
$Lightbridge(LTBR.US), $NuScale Power(SMR.US), and $X-Energy(XE.US) all saw gains of four to seven percent. The popularity of the nuclear fuel and small modular reactor (SMR) sector has returned 🙌 Uranium prices have remained firm, and the power deficit for AI data centers is being repeatedly highlighted. The valuation of these assets has always been driven forward by milestones related to permits and orders. Having held onto these through a tough period, it finally feels less agonizing.
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