources and data centers needed for AI is "Manhattan"
X Link 2025-05-22T22:03Z [----] followers, 12.9K engagements
"The market doesnt understand nuclear yet How are we going to hit [---] GW Fun fact: not by building [-----] microreactors β’ Westinghouse $CCJ and GEH $GEV β’ GW-class reactors to actually power the national grid. West owns the big AP1000 and GEH owns the even bigger ABWR/ESBWR"
X Link 2025-05-23T13:17Z [----] followers, [----] engagements
"Trump EO signing for nuclear notes: -Energy security is national security -Nuclear is national security -Trump says were doing big plants also not just small -Verbiage points to too small over big -Constellation talked -Ai hyper scalers working with constellation for plans -Problem is regulatory delay -Frustrated with current processes -Oklo at signing -EO is mostly pro small reactors not big reactors -General Matter at signing -1st power at dod and ai plants with doe giving more fuel from stockpile -2nd reform nrc to actual needs of country and safety for [---] GW -3rd research reactors to"
X Link 2025-05-23T18:18Z [----] followers, 12.5K engagements
"Investors realize Cameco owns Westinghouse $CCJ +6% premarket"
X Link 2025-06-09T11:12Z [----] followers, 23.5K engagements
"October [--] [----] Cameco announced buying 49% of Westinghouse for $2.2 billion $CCJ dropped -14% the next day They stole the beaten down nuclear heavyweight while no one was looking and now stand to dominate the North American reactor market God-tier underrated aquisition"
X Link 2025-06-09T16:27Z [----] followers, 14.4K engagements
"Judgement day $OKLO $SMR $NNE $ASPI $LEU $LTBR $FLR $BWXT $MIR"
X Link 2025-06-11T14:55Z [----] followers, [----] engagements
"1000 MW of nuclear coming to New York. Unless Cuomo wants to suck again $CCJ $GEV"
X Link 2025-06-23T13:09Z [----] followers, [----] engagements
"$LEU Centrus Achieves Key Production Milestone with Delivery of [---] Kilograms of HALEU to the Department of Energy"
X Link 2025-06-25T11:14Z [----] followers, [----] engagements
"Palantir and The Nuclear Company Partner to Launch Platform to Rapidly Scale Nuclear Deployment"
X Link 2025-06-26T11:31Z [----] followers, [----] engagements
"The nuclear fuel chain is still poised for growth as the renaissance has barely even started: $UUUU $UEC $EU $URG American miners will be preferenced over their Canadian and other foreign counterparts $LEU $ASPI $SILXY Enrichment demand will be big enough to not be concerned with competition. Picking one over the other is unwise imo for now $CCJ $BWXT $GEV Fabrication capacity needs to expand and these three already provide a large portion of the US market"
X Link 2025-07-02T17:24Z [----] followers, [----] engagements
"Nuclear companies average 122% gain over last [--] days Latest issue of The Nuclear Review is published link in bio Gains over the past two weeks have been insane. Lots of headlines and euphoria to go around but some caution is warranted Earnings season is coming π€"
X Link 2025-07-20T19:17Z [----] followers, [----] engagements
"Jumped on X one year ago today Started out learning about the uranium commodity market found out people were looking for commentary on publicly traded nuclear companies and the rest is history From [--] to [----] followers in [---] days The people want more nuclear π€β’"
X Link 2025-08-02T01:22Z [----] followers, [----] engagements
"There was a really interesting comment made by $LEU CEO Vexler during their earnings call: we are witnessing a potentially significant expansion in our already large national security addressable market with the growing number of announcements around potential micro and small modular reactor deployments on DOD sites. These military reactors would likely require the use of U.S. origin enrichment technology At first blush you would think yea duh reactors need fuel. But with these reactors being used for DOD-related operations it triggers certain requirements for the uranium used in these cores."
