Last 12mo stats

mentions

voices

$LEU

Centrus Energy Corp - Class A

$LEU

Centrus Energy Corp - Class A

Past 12mo:29mentions9voices

Share on X

All voices7 calls since Dec 2025show all

Loading price chart…

Frequently asked

Who mentions $LEU most on Surfaced?

@jasonl_capital (Jason Luongo) mentions $LEU most — 9 mentions in the past 12 months.

When was $LEU first mentioned on Surfaced?

The earliest tracked mention of $LEU in the Surfaced archive was on Sep 19, 2025.

How many voices track $LEU?

9 FinTwit voices have mentioned $LEU 29 times in the past 12 months.

What kind of voices mention $LEU most?

$LEU is mentioned most by Long Research voices on Surfaced.

Related stocks

$AMPXAmprius Technologies

$WYFIWhitefiber

$UUUUEnergy Fuels

$BWXTBWX Technologies

Recent calls

7 calls

@jasonl_capitalMay 22, 2026 · 12:41 PM

3. $LEU - Centrus Energy Only company enriching HALEU in the U.S. - the advanced fuel next-gen reactors require. $900M DOE task order to expand enrichment capacity in Piketon, Ohio. $2.3B commercial enrichment backlog. 2026 revenue guidance raised to $450M-$500M. https://t.co/cSbI8m8MFD

Open on X

@jasonl_capitalMay 18, 2026 · 12:30 PM

3. $LEU - Centrus Energy The only US-licensed facility enriching HALEU - the advanced fuel that next-gen reactors need. Raised 2026 guidance to $450-500M revenue with a $3.9B backlog stretching through 2040. Won a $900M HALEU enrichment award. Separately advancing a $560M Oak Ridge centrifuge expansion. No HALEU, no advanced nuclear. Centrus is the bottleneck.

Open on X

@jasonl_capitalMay 13, 2026 · 11:57 AM

9. $LEU - Centrus Energy Raised 2026 revenue guidance to $450-500M. Backlog of $3.9B locked in through 2040. Won a $900M DOE task order for commercial-scale HALEU production - the advanced fuel that next-gen reactors need but almost nobody can make. Oak Ridge expansion is advancing with $560M committed. Nuclear is the only baseload power source that can meet AI's energy demands without carbon. Centrus is the only US-owned company licensed to enrich uranium at commercial scale.

Open on X

@jasonl_capitalApr 29, 2026 · 12:27 PM

6. $LEU - Centrus Energy The only US company licensed to produce HALEU - the high-assay uranium fuel needed for next-gen nuclear reactors. Building a multi-billion dollar enrichment expansion in Piketon, Ohio deploying thousands of centrifuges. $3.8B backlog extending to 2040. 2026 revenue guidance of $425-475M. First cascade online by 2029.

Open on X

@jasonl_capitalApr 23, 2026 · 11:59 AM

2. $LEU - Centrus Energy The only US-licensed producer of HALEU - the enriched uranium most next-gen reactors specifically require. First company to produce HALEU on US soil in 70 years. $900M DOE task order in January 2026 to expand the Ohio enrichment facility. Part of a $2.7B government investment to build domestic enrichment infrastructure. There is basically no domestic alternative. If advanced reactors are the future, Centrus is the bottleneck.

Open on X

@jasonl_capitalApr 15, 2026 · 5:11 PM

AI needs power. Nuclear is the answer. 5 stocks I think every investor should be watching: 1. $LEU - Centrus Energy Centrus doesn't just sell uranium. It's the only US company producing HALEU - the advanced fuel that next-gen reactors need to run. The DOE just awarded them $900M to expand enrichment at their Ohio plant. $3.8B backlog locked in through 2040. No domestic competitor can do what they do.

Open on X

@leveraged_catDec 19, 2025 · 3:50 PM

In a year I suspect many will be kicking themselves for not buying IN SIZE the sole US producer of UF6, a strategic monopoly, mildly hidden inside a diversified chemicals and semiconductor supplies producer: $SOLS UF6 is a required input to uranium fuel cells (and weapons) They hold a similar position to $LEU in the US nuclear supply chain, with the caveat that UF6 is the input to enrichment, so they are one step further up the supply chain

Open on X