BWX
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Senate Bill to ban Russian URANIUM Imports
$BWXT - Uranium Enrichment in Northern America; while RUSSIA supplies around 43% of enriched uranium to the whole world
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I’m personally in NuScale, BWX, and Cameco. But that isn’t investment advice.
Yep companies like General Electric, Fluor, Constellation energy, Jacob's solutions, and BWX Technologies.
The opportunity is real but the timeline is longer than headlines suggest. Here’s where the money will actually flow: **Near-term plays (2025-2028):** 1. **Constellation Energy (CEG)** \- owns the plants Big Tech is restarting. They signed Microsoft's 20-year, 837MW TMI-1 deal and Meta's 1,121MW agreement. With 24 reactors up for renewal before 2035, they're the incumbent that actually has operating assets. Stock already up on these deals, but more renewals coming. 2. **Uranium miners** \- Cameco, Kazatomprom. The supply chain is constrained and SMRs need fuel. No new major uranium mines have opened in a decade. If SMRs scale, uranium goes into structural deficit by 2027-2028. This is your commodity leverage without picking an SMR winner. 3. **Regulatory consulting firms** \- The bottleneck isn't technology, it's NRC approval. SMRs need site-specific licenses and Big Tech doesn't know how to navigate this. Firms like **Lightbridge (LTBR)** that specialize in regulatory strategy and nuclear fuel consulting are quietly essential. **Mid-term (2028-2035):** 4. **SMR manufacturers** \- **NuScale (SMR)** is furthest along, first US SMR approved by NRC in 2020. Problem: their first customer (Utah) canceled the project. But now they have Amazon's $500M commitment for Washington state. Still risky - no commercial deployment yet. **Oklo (OKLO)** is Sam Altman-backed and pursuing fast reactors; riskier, but if they land more deals like Meta's, it's a 10x play. 1. **Modular construction/fabrication** \- SMRs are factory-built. Companies that can mass-produce containment vessels and reactor modules will be critical. Look at **Doosan** (Korean, partnered with NuScale) and **BWX Technologies (BWXT)** \- they build naval reactors, similar tech, already scaling. **The actual bottleneck (and opportunity):** 6. **Grid transmission companies** \- SMRs need to be sited near data centers, but the grid in between is maxed out. **NextEra (NEE)** and other utilities building transmission lines to industrial clusters (Virginia, Ohio, Texas) will capture the "last mile" value. **What to avoid:** * **Pure-play SMR startups without signed PPAs.** The Google-Kairos deal is promising, but Kairos hasn't built a reactor yet. Same for TerraPower's Wyoming project (backing from Gates/DOE, but construction just started). Valuations are frothy on *announcements*, not revenue. * **"AI-powered nuclear safety" startups** \- regulatory bodies won't trust black-box AI for nuclear safety. Hype without a pathway to adoption. **Timeline reality check:** The first SMR units will come online around 2030 (Google's Kairos deal). Until then, Big Tech is mainly buying *existing* nuclear output (TMI, Clinton plant). The real SMR boom is a 2030s story, not a 2025 one. Bottom line: **Constellation Energy is your safe bet** (they have the plants, the PPAs, and no execution risk). Uranium miners are your leverage. SMR manufacturers are your moonshots - allocate accordingly.
Yup I think the ticker is BWX. They already have a successful business model making and selling SMRs to the military for submarines and aircraft carriers.
Rolls Royce and BWX Technologies are much better SMR nuclear stocks. For one, they have revenue. Two, they’re even ***profitable.***
The bond market and especially the international bond markets took an absolute bath in 2022 and have not recovered. If you look at total inflation-adjusted return, international bonds are indeed outperforming US treasuries, likely on the basis of the falling dollar: https://totalrealreturns.com/s/BWX,GOVT,SGOV,ISHG?start=2025-01-01 Note also that short-term bond funds are outpacing mixed/total-market funds. This is probably because long term bond rates are facing upward pressure as it becomes clear that nations across the world don’t and won’t have their financial houses in order, leading bond investors to demand more yield in compensation for the default risk. Increasing future long bond yields means the the lower rates of long bonds held in funds now are worth less, which pushes down the funds’ NAV. Right now my entire treasury exposure is ISHG, because I have no appetite for duration risk but am happy to take on currency risk with the dollar seemingly in free fall. YMMV.
I'm learning about bonds myself, but I am aware of a few things. first, I believe you're looking at price return, i.e., change in NAV, and not total return. in fact, if you look on yahoo, you'll see positive single-digit returns YTD through 3 years. second, this fund has a long duration, about 8 years, and hence it is prone to interest-rate risk. one would typically hold such a fund for diversification, but BWX seems to have a correlation of around 0.44 to SPY, and hence it would not serve this purpose, as we seek negative or low-positive correlations.
