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Something a little different, SMRs for industrialized use..Ares Acquisition Corp (X-energy) Warrants - NOT THE CLASS A SHARES
Uranium: Start of a Commodity Supercycle part Deux!
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
How are you guys not following Fluor and NuScale? Possible government corruption play
Mentions
Because real companies, such as GE Vernova, Westinghouse, Mitsubishi Heavy, Mitsubishi Electrics, Bechtel, Hexagon, Rolls Royce, BWXT and others already exists and are actual companies with products that know what they are doing. Buy any of these instead and stop pursuing meme dreams.
What do you think about BWXT as a diversified picks and shovels play here? I haven't heard much buzz around them yet, perhaps because they're not a startup or a pure play. But they are nuclear experts and have been around for eons. They also helped develop the only Canadian govt approved SMR I believe, and are a only of the only HALEU producers.
Watched a dude pass out and get arrested in the whataburger drive through last night. They clanked metal bins outside the window to try and wake him up. Failed the field sobriety test, and they left his two friends on the curb. Calls on BWXT Monday open
Thinking calls: BWXT, HOOD, VST, ACHR, INOD, and CEG.
People sleeping on BWXT - constant contract awards, massive nuclear arsenal, always in profit. Playing their earnings on Monday
Yo SMR crowd, yall got BWXT?
Bought RYCEY at $2.30 Bought BWXT at $106 Bought HWM at $33 Bought BW at $2.10 SMR and Defense are my standards. I let go of OKLO after getting in at $15. I pulled it out and bought more BWXT. I have mixed in stable companies such as Apple and Nvidia. Got burned with NIO, RIOT and a few other fads. Decided to settle on products that I feel will see investment. It’s not rocket science unless you work for BWXT or HWM in which case it is. Can’t go wrong with SMR and Defense.
Interesting it seems like BWXT is a trusted established partner likely to benefit from the pivot to nuclear from establish players and startups.
SMRs are basically the next gold rush in clean energy, and BWXT’s positioning here is solid. Rolls-Royce backing plus UK gov funding gives this real legs, not just hype. If they execute, this could be one of those sleeper plays that prints for years.
On a similar note, sharing the old news between BWXT Canada and Cameco signed agreement back in December 2024 [https://www.nucnet.org/news/agreement-signed-with-bwxt-canada-for-cooperation-in-deployment-of-ap1000-and-ap300-reactors-12-5-2024](https://www.nucnet.org/news/agreement-signed-with-bwxt-canada-for-cooperation-in-deployment-of-ap1000-and-ap300-reactors-12-5-2024) CAMECO just got a $80B program from US govt today and so "coincidentally" BWXT announces a new partnership with Rolls-Royce SMR.
That could be interesting...check out IMP and PNG if you want a cheap defense stock with good long term upward growth potential...funny enough both companies do 1 thing the same but one for land and one for underwater lol And then you got the standards like KRMN,ATI, shit like that, my regret was not buying more Kratos at 16 a share same with HWM when it was in the 40s lol CW as well and BWXT....i bought sooo many military stocks when the war in Ukraine started and all have done amazing...i made my own market cap weighted "ETF" if youll call it that of Aerospace and Defense stocks i like and think have major upside and so far ive been right, ive avoided some of those stagnant behemoths and went for fast moving growers
I like nuclear energy stocks. You can't have A.I. without the energy needing to supply it. OKLO, SMR, NNE, VST, CEU, BWXT.
Definitely. Made some nice returns on AMTM at the same time. CACI got the BWXT multiple expansion to go with it too!
