reddit · peer_reaction · 0.46
White House to Host Nuclear Energy CEOs for Advanced Reactor Milestone
2026-07-24T16:34:03+00:00
President is expected to host CEOs from leading advanced nuclear companies at the White House to mark a major milestone in the administration’s push to accelerate next-generation reactors. The event follows the recent achievement of multiple U.S. microreactors reaching first criticality under the Reactor Pilot Program, highlighting progress toward commercial deployment. It also reinforces the administration’s broader pro-nuclear agenda, including recent executive actions, AI-focused nuclear initiatives, and efforts to streamline licensing and deployment. While the meeting is symbolic, it signals continued high-level White House support for advanced nuclear and companies developing next-generation reactors. submitted by /u/C130J_Darkstar [link] [comments]
news · peer_reaction · 0.45
The Trump Administration Launches "Project Prometheus" With These Nuclear Energy Stocks (Hint: NuScale Didn't Make the Cut) - The Motley Fool
2026-07-24T11:05:55+00:00
The Trump Administration Launches "Project Prometheus" With These Nuclear Energy Stocks (Hint: NuScale Didn't Make the Cut) The Motley Fool
reddit · peer_reaction · 0.46
Oklo Receives U.S. DOE Startup Authorization for Groves Reactor, Clearing Way for Fuel Loading and First Criticality
2026-07-23T21:12:33+00:00
The U.S. Department of Energy (DOE) startup authorization allows Oklo to load nuclear fuel, conduct startup testing, and proceed toward first criticality. In just over 10 months, Oklo progressed from groundbreaking to receiving DOE startup authorization for its first reactor at the Groves site. During that period, Oklo built the reactor facility, established the operating organization, qualified personnel, implemented nuclear programs and procedures, procured fuel and major equipment from commercial suppliers, and completed the DOE authorization process. The Groves low-power test reactor will demonstrate reactor operations that support Oklo’s plans for commercial-scale domestic isotope production. Groves is a commercial-scale facility, meaning Oklo can repeat the experience with demonstrated experience in siting, building, commissioning, and operating its commercial reactors in the future with confidence in how long it takes and how much it costs to build its isotope production reactors. LOCKHART, Texas--(BUSINESS WIRE)-- Oklo Inc. (NYSE: OKLO) (“Oklo”), an advanced nuclear technology company, today announced it received startup authorization for its Groves Isotope Test Reactor. This authorization, granted under the U.S. Department of Energy (DOE) Reactor Pilot Program, completes DOE’s authorization process and clears the way for fuel loading, startup testing, and reactor operations. Groves is a low-power test reactor designed to demonstrate reactor design, build, and operations, and to establish operating experience needed to support future isotope production facilities. The project advances Oklo’s plans to establish domestic production of critical isotopes for potential use in cancer care, manufacturing, scientific research, space exploration, and national security. Groves, a privately financed facility, demonstrates nearly every element of a commercially oriented deployment model that Oklo can repeat and scale across future projects. The facility was built on private land, including full-scale civil excavation and construction, and assembled with all full-scale systems, components, and fuel either sourced commercially or manufactured by Oklo. "This facility marks the fastest time that we are aware of to go from greenfield to substantial completion for a full-scale, privately funded and sited reactor in history,” said Oklo co-founder and CEO Jacob DeWitte. “By building on a greenfield site on private land, performing full-scale civil excavation and construction, and procuring fuel and all major components commercially, we demonstrated that the advanced nuclear industry can move at a pace that many did not believe possible. And this experience is fully translatable to future commercial deployments.” “The U.S. Department of Energy is excited to see another Reactor Pilot Program participant receive authorization,” said Principal Deputy Assistant Secretary for Nuclear Energy Mike Goff. “With the right enabling environment, Oklo has been able to accelerate their progress and is now ready to take the next step with their technology.” The startup authorization follows a rigorous readiness review, through which DOE confirmed that Oklo has achieved the engineering, organizational, and operational readiness needed to safely receive fuel and begin reactor operations. A readiness review is a critical final step in DOE’s startup authorization process: a multidisciplinary DOE team evaluates whether facility procedures and personnel training are adequate; the facility and equipment conform to the approved design, safety equipment functions properly; and required safety management programs have been implemented. Oklo fully developed these safety management programs in-house rather than relying on an established or pre-existing operating framework within an established facility such as a national laboratory. "Executing on Groves has meant much more than just a construction project; it has been a valuable part of building and exercising key operational muscle across the Oklo enterprise,” said Oklo co-founder and COO Caroline DeWitte. “Startup of a private facility means honing and implementing operating procedures, training programs, security programs, environment, health and safety programs, quality assurance