BWX Technologies (NYSE:BWXT) on Tuesday said it has been awarded a $1.5 billion contract by the U.S. Department of Energy’s National Nuclear Security Administration (NNSA) to support the development of a domestic uranium enrichment capability for defense purposes. The newly announced Janus Program aims to supply microreactors to bases by 2028, which would be small enough to move by truck or aircraft. These tiny reactors will generate anywhere up to 20 megawatts of electricity, but more importantly, they will not need to be refueled constantly, yielding power savings and assisting logistics in hard-to-reach areas. It's all aimed at helping keep American forces ready on the home front and across remote locations, as well as maintaining critical base operations on a 24/7 basis. Trump signs executive orders aiming to expand nuclear power
Meanwhile I’m going long on BWX and IAU. Eventually this is gonna burst. Or we’ll all be USD trillionaires.
But the government has barely mentioned them in any press - X-Energy, Westinghouse BWX RYCEY all get shout outs and are more established
And several of the ones likely to be more successful are private - Rolls Royce and BWX offer a more stable bet
BWX’s stock soared 18.4% following NASA’s announcement.
Just invest in intl treasury ETFs like BWX or BWZ for short exposure or short term treasury ETFs like GSY or TFLO for long USD exposure.
Great question—and you’re spot on. AI is becoming the demand shock that nuclear has been waiting for. If you want exposure, here’s how I’d break it down: 🔋 Uranium Supply (the fuel play) Cameco (CCJ) – One of the world’s largest producers, with strategic ties to Westinghouse NexGen (NXE) – Holds one of the highest-grade undeveloped uranium projects Sprott Uranium Miners ETF (URNM) – Gives you broad exposure to miners + physical uranium via SPUT ⚛️ Nuclear Ops & Tech (the infrastructure play) Constellation Energy (CEG) – Operates the largest U.S. nuclear fleet, now eyeing data center deals BWX Technologies (BWXT) – Builds advanced nuclear components, including for SMRs and defense Oklo (OKLO) – Microreactor startup with a SPAC listing—tiny, but interesting if you want pure upside 💡 Bonus: I run a newsletter called Nuclear Update that covers all of this—uranium prices, company news, SMR rollouts, and how AI/data center demand is reshaping the sector. Just launched a premium version with curated equity picks. You can check the first issue out free here: 👉 https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Hope that helps—nuclear’s moment is just getting started.
Super interesting take—and you're not alone in connecting the dots between quantum, AI, and the coming energy squeeze. Big Tech’s appetite for 24/7 clean power is already pushing nuclear back into the spotlight (see Amazon’s Talen deal, Google’s fusion/SMR interest, etc.). For exposure, you might want to look into companies across the nuclear value chain: ✅ Cameco (CCJ) – Major uranium producer with a JV supplying fuel to Westinghouse ✅ BWX Technologies (BWXT) – Builds advanced nuclear components, heavily involved in SMRs ✅ Constellation Energy (CEG) – The largest U.S. nuclear operator—could benefit from data center deals ✅ Oklo (OKLO) – You already mentioned this one; tiny but interesting if you're betting on microreactors ✅ Sprott URNM ETF – If you want a basket of miners and exposure to physical uranium via SPUT If you're into deep dives and weekly analysis, I run a newsletter called Nuclear Update—we just launched a premium version that covers exactly this intersection of energy + tech + policy. First issue is free here: 👉 https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Appreciate the post—this space is heating up fast.⚛️
I used to keep cash in short term treasury funds like GSY and TFLO. No more. Cash is held in intl treasury funds like BWX or BWZ now. These bond funds beat SPX and NDX over the past 6 months.
You’re definitely onto something with the AI–nuclear link—and SMRs are front and center in that conversation. But let’s break this down a bit: --- ✅ Why SMRs could be a good long-term play Big tech is circling: Microsoft (with Helion), Google (with CFS), Amazon… they’re all exploring nuclear for data center power. SMRs fit that use case perfectly: smaller footprint, scalable, 24/7 clean energy. Bipartisan momentum: Trump and JD Vance are bullish, but so are Democrats like Biden, Granholm, and Manchin. That’s rare in energy policy. Deployment is still early: SMRs haven’t been deployed commercially in the U.S. yet, but the first contracts are now being signed (e.g., TerraPower, X-energy). --- ⚠️ Why NuScale (ticker: $SMR) is risky They lost a flagship project (CFPP in Utah), which damaged investor confidence. Cash burn + dilution risk: They're still pre-revenue and will likely need to raise more money before hitting profitability. Valuation got ahead of fundamentals: It’s up big this year, but mostly on narrative. If execution lags, it could retrace hard. --- 🟡 Verdict NuScale might still 10x long term if they deploy reactors and land real contracts. But they’re no longer the only SMR game in town. Companies like X-energy, TerraPower (private), and even BWX Technologies ($BWXT) could offer better exposure with less risk. If you like the SMR thesis but want a safer long-term compounder, BWXT might be your play. --- I run a newsletter called Nuclear Update where we track SMR developments, uranium pricing, and policy moves like Trump’s executive orders. Just launched a premium version (free for now) that breaks down the market impact of all this: 🔗 https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Might help you time your next move and spot stronger plays before the crowd.
