Reddit Posts
Great job keeping the faith, fellow MULNers. Put this low float, shorted, nuclear play in your back pocket. It’s LTBR
Brought this low float, shorted, uranium play yesterday. It’s LTBR. Nuclear is hot and I think it’s going to keep being hot.
Took a stake in a low-float, shorted, uranium play today. I think nuclear will continue to be a hot sector. It’s LTBR.
$LTBR a gem in coming in nuclear energy field
How are you guys not following Fluor and NuScale? Possible government corruption play
Uranium is no doubt 🚀to 2007 lvl and beyond! But when comparing market cap then and now.. $LTBR $UVN $PTU
Mentions
Lightbridge is going to own the patents for nuclear fuel efficiency / optimization and power output control with a safety bonus to boot. They're developing multi-reactor fuel options to work with a bunch of different companies, and are already working with the US government and Idaho National Laboratories to bring next-generation nuclear fuel to market. They're uniquely placed right now to allow companies like OKLO and other to do what they do, but without having to actual get the nuclear fuel (uranium miners) or complete the build-outs and build reactors (OKLO, etc.). Basically, LTBR is a next generation nuclear fuel power enabler that will own hundreds of millions of dollars worth of patents for licensing. Notice as well how closely LTBR trades with OKLO, and also the absolutely calculable channel that LTBR is currently at the bottom of and what's in the news cycle right now. Nuclear is the future, and LTBR will enable it. I play it throughout the year both options and shares. Right now I'm light only with 2,000 shares and few options, but that's only because I've been running metals up and am gaining there. Good luck. And congrats if you read this far. Usually people dismiss this stuff. Look into it yourself. Cheers.
Well done. I'm sitting on LTBR 15 Calls for May. Should pay out nicely. Cheers.
You won't listen to me, but LTBR is going to be on a tear. Good luck.
You missed the 4th major company: Lightbridge (LTBR). I've been pounding the table about them since March of 2025. No one is listening. They'll listen soon. Good luck on your research if you choose to pursue it.
My energy holdings: TPL (oil royalties), CCJ (uranium), LEU (haleu producer), LTBR (LEU before it growned up), MP (rare earffs), UUUU (Uranium + rare earff)
OKLO and LTBR the only publicly traded ones. Aside from them, Newcleo and Curio which are partnered with OKLO. Based on what I’ve seen, Oklo can expect up to half.
I'm loading up on LTBR calls for same-sies.
Let me give you a pro tip: LTBR calls. Look at the chart. Overlay OKLO. Look at the world today. Calls are cheap right now. Buy far out of the money and let them ride. Deep into 2026. Good luck.
I did this about five years ago. I picked a sector I believed in and spread the love. In my case I bought uranium. DNN, UEC, UUUU, SMR, URA, URG, URNM, LTBR, CCJ, and a wildcard with GSAT (satellite sector) Overall my mini fund is up crazy. You just need to find an industry you believe in and pick a mix of established players and new guys with growth potential.
Maybe check out: SMR, RVPH, ACHR, LTBR, and TGEN
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.
My holdings: CCJ, LEU and LTBR for energy. CEG, VST and TLN for utilities. GEV and FIX for infrastructure.
I’ve only recently poked at some of the nuclear stocks. I’d add CCJ to your list for uranium although it’s run up like a lot of stocks in the nuke power area. Been looking at LTBR, too, but it’s a gamble on early pre-revenue tech in a mature industry.
I have a position in a few nuclear stocks - Lightbridge, OKLO, Centrus, Constellation, SMR, and a couple others. I opened the position around July. SMR is the worst performer so far, and the only one that actually dipped into negative from open. Best performer was Oklo, at one point reaching 200% gain, now to about 100% gain due to the recent dip. LEU and LTBR are also great performers, they recently took a strong dip but peaked at around 100% a couple weeks back
LTBR, nuclear energy is the future
Any thoughts on DOCN (digital ocean), Uranium stocks (CCJ, LTBR, LEU), and BKSY?
yeah, i run similar, my 401 goes to the fidelity version of spy and the ira/roth are mainly voo/vgt with a newer NATO etf i've been buying and then various stocks like RKLB, LTBR, ABCL, NVIDIA and the sort that I've picked up along the way
Have you checked $LTBR as well? They made cooperation agreement will OKLO, had big news on advanced development for nuclear fuel cells. They also operate really close to OKLO... guess could be a buyout target. Mcap really low so far and undervalued... https://www.stocktitan.net/news/LTBR/lightbridge-completes-loading-of-capsules-containing-lightbridge-oaaf32jwqvv2.html Cmq forza Juve sempre, ti seguo su X :)
I was looking for the same. Have a look at LTBR. Fits all those requirements.
It gave me the following tickers back then. RGTI, SERV, BEEM, KOPN, LTBR, AEHR and LTBR.
