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Chip giant $Intel (INTC.US)$ reports Q4 earnings after Thursday's close. Street eyes management's outlook update amid 18A product debut and server CPU shortage speculation.
Three Things to Watch
How will management address the recent "Server CPU Shortage" narrative?
In our previous analysis (Why Intel Is Ripping Higher: 18A Proof Meets the CPU Shortage Trade) of the logic behind Intel's surging stock price, we hi...
Three Things to Watch
How will management address the recent "Server CPU Shortage" narrative?
In our previous analysis (Why Intel Is Ripping Higher: 18A Proof Meets the CPU Shortage Trade) of the logic behind Intel's surging stock price, we hi...
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Morgan Stanley's latest spotlight on the 'U.S. National Security Index' focuses on de-China-izing supply chains + defense and energy independence, directly igniting market enthusiasm.
🔹 Four key strategic areas
▪️ Rare earths and strategic metals
▪️ Batteries and energy storage
▪️ Lithium
▪️ Nuclear power and uranium
These companies are precisely the core beneficiaries of the much-discussed 'Trump trade' in the U.S. stock market.
🔹 Nuclear power and uranium (Energy security × AI electricity demand)
$Energy Fuels (UUUU.US)$ |US-based uranium and rare earth integrated supplier
▪️ LEU – Centrus Energy|The only US HALEU nuclear fuel supplier
▪️ CCJ – Cameco|One of the largest uranium miners globally, core Western supplier
▪️ BWXT – BWX Technologies|Key supplier for nuclear submarines and military reactors
▪️ UEC – Uranium Energy|Focused on US in-situ recovery (ISR) uranium assets
▪️ NNE – NANO Nuclear Energy|Startup specializing in micro nuclear reactors
▪️ MIR – Mirion Technologies|Provider of nuclear monitoring and radiation safety equipment
▪️ NXE – NexGen Energy|High-grade uranium developer (Canada)
$Oklo Inc (OKLO.US)$ |SMR small modular reactor...
🔹 Four key strategic areas
▪️ Rare earths and strategic metals
▪️ Batteries and energy storage
▪️ Lithium
▪️ Nuclear power and uranium
These companies are precisely the core beneficiaries of the much-discussed 'Trump trade' in the U.S. stock market.
🔹 Nuclear power and uranium (Energy security × AI electricity demand)
$Energy Fuels (UUUU.US)$ |US-based uranium and rare earth integrated supplier
▪️ LEU – Centrus Energy|The only US HALEU nuclear fuel supplier
▪️ CCJ – Cameco|One of the largest uranium miners globally, core Western supplier
▪️ BWXT – BWX Technologies|Key supplier for nuclear submarines and military reactors
▪️ UEC – Uranium Energy|Focused on US in-situ recovery (ISR) uranium assets
▪️ NNE – NANO Nuclear Energy|Startup specializing in micro nuclear reactors
▪️ MIR – Mirion Technologies|Provider of nuclear monitoring and radiation safety equipment
▪️ NXE – NexGen Energy|High-grade uranium developer (Canada)
$Oklo Inc (OKLO.US)$ |SMR small modular reactor...
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$NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$ $Taiwan Semiconductor (TSM.US)$ like i had say before trade war come again another time for the huge correction lucily i cleared all yesterday the trade rate will be 10-25 percent Let dump hard!
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$SanDisk Corp (SNDK.US)$ If you sell this stock, you'll regret it
, as long as the price hike in memory storage continues and supply-demand tensions remain unresolved, it will stay strong
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$Micron Technology (MU.US)$ isit too late to buy now?
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chudi : Isn't it better to drop to 30