Great question—and you’re definitely catching the theme at the right time. Nuclear is quickly becoming a serious contender to meet the power needs of AI, data centers, and grid decarbonization. But investing in it isn't as straightforward as just buying any uranium miner or utility. Here’s what’s worth knowing: The value chain matters: You can invest in miners, fuel cycle companies (like enrichment or conversion), SMR developers, or even physical uranium. Each has a different risk/reward profile. Balance sheets vary wildly: Some companies (like Cameco or BWX Technologies) have strong revenue and positive cash flow. Others—especially developers—may still be pre-revenue and reliant on equity raises. Uranium spot price ≠ company performance: Companies can lag the spot price if they’re poorly managed, over-leveraged, or not in production. I run a newsletter called Nuclear Update that breaks this down weekly—policy shifts, insider activity, equity analysis, and balance sheet reviews. We just launched a premium version (free for now) that dives into the fundamentals of uranium/nuclear equities and what names are best positioned: 🔗 https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Might help you get a clearer picture of who’s winning and why. Happy to chat more if you want to dig into specific tickers.
BWX and GLD if you have cash sitting around. VEU for intl equities or VYMI if you want divvies. Otherwise, US equities should outpace USD devaluation and inflation. Until it doesn't.
GLD outperforming corn YTD with less volatility. You can get the same return with much less volatility mixing GLD and BWX.
UDN tracks a couple of foreign bond funds well. BWZ and BWX I think. They pay divvies differently, so it's not exact.
There are only two that I know of, both of which hold sovereign bonds only. IGOV - Developed nations only, capped weights BWX - All nations, not capped (so Japan is \~23%) They both have 0.35% ER. I hold both equally.
I went to cash -- belatedly. I feel like an idiot for staying in 15% buffer-EFTs until last week instead of making the move November 5th. I don't know the future (or claim to know it) but it does seem uncertain in a unique way -- the possible end of NATO, the Ukraine, the dollar as a reserve currency, the whole post-WWII world order. The usual pieties about the market always coming back seems distinctly out of date, and, anyway, I am not a youth who has decades to wait and see. So I'm in CDs, with about a third in Swiss Franc ETF, foreign bonds iGOV and BWX, Yen (FXY)
\> Don't overthink it, it you want to hedge then get a mix of FXE, FXF, BWZ, BWX, IGOV and let run until a new administration is in sight Makes sense! Thanks for the list. I don't know what the right moves are, but the traditional "comfort language" (the market always comes back, etc.) seems very out-of-date for a new world which may be post-NATO, post-Ukraine, post-Taiwan, post-Dollar as the reserve currency, or at least the chance of such changes. My joke is the descriptor "paranoid" seems out of date -- there must always be a line that distinguishes rational and irrational fears. But I am reminded of this quote: "There is a thin line between genius and insanity. I have erased that line." (attributed to Oscar Levant, and others).
BWZ is also there, short term bonds unhedged. FXE and FXF do have some yield and it's fairly close so the standard \~2% you can expect on EURO these days. I think it makes sense to hold some diversity to hedge against the USD heavily inflating, especially if you have costs in Euro in the future. Just keep in mind that BWZ, BWX, IGOV will all react differently to for example straight up currency (i.e. FXF, FXE). Bonds and treasuries have their own market and market dynamics, but they DO increase in value if/when more capital pulls out of the USD and US. Don't overthink it, it you want to hedge then get a mix of FXE, FXF, BWZ, BWX, IGOV and let run until a new administration is in sight.
If you are gonna buy international bonds, make sure they are unhedged. BWX, ISHG, IGOV
BWX and ISHG instead of IGOV, which is currency hedged.
For a hedge on the dollar, I’m looking at VIGI (conservative, dividend-oriented international stocks) + BWX (non currency-hedged international treasuries).
