After Rare Earths, Nuclear Is the Next Strategic Bet

After Rare Earths, the next obvious place the government could look for investments is Uranium & Nuclear.

Uranium Producers： $Energy Fuels(UUUU)$ $Uranium(UEC)$ $Cameco(CCJ)$ $Nexgen Energy Ltd.(NXE)$ $Denison Mines(DNN)$ $ENCORE ENERGY CORP(EU)$ $Ur-Energy(URG)$ $Brookfield Renewable Partners LP(BEP)$

Uranium Enrichers: $Centrus(LEU)$ $ASP Isotopes Inc.(ASPI)$

Small Modular & Micro Reactors: $NuScale Power(SMR)$ $Oklo Inc.(OKLO)$ $NANO Nuclear Energy Inc(NNE)$ $GE Vernova Inc.(GEV)$ $Rolls Royce Holdings plc(RLLCF)$ $BWX Technologies Inc(BWXT)$

Nuclear Fuel Technology: $Lightbridge(LTBR)$

Services and Equipment: $BWX Technologies Inc(BWXT)$ $Curtiss-Wright(CW)$ $Mirion(MIR)$ $Brookfield Renewable Partners LP(BEP)$ $GE Vernova Inc.(GEV)$

Power Producers: $Constellation Energy Corp(CEG)$ $Vistra Energy Corp.(VST)$ $Talen(TLN)$ $Public Service Enterprise Group Inc(PEG)$

Uranium+Nuclear ETFs: $Global X Uranium ETF(URA)$ $Sprott Uranium Miners ETF(URNM)$ $VanEck Uranium and Nuclear ETF(NLR)$ $Themes Uranium & Nuclear ETF(URAN)$ $Range Nuclear Renaissance Index ETF(NUKZ)$

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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