Trump signs the nuclear energy era has begun! Which Shares Will Fly?

The United States hit the agenda last week with a decree that would rewrite energy history. President Signed by Donald Trump himself. a new energy plan, Building 10 next-generation nuclear reactors across the United States by 2030 Aiming.

This giant plan is not only about energy production; From AI data centers to defense industrial facilitiesmeans a transformation that directly affects many areas, from space exploration to strategic campuses. The United States, with this step, against countries that are aggressively advancing in nuclear technology, such as China and Russia energy independence, The superiority of technology and defense sovereignty It aims to rebuild.

💡 So who will build these reactors? Who will supply?
We have prepared a comprehensive analysis for you.

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🧠 1st NuScale Power Corporation (NYSE: SMR)

🔹 Description: The first and currently only approved Small Modular Reactor (SMR) manufacturer based in the United States.
🔹 Technology: Safety-oriented passive cooling systems consisting of modules with a capacity of 77 MWe each.
🔹 Current Projects:

• 6-unit SMR plant agreement with Romania
• Feasibility process with Poland, Kazakhstan, Jordan
• Federal plant-oriented pilot project with U.S. Department of Energy
• “High-security” energy solutions for AI data centers
  🔹 Supply Chain Partners: Doosan, Fluorine, Paladin

✅ Strategic Location: The reactor design is the first private company to be approved by the NRC. Key player in US SMR export plans.

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⚛️ 2nd Centrus Energy Corp. (NYSE: LEU)

🔹 Description: The leading supplier of the USA in the production of HALEU (highly enriched uranium).
🔹 Facility: Fully licensed fuel production line at Oak Ridge National Laboratory
🔹 Agreements and Projects:

• HALEU production contract with US Department of Energy
• Active fuel contracts with Oklo, TerraPower, X-Energy and BWXT
• Production capacity will be doubled by the end of 2025

🔹 Featured Feature: The only domestic HALEU provider for advanced reactors to operate

✅ Strategic Location: Indispensable actor in US nuclear fuel independence policies.

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🔋 3rd Constellation Energy Corp. (NASDAQ: CEG)

🔹 Description: The largest producer of carbon-free electricity in the United States.
🔹 Field of Activity: 21 active nuclear reactor enterprises, hydrogen production and data center supply
🔹 Current Agreements:

• Large-scale data center energy partnership with Google
• Special power supply to federal defense facilities with the U.S. Department of Defense
• New carbon negative operation model studies

🔹 Network Management: Integrated to feed the national energy grid

✅ Strategic Location: The strongest candidate for the operation of new reactors. Unique in terms of both financial soundness and operational expertise.

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🔬 4th Oklo Inc. (NYSE: OKLO)

🔹 Description: Micro nuclear technology firm developing compact fast reactor design
🔹 Reactor Model: Aurora — 75 MWe capacity, low waste and mobile
🔹 Featured Projects:

• Development of mobile microreactors under Project Pele (Ministry of Defense)
• 1 MW pilot field installation at Idaho National Laboratory
• TRISO fuel technology for 20+ years without refueling

🔹 Supply Chain: Centrus (fuel), BWXT (component), INL (infrastructure)

✅ Strategic Location: Portable energy solution for military bases, isolated mining sites and data centers. The “silent giant” of the defense sector.

🛠️ 5th BWX Technologies Inc. (NYSE: BWXT)

🔹 Description: US Department of Defense supplier of nuclear systems, TRISO fuel and reactor components
🔹 Current Projects:

• Nuclear submarine reactor production contract with US Navy until 2040
• Production of nuclear propulsion system for Mars missions with NASA
• Modular reactor and fuel production under Project Pele
• TRISO fuel line in operation at Idaho facilities

🔹 Hidden Projects: DARPA-powered mobile nuclear system solutions are being developed

✅ Strategic Location: The technical leader in U.S. defense and space-based nuclear systems. High contract rate in both the public and private sectors.

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🧠 Expert Review

The US nuclear move could generate an increase in the share values of companies specialized in this field in the short term. With the implementation of publicly supported projects in the medium term, financial support and long-term contracts can increase investor confidence. In the long term, in line with the goal of US energy independence, these companies offer strategic growth potential by gaining a competitive advantage in the global market. However, regulatory processes and the timing of technological developments should be among the risk factors.

✅ Take Action

Next-generation nuclear energy investments can offer long-term strategic gains. Already assess the position of leading companies in the sector and become partners in the energy transformation.
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🛑 Disclaimer

This content is created by Investment Desk AI and does not constitute investment advice. You should make your decisions based on your own research and expert advisors.

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