The #1 answer is Fusion Energy. Fusion has the ability to solve all energy problems, and if you think AI-singularity is the future, it's not going to happen without fusion. The massive data centers need massive power, and they are already connecting up directly to nuclear reactors. Once fusion becomes viable, and it is very close, everyone will want their own fusion reactor. And they will be money printers. Whoever controls fusion will control AI -- and the world. You cannot invest in fusion reactor companies directly at the moment because none are public. But they eventually will be public, and I will load up when they do. Of course, assuming it doesn't appear to be a dilution trap. Commonwealth and Helion are the top picks. Helion already has a deal with Microsoft to supply fusion power by 2028. Whether it actually happens is anyone's guess. However you can buy stocks in companies that make critical fusion reactor components. My favorite ones here are AMSC, BWXT, and MTRN. AMSC – Makes high-temperature superconducting (HTS) wires and magnet systems used in fusion reactors to generate and contain powerful magnetic fields. BWXT – Builds reactor pressure vessels, fuel systems, and heavy nuclear components that can be adapted for fusion vacuum chambers and structural assemblies. MTRN – Supplies beryllium and advanced alloys used in fusion blankets, first-wall shielding, and neutron-resistant structural materials. Obviously anything fusion is highly speculative but it is crucial to get in early. These 3 are also great companies in their own right, not counting anything fusion related.
Buy BWXT.. They already make submarine reactors.. which already uses high grade U to begin with. Plus they can downblend plutonium and have all security clearance in place. Without security clearance they can’t even touch nuclear subs.
If you think this is crazy. You should look into MTRN, LEU, BWXT. Those guys are the real key players in this puzzle for nuclear energy. Not financial advice.
AI-Nuke bubble bust. Those startup SMR NNE, OKLO, SMR \~ -1/3 from highs The REAL nuke companies holding up better BWXT, GEV, CCO, CAT
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
This is the problem. Doesn’t mention OKLO once. OKLO isn’t in the conversation BWXT by contrast is already building things. OKLO pumpers are just really good at making narratives seem positive.
But it’s not, both had revenue and a tangible product before they listed and received the hype. Both were also market leaders, if you do the research, OKLO are actually pretty far behind several of the other SMR players. There’s some good DD on r/nuclear tracking progress in the DOE projects, OKLO is middle of the pack at best and there are several established players (BWXT, Westinghouse, RR) doing their own thing as well as private companies further down the contract route.
Nah this is all BWXT already supplying the Army and have SMR's and Micro reactors
BWXT calls? Janus... what strikes we thinking? $225C 1/16 is what I am loading.
BWXT will likely get a ton of business from this - they’re the existing US Military Uranium supplier and are responsible for disposal. They also supply parts/infrastructure and general support for all naval reactors. They’re the logical play for anyone who makes the actual reactor to contract essentially all services to for implementation and support.
BWXT - another nuclear org
BWXT makes reactors for the Navy
Yea exactly this. I actually like to try and find these and try to get fills for 10-50 bucks a pop then ride them out. I found some great ones with BWXT a bit ago and they are looking great now! Same with uranium etf
AI infrastructure: NBIS Natural Gas: FCG WMB LNG EQT Nuclear: CEG BWXT
+1 for BWXT. They are involved across the legacy and advanced nuclear sector. Not to mention defense with nuclear subs and micro reactors.
OKLO is the meme play of the sector. LEU, ASPI/QLE, BWXT and LTBR - they're going to be integral in the US uranium conversion and enrichment cycle
Whilst all the hype has been for OKLO and SMRs todays announcement around substantially increasing coal mining shows the reality - the power demand from AI/electrification is going to come from traditional tech, think gas and coal. BW (not BWXT their nuclear arm) could be a pretty n in treating player with this new lease of life…
Firstly, the Atlantic Partnership is a two way street, supporting the licensing and deployment of technologies from both the US and UK in each others markets respectively. Secondly, whilst Rolls aren’t a US company they have a pre-existing relationship with BWXT they are actively expanding, whom not only also have experience with nuclear (again naval), had over $2.7bn in revenue last year (or infinitely more than OKLO), but is also the spin off of a over 150 year old all American power company, so branding wise clearly fits with the current agenda. The list goes on - whilst OKLO may get lucky, the clock is ticking. There are far too many SMRs/AMRs to be commercially viable and there is only so far stock market hype will get you (as Plug Power about that one). Stakeholders in deployment care about a lot more than just branding!
Thoughts on ASPI and BWXT?
Been following them for about the same amount of time, made a similar amount of money. Trimmed a third of my holding to cash out a 20K gain today pre market. I think I’ll be able to get back in around 60-65 in another month or two. Letting AVAV and BWXT ride for a little while though.
