#NNE #LEU #NEE #CCJ #UEC #UUUU | ORANDO 公司提交了價值50億美元的田納西州濃縮鈾許可證申請，這對美國能源安全而言是重大的一步。

在能源部9億美元資金的支持下，IKE計畫將為美國海軍艦隊供應低濃縮鈾，從而在2031年前徹底擺脫對俄羅斯燃料的依賴。

Ticker Wire: $NNE $LEU $NEE $CCJ $UEC $UUUU | Orano submitted its $5B Tennessee enrichment license, a massive step for U.S. energy security.

Backed by $900M in DOE funds, Project IKE will supply LEU for the domestic fleet, ending reliance on Russian fuel by 2031.

$UEC $MP $UUUU $UAMY $USAR $CCJ | 美國鈾業公司 (American Uranium) 已將其 Lo Herma 礦區的資源量增至 945 萬磅，其中 43% 的資源量被評為高置信度的指示資源量。

該計畫預計將於 2026 年第三季進行初步評估，是懷俄明州鈾礦區的頂級礦區之一，採用高品位原地浸出法 (ISR) 開採。

Ticker Wire: $UEC $MP $UUUU $UAMY $USAR $CCJ | American Uranium has increased its Lo Herma resource to 9.45Mlbs, with 43% now in the high confidence Indicated category.

On track for a Q3 2026 Scoping Study, this high grade ISR project is a top tier play in Wyoming’s uranium district.

Pay attention to this data...

🟢 TOP 3 SECTORS:
1. Materials (+9.9%)
Best: $WRK $FCX $BALL $EMN $NEM
2. Industrials (+9.1%)
Best: $FDX $HON $CAT $GWW $CMI
3. Nuclear & Uranium (+8.5%)
Best: $UUUU $UEC $DNN $CCJ $NXE

🔴 BOTTOM 3 SECTORS:
1. Software & Cloud (-17.6%)
Worst: $HUBS $TEAM $INTU $NOW $CRM
2. AI & Machine Learning (-15.2%)
Worst: $U $NOW $AI $PATH $SOUN
3. Electric Vehicles (-11.7%)
Worst: $FSR $GOEV $RIVN $CHPT $XPEV

2 more high-conviction themes to CRUSH the rest of 2026:

4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC

5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP

Which new themes are you stacking?

RonnieV: 3 Big Themes that will CRUSH 2026 all Year:

1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE

2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN

3. Defense / Aerospace

3 Big Themes that will CRUSH 2026 all Year:

1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE

2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN

3. Defense / Aerospace
$LMT • $RTX • $NOC • $GD • $LHX • $ONDS
$KTOS • $BA • $HWM • $RCAT • $RKLB

Choose your theme for 2026 👇