Reddit Posts
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
Interesting. With that being said, what do you think about GEV and BWXT for a nuclear play (with the SMRs which look to be the future… although maybe not until a decade from now)?
[BWXT Bolsters American Nuclear Manufacturing Capability With Strategic Acquisition](https://investors.bwxt.com/news-releases/news-release-details/bwxt-bolsters-american-nuclear-manufacturing-capability) BWX Technologies acquired Precision Components Group (PCG). This strategic move increases and expands their supply chain for U.S. Navy nuclear submarines and ships by bringing the manufacturing of critical components in-house. Overall, it deepens their moat in the defense sector and is expected to immediately add about $125 million in annual revenue.
Kinda just a mix of both and suppliers. Basically I’m split on the following evenly and doing some options on top - BWXT, UUUU, CCJ, NNE, UEC
Why did I only buy 2 shares of BWXT!?!?!!?
ngl CCJ feels kinda crowded already, every “nuclear is back” trade seems to funnel there first. LEU/BWXT make sense but they’re gonna be lumpy with policy headlines and contracts. I’m bullish long term but I think rollout stays slow and bureaucratic, not some sudden nuclear everywhere moment.
Same here. Long BWXT. Financials are solid. They provide fuel to the Navy. Huge government contracts. SMRs and just released news about enrichment. Plus exposure to nuclear medicine and space exposure as well.
Not sure if by Don you mean the Department of the Navy or the president, but either way, it's a massive indicator of the push to onshore critical infrastructure. BWXT is positioning to bring nuclear enrichment domestically instead of relying on aging European site. They are wanting to make themselves as an indispensable B2B bottleneck on top of providing fuel to the Navy. This also plays perfectly into their growing nuclear medicine division, while their SMR pipeline positions them as an alternative energy source for the upcoming utility grid and data center build-outs.
[BWXT notifies NRC of plan to seek uranium enrichment license](https://investors.bwxt.com/news-releases/news-release-details/bwxt-begins-nrc-engagement-licensing-new-defense-nuclear-fuel) BWX Technologies, $BWXT, plans to apply for a Nuclear Regulatory Commission license in Q1 2027 to build a new uranium enrichment facility in Tennessee. The plant, slated to be operational around 2035, supports a $1.5 billion federal contract aimed at restoring the U.S. domestic supply of highly enriched uranium for naval propulsion and national defense.
BWXT critical company in nuclear sector. ETN makes many critical parts for data centers.
#TLDR --- **Ticker:** BWXT **Direction:** Up 🚀 **Prognosis:** Stack Shares & Buy Jan 2027 $200 Calls **Moat Level:** Untouchable (Uncle Sam's exclusive radioactive sugar baby ☢️) **Backup Plan:** If the AI boom turns out to be a dud, the U.S. military is still legally bound to pay them billions for the next 8 years anyway.
No it's not real. The new contract was awarded to a combination of an environmental consulting company in baton rouge and BWXT a major player in the gov space who manages many DOE sites. And when these changes happen they keep on 99 percent of the old work force. It's literally just like 5-6 of upper management that swap out.
I went a bit too regarded on BWXT thinking that nuclear submarines would be more involved in this conflict
No clue. I decided buy ETF only going forward, but could not help myself yesterday so increased AMD, ETN and entered BWXT and ADI. These are not outside of my ETF focus, but rather overweighting these companies in them. I did Netflix too just for fun as taught what ever happens, it will raise when decision clear.
For big caps: AMZN, META neocloude : NBIS Energy : BWXT and ENS , although I sold mine some of the SAAS like CRM, and CSU i like some of the building material and construction companies but i feel like i missed the boat
Dumped BWXT weeks ago... and it's barely dipping today. WHERE'S MY DISCOUNT.
Every single person is sleeping on BWXT
as a company,BWXT if data centers are a thing, which one gives better returns no one can answer that.