programs and procedures, and much more. Oklo's centers of excellence on all of these operational aspects now have this experience to bring to all our projects currently in progress and to build on for the future.” Future Oklo projects will build on the established systems, qualified suppliers, and approved operating programs established through Groves. By establishing a repeatable approach to engineering, construction, commissioning, operations, and regulatory authorization, Groves helps reduce execution risk and accelerate future deployments across all of Oklo’s business units. The Reactor Pilot Program created a rigorous pathway that enabled construction and organizational readiness activities to proceed while DOE conducted its reviews. Groves demonstrates how that approach can support advanced reactor deployment while maintaining a rigorous focus on safety. https://oklo.com/newsroom/news-details/2026/Oklo-Receives-U-S--Department-of-Energy-Startup-Authorization-for-Groves-Reactor-Clearing-Way-for-Fuel-Loading-and-First-Criticality/default.aspx submitted by /u/C130J_Darkstar [link] [comments]
news · peer_reaction · 0.45
Nuclear Stocks Rally. A Double Fillip Underpins Big Moves This Week. - Investor's Business Daily
2026-07-22T18:36:00+00:00
Nuclear Stocks Rally. A Double Fillip Underpins Big Moves This Week. Investor's Business Daily
news · peer_reaction · 0.45
Prediction: This Is What $5,000 Invested in These 2 Nuclear Energy Stocks Will Be Worth in 10 Years - Yahoo Finance
2026-07-21T10:05:00+00:00
Prediction: This Is What $5,000 Invested in These 2 Nuclear Energy Stocks Will Be Worth in 10 Years Yahoo Finance
news · peer_reaction · 0.45
Prediction: These Will Be the 2 Best Nuclear Energy Stocks to Buy for the Next 5 Years - Yahoo Finance
2026-07-19T21:27:00+00:00
Prediction: These Will Be the 2 Best Nuclear Energy Stocks to Buy for the Next 5 Years Yahoo Finance
news · peer_reaction · 0.45
This Nuclear Stock Is Down 46%, and It's a Screaming Buy - Yahoo Finance
2026-07-18T19:05:00+00:00
This Nuclear Stock Is Down 46%, and It's a Screaming Buy Yahoo Finance
news · peer_reaction · 0.45
Global Uranium Corp. Announces Closing of Convertible Debenture Financing - Yahoo Finance Singapore
2026-07-17T21:00:00+00:00
Global Uranium Corp. Announces Closing of Convertible Debenture Financing Yahoo Finance Singapore
news · peer_reaction · 0.45
Cathie Wood Amasses $88 Million Stake In This Falling Nuclear Stock - Investor's Business Daily
2026-07-17T14:11:00+00:00
Cathie Wood Amasses $88 Million Stake In This Falling Nuclear Stock Investor's Business Daily
news · peer_reaction · 0.45
2 Nuclear Stocks Poised to Benefit From Rising AI Adoption - The Motley Fool
2026-07-17T13:02:59+00:00
2 Nuclear Stocks Poised to Benefit From Rising AI Adoption The Motley Fool
reddit · peer_reaction · 0.45
19.1K > 65.8K > 11K on semiconductors
2026-07-15T21:24:11+00:00
65.8K > 11K on semiconductors" title="19.1K > 65.8K > 11K on semiconductors" /> SNDK, MU, STX took me to the top and it all came crashing down. I don’t really care if I lose my last 11k I’m just tired. submitted by /u/BasicallyNuclear [link] [comments]
news · peer_reaction · 0.45
Camden nuclear firm Holtec eyes stock market debut - Courier-Post
2026-07-15T19:07:00+00:00
Camden nuclear firm Holtec eyes stock market debut Courier-Post
reddit · peer_reaction · 0.47
Short $AFL, Save the World
2026-07-13T15:32:51+00:00
Autistic Level Insane Due Diligence: Two Years in the Making Japan is about to get a Magnitude 9.3+ earthquake and by shorting $AFL we could make insane money and save the world by doing it, including my sister. https://preview.redd.it/ubvtj98cn0dh1.png?width=862&format=png&auto=webp&s=96df2839ad1a294016197ef73aa79afa2632f719 Two years ago my sister, who lives in California, told us that she experienced a crazy earthquake. I live on the East Coast and I know she gets earthquakes all the time and thought nothing of it until I randomly saw this post: https://preview.redd.it/nkh4zl2k50dh1.png?width=899&format=png&auto=webp&s=ea75d1c027469eda5fb781cf41ee2c3c0ee632e7 I randomly decided to follow him after quickly seeing that he was forecasting a magnitude 10 earthquake and thought it was mildly interesting. I then spent the next 2 years getting gradually more interested as I kept watching him forecast earthquakes again and again. More important than his accuracy was *why* he was accurate and why it was so interesting. I found myself being able to predict Brent Dmitruk's next forecast just by passively observing him and saw that I too could forecast earthquakes; something that I later learned was "impossible". And yet, here I was doing it... So here's the general principle (and he might be yelling at me through the screen, but I'm doing my best here and this is what I've been able to surmise): Every now and again the earth goes silent on earthquakes 6.7+ in this region: https://preview.redd.it/59ie1x4970dh1.png?width=815&format=png&auto=webp&s=d3e282ef9dbfa0ef1b76a48813b199cf6976eab6 And it might go quiet for like 50 days then produces a significant earthquake. Then 100 days and a bigger one and then 150 days for the grand finale. Then the cycle repeats this "booster Sequence". https://preview.redd.it/g53n5yls70dh1.png?width=850&format=png&auto=webp&s=dc245be733d203927a1cd7c668ecedde69f80b71 Our last "Booster Sequence" ended 2025 when we got the Kamchatka 8.3/8.8 and then we went almost a year(!) without a 6.7 after. Much more than 2004 which produced a magnitude 9.1 in the Indian Ocean and is an event very parallel to what's happening now as you'll see. Except what's happening now is SO MUCH BIGGER. In fact, it's looking like