Centrus Energy Corp - Class A. Every tracked FinTwit mention of $LEU, newest first. 30 mentions since the first on Sep 19, 2025. See the price chart.
June 2026 · 3 mentions
Jun 3
InvestmentGuru — The Nuclear Energy Playbook: Full Value Chain Edition -
From uranium in the ground → enriched fuel → reactor technology → operating plants
AI needs 24/7 clean baseload power. Th…↗
Jun 2
Midas — $OKLO
$NNE
$SMR
$IMSR
$NXE
$BMWT
$LEU
Follow me if you want to see when I enter these companies.↗
Jun 2
Midas — $OKLO
$NNE
$SMR
$IMSR
$NXE
$BMWT
$LEU
Follow me for my analysis on each company.↗
May 2026 · 9 mentions
May 30
CK Capital — Nuclear energy is the single most important unlock for the entire AI buildout and the federal government finally treats it that way. This is one of the biggest multi year tailwinds…↗
Jason Luongo — 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, Ohi…↗
Jason Luongo — 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 enrichme…↗
Apr 23
Jason Luongo — The nuclear buildout needs uranium mined, enriched, and fabricated into fuel before a single reactor produces a watt.
$CCJ mines it. $LEU enriches it. $UUUU mills it. $BWXT builds…↗
Apr 23
Jason Luongo — 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…↗
Leveraged Cat — 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 semic…↗
October 2025 · 1 mention
Oct 4
MicroCapClub — Top Performing Profiles by Members Since Inception 🔥
$XPEL $WLDN $LEU $CELH $NSSC $INOD $TSSI $IDR $TGH.V $RX.V $PNG.V $URL.CN $SMID $GSI.V $PDEX https://t.co/FSxWdadMVb↗
September 2025 · 2 mentions
Sep 20
MicroCapClub — These microcap companies have active discussions on our forum in the last 24 hours.
$CPL.WA $PNG.V $NRXS $LEU $RSSS $IZEA $SLV.CA $SNWV $TGEN $ACNT $LGL $7378.T $DRX.TO $LIT.L $M…↗
Sep 19
MicroCapClub — Congrats to member @boskovic64 on $LEU
+4,655% in 5 years
$6 to $298 ... better than a poke in the eye 😂
🚀🚀🚀 https://t.co/9zIcBh9KaI↗
June 2025 · 1 mention
Jun 5
MicroCapClub — Congrats member @boskovic64 on $LEU
+2089%
🚀💪🚀 https://t.co/15r6ly5Wqs↗
— 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 back…
Jason Luongo — 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…↗
May 12
Shay Boloor — The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nuclear reactor parts.
The goal would be to speed up reactor construction by funding c…↗
May 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
— THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…
InvestmentGuru — Nuclear energy stocks are all up today
$OKLO
$SMR
$NNE
$LEU
$UUUU
$LTBR↗
Apr 22
Michael Sikand 🦑 — MICROREACTORS FOR BASES: $300M+
Mini nuclear plants powering every US base.
Project Pele prototype fielding. Resilient power for installations.
$SMR, small modular reactors
$NN…↗
Apr 16
InvestmentGuru — Nuclear Energy - As AI, data centers, and electrification surge, one thing is clear: energy is everything — and nuclear is stepping up as the next critical bottleneck.
Names gain…↗
Apr 15
Jason Luongo — 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…↗
Apr 14
Jason Luongo — Every industry has an incumbent that stopped innovating.
These companies are coming for their lunch:
$HOOD - brokerage
$SOFI - banking
$OSCR - health insurance
$PLTR - enterprise…↗
Apr 9
InvestmentGuru — NUCLEAR ENERGY — Buying Opportunity Right Now?
The setup is getting hard to ignore.
Why Nuclear, Why Now
- AI + data centers = massive, nonstop power demand
- Policy tailwinds bu…↗
Apr 7
KaizenInvestor — Nuclear took the biggest hit. The P/S has dropped from a record 11.04 to 8.57. Still well above the average of 6.23 though.
Companies like $OKLO, $SMR and $LEU took a hit, but on…↗
Apr 7
KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition.
Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey
Green Hydrogen: $PLUG,…↗