Buy BWXT. An actual nuclear energy company with products to show for it and they will be entering the commercial sphere soon.
Loads… ones that will actually produce projects include RYCEY (Rolls Royce) and BWXT (Babcock and Willcox nuclear arm), a lot of the major players are also private. OKLO is arguably the least likely to succeed from a product standpoint
Patience can pay off. Plus if you can select what you think are a few companies in any megatrend then there’s a good chance one absolutely booms. Late last yearI bought ASTS and RKLB for this reason. Also bought a handful of small nuclear reactor companies (SMR, OKLO, GEV, BWXT) and RDDT. People may be puzzled by the RDDT= megatrend thing but I see it as this: The old internet is dying and RDDT is going to capture a lot of that. In the past most niche interests had their own site and community blogs, those are dying and simply replaced by a sub.
Calls on BWXT have made my portfolio.
Don’t worry I got in on VRT, SOFi, and BWXT
Maybe BWXT. They actually have history making submarine reactors. The own their own fuel cycle facilities. But submarine reactors don't need to competitive against other power sources, because they have entirel different use cases. So while they can do it, they don't have a history of doing it in a competitive environment. I think the entire small reactor concept for power generation is a joke, but if anyone does it, it will likely be them. However who ever actually does it will just do it once, as the costs will be so high nobody will do it again
I sold BWXT calls for 8.50 and they're worth 15.00 now, pains real bud
BWXT destroyed it!!! Eaton, not so much. They should change it to Eaton Ass
Does anyone know about BWXT. U think it’s gonna continue to go up or am I too late?
BWXT up nearly 20% today holy fucking moon nuke
DUK is also reporting today; however, they have not moved as much. I suspect the meme nuclear stocks popped because of BWXT's stellar earnings.
LEU will crush earnings just like BWXT did
Go check ou BWXT for your answer.
Chickened out of BWXT calls and would’ve turned $800 in to 6k
$BWXT killed earnings. With the low IV, some people are gonna be rich tomorrow
Looks like I won big on BWXT. I wasn't even playing earnings. Just bought back in today after getting stopped out Friday, since it was back to all-time-highs with good volume. Now we're mooning, after Earnings.
Anyone investing in BWXT?
Big fish with strong “earning” reports coming next week! 🚨❗️(AMD, ANET, BWXT, NRG)  https://preview.redd.it/fgfd39v4b9gf1.jpeg?width=1290&format=pjpg&auto=webp&s=6f27aa4d5067501e99cdec836d43a0334c2ba939 Agree with the potential of a 5-10% increase after earnings?? Spolier alert: NOT penny stocks
Big fish with strong earning report coming next week! 🚨❗️(AMD, ANET, BWXT, NRG) https://preview.redd.it/6rfm1gvia9gf1.jpeg?width=1290&format=pjpg&auto=webp&s=422387f20e31ff2bd012fe79552ac019105fa1c8 Agree with the potential of a 5-10% increase after earnings??
BWXT and RSG earning coming up on the next few days!! Both are strong energy/nuclear outperforming the market! Strong opportunity for secure 5-10% growth. https://preview.redd.it/73k65xf388gf1.jpeg?width=1290&format=pjpg&auto=webp&s=53440c088cb94624f3a5ec9fd4fbabcc08bec616
Agree with this take. As someone in the nuclear industry it’s widely understood that the most likely successful new players in this space are the ones that are privately held. TerraPower (backed by Gates), Kairos Power (Google deal), and X-energy (Amazon deal) have the most realistic shot at actually delivering on their commitments. The old players (BWXT and GE Vernova) will also continue to thrive near term. The question that everyone should ask themselves before investing in Oklo or NuScale is why didn’t Google or Amazon make deals with them? These are companies that do their due diligence. NuScale will eventually fall if they continue to not have a customer. They are in a really bad position where they have gone through design certification twice but are still too expensive for anyone to buy their plants. Oklo will likely continue to pump up until they miss their unrealistic timelines for first reactor operation in 2027. TerraPower is working with GE-Hitachi and Bechtel and has over 1000 people working on delivering Natrium with startup planned for 2031, have their construction permit application in review and expect to be able to start construction early next year. Oklo has ~100 people working on their Aurora plant and have yet to submit their construction permit which will take at least 18 months to review. They don’t plan to submit until October at the earliest so this means if everything went perfect they would have ~9 months to go from dirt to operations. You are correct it’s a pipe dream.