a once in 4,000-12,000 year megaquake of megaquake event. But anyway this almost year gap is when the earth builds pressure and then it redirects: https://preview.redd.it/axxbj4lg80dh1.png?width=918&format=png&auto=webp&s=b4adb6f407901eafa354b0b3993f8a13c538145d Just like in 2004, 4 magnitude 7 earthquakes happened after this gap, in a line from North of New Zealand to Japan as the whole plate slide and the pressure redirected before getting stuck again, building pressure for the final release. Right after this "slide" a cluster forms as the plate settles in the final area: 2004 settled in Indian Ocean 2026 settled and clustered in Japan Now another gap forms, this time east of Philippines. https://preview.redd.it/os3nqct590dh1.png?width=1300&format=png&auto=webp&s=2313e6c4ec7e945151ccf96441c5e8174db10b5b https://preview.redd.it/qa7n83d790dh1.png?width=1326&format=png&auto=webp&s=ab6b056854658d45b4eb83072b274e280f2a2697 While this area builds pressure you'll see the surface buckling under immense pressure. https://preview.redd.it/f6zegcnm90dh1.png?width=770&format=png&auto=webp&s=13dc32d7ad3be2a199429a8aa414fceb15827438 You'll also see pressure leak out when this area can't break. https://preview.redd.it/k2yja772a0dh1.png?width=1270&format=png&auto=webp&s=1bb336a0faa3e5a1dd8452b0757d502696839fa2 You might have noticed it in the news. A massive series of significant earthquakes struck in a 1-2 week period including the two in Venezuela (They say a once in 1,000 year event!) but nobody was asking where earthquakes WERENT appearing! Just look at the significant earthquakes that happened before 2004: 7.5 in 2004 7.8 in 2026 Same with Russia 6.2 in 2004 6.6 in 2026 6.8 in Japan 6.9 in Japan And then the one that made the news 6.0 and 6.8 South of America in 2004 6.1 then 7.1+7.5 in 2026 All of them within the same timeframes give or take. But in 2026 everything is another level higher at each step. The Japan 6.9 one though was very important. As it created an earthquake on the other side of the world of 6.4 on 7/11. The energy traveled West, as it does, which could break the gap. And once this gap breaks that's it. Game over. You're left with hours to days left before a megaquake smacks Japan. Except the scale of this thing is unlike anything we've seen - as you can see from the charts. And as of this morning it just broke... A magnitude 6.4 just hit Papa New Guinea. *** While studying all this I felt crazy this past 2 years. It is. But at no point was I able to disprove it; only prove it was happening The world has rightfully thrown earthquake forecasting away as hooey but has taken it too far and now something credible has shown and it might be too late to realize. I didn't (and still) don't know shit about earthquakes but I know this shit is happening. And it seems like others have picked up on it through different means too. For example, I've even found out that air voltage spikes have shown to happen before major earthquakes too and it's pointing towards the same thing. https://preview.redd.it/xp1f52d6d0dh1.png?width=493&format=png&auto=webp&s=7412b698e43b5c2f4a14fe7a0aa29f82ffbec191 and now finally how this relates to AFLAC stock, why we're shorting it, and how we can save the world. And my sister. *** In 2011, a M9 earthquake hit near the Fukushima Nuclear Reactor in Japan. Obviously Japanese stocks and US listed Japanese adjacent companies cratered ~10% before recovering and then falling ~40% the following 6 months. The obvious suspects would be Nintendo, Toyota, etc. but for various reasons I've found $AFL to be the most promising. $AFL is AFLAC insurance and a majority of their business happens to be in Japan, so much so that they list their concentration as a top risk in their 10-k reports. Obviously an insurance company would be severely impacted by this event as it did in 2011 falling 50% within a year and ~7% the day alone. In 2004, the gap broke with a magnitude 8.1 near New Zealand and the Indian Ocean megaquake broke within hours. I suspect that we have less than a week before Japan gets ruined. Leaving us an incredible opportunity. We can YOLO Short-term (JULY17 if you're feeling balsy, JULY24 to be safe) put options on $AFL and a modest 5% decrease would yield a roughly 10x return at best. A lot of people may feel uncomfortable making money from this event. But it's only because we've been ignored by Japanese officials, the USGS, the President. It's more messed up that this research is ignored. We need to make a shit ton of money to validate this process and save lives. If we're lucky enough, we can sacrifice AFL's stock price and people will ask "why" ahead of time and possibly save people before it happens. Including my sister who won't listen to her brother. We don't have much time. Plus F insurance companies anyway honestly. Please help me and Japan, our best friends, and in return possibly make an insane profit. submitted by /u/Aromatic_Ad_1953 [link] [comments]
reddit · peer_reaction · 0.47
Newcleo an EU nuclear spac
2026-07-13T09:08:54+00:00
