핵과 연관된 종목들
우라늄 채굴 & 핵연료 관련 주:
$CCJ, $UUUU & $LEU
SMR & 원자로 건설 관련 주:
$SMR, $OKLO, $BWXT & $NNE
원자력 관련 Utility:
$NEE, $VST, $TLN & $CEG
https://x.com/i/status/1998379522413019472
X의 Shay Boloor님(@StockSavvyShay)
EVERY PART OF THE NUCLEAR TRADE IS NOW INTERCONNECTED • Upstream you have the uranium miners & fuel processors like $CCJ, $UUUU & $LEU that feed the entire system. • Midstream you have the reactor & SMR builders like $SMR, $OKLO, $BWXT & $NNE turning t
x.com
EVERY PART OF THE NUCLEAR TRADE IS NOW INTERCONNECTED
• Upstream you have the uranium miners & fuel processors like $CCJ, $UUUU & $LEU that feed the entire system.
• Midstream you have the reactor & SMR builders like $SMR, $OKLO, $BWXT & $NNE turning that fuel into deployable nuclear capacity.
• Downstream you have the utilities like $NEE, $VST, $TLN & $CEG that convert that capacity into actual grid power.
The whole stack moves as one now because power is becoming the bottleneck for the entire AI economy since if utilities can’t deliver the megawatts required then the new data centers won’t reach full utilization.
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