OP is just spouting pumped names. NuScale is the only SMR company with a license and has failed projects due to costs and failed timelines. $6B market cap is still insane. Oklo is a pipe dream up 800% in a year on nothing but a CEO being on tv talking about “non binding partnerships” with zero dollars attached. People act like Sam Altman isn’t an angel investor who invests in hundreds of companies who fail. Oklo went public via SPAC because it couldn’t get funded privately. Has had 3 years to reapply for a license and hasn’t done it. Hasn’t updated timelines or project costs from SPAC slide deck. Reality is those projections are massively underestimated and will take much longer if ever up and running. It’s a novel reactor so regulatory hurdles will be even higher than any other SMR company. $11B market cap is laughable. TerraPower is the one bet I would make of the 3. Has a top ten richest human on earth backing them with a billion dollar investment already. They’ve broken ground and their website actually lays out real information about what they do and where they’re going. Applied for a construction permit already and their design is much simpler from a regulatory standpoint per their website. They still don’t see their project up and running until 2030 per again their website which is still early imo: again they’d be my pick if I had to pick form this group. OP fails to understand that power is needed right now and the projects are still maybe a decade away. There are big players soaking up market share daily. Those are the ones who will benefit long term. They’ve been getting the contracts with real dollar figures attached. BWXT signed a $2.4B deal last week for example. Energy secretary said on the All In summit that natural gas would be powering the AI revolution. It’s the cheapest and most abundant minus solar but we know how the administration feels about solar. NVDA had a real tangible product and technically these three haven’t built anything. Two are hyped clown shows capitalizing on a push to nuclear and one is private but has a chance. People also forget this is the third time the U.S. has attempted to push nuclear. The costs are just too high and the scalability isn’t as efficient or easy as many think. Just my 2 cents.
Sold all my BWXT gonna buy again after the drop
EU deal includes nuclear fuel exports. https://www.nucnet.org/news/bwxt-fires-up-specialised-furnace-for-advanced-triso-nuclear-fuel-7-3-2025 Bwxt produces nuclear fuel The DOE said BWXT is expected to ramp up the commercial production of Triso fuel in support of its commercial BANR high-temperature gas microreactor design and to meet market demand from other Triso fuel users
I told him he’s crazy. A pre revenue SPAC that has had a licensure rejection in 2023 and hasn’t reapplied is saying they’ll have a novel reactor up and producing revenue by 2027. It’s up 250% this year and has a forward price to revenue of 700ish. That is lunacy. I told him to look into companies that are already producing power in the space such as Constellation or BWXT.
Gonna buy a couple BWXT in the morning
Anyone got BWXT or SPAC
You’re absolutely right—the grid is becoming the new bottleneck. AI, EVs, heat pumps, and electrification are pushing demand up faster than generation and transmission can keep up. We’re entering an era where power reliability becomes a growth constraint. From an investment standpoint, there are a few angles: Nuclear: Baseload power that doesn’t depend on the sun or wind. Companies like Cameco (uranium supply) and Constellation (U.S. nuclear operator) stand to benefit as policymakers turn back to reliable generation. And if SMRs gain traction, expect suppliers like BWXT to surge. Grid infrastructure: Think Quanta Services (PWR) or ABB—companies that build and modernize grid systems. They’ll be critical as utilities upgrade substations, transmission lines, and automation. Electrification enablers: Companies like Eaton and Schneider Electric make the components—breakers, switchgear, load centers—that utilities and data centers need to scale. I cover these themes and more in my newsletter, Nuclear Update. The premium version dives into policy, uranium equities, insider moves, and the energy investment landscape. You can read the latest issue (free for now) here: https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d. Well worth watching this space—it's heating up fast.