After digging through the SEC filings, Newcleo actually looks pretty different from most nuclear SPACs. They already have around 900 employees and have been acquiring key suppliers instead of outsourcing everything. That has helped them build an actual business around the technology, with around $80M in revenue/income reported for 2024. The reactor design is also interesting. They’re working on a lead-cooled fast reactor, avoiding the extreme pressures of traditional water reactors and the “sodium + water = bad day” problem. The passive safety features are worth looking into if you’re interested in nuclear (they also have some good technical videos explaining it). The fuel strategy is another thing that caught my attention. Instead of depending on HALEU supply chains, they’re planning to produce MOX fuel from recycled nuclear material in France. If they can execute this, it could become a major advantage. Europe is pushing harder for nuclear and energy independence. Newcleo already has a footprint across France, Italy, Slovakia and Belgium, with partnerships involving major players like Enel, Saipem, Fincantieri and Danieli. They’re also exploring opportunities in the US, including collaboration with Oklo on advanced fuel initiatives. The SPAC deal values the company at around $2.4B, with up to $429M in gross cash from the PIPE and trust. The interesting part is that the $220M PIPE was oversubscribed at $10 per share, yet the spac is still trading around that same level. Retail investors can currently buy around the same valuation institutions agreed to. Of course, there are risks. SPACs are risky, and nuclear projects require billions, not millions. Timelines can be long and execution is everything. But if Newcleo delivers, Europe could have its own advanced nuclear player at a time when energy security is becoming a major issue. Curious what people think. Bull case or am I missing something? submitted by /u/AlfalfaTemporary8831 [link] [comments]
reddit · peer_reaction · 0.47
BWX Technologies Inc. Upgraded To 'BB+' Following Strategic Expansion, Outlook Stable, commercial side benefits from reactor life-extension
2026-07-13T01:56:02+00:00
BWXT commercial operations will likely be an increasingly material source of growth as utilities invest in nuclear reactor life-extension projects. Bond issuer rating upgraded from BB- to BB+ by S&P Global. 1 more upgrade required before entering investment grade (BBB-) submitted by /u/Primary_Olive_5444 [link] [comments]
news · peer_reaction · 0.45
This Nuclear Stock Is Down 30% This Year -- Here's 1 Reason It Could Be a Screaming Buy Right Now - Yahoo Finance
2026-07-11T17:50:00+00:00
This Nuclear Stock Is Down 30% This Year -- Here's 1 Reason It Could Be a Screaming Buy Right Now Yahoo Finance
news · peer_reaction · 0.45
Nuclear Energy Stock SMR Is Trading Under $10: Bargain Buy or Value Trap? - Yahoo Finance
2026-07-11T14:05:00+00:00
Nuclear Energy Stock SMR Is Trading Under $10: Bargain Buy or Value Trap? Yahoo Finance
reddit · peer_reaction · 0.45
Here we go again URNM/NLR bros
2026-07-10T23:48:13+00:00
https://edition.cnn.com/2026/07/10/world/video/investigates-polglase-iran-nuclear-sat-imagery submitted by /u/Serenaded [link] [comments]
reddit · peer_reaction · 0.45
Institutional Trader Places $67M Bullish Options Bet on Oklo, CNBC Reports
2026-07-09T20:38:26+00:00
CNBC highlighted one of the largest options trades of the day in Oklo. A single institutional-sized position purchased approximately $46 million of January 2028 $200 call options, along with another $21 million of December $90 call options. Together, that’s roughly $67 million in bullish call premium, making it one of the biggest trades on the tape. While options activity doesn’t guarantee future price movement, trades of this size are typically made by sophisticated market participants and reflect a strong conviction that Oklo has meaningful upside over both the near and longer term. It’s another sign that institutional interest in the company continues to build as investors position around AI-driven power demand and advanced nuclear, especially after the recent -75% drawdown. https://www.cnbc.com/2026/07/09/a-huge-trade-just-happened-on-the-nasdaq-100-bulls-are-taking-notice.html?taid=6a4ff638b24617000126f9fd&utm\_campaign=trueanthem&utm\_content=main&utm\_medium=social&utm\_source=twitter submitted by /u/C130J_Darkstar [link] [comments]
news · peer_reaction · 0.51
China's chip game just went nuclear. $4.3B IPO subscriptions open July 16 - Binance
2026-07-09T09:35:34+00:00
China's chip game just went nuclear. $4.3B IPO subscriptions open July 16 Binance
news · peer_reaction · 0.50
China's chip game just went nuclear. $4.3B IPO subscriptions open July 16 - Binance
2026-07-09T09:35:34+00:00
China's chip game just went nuclear. $4.3B IPO subscriptions open July 16 Binance
reddit · peer_reaction · 0.45
Powerful Man Says US Ceasefire With Iran Is ‘Over’ After Strikes
2026-07-08T08:37:12+00:00
“For me, I think it’s over,” he said on Wednesday in Ankara, sitting next to NATO Secretary General Mark Rutte at the military alliance’s annual summit. “As far as I’m concerned it’s just a waste of time.” … “I don’t want to deal with them, but they’re scum,” powerful man said. “You know what scum is? They’re scum. They’re sick people, they’re led by sick people, and they’re vicious, violent people, and if they had a nuclear weapon, they’d use it.” … A US official said negotiators would continue to work toward a final deal between Washington and Tehran but even before the most recent escalation, the prospect for a broader agreement remained uncertain. submitted by /u/Worried_Quarter469 [link] [comments]
reddit · peer_reaction · 0.48
DOE Approves Final Safety Analysis for Oklo’s Groves Isotope Reactor, Startup Imminent
2026-07-01T12:02:30+00:00