Not a penny, but the cheapest and best (performing) I could find is LTBR (Lightbridge Corporation). I also researched for the same subject and bought this one yesterday.
I picked up some shares just to get them on my radar. I very much like the Integral Molten Salt Reactor Technology (IMSR). Be ware that this is a very long play. It might get fast tracked a bit and even then we’re looking at 2028 before things might go nuclear. Do some research and DD on them and understand that there’s a variety of small reactor designs that have progressed far beyond what was being produced in the past. Also take a look at LTBR which has an awesome waste recycling approach. I’m stepping in with all of them and have GSRT, GIG, OKLO, and HOND now. I’m not a nuclear scientist but I read a lot and stayed at a Holiday Inn last night.
$TSLA , $IREN , $LTBR , and $DJT this week for me
URA, UEC, SMR, LTBR are my go to
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
LTBR because I didn't know what a head and shoulders was last year
LTBR looks like it wants to rocket
Port sitting at **$375k (+39.6%)**, LTBR +100% 🚀 QS +135% 🚀 NVDA +87% 🚀 — LUNR bagholding -40% but still eating tendies
Having been balls deep in both ASPI & LTBR, today felt good man
Yeah a lot of these pup companies pump high and stay down afterwards. LTBR seems to be one of those in the nuclear arena.
That’s LTBR not OKLO. They partnered with LTBR. You can buy them. They have a real product. Also ASPI
OKLO, if they deliver, is going to be a banger of a stock. I have been playing LEU and LTBR (they are going to provide fuel for OKLO reactors) and those have been on fire too. I went with shares but wishing I had gone with calls like OP.
this might be my best trading week yet, got deep into JOBY/LEU/LTBR/KTOS/SOFI/ASTS shares and calls this week and they all just ripped, plus none of my other buys have hit my mental stop loss peak euphoria over here, can't imagine being a bear
I really have no idea long term, I just swing trade them, but I think LEU is probably the safest for a long term hold? LTBR is my personal favorite to swing, but OKLO of course, NNE, SMR, just pick any because they all move together more or less since its all just hopes and dreams at this point + the government keeps saying they want to invest big in nuclear and deregulate it
LTBR, hahahaha yyyyyyeeeeeeeesssssssss
LTBR Sept 19 $10 puts currently mis-priced. Act fast or miss it.
I partially agree with you here and your astute presentation! Solar takes up a lot of space though, and the small SMR option is not only “small” but has a dedicated base that is working very hard to make inroads. I understand the trepidations about Nuclear energy, but there are new and world class technologies developing not only SMRs, but a way to process and reuse waste in significant ways. Check out LTBR for effort. Yes, it’s going to take some time, and it’s best to just have all of them in your portfolio. Some might lose, but the winners will make up for that in the long term.
LTBR and OKLO should also be on this list.
It's the announcement with LTBR. Go look at the LTBR chart as well.
I remember when I bought 5K shares of LTBR yesterday. That was nice.
Buying the OKLO dip, LTBR partnership just announced is huge
OKLO and LTBR just announced a huge partnership! https://oklo.com/newsroom/news-details/2025/Oklo-and-Lightbridge-to-Evaluate-Additional-Co-Location-Opportunities-for-Manufacturing-Advanced-Fuels-from-Legacy-Materials/default.aspx
I keep telling you all the options chain for LTBR is juicy. Has been for weeks. Check it out.
I just bought 5,000 shares of LTBR. But then I'm also fucking retarded, so good luck.
LTBR has innovative nuclear patents. So far it has paid out very well for me. I plan to hold it until the company gets bought by a bigger player, or it becomes one. I believe in nuclear energy for the long term. I’m also holding Reddit stock. Individual stocks make up about 1% of my portfolio and I cap any individual stock at $1000.
TXN down -18.80% from highs on the 14th. ASML down -16% from highs on the 16th. AMPX down -24% from highs on the 22nd. NG down -16% from highs on the 23rd. OPEN down -62% from highs on the 22nd. UNH down from recent highs (debatably) around the 23rd. UUUU down -17% from recent highs on the 28th. LTBR down -14% from highs on the 18th. SIL down 9% from highs on the 23rd. CDE down 13% from highs on the 14th. All of these and many more are down from the 14th to today. That's 18 days of solid downtrending. It's either the dip you've been waiting for and the market is going to do what housing is doing and collapse briefly in certain sectors and states instead of nationwide, OR the market has turned and no one will realize it for a few months until they're looking back at today on the charts. Good luck.
yall think OKLO mooned today because of the partnership they announced with LTBR or is it just OKLO doing OKLO things?
Agreed, I'm heavily in: CDE, NEM, BTU, LTBR, UUUU, DVN (not the greatest atm) and RIO
I'm still playing OPEN, but today I also made thousands on GOOGL, LTBR, CDE and NEM. There is a lot of money to be made in this environment.