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.⚛️
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 yes, nuclear’s role in powering AI and data centers is starting to get serious attention from both policymakers and investors. If you're digging into balance sheets and trying to separate hype from real value, it’s worth looking at: Established producers like Cameco ($CCJ), which has long-term contracts and positive cash flow, Near-term developers like enCore, Uranium Energy Corp, and NexGen, who are in various stages of ramp-up, And infrastructure plays like BWXT and future SMR companies tied to U.S. federal programs. I run a newsletter called Nuclear Update that breaks this down weekly—from policy shifts to insider buying and equity analysis. Just launched a premium version (free for now) with equity picks, fuel cycle insights, and market signals: 🔗 https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Happy to chat more or share what we’re watching across the sector!
Would go with bwxt.. Similar market cap between bwxt and SMR.. at least bwxt have positive EPS and pays dividends. ARKK ETF bought stake in BWXT.
!banbet BWXT 145 1d
Uuuu is on mine as well. FMST I bought at like 97cents and it just keeps going up. Oklo is the hotness right now. SMR has been doing well. BWXT is another one. Also watching Denison mines since they are connected with FMST but that one hasn’t really moved which I’m confused by
No position in them. Looked into them and BWXT. Just never found the valuation making sense. I like going after more of the competent suppliers than the actual builders. I posted about and bought DRS before that went on a solid run. Been long on them and CW as my ship plays. I guess also ITT as well. CW is rad because they also have nuclear exposure, they sale things to the power plants. Same reason why I bought CDRE. CDRE recently acquired some nuclear testing companies to expand their business.
Calls on BWXT.. for Uranium enrichment..
BWXT earnings: 1Q25 revenues of $682.3 million 1Q25 net income of $75.5 million, adjusted EBITDA(1) of $129.8 million 1Q25 diluted GAAP EPS of $0.82, non-GAAP(1) EPS of $0.91 Acquisition of Kinectrics Inc. on track to close in mid-2025 Land purchase in Oak Ridge, Tennessee to ultimately support the U.S. Department of Energy's National Nuclear Security Administration Domestic Uranium Enrichment Centrifuge Experiment Reaffirms 2025 non-GAAP EPS(1) guidance of $3.40-$3.55
I’m very bullish nuclear. There just isn’t a company worth owning imo. I own BWXT and I like it but it’s also a bit overvalued. Watching nuclear play out will be like watching paint dry. Probably worth it though.
Will be looking at BWXT on this dip as a long. hard not to be bullish about nuclear down the road
Nano is in the paper stage, Oklo is moving through process for permission to build, NuScale is the most progressed of the three pure-plays in terms of reactor design. They probably have the best chance of being successful, for now, imo There are three other reactor companies that actually make money right now. GE Vernova works on the boiling water design, and has made a lot of progress in the US, UK, and Canada for getting their design through some of the licensing processes. Cameco mines uranium and owns Westinghouse, a vertical-integration play. BWXT is vertically integrated too, and they’re actually building a new DoD reactor right now Cameco and GE Vernova are the grid supply plays, the other four are for data centers, industrials, and remote application
To add to this, I've entered into positions in CW/DRS/BWXT now. HII is the Navy's biggest shipbuilder. Its been getting punished a lot recently on their earnings. Popped 12% today due to the speech yesterday. CNRD is another one I was looking at. Popped about 10% today. Maybe ORN for ports? I'm interested in the Korean shipbuilder names, but they're moving up FAST right now.
I’ve been holding DRS and CW for it. BWXT is interesting, but I like CW since they are do sales yo nuclear plants. Both CW and DRS are more about engine equipment. Not sure if they do ship material, but aerospace in general has been in a bullish market. ATI and CRS are both speciality metal companies that do aerospace/defense with other markets like consumer and medical.