GLD calls, SPY puts, TLT puts, buy BWX
I am doing BWX (foreign bonds unhedged), FXF (swiss franc), EUAD (european defense), and a little bit of PHYS (physical gold).
No, BNDX is currency hedged, whereas BWX is unhedged. This means that BNDX will not feel any foreign currency appreciation (or depreciation) against the dollar.
4 main options I can see: - gold (I don’t trust trump won’t fuck with this) - forex trusts such as FXE, FXF, FXY - unhedged international bonds like BWX - directly betting against the dollar in UDN
If I’m understanding you correctly, try BWX, BWZ, EBND, and maybe WIP. All are local-currency gov bonds. Unsure of local corp bonds
Hence, why I said it was up in the air as to whether or not it was a scalable industry. The OP asked about growth industries over the next 10 years. NuScale Power Corporation, TerraPower, BWX Technologies, Cameco Corporation, Newcleo, Rolls-Royce SMR, and Westinghouse Electric Company are all invested in SMR technology. Google and Amazon have also invested in Kairo Power and X-energy for SMR development. A.I is going to require a lot of power. If Trump is too be believed then America is going to start smelting it's own aluminum. This also requires a great deal of power. This power needs to come from somewhere. SMR might be nothing. It might be a huge investment opportunity. It's a coin-toss like I already alluded too.
BWX technology (nuclear SMR company) reports good earnings and forward guidance with demand. I think this bodes well for Oklo and will be watching Oklo closely for a decent entry point here.
I read it in a Newsletter and cant remember much so here‘s what got says: „BWX Technologies (BWXT) stands out from other nuclear-related companies due to its defensive business model, government contracts, and specialized expertise in nuclear components and fuel. Here’s what sets it apart: 1. Government and Military Contracts (High Stability) • BWXT is a key supplier for the U.S. Navy, providing nuclear reactors for submarines and aircraft carriers. This gives the company a stable revenue stream backed by long-term defense budgets. • Unlike uranium miners (e.g., Cameco) or power utilities (e.g., Constellation Energy), BWXT’s defense business is less exposed to uranium price volatility or energy market cycles. 2. Specialized Nuclear Manufacturing & Services • It produces small modular reactors (SMRs) and nuclear fuel for both military and commercial applications. • The company has a dominant position in highly regulated and complex nuclear manufacturing, such as radioisotopes for medical and space applications. 3. Space & Advanced Nuclear Tech Exposure • BWXT is working with NASA and other agencies to develop nuclear propulsion systems for space travel, an area with high technological barriers to entry. • It has a growing presence in the medical radioisotope market, supplying materials used in cancer treatments and diagnostics. 4. Lower Regulatory & Market Risks Compared to Pure Uranium/Nuclear Power Plays • BWXT is not a uranium miner and doesn’t rely on fluctuating uranium prices like Cameco or Kazatomprom. • It also doesn’t operate nuclear power plants, so it avoids risks from plant shutdowns, regulatory delays, and political backlash that companies like Constellation Energy or EDF face. 5. Defensive & Growth-Oriented • The mix of defense, medical, space, and energy applications makes BWXT a defensive nuclear play with growth potential, rather than just a cyclical commodity stock. Key Takeaway BWXT is less about uranium and more about high-tech nuclear applications, especially in defense and space. This makes it a safer, more stable investment compared to uranium miners or nuclear utilities while still providing exposure to the nuclear sector’s long-term growth.“
Problem with this type of comparative analysis is that you’re assuming NuScale is fairly valued, and not just a speculative stock that’s seen multiple expansion due to hype in the nuclear industry. It happened with pre-revenue dot-com internet companies in 2000, it happened with pre-revenue cannabis companies in 2018, it happened with pre-revenue EV companies in 2021, and now it’s happening again with pre-revenue nuclear companies in 2024. It’s literally just the same thing. Lots of hype and CGI renderings with no understanding of the difficulties to operate in the industry. Pretty much every speculative name you see today with claims of being an “industry leader” is just BS to pump their stock. Executives have already mostly cashed out of NuScale, and all of OKLO’s management will have their options vest before the company ever sees any real generating revenue. They don’t need the company to succeed, they just need to convince investors it will succeed for another few years. What will happen (and what always happens), is the timelines will continually be pushed back, valuations will drop like a rock, and these companies will all either go bust or have real industry leaders pick up their assets for pennies on the dollar. The real winners will be companies like Cameco and BWX who are supplying the industry, while names like Exxon or current utility providers likely transition to owning nuclear assets.
