To The Moon

[Miser]On May 22, local time, US President Trump signed a series of executive orders aimed at relaxing regulations on nuclear energy and accelerating nuclear power construction. The executive order requires the US Department of Energy to build 10 large reactors by 2030 and upgrade existing reactors.

These measures are interpreted by the market as firm support for the nuclear energy industry at the national level, and are expected to bring a series of benefits, including easing the reactor approval process, clarifying the use of federal land, and simplifying the regulatory path of nuclear regulators.

[Allin] Stimulated by favorable US policies, US nuclear energy concept stocks collectively soared on May 22, among which $Lightbridge(LTBR)$ rose nearly 43%, $NANO Nuclear Energy Inc(NNE)$rose 30%, $Oklo Inc.(OKLO)$ rose 23%, $Centrus(LEU)$ rose more than 21%, and $NuScale Power(SMR)$ rose more than 19%. [USD]

Based on the simple analysis of the table below, we can see that the increase of more than 20% is more concentrated in stocks with smaller market capitalization and high elasticity.

1. See from the table:

• The top three stocks by market capitalization are $GE Vernova Inc.(GEV)$ , $Constellation Energy Corp(CEG)$ , and $Vistra Energy Corp.(VST)$ .

• The stocks that rose more than 20% last Friday are: $Oklo Inc.(OKLO)$ , $Uranium(UEC)$ , $Centrus(LEU)$ , $NANO Nuclear Energy Inc(NNE)$ and $Energy Fuels(UUUU)$ .

• The top 3 stocks with the largest gains in 2025 are: $Oklo Inc.(OKLO)$ , $Centrus(LEU)$ , $NuScale Power(SMR)$.

2. Brief introduction to the business and performance of the listed companies:

• $GE Vernova Inc.(GEV)$ s core businesses include power, electrification and wind power. In 2024, it achieved total revenue of $34.9 billion, a year-on-year increase of 6%, of which the electrical division's revenue was $7.6 billion, a year-on-year increase of 18.4%.

• $Constellation Energy Corp(CEG)$ 's main business is power generation. Its 2024 financial report shows that its revenue is basically flat, but its adjusted earnings per share (EPS) increased significantly by 52% year-on-year, exceeding expectations.

• $Vistra Energy Corp.(VST)$ 's core business is the generation and sale of electricity and natural gas. In the first quarter of 2025, the company had a net loss of $26.324 million, and its revenue in the same period last year was $25.426 million, a year-on-year decrease of 33.54%.

• $Cameco(CCJ)$ is one of the world's largest uranium producers, the company reported a net income of $7 million in Q3 2024, with adjusted EBITDA of $308 million.

• $Oklo Inc.(OKLO)$ focuses on the research and development of advanced nuclear energy technology, OKLO reported a loss of 8 cents per share in the third quarter of 2024, and the company used $24.9 million in cash in operations year-to-date.

• $NuScale Power(SMR)$ is a leader in modular small reactor technology, NuScale Power saw a significant increase in Q1 2025 revenue, reaching $13.4 million, up from $1.4 million in the same quarter the previous year.

• $Uranium(UEC)$ is a company focused on uranium mining and sales. In the first quarter of 2025, the company had a net loss of $26.324 million, and revenue in the same period last year was $25.426 million, a year-on-year decrease of 33.54%.

• $Centrus(LEU)$ 's core business is nuclear fuel cycle solutions, In Q4 2024, Centrus Energy (LEU) reported a revenue of $151.6 million, marking a 46.3% increase year-over-year.

• $NANO Nuclear Energy Inc(NNE)$ 's financial report for the first quarter of 2025 showed that the company's net loss almost tripled to $3.2 million, and operating cash outflow expanded to $3.2 million, reflecting increased expenses before revenue generation.

• $Energy Fuels(UUUU)$ is a leading U.S. producer of uranium, rare earth elements and other key minerals. It had a net loss of $26.324 million in the first quarter of 2025, compared with revenue of $25.426 million in the same period last year, a year-on-year decrease of 33.54%.

3. Expectations for the nuclear energy industry:

Public information believes that as the global demand for new energy continues to grow, nuclear energy has become increasingly prominent in the energy structure with its stability and efficiency. Nuclear energy, as a clean and efficient form of energy, is in line with the global trend of green and low-carbon development. In recent years, nuclear energy technology has made continuous breakthroughs, such as the development of new technologies such as small modular reactors (SMRs), which has brought new development opportunities to the nuclear energy industry.

Wall Street is also re-examining the long-term value of nuclear energy. In its latest research report, $Goldman Sachs(GS)$ pointed out that the global demand gap for nuclear fuel will expand to 130 million pounds in 2040, and this trend will form a solid foundation for the long-term rise in uranium prices. Goldman Sachs particularly emphasized that the annual growth rate of global nuclear power investment has quickly recovered from "almost zero" in the past decade to an annualized rate of more than 14%, "an industry that has been suppressed for ten years is truly waking up."

Last year, the Biden administration proposed a goal of doubling the installed capacity of nuclear power in the United States by 2050, and Trump's new executive order went a step further, proposing a vision of tripling installed capacity. Regardless of which party ultimately comes to power, it indicates that nuclear energy will become a key component of the United States' energy strategy for the next few decades.

Faced with the resonance of policy catalysis and fundamental improvement, the nuclear energy sector may not only be a hot spot for short-term trading, but is also expected to become the long-term main line of the next round of energy investment. US stock investors should pay close attention to the development of this trend.

4. For the stocks mentioned in the table, we see some comprehensive ratings of Bloomberg analysts:

• Bloomberg analysts expect the stocks with the greatest upside potential in the next twelve months to be $Uranium(UEC)$ , $Energy Fuels(UUUU)$ , $NANO Nuclear Energy Inc(NNE)$ , and $Centrus(LEU)$ .

• Bloomberg analysts expect the stocks with single-digit price growth over the next 12 months to be: $Constellation Energy Corp(CEG)$ , $Vistra Energy Corp.(VST)$ , and $Cameco(CCJ)$ .

• Bloomberg analysts expect the three stocks with stock prices below the current price over the next 12 months to be: $GE Vernova Inc.(GEV)$ , $Oklo Inc.(OKLO)$ and $NuScale Power(SMR)$.

Tigers, which nuclear power concept stock do you prefer?

Please combine fundamental and technical analysis and leave a message in the comment area[Heart][Allin]

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