Reminder to you all again that the LTBR options are juicy rn. If you're long nuclear, take a look. You're welcome.
LTBR options chain is hot right now for those of you who might want to play Cash Secured Puts on a valid nuclear company instead of running with OPEN. Good luck.
LTBR pulling back. Might be time to re-enter soon.
Congrats. If these are post tax dollars make sure you’re not selling out of positions until they’ve been held for a year and go long term. Definitely take some risk off the table and put 1/3 of it into VOO or VGT. Keep 75% of the rest in those names and then take the rest and buy crazy speculative stuff like BMNR BTCS BTBT SBET BBAI LTBR SMR RKLB (not nearly as spec) and some of the other wild crypto, energy (nuclear), Ai and space stuff that you see around here on Reddit. Raise swings at some stuff with smaller positions that can 5 or 10x. I’m not joking. Those are emerging industries that are going to lead a massive next Industrial Revolution and the opportunity is huge. They won’t all hit and you see WILD swings but when you have that much you really need some big risk with a small portion of it that can give incredible returns. If it goes to zero, take the losses to offset the huge gains you have and it helps with the taxes. That’s a pretty favorable downside scenario with an upside of potentially turning $150 or 200k of it into another million on a year or two.
LEU and ASPI are the big plays for the enrichment bottleneck. SMR, OKLO, LTBR are the next generation reactor tech plays. There are an absolute ton of uranium miners you can look at and multiple ETFs that cover the sector - URNM and URNJ are pure uranium plays.
My God I had a great day today between Lightbridge LTBR and now Open Door OPEN mooning after hours, haha I fucking love this casino
LTBR I love you. I knew it was coming. Please keep popping those viagra and maintain that beautiful green shrek boner
I can't wait for the LTBR breakout. It's coming. Mark my words.
I’ve got one for you: LTBR. Company is being listed on Russell 2000 June 30 and currently isn’t floating enough for index funds to make mandatory purchases. I’m expecting a ~50% chance of an extreme squeeze and a likely 2x on day of listing. But I’m a regard and this isn’t advice.
LTBR. Fuel for OKLO, already have agreements with them (not binding). Working with Idaho Ntnl. Labs to provide the fuel. Begin your research now.
I was dumb enough to buy LTBR back in the day. Nuclear is always "going to explode" until it doesnt and it turns out the CEOs job is to pump hype so they can fundraise from suckers. Imagine nuclear does explode as a technology. Providing power is a costly, low margin business with finite capacity constraints. Its not exactly a growth prospect honestly.
Yeah OKLO and SMR have been running every day for a month. Not a good time to buy in. SMR, OKLO, LTBR, UEC, all down in premarket while the market as a whole is up. Nuclear will probz chill for a while. Top signal = reddit posting yolo 20x gains
Wrote a piece on SMR OKLO and LTBR , the balance sheets and income statements are light at best but I believe what is more important here for a short term move is the narrative, especially now sector wide record volume I wrote a short piece on this would love to hear your thoughts https://open.substack.com/pub/altitude1010/p/the-nuclear-reboot-oklo-smr-and-ltbr?r=bl2la&utm_medium=ios
URA, CCO, UUUU, OKLO, LTBR, ASPI, DNN. ALL TO THE FUCKING MOON LETS GO 
Buy uranium stocks before takeoff when trump signs the executive order at 1 pm!!! UUUU, CCJ, URA, URNM, OKLO, LTBR
OKLO this, NNE that, I'm sitting here looking at a +30% day on my LTBR position
NIO, LTBR, OKLO, SHOP, yw
True. We saw momentum right after superbowl commercial announcement and the controversy and attention that it was getting. It then got more attention after superbowl. The company then created more obfuscation with the lab purchase and peptide manufacturer. Then came last week's downdraft when it got taken down along with other momentum players like PLTR, OKLO, LTBR. However, this just shows that HIMS is about spin and perception. There's still more room for it to pull a Theranos before everyone figures it out and they go the way of also rans.
Can anyone see the price of QBTS RGTI and LTBR, overnight?
OKLO is done, LTBR might still have some gas though
Easy. NBIS, SMCI, GRRR, LTBR
Can you tell me what SHOP OKLO and LTBR are at?
LTBR @ $2.80. I saw the potential, and it now broke its 5 year ATH and touched $16.71 - the dawn of Nuclear regulation and revolution
What if SMCI announced a new campus with ACHR vertiport and OKLO reactor running LTBR fuel, where hardware was integrated with POET photonics and software with PLTR's AIP? Yeah, that'd be nice... 
Sell. Literally nothing wrong with taking profits in hand. I sold LUNR, RKLB, and LTBR at profitable points and they went higher. No regrets. I put the earnings into other things that are growing now. Take the money.