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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
I think that BWXT has everything it needs to act as stopgap while overall nuclear infrastructure is being built out, they are the perfect company to build microreactors for military bases and research.
BWXT and RYCEY are safe and profitable, but they’re tied to old Gen 2/3 tech and government contracts. OKLO isn’t a lottery ticket- they have DOE-backed pilot programs, real site permits, and corporate customers like Meta prepaying for power. That’s risk, yes, but with the upside of a hyper-scalable, vertically integrated reactor + fuel model that established players can’t touch.
I much prefer the risk/reward profile of established profitable names like BWXT and RYCEY over pre-revenue hyped names like OKLO and SMR which are more akin to a lottery ticket.
If I had to rank them purely on growth potential this year, I’d probably go GEV > BWXT > NBIS > CCO > APH. GEV and BWXT feel more catalyst-driven, while CCO and APH seem more tied to slower-moving macro trends.
If I had to rank purely on growth potential (not safety) I'd go NBIS > BWXT > GEV > APH > CCO NBIS/BWXT feel like higher-beta growth plays, GEV solid but more priced in, APH steady compounder, CCO lowest growth.
SMR, OKLO, LEU, or BWXT? I could see some good news come out on Wednesday after the sub-committee hearing that pops these players, but since you posted this. Who is your highest conviction play?
Add BWXT. They are the sole manufacturer of armor piercing products.
I think I heard that somewhere when looking into BWXT, like not them per say but just a one off mention. Didn't think to look more into the process itself but agreed, very interesting.
BWXT, DRS, LMB, LNTH, OSIS, PL, PLAB, PSN, Q, RMBS, and gonna buy a few more XLU leaps. Trying to focus on mid/small caps for the IIJA, Naval Upgrades, Onshoring, and Space Industry for the next few years. Fingers crossed.
TerraPower, Centrus & BWXT
You can “CAN” get lucky. I STUPIDLY got lucky and then the rug got swept right under my feet! Just as FAST as I saw that $14,000 PROFIT I watched it SINK 🤦🏻♀️ I had a call contract I think 2 of them on IONQ when they were at $44, it went up to $70+ and I closed those contracts at a $5000 profit, I used that $5000 to get some BWXT at $190, it went up to $221 and some RGTI AND NNE I once again STUPIDLY did not close out on NNE when I got the stock at $19 and it soared past $50+ also RGTI. My account was as high as $15,700 When RGTI, NNE, IONQ all soared. Then it was nothing but bad news about quantum computing, and NNE had some problem with dilution in shares. Lesson learned… DO NOT JUST HOPE IT GOES BACK TO WHAT IT WAS WHEN YOU ARE DOWN $1000, GET THE FUCK OUT! This was the FIRST time I’ve invested in contracts and boy did I learn my lesson. I closed out everything at $7000 but still huge kick in my Ass! And now I have to deal with my bf blaming me why I didn’t have him close out his contracts when he was at $44,000, literally 1 month before he gets laid off work. Not that me being a female knowing not nearly 1/1000 of what he knows has anything to do with it being my fault! Everything is always “my fault.” Of course I woulda told him to close out all his contracts because the LAST thing I needed was another off season of his to be in a financial rut! This was back in October around the 5th we both should have gotten out. I did learn, just not enough to regain nearly what I lost. Now I have to hear him cry all day, and figure out ways to help him for the 3rd year. Damn sick of it
BWXT, PEGA and IESC are all better and safer stocks in my opinion.
A few things that are not reflected in the first post that were not relevant to what I like going into 2026, but did contribute to the returns. - Not everything was owned on Jan 1 and the amount of shares were not constant for the whole year. - stocks like HOOD were bought a few times and some sold in the $140’s - PLTR did 2 trips to the high 100’s and some was sold the first time and bought back for the ride back to the high 100’s - I omitted stocks that were in the portfolio and already sold like BWXT and not looking to get back into. - I also own WRBY in the mid-teens but didn’t feel comfortable mentioning it because it is more of a spec play to rebound with a new strategy. Don’t feel like recommending this one like the others. - I also did two shorts in the options accts of DKS and LULU that are also not mentioned but contributed. Hope this helps provide some clarity. I have no interest in plugging anything other than sharing thoughtful content as I spend a lot of time on this daily. I am retired and spend the majority of my days doing two things - working out to keep myself and my cardiologist happy, following the markets , reading research to develop macro ideas, and laughing at Jim Cramer. Happy holidays!
Kinda expensive now because nuclear, but BWXT is the company that services all the nuclear reactors for the navy.
