People sleeping on BWXT - constant contract awards, massive nuclear arsenal, always in profit. Playing their earnings on Monday

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PLTR - up BWXT - up CIFR - up BEK.B - down HIM - down UBER - up SPOT - down PFE - up HUT8 - up AMD - up ANET - down SMCI - up BYND - 🤣🤣 MARA - down HOOD - up NVO - up IONQ - down APP - down QCOM - down MRNA - up OPEN - down IREN - up SOUN - up DKNG - down ACHR - up CEG - up WEN - up DUK - up My god, what a week, wish I could ban bet all these. Ill be opening a position in all these at least in the direction i've stated.

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Yo SMR crowd, yall got BWXT?

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Bought RYCEY at $2.30 Bought BWXT at $106 Bought HWM at $33 Bought BW at $2.10 SMR and Defense are my standards. I let go of OKLO after getting in at $15. I pulled it out and bought more BWXT. I have mixed in stable companies such as Apple and Nvidia. Got burned with NIO, RIOT and a few other fads. Decided to settle on products that I feel will see investment. It’s not rocket science unless you work for BWXT or HWM in which case it is. Can’t go wrong with SMR and Defense.

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Interesting it seems like BWXT is a trusted established partner likely to benefit from the pivot to nuclear from establish players and startups.

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On a similar note, sharing the old news between BWXT Canada and Cameco signed agreement back in December 2024 [https://www.nucnet.org/news/agreement-signed-with-bwxt-canada-for-cooperation-in-deployment-of-ap1000-and-ap300-reactors-12-5-2024](https://www.nucnet.org/news/agreement-signed-with-bwxt-canada-for-cooperation-in-deployment-of-ap1000-and-ap300-reactors-12-5-2024) CAMECO just got a $80B program from US govt today and so "coincidentally" BWXT announces a new partnership with Rolls-Royce SMR.

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