LEU
Centrus Energy Corp.ENERGYReal policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Investment Thesis
DOE awarded $2.7B enrichment funding; LEU secured ~$900M production slice.
Matters: Breaks Russian dependency and secures long-term domestic nuclear fuel supply.
Now: Stock down 22% on macro fears, ignoring confirmed government backing.
LEU presents a classic 'baby out with the bathwater' opportunity. While the broad market sells off, LEU has secured a critical $900M government contract that directly addresses the urgent national security need for domestic uranium enrichment. The 22% pullback provides a superior risk/reward entry compared to crowded peers, effectively pricing the stock as if the policy win never happened.
Direct beneficiary of the $2.7B DOE award (Jan 5, 2026) to restore American uranium enrichment capabilities.
Deeply oversold following a 22% monthly decline; stabilizing near support while the fundamental catalyst remains fresh.
Recent Performance History
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-02-04 | MP | RESHORING | $60.55 | $56.55 | -6.61% | N/A | N/A | N/A |
| 2026-02-03 | USAR | RESHORING | $25.97 | $20.60 | -20.68% | N/A | N/A | N/A |
| 2026-02-02 | SAIC | SPACE | $100.88 | $97.03 | -3.82% | N/A | N/A | N/A |
| 2026-01-30 | LEU | ENERGY | $278.28 | $242.09 | -13.00% | N/A | N/A | N/A |
| 2026-01-27 | PSN | INFRA | $71.41 | $67.52 | -5.45% | -4.30% | N/A | N/A |
| 2026-01-26 | PSN | INFRA | $70.52 | $67.52 | -4.25% | -3.09% | N/A | N/A |
| 2026-01-23 | LEU | ENERGY | $302.27 | $242.09 | -19.91% | -7.94% | N/A | N/A |