BWXT earnings: 4Q24 diluted GAAP EPS of $0.77, diluted non-GAAP^((1)) EPS of $0.92, on revenue of $746.3 million 4Q24 net income of $71.1 million, adjusted EBITDA^((1)) of $130.3 million 2024 diluted GAAP EPS of $3.07, diluted non-GAAP^((1)) EPS of $3.33, on revenue of $2.7 billion 2024 net income of $282.3 million, adjusted EBITDA^((1)) of $498.7 million 2024 operating cash flow of $408.4 million, free cash flow^((1)) of $254.8 million Closed acquisition of A.O.T on January 3, 2025; Announced agreement to acquire Kinectrics, Inc. on January 7, 2025 Initiates 2025 guidance for non-GAAP EPS of $3.40-$3.55, adjusted EBITDA^((1)) of $550 million-$570 million
If you use Robinhood, check out BWXT. In the news section, you'll see an article about how the implied volatility before earnings was 5.8%. Look at today's volume on the stock: 1.17M. Now look at the overnight volume, which represents the trading volume post-earnings release. It's a whopping 14. Not 14M, not 14k, just plain ole 14 shares traded. Ever seen such little volume post-earnings, especially when contrasted with the day's volume? Never seen anything like it myself. Dollars to donuts, the after-hours move will end up at 5.8% on probably like sub-20 volume to show you how manipulated the whole thing is. Then check out the notes provided for HIMS. Whole thing boils down to an analyst maintaining a moderate buy rating on it...while giving it a price target of $25. So he told you to buy a stock he thinks is 400% overvalued? Because of that note, I want balls deep on puts, and that obviously was a good idea. Read between the lines and you'll make out like a bandit. If you start paying attention to the notes on RH on all the important stocks, you'll see the whole market-rigging process being laid bare. While still rigged, for once it's rigged to your advantage if you spend the 2 minutes necessary to read the notes and recognize the investing lessons being imparted onto you by them. Seriously, they're giving you every chance to get back the money stolen from you and some of you are flat-out asleep at the wheel.
I still believe actual fundamentals and research works. Last October I wanted to invest in nuclear stocks. I looked at LEU, NXE, BWXT and UEC. LEU looked dirt cheap with very low PE and great overall numbers, while rest of them looked bad. Also, LEU are shovel sellers (service for reactors etc which I liked. I am not experienced at all but simply based on this decided to buy some LEU. I am now up almost 100% while rest of them have gone done or are at a similar level. They just posted banger earnings last week and stock popped \~40%. I did get lucky with the time since Mag7 announced they wanted their own reactors. But even then LEU has jumped the most. Maybe I got very lucky, but I like to believe that my research about the company and fundamentals actually worked.
I still believe actual fundamentals and research works. Last October I wanted to invest in nuclear stocks. I looked at LEU, NXE, DNN, BWXT and UEC. LEU looked dirt cheap with very low PE and great overall numbers, while rest of them looked bad. Also, LEU are shovel sellers (service for reactors etc which I liked. I am not experienced at all but simply based on this decided to buy some LEU. I am now up almost 100% while rest of them have gone done or are at a similar level. They just posted banger earnings last week and stock popped \~40%. I did get lucky with the time since Mag7 announced they wanted their own reactors. But even then LEU has jumped the most. Maybe I got very lucky, but I like to believe that my research about the company and fundamentals actually worked.
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.“
Nuclear all green: SMR, LTBR, OKLO, CCJ, NUKZ, EUC, BWXT
BWXT and CEG (ai energy stocks) still down 10% since Monday and powering processors isn’t even core business. No way is it over for NVDA.
Would be cool if my BWXT was like this
This has been my surprising experience too, with x3 returns so far this year. I first paid attention to penny stocks when, despite NASA confirming a successful LUNR mission, the price was lower than before they’d even tried to launch 😂 Bought loads averaging \~$6. I try to think about what might be important to people next, whether the business makes sense to me (I grew a small tech business) and sit out anything where the price looks too stretched. I spread fairly small investments across a few companies I consider similar, because who knows which will actually win. See chart below, I also bought BWXT and TNXP on Tuesday. LAES and SMR look good but too pricey for me today. TLDR everyone’s a hero in a bull market, it’ll all go tits up tomorrow, this is bragging not advice 😜 https://preview.redd.it/x4uiph60bv7e1.jpeg?width=756&format=pjpg&auto=webp&s=dfdbfa61b0bc15aa49523a4f45a8836340db43f2