[Centrus Energy] The best SMR Stock

 In the SMR industry, the only clear fact is that Centrus Energy will realize long-term high growth no matter what SMR technology would eventually prevail. Centrus has already secured business partnerships with X-energy, Oklo, and TerraPower. Most fourth-generation SMR designs require high-assay low-enriched uranium (HALEU) as their fuel. Note that Centrus has the only U.S. facility licensed to produce HALEU.




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[Bakkt Holdings] DJT's announcement for its partnership with Charles Schwab is exaggerated and distorted by a short seller, Ningi Research

The media article:   Bakkt falls as Trump’s Truth.Fi launch seen taking acquisition off table | Markets Insider The only fact announced so far is that DJT is partnering with Charles Schwab for Truth.Fi's investments and strategy, with Charles Schwab providing custody services and broad advisory support for $250M of DJT's $700M in assets. Bakkt's primary business focuses on cryptocurrency trading platforms, unlike Charles Schwab, which offers integrated financial services for proprietary trading. This partnership seems to simply designate Charles Schwab as DJT's proprietary investment service provider. DJT has chosen Charles Schwab among the major US financial firms such as Fidelity, Vanguard, and Goldman Sachs. The choice of Schwab as a partner has political undertones, as founder Charles Schwab has historically been a significant Republican donor, and his granddaughter Samantha Schwab now serves as a deputy chief of staff at the Treasury Department. DJT's busi...
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[Centrus Energy] “Promised Long-term Growth, Expected Earning Surprise, and Possible Short Recovery”

  A strong buy on Centrus Energy stock  (I hold some shares and I am buying more).  Here is my analysis on Centrus Energy.   “ The global Uranium enrichment market, the most promising area in the fast-growing nuclear energy industry, is occupied by European, Russian, and Chinese companies .” The nuclear energy industry is making a huge comeback driven by both market demand and government policy.  Considering the DOE’s plan to triple the domestic nuclear energy capacity by 2050, the long-term growth of the nuclear industry is just beginning.  Particularly,  enriched Uranium, already used for the existing nuclear power plants and supposed to be used for any types of SMRs, is the most promising business among the nuclear energy value chain .  On the other hand, SMR reactor designer/ producers, such as Nuscale Power, Oklo, X-Eenrgy, and Terra Power are still facing uncertain futures in that it is unclear for now which SMR technology would eventually p...
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