Oklo announced that the U.S. Department of Energy (DOE) has approved the Documented Safety Analysis (DSA) for Oklo Isotopes’ Groves Isotope Test Reactor in Texas under DOE’s Reactor Pilot Program (RPP). The DSA is the facility’s final safety basis grounded on a detailed technical analysis of potential hazards, safety controls, and operating requirements needed to support safe startup. The DSA approval follows DOE’s approval of the Preliminary Documented Safety Analysis (PDSA), which established the facility’s preliminary safety basis during design and construction. With both the PDSA and DSA approved, Groves moves from the documentation phase into DOE’s final pre-startup review. The remaining steps are DOE’s readiness review and startup approval. Following startup approval, the facility will be authorized to receive and load nuclear fuel, conduct startup testing, and proceed toward first criticality, the point at which a reactor achieves a controlled, self-sustaining nuclear chain reaction. Oklo is targeting first criticality for Groves in July 2026. “When the Administration issued its Executive Order calling for multiple advanced reactors to go critical outside the national laboratories, it challenged the industry to demonstrate a new way forward,” said Oklo co-founder and CEO Jacob DeWitte. “Groves is that demonstration. It is the first advanced reactor project to receive approval of its Documented Safety Analysis that is on privately owned land, with wholly commercially sourced fuel, equipment, and systems delivered by the private sector. And with full, enduring civil construction, and operations led entirely by a private-sector team under DOE oversight. This is a truly representative facility of future commercial facilities that Oklo intends to build and operate.” “With approval of both the Preliminary and Documented Safety Analyses, Groves now moves into the final phase before startup, including readiness review, fuel loading, and criticality,” DeWitte added. “Less than a year after breaking ground, Groves is advancing toward criticality and demonstrating that advanced nuclear can move from an open field to deployment on a commercial timeline and with a commercially representative facility. DOE demonstrated remarkable capabilities to review and reach this milestone for a facility of this type, and for a facility outside of a national laboratory on this timescale. As the first project of this nature to achieve this milestone under the DOE Reactor Pilot Program, Groves provides a blueprint for how the United States can accelerate advanced reactor deployment while maintaining a rigorous, practical safety process.” Groves supports the development of Oklo’s isotope business and helps establish a stronger domestic supply chain for critical isotopes used in cancer diagnosis and treatment, advanced manufacturing, scientific research, space exploration, and national security applications. Many important isotopes are currently sourced from overseas suppliers or produced in aging facilities, creating supply risks for U.S. hospitals, industry, researchers, and government users. By starting with a pilot facility, Oklo’s isotopes business has developed operating procedures, evaluated reactor system performance, will validate production processes, and build dependable domestic isotope production at commercial scale in the US. submitted by /u/C130J_Darkstar [link] [comments]
news · peer_reaction · 0.45
Blue Energy, GE Vernova Advance ‘Gas Bridge’ Model to Unlock Nuclear Finance - Yahoo! Finance Canada
2026-07-01T08:35:18+00:00
Blue Energy, GE Vernova Advance ‘Gas Bridge’ Model to Unlock Nuclear Finance Yahoo! Finance Canada
news · peer_reaction · 0.45
Mercuria Signs First Uranium Financing Deal With Malawi Miner - Bloomberg
2026-06-29T11:15:04+00:00
Mercuria Signs First Uranium Financing Deal With Malawi Miner Bloomberg
reddit · primary_subject · 1.00
Are rare earth stocks really dead or are people just tired of waiting?
2026-06-28T04:45:52+00:00
I know this sector has been painful. A lot of these names had big stories, big expectations, then nothing really happened for a while. Some got diluted. Some are still waiting for permits, funding, processing, offtakes, government help, all of it. So I understand why people call it a dead trade. But I keep thinking about it differently. The wheel came before the car. At the time, the wheel was not exciting because there were no highways, no gas stations, no auto industry, no global supply chain built around it. But once the world found more uses for it, everything changed. That is kind of how I see rare earths and critical minerals right now. Everyone is talking about AI, drones, robotics, EVs, defense, wind, chips, data centers and the next industrial boom. But all of those things still need physical inputs. Magnets. Metals. Processing. Refining. Supply chain security. Nobody wants to talk about the boring part until the boring part becomes the bottleneck. I am not saying every rare earth stock will win. Most probably will not. There are plenty of bad companies in this space. Bad management, dilution, weak projects, hype, all of that is real. But companies like $MP or $USAR or $UUUU or $UAMY and more seem very promising to me. I think people just got exhausted because the story is taking longer than expected. Maybe that means the trade is over. Or maybe this is the part of the cycle where everyone gives up before the real money starts paying attention again. Curious what people here think. Are rare earth stocks actually done, or is this one of those sectors that only looks dead because the timing has not caught up with the need yet? submitted by /u/MMTGBS [link] [comments]
news · peer_reaction · 0.45
Nukes: Modular Reactors Ace Big Wins; DOE Deadline Looms - Investor's Business Daily
2026-06-26T18:03:00+00:00
Nukes: Modular Reactors Ace Big Wins; DOE Deadline Looms Investor's Business Daily
reddit · peer_reaction · 0.45
Department of Energy Announces American Nuclear Supply Chain Loans
2026-06-24T14:19:41+00:00
submitted by /u/Healthy_Ferret9352 [link] [comments]
