CCJ
Cameco CorporationENERGYReal policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.
Investment Thesis
DOE commits $17.5B to accelerate Westinghouse AP1000 nuclear reactor deployments
Cameco captures massive upside through its 49 percent ownership of Westinghouse
Avoids recent catalyst exhaustion while offering high-beta energy momentum exposure
Cameco offers the best asymmetric setup by providing direct exposure to a massive $17.5B DOE financing commitment for nuclear deployment without the catalyst exhaustion seen in recent defense picks. Trading nearly 34% below its 52-week high, the market is severely underpricing its 49% stake in Westinghouse, the primary beneficiary of the U.S. nuclear renaissance.
The DOE's $17.5B conditional commitment to Westinghouse is a tier-1 policy shift signaling aggressive federal backing for AP1000 reactor deployment.
Trading 33.6% below its 52-week high with a recent SMA bounce, CCJ offers a de-risked entry point for a high-beta energy momentum play.
Recent Performance History
| Date | Ticker | Theme | Entry | Last | Gain/Loss | 7d | 30d | 60d |
|---|---|---|---|---|---|---|---|---|
| 2026-07-31 | GVA | INFRA | $120.97 | $124.07 | +2.56% | N/A | N/A | N/A |
| 2026-07-30 | CACI | BORDER | $477.35 | $512.66 | +7.40% | N/A | N/A | N/A |
| 2026-07-29 | ALMU | RESHORING | $15.06 | $16.67 | +10.69% | N/A | N/A | N/A |
| 2026-07-28 | AMSC | ENERGY | $28.75 | $30.99 | +7.79% | N/A | N/A | N/A |
| 2026-07-27 | KTOS | DEFENSE | $49.45 | $49.21 | -0.49% | -0.49% | N/A | N/A |
| 2026-07-27 | AVAV | DEFENSE | $154.24 | $159.18 | +3.20% | +3.20% | N/A | N/A |
| 2026-07-24 | CXW | BORDER | $31.35 | $30.30 | -3.35% | -4.63% | N/A | N/A |
| 2026-07-17 | WTTR | ENERGY | $20.33 | $18.52 | -8.90% | -0.79% | N/A | N/A |
| 2026-07-16 | CXW | BORDER | $30.65 | $30.30 | -1.14% | +3.26% | N/A | N/A |
| 2026-07-15 | CNR | ENERGY | $86.21 | $80.25 | -6.91% | +1.47% | N/A | N/A |
| 2026-07-14 | KTOS | DEFENSE | $50.36 | $49.21 | -2.28% | -4.27% | N/A | N/A |
| 2026-07-13 | RKLB | SPACE | $76.73 | $70.43 | -8.21% | -14.32% | N/A | N/A |
| 2026-07-10 | LUNR | SPACE | $16.14 | $12.34 | -23.54% | -16.73% | N/A | N/A |
| 2026-07-09 | LASR | DEFENSE | $74.71 | $68.80 | -7.91% | -12.07% | N/A | N/A |
| 2026-07-08 | LEU | ENERGY | $166.47 | $176.93 | +6.28% | -5.97% | N/A | N/A |