BWXT submarine tech for the win
I own BWXT and will for the long term You can also just buy uranium
BWXT - they are the only US based uranium enrichment facility. They already create nuclear fuel for the US military. Specifically their new TRISO fuel can be used in SMR for utilities. The barriers to enter for uranium enrichment and fuel creation are too expensive and complicated for others to just jump in. Plus if a US company already creates nuclear fuel for the military, adding a utility division seems likely
ETN is better than GEV right now, but it's also wildly up. My CB for BWXT is also pretty high but I'm not that concerned. If we saw a massive pullback I'd buy more with zero sleep lost. No matter how things move forward, more power is essential for everything.
Will my BWXT 240c break even I though it would move much higher
Im gonna need more than 5% tomorrow BWXT, thanks.
BWXT - BWX Technologies 02/23/2026 - 04:10 PM 4Q25 diluted GAAP EPS of $1.01, diluted non-GAAP EPS(1) of $1.08 4Q25 net income of $93.7 million, adjusted EBITDA(1) of $147.5 million 2025 diluted GAAP EPS of $3.58, diluted non-GAAP EPS(1) of $4.01 2025 net income of $329.9 million, adjusted EBITDA(1) of $574.3 million 2025 operating cash flow of $479.8 million, free cash flow(1) of $295.3 million Ended 2025 with backlog of $7.3 billion, up 50% year-over-year, driven by large multi-year naval propulsion, special materials, and commercial nuclear power awards Initiates 2026 guidance for non-GAAP EPS of $4.55-$4.70, adjusted EBITDA(1) of $645 million-$660 million, and free cash flow(1) of $305 million-$320 million “We delivered a strong fourth quarter, and a record year for BWXT,” said Rex D. Geveden, president and chief executive officer. “In our tenth year as a standalone public company, 2025 was monumental for BWXT as we expanded our service and product offerings with two acquisitions and captured significant high-value awards across both Government and Commercial segments, driving 50% backlog growth.” “BWXT operates at the intersection of national security and commercial nuclear power markets, where demand for both remains exceptionally strong,” continued Geveden. “Our strategy goes beyond capturing new awards; we are strengthening our competitive position through operational excellence and targeted investments to continue to expand our industrial scale and technical capabilities enabling our ability to deliver on our customers’ most critical missions.” "In 2026, we expect to further build on the momentum of the last several years,” said Geveden. “We are initiating guidance that calls for robust growth across all key financial metrics including $4.55-$4.70 of non-GAAP EPS, $645-$660 million of adjusted EBITDA and $305-$320 million of free cash flow.”
https://finance.yahoo.com/news/bwxt-appoints-dan-jablonsky-board-120000431.html Jablonsky has held senior leadership roles in the aerospace and defense industry for more than a decade. Companies oversaw include Maxar Technologies, DigitalGlobe before they were acquired by Maxar, and Ursa Major, a provider of propulsion systems for space/defense applications. This is great news for BWXT!
Same here. Just bought RTX, CW, BWXT, KTOS. They are in an uptrend anyway because of Trump wanting to spend a cool extra 600B on the Pentagon next year.
I have been buying BWXT for a while, it just never dips 🥺
I haven't even moved into potential regulatory changes when it comes to this. However, nuclear plays I'm holding BWXT. Critical for Navy submarine fuel, huge avenue into nuclear medicine, very excited to watch them grow over the coming years and further developments in their nuclear program.
Someone tell BWXT to fucking collapse 30% already I want to load up on more I made a mistake before. :(
Rotating more into AMZN, RTX, HON, SOLS, MOH, BWXT today
BWXT went down just enough to trigger my stop, and now it's ripping. FUCK.
I'm wondering if BWXT is just getting caught up in the broad sense of it all even though it's down heavily today. Main thesis was the naval upgrades, onshoring of nuclear as a whole, and their avenue into nuclear medicine.
Buy a LOT (relative) of shares of companies whose product you personally use. Do you use AMZN regularly? What about AAPL, MCD? Dabble in CGC? How about PLBY? If none of the above then by the real winners of 2026, BE, WMT, BWXT and VXUS. You’re welcome.
I’m just paying attention because these are the big guys. I just wanted a broad sense of the sector from them from a general standpoint. LNTH and BWXT are my plays for medicine-ish.