reddit · peer_reaction · 0.45
Shorting oil
2026-06-24T03:13:54+00:00
My Oil Short Thesis I am positioned short oil because I believe global crude prices will trend toward all-time lows over the next several years. This conviction stems from powerful dual pressure: a surge in supply from multiple large producers and moderating demand influenced by alternatives, efficiency, and key importers like China. Pragmatic policy shifts are removing barriers and enabling freer flows. Supply-Side Dynamics Several major catalysts are poised to deliver significantly more barrels to the market: The preliminary US-Iran memorandum signed around mid-June 2026 has initiated the reopening of the Strait of Hormuz. This vital waterway, historically carrying ~20% of global oil and significant LNG, was largely blocked since late February 2026. Initial tanker movements are occurring, and with Iran fast-tracking permits (initially toll-free for 60 days), full normalization should unlock substantial Iranian export capacity. Venezuela holds some of the world’s largest proven oil reserves. Under improved stewardship and operating conditions, these resources are expected to ramp up production and contribute meaningfully to global supply. The United States has established itself as a top-tier producer, with consistent growth from shale plays and other sources providing a reliable stream of incremental barrels. A ceasefire or broader resolution to the Ukraine/Russia conflict could alleviate sanctions, logistical hurdles, and export constraints, potentially releasing additional Russian volumes onto the international market. Insurance and Logistical Facilitation Pre-crisis, Lloyd’s of London and the broader London marine insurance market were the dominant providers of coverage for vessels transiting high-risk areas like the Strait of Hormuz, backing enormous insured values. When the strait was closed and attacks occurred, commercial war-risk insurance became extremely expensive or effectively unavailable, acting as a major chokepoint that halted normal traffic. In response, the US signaled willingness to provide government-backed political risk insurance or guarantees (through mechanisms involving the Department of Commerce, Treasury, or related programs) at rates significantly lower than the spiked private market premiums. This pragmatic support helps bypass insurance barriers, facilitates safer passage, and exemplifies better stewardship that promotes freer oil commerce rather than allowing disruptions to persist. Demand-Side and Geopolitical Context Demand is unlikely to absorb the coming supply wave due to several structural factors: Emerging Fuel Alternatives : Electric vehicles (EVs), advanced biofuels, hydrogen pilots, and continuous improvements in engine efficiency and fuel economy are progressively eroding oil’s share in transportation and other sectors. These technologies, while not replacing oil overnight, create a slow but persistent downward pull on demand. China’s Critical Role : As the world’s largest oil importer by a wide margin, China’s economic performance and energy strategy will have outsized influence. Beijing has aggressively pursued energy security through massive investments in EVs, domestic renewables, nuclear, and stockpiling. Even with potential stimulus or growth rebounds, successful substitution efforts, slower-than-expected GDP expansion, property sector challenges, or high debt levels could materially reduce China’s need for imported oil. China’s strategic shift toward self-reliance and alternatives acts as a long-term demand brake, amplifying any global supply glut. Energy Policy Pragmatism : While the world continues a long-term move toward greener sources, near-term realities favor oil as the most reliable, scalable, and cost-effective energy backbone available today. The retreat from overly aggressive “green energy” throttling and restrictions supports practical utilization of oil rather than artificial suppression. This balanced approach enables supply to flow while demand grows more modestly. Overall Outlook The interplay of unlocked supply from Iran (via Hormuz), Venezuela, the US, potential Russia relief, and insurance/logistical facilitation — set against moderating demand from alternatives, efficiency gains, and China’s evolving import needs — creates conditions for sustained structural oversupply. This environment should generate strong, multi-year downward pressure on oil prices, aligning with my short positioning. Monitoring Approach I’m looking into how to follow developments in real time, with particular emphasis on: Eastbound oil tanker traffic (tankers and VLCCs) through the Strait of Hormuz using MarineTraffic (filtering by vessel type, status, and direction to quantify export ramp-up). Production reports, EIA inventory data, China import figures, EV adoption trends, and geopolitical updates on Iran, Venezuela, Russia/Ukraine, and insurance/facilitation measures. This thesis is grounded in observable catalysts and market realities. I manage risks — including potential OPEC+ cuts, faster global growth, or implementation delays — through position sizing, ongoing assessment, and flexibility. https://preview.redd.it/3sn78ge6e59h1.png?width=1299&format=png&auto=webp&s=47cd325e620845427c4b572c60bf0c2f01fbc0bc submitted by /u/PalaMayne [link] [comments]
news · peer_reaction · 0.45
AI Agent Triggers Nuclear Strike After Getting Outmaneuvered in Civilization VI
2026-06-23T18:33:18+00:00
A new benchmark designed to test strategic reasoning found an AI-controlled empire spent 50 turns developing nuclear weapons to stop a rival's cultural victory—only to lose the game anyway.
