Centrus Energy. Every tracked FinTwit mention of $LEU, newest first. 92 mentions since the first on Sep 19, 2025. See the price chart.
July 2026 · 3 mentions
Jul 14
InvestmentGuru — Energy continues to offer some of the most attractive value opportunities after the recent pullback.
Nuclear & Power Infrastructure Watchlist:
$OKLO
$SMR
$LEU
$VST
$CEG
With AI,…↗
Jul 5
InvestmentGuru — Nuclear Energy Sector: The 3-5 Year Patience Trade
This is a genuine multi-year megatrend, not a quick trade — AI data center power demand plus federal policy support (including a…↗
Shay Boloor — $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…↗
Jun 14
InvestmentGuru — NUCLEAR WATCHLIST — Loading the Levels
AI’s power crunch isn’t a 2027 problem, it’s a right-now problem. Nuclear is the cleanest 24/7 baseload answer — and the names below are whe…↗
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…↗
Chris Ray — Names I don’t own that I’m at least vaguely interested in:
Defense:
$LPTH
$SPAI
$KRKNF
Critical Minerals/Rare Earths:
$USAR
Uranium/Nuclear Energy:
$UEC
$UUUU
$LEU
$XE
Space:
$…↗
Apr 29
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 27
Chris Ray — A look at the portfolio heading into this week.
Wouldn't mind getting $OUST up to 1000 shares, but won't trim any more $RKLB until we head back to the $90-$100+ area.
Expecting a…↗
Shay Boloor — $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 lo…↗
Jason Luongo — I've been selling covered calls for 10+ years. Here's everything you need to know.
The setup I look for:
- Own 100+ shares of a stock I'm bullish on long term
- RSI pushing above…↗
Jason Luongo — In my opinion these are all buys at these levels:
$IREN (IREN) under $45
$AMZN (Amazon) under $205
$ONDS (Ondas) under $10
$HOOD (Robinhood) under $80
$SOFI (SoFi) under $20
$LEU…↗
January 2026 · 32 mentions
Jan 29
Serenity — @Vmaxpax These are HFT algorithms reacting to my posts, you see this with every ticker mention I do from $ETOR, $VPG, $LEU, and others.
You're correct I should have worded the nu…↗
Jan 29
Serenity — @Temple_Eight HFT follow every one of my posts nowadays. It did the same for $LEU yesterday which is a $5.7B company. $VPG went up 9% yesterday after I quoted it with $TSLA earning…↗
Jan 28
Serenity — @Trylanol HFT algorithms read my posts and even move $6B companies like $LEU lol.
DOE news was out for awhile and then it just shoots up 8% since I posted. It’s literally not me↗
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 28
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
Dec 19
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…↗
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↗
— AI runs on power. Nuclear delivers it.
Everyone’s chasing the AI trade — but the real bottleneck isn’t chips. It’s energy. Data centers are power-hungry monsters and the grid can…
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
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.↗
— @Oliver_Night_ I’m not in these sectors right now but just watching them all closely.
If any, I like:
$MP & $USAR for rare earths
$UUUU, $LEU, and $URAA for uranium/nuclear
Jason Luongo — 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…↗
May 13
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
Chris Ray — @Spaceillionare Kinda like $URAA but carries leverage risk.
Also $LEU and $UUUU↗
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…↗
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…↗
Apr 23
InvestmentGuru — 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…↗
Apr 22
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 18
Shay Boloor — AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cy…↗
Apr 16
Shay Boloor — The White House said NASA will work with the DoD & DoE to deploy nuclear reactors in orbit by 2028 while also targeting nuclear power systems on the Moon by 2030.
Bullish for nucl…↗
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…↗
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,…↗
— Every single one of these sectors is about to see massive growth over the next decade:
AI Compute: $NVDA
AI Marketing: $ZETA
Semiconductors: $AMKR
Memory: $MU
Data Centers: $IREN…
— @BigBallsSef As the others said $ASPI is very speculative and $LEU is the only one that can produce HALEU today.
That being said I’m sure they’re a potential beneficiary of this s…
Serenity — @stocktalkweekly Wow nice! I agree, my favorite is $LEU since they’re the best one by default (as the only one that can currently produce HALEU, which is a bottleneck)↗
Jan 28
Serenity — ♻️ $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 HA…↗
Jan 28
Shay Boloor — DOE is moving to strengthen the nuclear fuel supply chain by launching “Nuclear Lifecycle Innovation Campuses.”