CCO.TO BHP GEV BWXT ATI (they supply turbine parts to GEV, Rolls Royce, and the other major players) And others
I personally am not invested in defence, but it's on a tear. There are obviously the classics like RTX, LMT and NOC. To me NOC looks best value there @ 24x earnings and solid ROE. There are other defence use cases like CW (defence electronics) and BWXT (nuclear defence) that are flying, with healthy margins, although looking a bit expensive (PE 54x/63x). And all kinds of other specialists: IT, shipbuilding, ... Full list: [https://www.sharestep.co/pub?tid=ts\_ezj0mbtl](https://www.sharestep.co/pub?tid=ts_ezj0mbtl)
Effects are going to be: 1) Rearmament of Europe so they stop getting pushed around (buy EU defense stocks) and 2) CRML (controls Tanbreez mine in Greenland), UUUU (only company in North America capable of processing the materials from Tanbreez) and BWXT (small nuclear reactors that will be used in Greenland since there’s zero energy infrastructure there) printing $ mining rare earth materials
I have BWXT and CCJ with you - plus URNM, COPX and PLMN These are key to AI. If AI hits a speed bump, so will these.
What nickman23 said. BWXT is a good alternative to OKLO. I own 3; BWXT, SMR and OKLO I bought OKLO shortly after inception and shaved a huge portion on the run up. Sitting close to my initial now and she can ride from here.
GEV, UUUU, HUBB, PWR, ETN, MTZ, BWXT, CCJ. They are all part of GEV, really - but different earnings dates, and different reactions traditionally to those earnings. GEV and UUUU going to remain my core positions throughout, but I'm planning on swinging in that ecosystem.
Yah, even if nuclear was a confirmed lock, we still have a long way to go, and a lot of pressing power needs if we want to avoid a bubble. Traditional fuels are going to be in demand for a long time. People are pumped about microreactors, I hold a few, already trimmed to cover buy in a bit, but now in general I don't plan on even looking at them for years. BWXT is intriguing to me, they do reactors for submarines, long legacy relationship with top secret clearance, already jumped through all of the hoops. I could see in the interim the gov/military using similar tech for bases and space laser research or whatever the hell we are about to get into.
The Natrium plants in the Meta deal are being developed jointly by TerraPower and GE Vernova (GEV) as it’s based off the GE PRISM design. The leading advanced reactor developers are all privately held (TerraPower, Kairos Power, and X-energy). These companies are the closest to commercial deployment. Kairos Power has two construction permits from the NRC and is actively [building their plants](https://kairospower.com/internal_updates/clean-electricity-tennessee-valley/). TerraPower should receive their construction permit this year. X-energy’s construction permit application is currently under review. GE Vernova is also building their BWRX-300 in Canada and have a construction permit application in review with the NRC as well. Best litmus test right now for advanced reactor developers are licensing progress (construction permit applications require submittal of a preliminary safety analysis report that is available to the public and shows a level of maturity of reactor design) and hardware/construction progress (Kairos and TerraPower are the leaders here, with Kairos already having [operated](https://kairospower.com/internal_updates/license-to-build-progress-on-hermes-and-the-etu-series/) a non-nuclear version of their reactor). Will be interesting to see if the public companies can compete with the privately held ones. Best publicly available options are likely GEV, who are developing Natrium and their own BWRX-300, and BWXT, who are looking to be a fuel fabricator for advanced reactors and are the leaders in microreactor development.
The first reactors to put electrons on the grid will likely either be from [Kairos Power](https://kairospower.com/internal_updates/clean-electricity-tennessee-valley/) or TerraPower. No other companies are as far along as they are in construction, licensing with the NRC, and both companies have been building and testing hardware for nearly a decade now to build up manufacturing, assembly, and operational knowledge. Will be interesting to see if any of the publicly traded advanced reactor developers can compete with the privately funded ones. Best bets are likely BWXT and GE Vernova (Natrium is a joint project between GE Vernova and TerraPower).
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.