Uranium and nuclear power expansion

Conviction: 62% · Horizon: 3Y · 2026-05-27

Nuclear power demand can support uranium and reactor-related equities over a multi-year cycle

Rising electricity demand, grid reliability needs, and policy support for low-carbon baseload power can create durable demand for nuclear generation, uranium enrichment, and next-generation reactor companies.

Instrument	Side	Target	Reason
LEU	Long		Uranium enrichment capacity can become strategically more valuable as nuclear fuel supply chains tighten and energy security remains a priority.

Nuclear energy demand can rise before related equities fully price the trend

Growing electricity demand, grid reliability needs, decarbonization policy, and renewed interest in nuclear capacity can support companies exposed to uranium, nuclear generation, and small modular reactor development.

Instrument	Side	Target	Reason
CEG	Long		Nuclear generation assets can become more valuable as power demand rises and reliable low-carbon baseload electricity commands a premium.
SMR	Long		Small modular reactor technology offers leveraged exposure to renewed nuclear investment, especially if utilities and industrial customers seek scalable low-carbon baseload power.

Themes

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Treasury basis trade liquidity shock 2026-05-27

Shiba Inu momentum trade 2026-05-27

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Robotics Automation Conviction Shift 2026-05-27

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Momentum in Semiconductors, Space, Solar, and AI Infrastructure 2026-05-27

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RDW Redwire benefits from improving space infrastructure momentum 2026-05-27

FAF ALRS FLXS Income Stocks With Rising Earnings Estimates 2026-05-27

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FAF ECPG ALRS Value Stocks With Improving Earnings Outlooks 2026-05-27

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HCSG Healthcare Services Group Estimates Move Higher 2026-05-27

MUSA Murphy USA Earnings Outlook Improves 2026-05-27

DAVE Dave Earnings Expectations Rise 2026-05-27

FLXS Flexsteel Earnings Momentum Strengthens 2026-05-27

ALRS Alerus Financial Profit Outlook Improves 2026-05-27

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PVH UVE Undervalued Stocks With Improving Earnings Estimates 2026-05-26

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OUST Retail attention in lidar small caps 2026-05-26

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Rising Yields Pressure AI-Led Equity Rally 2026-05-25

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Domestic rare earth supply chain for physical AI magnets 2026-05-25

Ouster revenue acceleration toward 2030 2026-05-25

Tesla cash generation inflection 2026-05-25

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SEI EBITDA growth rerating 2026-05-25

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Energy infrastructure and oilfield services gain pricing power 2026-05-25

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Ouster revenue growth could support a major rerating 2026-05-24

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Higher bond yields pressure equity valuations 2026-05-24

Semiconductor pullback looks like consolidation before renewed leadership 2026-05-24

AI memory cycle leadership 2026-05-23

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Stagflation regime shift 2026-05-23

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CTGO HL Silver miners with asymmetric upside 2026-05-23

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SREMF Scandium Junior Miner Momentum 2026-05-22

HCSG Gains Support From Higher Profit Estimates 2026-05-22

ASIC ASIC Backed by Improving Insurance Earnings Outlook 2026-05-22

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