X Link 2025-08-08T15:02Z [----] followers, 13.2K engagements
"Massive congratulations to the reactor developers selected by the DOE for accelerated deployment timelines π₯³ Oklo @oklo $OKLO Atomic Alchemy @isotopefactory $OKLO Terrestrial Energy @TerrestrialMSR $HOND Aalo Atomics @AaloAtomics Antares Nuclear @AntaresNuclear Deep Fission Last Energy @LastEnergy Natura Resources @NaturaResources Radiant Energy @RadiantNuclear Valar Atomics @valaratomics"
X Link 2025-08-12T16:51Z [----] followers, 10.6K engagements
"Nuclear & Uranium Short Report is out Link in bio π€ $NXE over 100m shares short $OKLO notably less shorted than $SMR $CW shorted more into earnings $LEU higher price with no additional shorting $URG $UUUU continue to scare away shorts"
X Link 2025-08-13T12:28Z [----] followers, 16.1K engagements
"$LEU offer upsized and oversubscribed $700 million offer with $105 million option This would bring their net cash balance to over $1.6 billion $LEU Centrus Announces Proposed Private Offering of $650 Million of Convertible Senior Notes due [----] https://t.co/hFPUmkzasi $LEU Centrus Announces Proposed Private Offering of $650 Million of Convertible Senior Notes due [----] https://t.co/hFPUmkzasi"
X Link 2025-08-14T11:15Z [----] followers, 16.8K engagements
"$OKLO has submitted their Principle Design Criteria Topical Report for Aurora Not accepted yet should hear back on that soon"
X Link 2025-08-18T13:45Z [----] followers, 12.2K engagements
"$LEU 8-K filed today: DOE grants license to import Russian Low-Enriched Uranium for [----] and 2027"
X Link 2025-08-19T21:28Z [----] followers, 18.4K engagements
"$LEU Centrus and KHNP agree to higher LEU supply volume than previously agreed on back in February contingent on federal funding Centrus Signs Agreement with KHNP and POSCO International for Potential Investment in American Uranium Enrichment Centrus Signs Agreement with KHNP and POSCO International for Potential Investment in American Uranium Enrichment"
X Link 2025-08-25T23:41Z [----] followers, [----] engagements
"$OKLO commences work towards fuel recycling in Tennessee $1.7 billion Large govt grant incoming or were about to set some new equity raise records π« A major investment in East Tennessee Oklo an advanced nuclear technology company has announced a $1.68 billion project in Oak Ridge that will create more than [---] jobs at its new recycling facility. We are working with @Oklo to explore opportunities that advance https://t.co/a6FDqQBUyg A major investment in East Tennessee Oklo an advanced nuclear technology company has announced a $1.68 billion project in Oak Ridge that will create more than 800"
X Link 2025-09-04T20:42Z [----] followers, [----] engagements
"Either $UEC pitched this idea to the Depts of Interior and Energy or vice versa Zero chance they decided to undertake a massive chemical engineering odyssey all on their own without guarantees of govt support I think taxpayer money is going to be dumped on them by the truckload Uranium Energy Corp Launches United States Uranium Refining & Conversion Corp to Advance American Nuclear Fuel Security and Energy Dominance https://t.co/Bynek4UTHC Uranium Energy Corp Launches United States Uranium Refining & Conversion Corp to Advance American Nuclear Fuel Security and Energy Dominance"
X Link 2025-09-07T15:55Z [----] followers, 13.2K engagements
"$UUUU U.S. Mined and Processed Rare Earths Successfully Manufactured into Permanent Magnets for Use in EVs and Hybrids"
X Link 2025-09-09T10:56Z [----] followers, 10.2K engagements
"Wen uranium JUST IN: The Government is reportedly seeking to buy up to a 10% equity stake in Lithium Americas $LAC - Reuters https://t.co/QAE6eRyFGm JUST IN: The Government is reportedly seeking to buy up to a 10% equity stake in Lithium Americas $LAC - Reuters https://t.co/QAE6eRyFGm"
X Link 2025-09-23T20:21Z [----] followers, 14.3K engagements
"Hmmmmmmm. The DOE announcement mentioned a reactor from $OKLO called "Pluto" but the @oklo press release doesn't Did the DOE spill the beans on the new nuclear fuel and reactor project focused on using plutonium π«’ Would track with the new Tennessee recycling project Oklo has been selected by @ENERGY along with three other companies for the Advanced Nuclear Fuel Line Pilot Projects. These projects will help rebuild the U.S. nuclear fuel supply chain and ultimately drive private sector investment and create a fast-track approach to https://t.co/nZolhOihGr Oklo has been selected by @ENERGY"
