ππSome investors talk about a Trump trade lasting for another 4 years, especially around energy, deregulation & domestic production. However the Trump trade is a market narrative, not a prediction. That narrative is currently centered on the resource megatrend.
The truth is that they are a signal that resources are finite. The next 4 years focus will be on Lithium, Uranium, Critical Minerals and Nuclear Fuel.
Among the 4 mega resource trends, I believe that Nuclear Fuel is the most important . It provides the power to fuel the AI revolution and Uranium is the heart of Nuclear Fuel.
Centrus Energy $Centrus(LEU)$ is the quiet gatekeeper of the nuclear fuel cycle . It is only US company capable of producing High Assay Low Enriched Uranium, the advanced fuel required for the next generation reactors. This makes Centrus Energy the bridge between Uranium & nuclear fuel.
Exciting times are ahead for Centrus Energy.ππππ°π°π°
@Tiger_comments @TigerStars @Tiger_SG
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