reddit · peer_reaction · 0.45
Constellation Energy to supply nuclear power to Walmart facility under 15-year deal
2026-06-23T13:28:07+00:00
submitted by /u/Healthy_Ferret9352 [link] [comments]
news · peer_reaction · 0.45
Exclusive | U.S. Bets Billions of Dollars in Low-Cost Loans Can Revive Nuclear Power - WSJ
2026-06-23T12:30:00+00:00
Exclusive | U.S. Bets Billions of Dollars in Low-Cost Loans Can Revive Nuclear Power WSJ
news · primary_subject · 0.78
Stocks making the biggest moves premarket: IBM, Qualcomm, Oracle, Energy Fuels & more - CNBC
2026-06-23T11:36:05+00:00
Stocks making the biggest moves premarket: IBM, Qualcomm, Oracle, Energy Fuels & more CNBC
news · peer_reaction · 0.45
The Nuclear Power Comeback Is Real -- and These 3 Stocks Are the Best Way to Play It - The Motley Fool
2026-06-22T17:15:00+00:00
The Nuclear Power Comeback Is Real -- and These 3 Stocks Are the Best Way to Play It The Motley Fool
news · peer_reaction · 0.45
Nuclear Power Is Having a Moment, and These 3 Stocks Are the Best to Buy Right Now - The Motley Fool
2026-06-20T19:23:40+00:00
Nuclear Power Is Having a Moment, and These 3 Stocks Are the Best to Buy Right Now The Motley Fool
news · peer_reaction · 0.45
This is My Favorite Nuclear Energy Stock to Capitalize on the AI Power Boom - Yahoo Finance
2026-06-20T18:35:00+00:00
This is My Favorite Nuclear Energy Stock to Capitalize on the AI Power Boom Yahoo Finance
reddit · peer_reaction · 0.52
The words "bubble" and "mania" from a cultural POV ?
2026-06-20T18:11:36+00:00
I'm not talking about the merits of long term investing, but just the vibe of the last 5-6 years. What does "bubble" and "mania" mean to you? Anything below resonate with you? What else can you add? People freak out if the market drops 1% or if it drops for a few days straight. Like there is a perception that stocks are a magic money tree. Few recall that SPY was flat for almost 15 years. Shoeshine boy effect for years now. Teenagers daytrading (and gambling, and memeCoining) Politicos trading stocks and coins. Stocks making more than their dayjobs. Jobs are for suckers. Degrees are for suckers. Just gamble instead. Free money hack genius. Wealth without production is the ideal. Stocks only go up. despite big disparity between individual stocks down 50-98% from peak vs. indicies near all time highs. Market as retirement wealth machine, but never as potential retirement destroying machine. Markets down 50-80% in dotcom & GFC. 8% annual but ignoring 10-20 year flat periods that occur. Buy the dip vs. falling knife mindset. Can't lose mindset. Never sell stocks to pay debt. Paying off a 6% mortgage is "stupid". Market pays more. Can't lose. Risk either does not exist, or is heavily discounted Not owning stocks is reckless. Valuations. Vibe market. The bigger the red, the more the green (Calls, it is) IPO cashouts with 80%+ crash bagholders. Wild claims by CEOs. Space data, planet colony, flying robo cars, etc Circular financing. Enron vibes. Leverage. 3x, 5x, 10x ETFs, even for single stocks. Inverse ETFs. 0DTE options casino market. People going from $50k to $3mm in a single year. (yea, survivorship bias) Rotating bubble sectors. EV, Space, nuclear, weed, robot, rare earth, quantum, chips, AI, psych, etc Alternative bubbles? Sports betting, sports collectibles, Pokemon, NFT, memeCoins, DeFi ponzi/FTX, etc. What does "bubble" and "mania" mean to you? Anything above resonate with you? What else can you add? submitted by /u/HarryCrushNuh [link] [comments]
news · primary_subject · 0.78
Energy Fuels (TSX:EFR) Stock Could Be 43.7% Undervalued After $725 Million Financing Commitment - Yahoo Finance
2026-06-20T12:06:55+00:00
Energy Fuels (TSX:EFR) Stock Could Be 43.7% Undervalued After $725 Million Financing Commitment Yahoo Finance
news · peer_reaction · 0.45
Could Buying Nano Nuclear Energy Stock Today Set You Up for Life? - Yahoo Finance
2026-06-20T10:25:00+00:00
Could Buying Nano Nuclear Energy Stock Today Set You Up for Life? Yahoo Finance
news · peer_reaction · 0.45
Constellation Energy (CEG) Stock Could Be 26% Below Fair Value On Nuclear Growth Narrative - Yahoo Finance
2026-06-20T01:10:00+00:00
Constellation Energy (CEG) Stock Could Be 26% Below Fair Value On Nuclear Growth Narrative Yahoo Finance
news · peer_reaction · 0.45
NEA conference explores how to finance the next wave of nuclear energy projects - Nuclear Energy Agency (NEA)
2026-06-19T12:48:28+00:00
NEA conference explores how to finance the next wave of nuclear energy projects Nuclear Energy Agency (NEA)
news · peer_reaction · 0.45
2 Nuclear Stocks Worth Buying as AI and Geopolitics Drive Demand for Power - The Motley Fool
2026-06-19T10:52:03+00:00
2 Nuclear Stocks Worth Buying as AI and Geopolitics Drive Demand for Power The Motley Fool
reddit · peer_reaction · 0.45
Vance delays trip to Switzerland to lead new US talks with Iran on its nuclear program
2026-06-19T01:57:26+00:00
Welp, puts it is submitted by /u/stuntondeezh0es [link] [comments]
news · peer_reaction · 0.45
US says Iran deal will end enrichment, destroy uranium stocks, cap missiles - ایران اینترنشنال
2026-06-18T19:14:00+00:00
US says Iran deal will end enrichment, destroy uranium stocks, cap missiles ایران اینترنشنال
reddit · peer_reaction · 0.47
UUUU DD: one of the dumbest cheap plays in the market right now
2026-06-18T15:31:39+00:00