X Link 2025-10-01T13:04Z [----] followers, [----] engagements
"@Speculator_io @BrianDegan2 Can you post the source for this The tickers arent right $URG is Ur-Energy $URC isnt a ticker And why would the Canadian miner $NXE be on the list And $ASPI without $SILXY gives this index a huge lack of credit imo"
X Link 2025-10-12T00:54Z [----] followers, 17.8K engagements
"New level of attention for $ASPI The Next Nuclear Story Stock: ASP Isotopes Shares Surge After Supply Contract For Silicon-28 And U.S. Radiopharmacy Acquisition https://t.co/zvUNH2Xc7O The Next Nuclear Story Stock: ASP Isotopes Shares Surge After Supply Contract For Silicon-28 And U.S. Radiopharmacy Acquisition https://t.co/zvUNH2Xc7O"
X Link 2025-10-13T16:22Z [----] followers, [----] engagements
"Friendly reminder that $BWXT is the only company actively constructing a microreactor Not just breaking ground or ordering long lead components theyre physically constructing the Pele reactor vessel Right nowπ€ The future of global energy security is upon us. BWXT is eager to meet the mission of the United States Army and is currently leading the manufacturing and delivery of the first advanced microreactor in the US creating transportable nuclear power for electricity to power DoW's https://t.co/EMkS4rWdRO The future of global energy security is upon us. BWXT is eager to meet the mission of"
X Link 2025-10-14T22:46Z [----] followers, 30.2K engagements
"$OKLO is at $25 billion while $BWXT is at $18 billion That is all"
X Link 2025-10-15T12:29Z [----] followers, [----] engagements
"$OKLO $2 billion from @newcleoenergy for metal-cooled reactor fuel fabrication facilities Interior Secretary Burgum is also quoted in the press release Oklo has announced a strategic partnership with newcleo and Blykalla featuring up to $2 billion in planned investment from newcleo subject to customary approvals to strengthen the U.S. fuel ecosystem and expand Oklos fast reactor and fuel capabilities. This transatlantic https://t.co/RJpnSd2cVw Oklo has announced a strategic partnership with newcleo and Blykalla featuring up to $2 billion in planned investment from newcleo subject to customary"
X Link 2025-10-17T12:42Z [----] followers, 16.2K engagements
"Oklo NuScale Aalo Kairos X-energy and Radiant can scream and shout all they want and push as hard as their engineers and investors allow them too. It doesn't matter. If building 100s of reactors per year is the goal: The uranium mining capacity isn't there The uranium conversion capacity isn't there The uranium enrichment capacity isn't there The nuclear forge capacity isn't there The nuclear manufacturing capacity isn't there The nuclear fabrication capacity isn't there The Army is finally here to fix the industry's real problem One of the key challenges the Army will undertake is"
X Link 2025-10-18T15:17Z [----] followers, 58.6K engagements
"Nuclear getting rekt Janus Program is launched and the sector nosedives Straight to zero one more dead cat bounce or the pullback before upwards explosion $NKLR $OKLO $SMR $UUUU $UEC $ASPI"
X Link 2025-10-21T20:57Z [----] followers, 15.6K engagements
"Wow very important details being put out regarding the Janus Program in this article RFP post-shutdown Nine sites Two initial reactors per company New list different than DIU program "Affordability is a major consideration within Janus" Previous post deleted (included in fourth picture) due to Janus lead @Waksman84 very thankfully correcting a misunderstanding by the article's author When the article is discussing the advantages of the "low-enrichment nature" of small reactors they're referring to less than 20% not actually 5% LEU The Janus program does intend to work with reactor"
X Link 2025-10-24T02:21Z [----] followers, 42.3K engagements
"Sweet Jesus: $NNE short interest at 41% of float Big bump for $UUUU too notably while there's broad sector short covering"
X Link 2025-10-25T00:19Z [----] followers, 99.6K engagements
"I love $ASPI for the many isotopes it will likely provide to multiple industries but folks keep getting carried away about their uranium segment Lets be crystal clear about the status of the various uranium enrichment businesses in the US for those that are using this as their primary ASPI investment thesis: Urenco - actively producing millions of SWU for LEU production in New Mexico. Currently expanding capacity and pursuing higher enrichment levels to LEU+ $LEU Centrus - HALEU license in hand and actively producing HALEU and delivering it to DOE in addition to the 900+ kilograms of HALEU"
