Banks are Piling into Nuclear Fuel 💥 (& the stocks I'm watching)

The government just cosigned a $17 billion dollar loan and the companies that it helped the most, well they're sitting near their 52 week lows. So here's what's happening and the stocks that I'm watching because AI data centers, well they use a ton of electricity and they need it 24/7. Solar turns off at night and gas will, it's expensive. So big tech decided that nuclear is the answer. Well, that's kind of old news. In order to do that, America has to build new reactors. And the government just cosigned this giant loan to get 10 of them built. New reactors are coming, but a reactor is basically a very fancy stove. Doesn't do anything without fuel. The fuel that these new reactors need, special stuff that regular uranium miners don't make. In the US, only two or three companies can really make it. So if you're the only baker in a town that just approved 10 new restaurants, well you're about to make a lot of bread. Here's why I'm making this video today rather than a year ago. Nuclear stocks were the hype trade. OKLO and new scale top glass fall. Uranium names topped earlier this year. And since then, it's been one long bleed. Speculative names are down around 70 to 85%. And retail just kind of moved on. But when that government loan dropped, funny enough, nuclear stocks actually fell. Because everyone that was betting on small reactors, Reddit read it as the government choosing big reactors instead. But I'm not in the reactor picking business. The stocks I'm watching: Number one is Centrus, ticker LEU. The main American source of the special fuel that these reactors need. Centrus is selling the bread. So all the stocks down 60% off of its highs, while the company keeps stacking wins. Number two is Standard Nuclear, STDN. Kind of the aggressive version. It is the only American company making tri-fuel at industrial scale. It has two new facilities that are nearly finished. It's going to multiply how much it can produce. But with that in mind, it is one month old and still losing money. I researched and break down all of this in real time in my Discord. If you want the link to the Discord, just comment "COMMUNITY" down below. All for more updates, but I'm excited to see how this plays.