BWX

BWXT

3 tracked calls · 3 long · 0 short · last 90d: 3L/0S

first called by TBPN 1mo ago

BWXBWXTLONG1w ago

“BWXT which is a super interesting company with um they're the primary supplier of nuclear for the US Navy. they they significantly benefit from you know the coming nuclear cycle as well and um lots of”

Invest Like the Best

The primary nuclear supplier for the US Navy captures massive dollar content in new AP1000 reactors as the grid races to solve a severe 2033 gas deficit.

BWXBWXTLONG@ $174.85

$167.86-4.00%

since call Jul 21

peak +2.7%

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BWXBWXTLONG1mo ago

“Licensed small modular reactor design following activist pressure; NRC reforming licensing framework to accelerate nuclear plant approvals for AI datacenter…”

Semi Doped · Vikram Sekar

NRC reform plus an activist-driven SMR license turns BWXT's idle mPower IP into royalty and manufacturing upside as AI power demand surges.

BWXBWXTLONG@ $204.85

$167.86-18.06%

since call Jun 22

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BWXBWXTLONG1mo ago

“the president signed a series of executive orders to speed up nuclear … one of the provisions in those orders called for 3 reactors to be turned on on American soil”

TBPN

EO-fast-tracked microreactors are going critical, and every one needs TRISO fuel BWXT fabricates.

BWXBWXTLONG@ $186.73

$167.86-10.11%

since call Jun 8

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