Might want to go for something less obvious as that, maybe it is a better idea (not advise\*) to look at ticker like BWXT (BWX Technologies Inc), which makes a lot of the parts needed to make such a plant. Personally i think its just a hype, so if you want to go with the hype, do that, just make sure that once everyone is talking about it, the ability to make real money with it is already gone. So, like you, you look at related things people maybe didnt think about, lets hope BWXT sold a lot more stuff because of the hype, and grows with it :)
Players like NuScale Power, Oklo, BWX Technologies, and Centrus Energy—all focused on designing, building, and fueling the next generation of reactors. Their climb might just be getting started!
Bought in at $1.50 long hold. I am looking at other Uranium stocks such as NexGen, BWX, and Cameco. Do you have any other Uranium/Nuclear stocks in your portfolio? What are you thoughts on potential growth?
https://www.instagram.com/reel/C5BWX78LkvF/?igsh=MTdoaGJzM2xnbzc2MQ==
What do you mean? Transdigm, BWX, and Moog all beat the market besides tech.
'm a beginner in stocks. I've done research and have my list of ETFs I'm looking at investing in due to reading an investing book. I have one issue with their portfolio. They outline to diversify in 3 categories. Bonds/low beta stocks/ small value stocks. The part I'm confused on are the bond stocks they are saying I should invest in. Here are the tickers ( IEI, TIP, BWX.) All of these stocks look as if they're plummeting. If I'm in it for long term investing am I just looking at the wrong stats when it comes to bonds. The stocks inside the low beta and small/value stocks all look great. It's just the bonds. Thanks!
I use an allocation strategy service (Allocate Smartly) to provide tactical asset allocation recommendations. They're based on the strategies that you choose/ combine into your own allocation strategy. Plus they do the calculations (since most of the strategies are based on rolling 180 day prices). Right now, my recommendations (which I don't always follow) are BWX, EFA, GLD, IEF, IWD and LQD. Pre-Covid I was consistently outpacing the market. Right now I'm actually keeping my money in various MMFs - earning 4.75 - 5%
So here ya go. I have two funds. My "safe" fund, and my gambling fund. My gambling fund is why I fit into wsb. Its where I take all my risk and hope to get all the returns. My safe fund I mostly just want to be as safe as possible (including safe from inflation). My safe fund is the permanent portfolio. Its 25% stocks (VT), 25% government bonds (TLT, is OK here, I have an even mix of that BWX), 25% short term debt (Maybe SHV), and 25% gold (your choice of how to hold it, but IAU is a good etf). It's safe and generally returns 3-5% above inflation.
Different approach; BWX Technologies (BWXT) Manufacturers and sells nuclear components. It falls under aerospace and defense, so it’s similar.
A different approach if we’re going nuclear, BWXT aka BWX Technologies. Inc. This company buys and sells nuclear components to military, and other government agencies, globally.
If this meets your criteria in any way, BWX Technologies, Inc (BWXT). They manufacturer and sell nuclear components.
I'm still holding these AUKUS stocks: GD, HII, BWX
I'm buying calls on GD, HII, and BWX in the morning based on this AUKUS deal.
This comment is dumb and reckless. That being said, I'm buying calls on GD, HII, and BWX in the morning.
this are some of the bigger players and ETFs. Tons of lotto picks in OTC markets too. Anytime 'war is on' guns & ammo do great sales too. Space is fast becoming a factor as well. Northrop Grumman $NOC Leidos Holdings $LDOS General Dynamics $GD Booz Allen Hamilton Holding Corp $BAH BWX Technologies $BWXT Invesco Aerospace & Defense ETF $PPA SPDR S&P Aerospace & Defense ETF $XAR iShares U.S. Aerospace & Defense ETF $ITA
Exelon (EXC) is splitting to separate it's clean power generation business from it's fossil fuels and transmission business. I'm going to load up on the new nuclear specific company as soon as it splits. Centrus Energy (LEU) and BWX Technologies (BWXT) are also some of my favorites for nuclear power. Honeywell (HON) won't see as much of an impact from nuclear development, but they're still poised to generate significant revenue from fuel processing.
I buy stocks, ETFs and mutual funds. My stocks portfolio had outperformed mutual funds (which were mostly conservative funds to be fair) and had roughly parred my ETF performances from 2016 to 2019. Not the case anymore since 2020. My stock picks slumped while ETFs benefited from better management (the active ones) and a broader index that covers both winners and losers (passive, index-tracing ETFs). This year I am trying to test myself. I pick stocks that I believe have long term perspectives and I buy large index ETFs (VOO, QQQ, DIA, SPY e.t.c.) but I also buy ETFs that help me internationalize my portfolio and cover areas that are not covered by my stocks (IBUY, ARKF, DVYA, BWX e.t.c.). I am waiting to see what the battle outcome is.