Long UUUU shares. Might buy more if it dips because apparently I enjoy kicking myself in the balls. Everyone knows uranium has been a meme for like five years now. Everyone knows about Sprott, SMRs, AI datacenters needing power, governments rediscovering that coal is gross, etc. But I don't think the market has fully figured out what UUUU actually is anymore. It's not just a uranium miner. It's a two-in-one call option on two separate supply crises. Uranium The US government has been screaming for years that relying on Russia and Kazakhstan for nuclear fuel isn't exactly a brilliant national security strategy. UUUU owns licensed mills in the US. They have actual production capability, permitted assets, inventories, and projects that can ramp when prices justify it. Unlike a lot of uranium names that are basically PowerPoint presentations with moose pictures, UUUU already has infrastructure. If uranium goes back toward $100+, these guys should do very well. Rare Earths This is the part I think people are sleeping on. China controls most rare earth processing. Every six months we get another headline about export restrictions, magnets, defense supply chains, EV motors, drones, missiles, whatever. Maybe having 90%+ dependence on China wasn't our greatest idea. UUUU already processes monazite sands. Monazite contains neodymium, praseodymium, dysprosium, terbium and other stuff that suddenly becomes strategically important every time China sneezes. So instead of buying a pure uranium company and separately buying a speculative rare earth company, UUUU gives exposure to both. Why I like the setup Market cap is still small enough that institutions don't really care. Retail uranium bros mostly think of it as a uranium stock. Rare earth investors mostly buy MP. Defense investors buy defense companies. Nobody seems to know which bucket UUUU belongs in. UUUU is sitting in a blind spot and in plain sight at the same fucking time. People are valuing UUUU mostly as a uranium company. I think in a few years the market could look at it as one of the few publicly traded US companies with meaningful exposure to both domestic uranium production and domestic rare earth processing. If that rerating happens, today's valuation could look pretty silly. Or maybe I'm just another uranium regard staring at spot prices at 2 AM. Do your own DD. submitted by /u/pbspry [link] [comments]
reddit · primary_subject · 1.00
UUUU DD: one of the dumbest cheap plays in the market right now
2026-06-18T15:31:39+00:00
Long UUUU shares. Might buy more if it dips because apparently I enjoy kicking myself in the balls. Everyone knows uranium has been a meme for like five years now. Everyone knows about Sprott, SMRs, AI datacenters needing power, governments rediscovering that coal is gross, etc. But I don't think the market has fully figured out what UUUU actually is anymore. It's not just a uranium miner. It's a two-in-one call option on two separate supply crises. Uranium The US government has been screaming for years that relying on Russia and Kazakhstan for nuclear fuel isn't exactly a brilliant national security strategy. UUUU owns licensed mills in the US. They have actual production capability, permitted assets, inventories, and projects that can ramp when prices justify it. Unlike a lot of uranium names that are basically PowerPoint presentations with moose pictures, UUUU already has infrastructure. If uranium goes back toward $100+, these guys should do very well. Rare Earths This is the part I think people are sleeping on. China controls most rare earth processing. Every six months we get another headline about export restrictions, magnets, defense supply chains, EV motors, drones, missiles, whatever. Maybe having 90%+ dependence on China wasn't our greatest idea. UUUU already processes monazite sands. Monazite contains neodymium, praseodymium, dysprosium, terbium and other stuff that suddenly becomes strategically important every time China sneezes. So instead of buying a pure uranium company and separately buying a speculative rare earth company, UUUU gives exposure to both. Why I like the setup Market cap is still small enough that institutions don't really care. Retail uranium bros mostly think of it as a uranium stock. Rare earth investors mostly buy MP. Defense investors buy defense companies. Nobody seems to know which bucket UUUU belongs in. UUUU is sitting in a blind spot and in plain sight at the same fucking time. People are valuing UUUU mostly as a uranium company. I think in a few years the market could look at it as one of the few publicly traded US companies with meaningful exposure to both domestic uranium production and domestic rare earth processing. If that rerating happens, today's valuation could look pretty silly. Or maybe I'm just another uranium regard staring at spot prices at 2 AM. Do your own DD. submitted by /u/pbspry [link] [comments]
news · peer_reaction · 0.45
4 Nuclear Energy Stocks to Buy and Hold for the Next Two Decades - The Motley Fool
2026-06-18T14:30:00+00:00
4 Nuclear Energy Stocks to Buy and Hold for the Next Two Decades The Motley Fool
news · peer_reaction · 0.46
Nuclear Stocks Oklo, Centrus Jump After Signing Uranium Deal - Investor's Business Daily
2026-06-18T12:59:00+00:00
Nuclear Stocks Oklo, Centrus Jump After Signing Uranium Deal Investor's Business Daily
news · peer_reaction · 0.45
Oklo Stock Rises on Centrus Pact. Has It Solved the Nuclear Fuel Problem? - Barron's
2026-06-18T11:42:00+00:00
Oklo Stock Rises on Centrus Pact. Has It Solved the Nuclear Fuel Problem? Barron's
news · peer_reaction · 0.45
Iran agrees to destroy nuclear material as US sanctions relief talks rattle crypto markets - Crypto Briefing
2026-06-16T03:38:26+00:00
Iran agrees to destroy nuclear material as US sanctions relief talks rattle crypto markets Crypto Briefing