Who mentions $LEU most on Surfaced?

@stocksavvyshay (Shay Boloor) mentions $LEU most — 30 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?

14 FinTwit voices have mentioned $LEU 91 times in the past 12 months.

What kind of voices mention $LEU most?

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

$LEU — FinTwit mentions on Surfaced

Recent calls

12 calls

@stocksavvyshayJun 18, 2026 · 11:21 AM

$OKLO and $LEU signed an LOI for HALEU fuel supply covering up to five Aurora powerhouses with deliveries expected to begin in 2029. Oklo is also advancing its planned 1.2GW Ohio campus and signed an EPC planning agreement with Kiewit Nuclear Solutions. https://t.co/KvCLoURgA5

Open on X

@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

@stocksavvyshayMar 9, 2026 · 2:45 PM

$OKLO and $LEU are in talks to form a joint venture for HALEU deconversion at Centrus’ Piketon, Ohio site. The goal is to combine enrichment and deconversion in one location to lower costs and strengthen advanced reactor fuel supply. https://t.co/02dwOPRdaZ

Open on X

@aleabitoredditJan 28, 2026 · 6:50 PM

♻️ $LEU is a $5.83B MC company. And Centrus was the another company on the original bottleneck list. They’re the only company in the US that can currently enrich uranium into HALEU (High-Assay Low-Enriched Uranium) for SMR nuclear power plants. DOE said one campus would attract “50 Billion in investments” from enrichment to recycling. It’s only up 2% on the news, which was surprising. “The Trump administration has made nuclear power a cornerstone of its national energy policy”

Open on X

@thevalueistJan 7, 2026 · 4:47 PM

$LEU Centrus Energy: Nuclear Fuel Strategy, Executive Execution Analysis, and Investment Thesis.

Open on X

@yasutaketinJan 5, 2026 · 8:36 PM

"速報：米国エネルギー省が、アメリカのウラン濃縮を強化するための27億ドルの資金提供を発表。米国は、Centrus Energy $LEU 、および他の2つの核燃料製造業者にそれぞれ9億ドルを授与します。予想通り、原子力エネルギーはますます重要性を増しています。"

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

$LEU

$LEU

About this stock

Frequently asked

Related stocks