The uranium squeeze is coming,I can't believe that $LEU Centrus Energy Is less than a $4 billion dollar market cap. LEU will be a legendary stock as it already ran 46,000% at last years peak in less than 10 years because the HALEU fuel bottleneck is real. LEU is one of the only U.S. companies currently producing HALEU, the fuel required for most next generation SMRs that will help power parabolic AI energy demand. Limited domestic supply, Russian supply banned fully end of next year. Growing demand from SMRs Backed by DOE support As the U.S. pushes for energy security and nuclear expansion, HALEU becomes a critical choke point and nobody sees it yet.
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