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▶ 17:57 · $LEU · STOCK TALK - RARITY PREMIUM & MULTI THEME EXPOSURE

now playing · $LEU

$LEU···bullish· high· posunknown

Centrus Energy: the only pure-play US domestic uranium enrichment, largest position

The only publicly traded domestic uranium enricher in the US at a $4B market cap; DOE-backed with proprietary centrifuge technology. A structural rarity premium while the domestic…

$HII···bullish· high· posunknown

Huntington Ingalls: irreplaceable in US shipbuilding after $27B defense package

Only pure play in US Navy shipbuilding (prime and subcontractor for nuclear aircraft carriers); $27B approved in the big beautiful bill for shipbuilding is the largest supplementa…

$MRCY···bullish· mediumunknown

Mercury Systems: indispensable in munitions and precision guidance

His third US specialized-defense pick alongside HII and KTOS. Indispensable in munitions and precision guidance; the chart looks fantastic, with a potential breakout into earnings…

$BWXT···bullish· mediumunknown

BWXT: a nuclear rarity premium; I sold it too early

An extremely rare pure-play nuclear name with pure-play exposure and a well-deserved rarity premium. Irreplaceable. He sold it for portfolio-management reasons, not because of the…

$GENI···bullish· high· posunknown

Genius Sports: pure-play NFL data through Super Bowl 2030, a duopoly with Sportradar

The NFL owns 9%, with exclusivity through Super Bowl 2030. A duopoly with Sportradar in sports data; the PMG partnership with Nike opens an advertising vertical. Valuation still l…

$MTRN···bullish· high· posunknown

Materion: the only integrated beryllium producer in the Western Hemisphere

The only integrated beryllium producer in the Western Hemisphere, a critical material for nuclear reactors, satellite mirrors, fighter jets, and precision munitions. Trades at 18x…

$NBIS···bullish· high· posunknown

Nebius: a multi-theme play across data centers, observability, AI data, and robotics

Cost basis of 23.92, upsized on news of the ClickHouse $6B raise (Nebius owns 28%). Global data centers plus Toka (AI data, Bezos Ventures-backed) plus AVride robotics. A rare mul…

$KTOS···bullish· high· posunknown

Kratos Defense: a young prime in the making with multi-theme defense exposure

The best multi-theme defense play outside the primes: UAS drones plus hypersonics (the FTT acquisition) plus directed energy plus space systems plus cyber. Last week's earnings ca…

$UUUU···bullish· medium· posunknown

Energy Fuels: multi-theme uranium plus rare earths via the White Mesa Mill

The only operating conventional uranium mill in the US (White Mesa), now adding a rare-earths program that justifies the recent run even as the nuclear theme was already consolida…

$GLXY···bullish· mediumunknown

Galaxy Digital: one-stop multi-theme crypto exposure (Bitcoin, ETH, stablecoins, treasury)

A top-10 Bitcoin holder, with operating agreements tied to Ethereum/Bitcoin treasury plays, rumored as the broker in the Coinbase-JPM stablecoin partnership, plus asset management…

$USAR···bullish· lowunknown

USA Rare Earth: a pure accumulation chart, probably going to 20+

Speculative, but the chart is gorgeous: pure accumulation with basically no sellers. If the rare-earth theme holds up, it's probably going much higher.

$MP···bullish· lowunknown

MP Materials: easy money was 29 to the 60s, but it's probably headed higher

A direct endorsement from the US government; already extended on the monthly. The easy money was 29 to the 60s in one candle; longer term it's probably headed higher, but it needs…

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▶ 17:57 · $LEU · STOCK TALK - RARITY PREMIUM & MULTI THEME EXPOSURE

now playing · $LEU

$LEU···bullish· high· posunknown

Centrus Energy: the only pure-play US domestic uranium enrichment, largest position

The only publicly traded domestic uranium enricher in the US at a $4B market cap; DOE-backed with proprietary centrifuge technology. A structural rarity premium while the domestic…

$HII···bullish· high· posunknown

Huntington Ingalls: irreplaceable in US shipbuilding after $27B defense package

Only pure play in US Navy shipbuilding (prime and subcontractor for nuclear aircraft carriers); $27B approved in the big beautiful bill for shipbuilding is the largest supplementa…

$MRCY···bullish· mediumunknown

Mercury Systems: indispensable in munitions and precision guidance

His third US specialized-defense pick alongside HII and KTOS. Indispensable in munitions and precision guidance; the chart looks fantastic, with a potential breakout into earnings…

$BWXT···bullish· mediumunknown

BWXT: a nuclear rarity premium; I sold it too early

An extremely rare pure-play nuclear name with pure-play exposure and a well-deserved rarity premium. Irreplaceable. He sold it for portfolio-management reasons, not because of the…

$GENI···bullish· high· posunknown

Genius Sports: pure-play NFL data through Super Bowl 2030, a duopoly with Sportradar

The NFL owns 9%, with exclusivity through Super Bowl 2030. A duopoly with Sportradar in sports data; the PMG partnership with Nike opens an advertising vertical. Valuation still l…

$MTRN···bullish· high· posunknown

Materion: the only integrated beryllium producer in the Western Hemisphere

The only integrated beryllium producer in the Western Hemisphere, a critical material for nuclear reactors, satellite mirrors, fighter jets, and precision munitions. Trades at 18x…

$NBIS···bullish· high· posunknown

Nebius: a multi-theme play across data centers, observability, AI data, and robotics

Cost basis of 23.92, upsized on news of the ClickHouse $6B raise (Nebius owns 28%). Global data centers plus Toka (AI data, Bezos Ventures-backed) plus AVride robotics. A rare mul…

$KTOS···bullish· high· posunknown

Kratos Defense: a young prime in the making with multi-theme defense exposure

The best multi-theme defense play outside the primes: UAS drones plus hypersonics (the FTT acquisition) plus directed energy plus space systems plus cyber. Last week's earnings ca…

$UUUU···bullish· medium· posunknown

Energy Fuels: multi-theme uranium plus rare earths via the White Mesa Mill

The only operating conventional uranium mill in the US (White Mesa), now adding a rare-earths program that justifies the recent run even as the nuclear theme was already consolida…

$GLXY···bullish· mediumunknown

Galaxy Digital: one-stop multi-theme crypto exposure (Bitcoin, ETH, stablecoins, treasury)

A top-10 Bitcoin holder, with operating agreements tied to Ethereum/Bitcoin treasury plays, rumored as the broker in the Coinbase-JPM stablecoin partnership, plus asset management…

$USAR···bullish· lowunknown

USA Rare Earth: a pure accumulation chart, probably going to 20+

Speculative, but the chart is gorgeous: pure accumulation with basically no sellers. If the rare-earth theme holds up, it's probably going much higher.

$MP···bullish· lowunknown

MP Materials: easy money was 29 to the 60s, but it's probably headed higher

A direct endorsement from the US government; already extended on the monthly. The easy money was 29 to the 60s in one candle; longer term it's probably headed higher, but it needs…