X Link 2025-10-27T18:10Z [----] followers, 24.1K engagements
"Nuclear is sooooo back π₯π₯π₯ VC Summer Friday and Duane Arnold today Folks are reporting a [--] year PPA between @Google and NextEra for the restart of the plant. https://t.co/B8ra267cQF VC Summer Friday and Duane Arnold today Folks are reporting a [--] year PPA between @Google and NextEra for the restart of the plant. https://t.co/B8ra267cQF"
X Link 2025-10-27T18:59Z [----] followers, [----] engagements
"Japan-US investments $CCJ for AP1000 $GEV for BWRX-300 and grid equipment $SMR for new NPMs Japan releases fact sheet on $550 billion of U.S. investments $GEV $SFTBY $KMI $CARR https://t.co/y99YA4bWoK Japan releases fact sheet on $550 billion of U.S. investments $GEV $SFTBY $KMI $CARR https://t.co/y99YA4bWoK"
X Link 2025-10-28T10:28Z [----] followers, 21.7K engagements
"The reactors are coming π€ $CCJ WESTINGHOUSE US GOVT SIGN $80B PACT TO BUILD NUCLEAR REACTORS WESTINGHOUSE US GOVT SIGN $80B PACT TO BUILD NUCLEAR REACTORS"
X Link 2025-10-28T10:29Z [----] followers, [----] engagements
"I cant believe the Trump admin found a way to get their hands on Westinghouse to pull it back to the US and out of Canadian hands I was convinced Canada would never let go of WEC. Dead wrong Zero chance IPO isnt triggered Hmmm what will $CCJ do with the sale profits As a reminder $CCJ acquired 49% of WEC at a $7.875B valuation in [----] (announced Oct 22). The US governments participation for 20% kicks in for distributions over $17.5B AFTER FID on $80 billion of reactors. (More likely it sounds like the US will get warrants for 20% of WEC https://t.co/dXF4fmjP23 As a reminder $CCJ acquired 49%"
X Link 2025-10-28T11:23Z [----] followers, 18.2K engagements
"Very significant reactor licensing update with DOE-NRC The expedited commercial licensing pathways will open for both reactors and fuel chain facilities DOE - NRC Addendum No. 9: Coordinating U.S. Nuclear Innovation The Department of Energy and Nuclear Regulatory Commission signed Addendum No. [--] to their [----] MOU on Nuclear Energy Innovation. The agreement aligns federal efforts to speed testing authorization and DOE - NRC Addendum No. 9: Coordinating U.S. Nuclear Innovation The Department of Energy and Nuclear Regulatory Commission signed Addendum No. [--] to their [----] MOU on Nuclear Energy"
X Link 2025-11-03T21:48Z [----] followers, 27.5K engagements
"My notes from $LEU call: Company calls BS on Russian enriched uranium ban going in to effect after [----] SWU prices have no reason to go down NNSA contract likely similar to BWXTs $1 billion ATM program initiated Current SWU prices support capacity expansion"
X Link 2025-11-06T14:42Z [----] followers, 66.6K engagements
"Uranium on the list $UUUU $URG $EU $UEC The US added uranium copper and silver to a government list of critical minerals. The updated US Geological Survey list also adds metallurgical coal potash rhenium silicon and lead according to the list posted to the US government site https://t.co/isMTFPHRfY The US added uranium copper and silver to a government list of critical minerals. The updated US Geological Survey list also adds metallurgical coal potash rhenium silicon and lead according to the list posted to the US government site https://t.co/isMTFPHRfY"
X Link 2025-11-06T15:23Z [----] followers, 16.6K engagements
"I think theres less than five accounts on X that post important updates from the NRC before the associated companies put out formal press releases This is one of them π NRC completes draft supplemental EIS for TVAs Clinch River SMR site in Oak Ridge TN: Covers TVAs plan to build a single GE Hitachi BWRX-300 small modular reactor Jointly prepared with U.S. Army Corps of Engineers Public comments due by Dec [--] [----] NRCs https://t.co/3pd7BQdwZ8 NRC completes draft supplemental EIS for TVAs Clinch River SMR site in Oak Ridge TN: Covers TVAs plan to build a single GE Hitachi BWRX-300 small"
X Link 2025-11-08T00:52Z [----] followers, 12.1K engagements
"Infuriated with @googlefinance They dont recognize $CCJ as Cameco Corp anymore Now it codes as Cincinnati Financial Corp as listed on Frances stock exchange Cant fix it with NYSE:CCJ TSE:CCO anything. Gives some weird trailing returns with FRA:CJ6 First world problems π"
X Link 2025-12-12T14:35Z [----] followers, [----] engagements
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