CCJ is a great one to buy. Maybe BWXT as well.
I’d nibble OKLO tiny; prefer picks-and-shovels like BWXT and LEU. Watch NRC docketing, HALEU supply, and firm PPAs; slips mean dilution. CCJ for uranium beta. For idle cash, I use Vanguard Treasury money market, TreasuryDirect I Bonds, and a small Gainbridge fixed annuity. Barbell it: small OKLO, core BWXT/LEU.
The Trump administration is taking the next step to jump-start nuclear energy in theU.S.-- giving direct cash grants to reactor projects. BWXT!!
Yup. I'm all in on ASTS and RKLB and I've got a bunch of URA, UUUU, BWXT, ASPI, and other uranium stuff. Holding LUNR and bought META
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.
You don't know what you're talking about. There's barely a single factual statement in what you just wrote, which is kind of crazy. All sub and aircraft carrier reactors cores and heavy equipment are made by BWXT. Bechtel, GE, and Westinghouse have never made any reactor cores, they just do the design. Fluor is the owner of the contract to do the design right now. The shipyards build the actual ship and power plant. The notion that you got every fact wrong and are still upvoted is so disappointing...
Westinghouse built the last carrier reactor. Bechtel is dong the current carriers. The Virginia class subs are General Electric. So what class is BWXT supplying reactors for?
PWR is my holding for this issue. Other power/energy related positions I hold include: CEG, NEE, GEV, AES, with CCJ and BWXT instead of the speculative SMR companies.
I'm optimistic on Westinghouse (I don't work for Westinghouse), but I think pretty much all nuclear stocks are significantly overvalued at this point. Most investors there don't understand the timelines involved in nuclear. BWXT is a fine company, but not really for producing new reactor designs. Fuel fab and such, it's got a great edge.
What companies do you like for nuclear? BWXT seems very overvalued but still like a good buy. What others should I look at if I also believe nuclear is going to see more growth than other energy sectors?
This is why I have an energy sector in my AI portfolio, currently that's: CEG, GEV, CCJ, AES, BWXT, NEE, PWR. And it's also why the datacenters/neo-cloud are a great short term trade for the next year at least, and they're all on sale today...
Glad to see progress! I decided to avoid all of the SMR startups and go with BWXT instead since they actually make them already for the Navy, and can supply all of these profitless companies, at least until a winner emerges and then I'll definitely add a position.
I think that already happened. I’ve been in OKLO NNE SMR BE GEV VST during this power run. I don’t think there is more value in those. But I am holding BWXT after that earning sell off. They are priced sky high already. Sitting on 900 dollar LLY calls April 26. Rode the shares up from the capitulation candle under 700. Switched to call Friday. I like the defensive nature of LLY to tech, and also the value proposition. Pipeline is deep.
BWXT I found through a research report from Merrill Lynch. XYL was a place my son interviewed for a job and I looked them up. XYL has been a constant grower and compounder. And their business is really not optional once you have an infrastructure issue.
Curious! Where did you find out about BWXT and XYL?
Some of these stocks have had a good run but did take a breather last week. I personally own BWXT as they build the internals for nuke plants and really XYL as they are involved in water and infrastructure. They especially have the additional tailwind of all the aging water infrastructure. I don’t own it, but ETN is also a player in this space.
GE and BWXT currently building, with BWXT having many years of experience building SMRs for subs, and GE Hitachi/OPG currently building 4 BWRX-300s at Darlington NPP. BWXT supplying pressure vessels, Aecon delivering construction.
BWXT spanked me…fuck, it’s only Monday
Took profits just before market close: - Closed Calls A: ETN PLTR WMB UBER ZTS - Closed Calls B: HUT HALO BWXT
BWXT definitely a call play
BWXT reports this week. Worth watching as it has true high margin sales in nuclear without the vol of mining.
You need to check your common sense chip. "Lack of innovation," you're joking? Hexagon and Bechtel are at the forefront of technology and management of modern energy plants, so is BWXT, where the hell do you get your fundamentals served??? You're going to "speculate" in an overprice stock with $0 value altogether, only thing you're buying is volatility, might as well trade options. Or you can invest in the stocks that actually have the technology, manpower, and talent to do what you think SMR / OKLO may do. Speculative is an understatement, it is simply a stupid investment. You are buying digitized social sentiment with volatility and extrinsic value, and nothing more. Might as well trade options at this point.
Anyone here playing BWXT earnings? Thinking of throwing a call into the mix
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