LEU

Centrus Energy Corp.ENERGY

Real policy. Real catalysts. Policy creates winners before Wall Street notices. We find them first.

Current Price

N/A

Market Cap

N/A

Scanner Status

Policypolicy-driven, not technical

Status

VerifiedTIER_1_14DCONTRACT

Winner Score

52 /100

Policy-catalyst strength, 0–100

Investment Thesis

House bill forces data centers to fund power, driving nuclear demand

Centrus holds the critical domestic HALEU fuel-cycle infrastructure and contracts

Beaten down 68% from highs, offering massive asymmetric upside potential

LEU offers the best asymmetric setup on the board. It is trading nearly 69% below its 52-week high and just received a massive demand signal via a House bill forcing data centers to cover power costs, directly benefiting nuclear fuel suppliers. With a highly material $900M government tailwind and critical materials outperforming over 30 days, the risk/reward is heavily skewed to the upside.

Policy Rationale

The House bill acts as a structural demand driver for nuclear power, amplifying the impact of LEU's existing DOE task orders to expand domestic enrichment capacity.

Technical Setup

Down 21% over the last month and 68% off its 52-week high, LEU is deeply oversold and primed for a momentum reversal in a RISK_ON regime.

Key Risks

–High beta (1.33) and short interest could drive volatility.

–Nuclear fuel cycle expansion faces significant execution and timeline risks.

Competitive Field — considered, not selected

AVAV

Defense hardware is showing severe momentum exhaustion (KTOS misses), making this $500M award risky.

GEO

Traditional government services are struggling to catch short-term momentum, and it is crowded near its 52-week high.

Recent Performance History

143 total picks · 45% win (7d) · 50% win (30d) · 42% beat SPY (7d) · Full history →

Date	Ticker	Theme	Entry	Last	Gain/Loss	7d	30d	60d
2026-09-17	BKSY	SPACE	$22.76	$21.67	-4.79%	N/A	N/A	N/A
2026-09-16	RGTI	RESHORING	$14.79	$15.76	+6.56%	N/A	N/A	N/A
2026-09-15	GEO	BORDER	$31.26	$31.76	+1.60%	N/A	N/A	N/A
2026-09-14	DRS	DEFENSE	$35.91	$37.06	+3.20%	N/A	N/A	N/A
2026-09-11	RGTI	RESHORING	$15.27	$15.76	+3.21%	+3.21%	N/A	N/A
2026-09-10	GEO	BORDER	$31.38	$31.76	+1.21%	-1.69%	N/A	N/A
2026-09-09	CACI	BORDER	$606.85	$626.85	+3.30%	+4.01%	N/A	N/A
2026-09-08	AGX	ENERGY	$436.78	$389.85	-10.74%	-11.00%	N/A	N/A
2026-09-04	BWXT	ENERGY	$157.59	$147.52	-6.39%	-4.74%	N/A	N/A
2026-09-03	BWXT	ENERGY	$160.25	$147.52	-7.94%	-4.84%	N/A	N/A
2026-09-02	BWXT	ENERGY	$155.67	$147.52	-5.24%	+0.67%	N/A	N/A
2026-09-01	BWXT	ENERGY	$161.54	$147.52	-8.68%	-0.70%	N/A	N/A
2026-08-31	BWXT	ENERGY	$152.29	$147.52	-3.13%	+5.33%	N/A	N/A
2026-08-28	HDSN	RESHORING	$5.43	$5.17	-4.79%	-1.47%	N/A	N/A
2026-08-26	CLF	RESHORING	$11.54	$12.50	+8.32%	+7.63%	N/A	N/A

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