States will be asked to host sites supporting the full fuel cycle i…↗
Jan 27
InvestmentGuru — Uranium names are having a strong day
$LEU $LTBR $UEC $URNM $UROY
Money is rotating back into nuclear / uranium as the long-term supply deficit and energy security theme stays in…↗
Jan 24
InvestmentGuru — Stocks to Watch — Across the Energy Transition
Nuclear & Baseload Energy
$CEG
•Leader in U.S. nuclear generation with a massive reactor fleet and growing service agreements with…↗
Jan 24
Shay Boloor — $NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
NUCL…↗
Jan 23
Gaetano — Whenever I don't understand a sector
But know that its an investible space
I follow people that have a deep understanding of it.
Nuclear is one of them
$SMR $ASPI $LEU $OKLO
I wa…↗
Jan 23
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
Jan 21
Shay Boloor — President Trump said the U.S. is going heavy into nuclear energy citing major safety advances.
He argued nuclear is now both reliable & cost-competitive for powering the economy.…↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
Jan 18
Serenity — @hrtflutter Whoops, $LEU for HALEU (High-Assay Low-Enriched Uranium).
Centrus Energy is currently the only company in the U.S. with a license to enrich uranium to HALEU levels.↗
Shay Boloor — NATIONAL SECURITY CHEAT SHEET
Nuclear
• $MIR building radiation detection & nuclear safety systems
• $LTBR redesigning nuclear fuel to extend reactor efficiency
• $NXE developing…↗
Jan 16
InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
Jan 15
InvestmentGuru — Critical Minerals Stocks to Watch as Supply Chains Go Strategic.
Rare Earth Elements & Multi-Resource
$MP, $IDR, $USAR
$CRML, $TMC, $TMRC, $UAMY, $NB, $UUUU, $AREC, $PPTA, $IPX
G…↗
Jan 13
Shay Boloor — $MSFT says it will work with utilities & regulators to ensure electricity rates reflect the power demands of its AI data centers as it expands “community-first” AI infrastructure.…↗
Jan 13
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
Jan 13
InvestmentGuru — HIGH-CONVICTION STOCKS THAT CAN TRANSFORM YOUR PORTFOLIO OVER THE NEXT FEW YEARS
AI & Software
$PLTR $IONQ $RBLX $PATH $ZETA
AI automation, data dominance, quantum computing, and…↗
Jan 10
InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026.
The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗
Jan 10
InvestmentGuru — 15 Names to Watch — Power, Nuclear & Compute Stack
These names deepen exposure across fuel → reactors → grid → data centers,
1. $OKLO
2. $LEU
3. $CCJ
4. $UUUU
5. $GEV
6. $EOSE…↗
Jan 8
Shay Boloor — Another trend I didn’t mention was how every new AI data center is a power plant disguised as compute & the grid is becoming the permanent bottleneck in AI scale.
10 names to watc…↗
Shay Boloor — $NVDA CEO Jensen Huang said AI’s biggest bottleneck is energy where compute, cooling & networking can be sourced in months but power takes years.
That gap forces massive investmen…↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
Jan 5
シバイヌおやびん（投資系VTuber） — "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。"↗
Jan 5
Shay Boloor — THE U.S. DEPARTMENT OF ENERGY ANNOUNCES $2.7B TO STRENGTHEN AMERICAN URANIUM ENRICHMENT
That money supports the entire nuclear stack:
• Upstream uranium miners & fuel processors…↗
Jan 4
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space: The Next Strategic Infrastructure Layer
$RKLB, $ASTS, $RDW, $PL
Enterprise AI: From Pilots to Profits
$PLTR, $SNOW, $NOW…↗
Jan 3
Shay Boloor — AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging d…↗
Gaetano — 🚨Layer 2B drops tomorrow at 7:30am EST.
$ASPI $XOM $GLW $ALMU $LEU $CRS
Layer 2B focuses on the physical materials underneath AI hardware and why they matter more as systems scal…↗
Dec 15
Shay Boloor — A reminder that $NVDA is hosting a power summit this week because AI data centers are projected to face a 44 gigawatt power shortfall by 2028.
• At the top of the stack are the co…↗