Trump commits $80 billion to nuclear reactor development

CCJ: Cameco Corporation - As the world's largest publicly traded uranium producer with strategically positioned Tier 1 assets in Saskatchewan and Kazakhstan, Cameco is uniquely positioned to capitalize on the global nuclear renaissance. The company's disciplined, long-term contracting strategy provides revenue visibility while maintaining exposure to rising uranium prices, directly benefiting from the structural supply deficit. With 70% of global reactor fuel needs through 2045 remaining uncovered and Trump's $80 billion commitment accelerating nuclear development, Cameco's established production capacity and ability to restart mothballed operations gives it exceptional leverage to the coming supply squeeze. Read More →

DNN: Denison Mines Corp - Denison represents a pure-play on the Athabasca Basin's high-grade uranium deposits with its flagship Wheeler River Project advancing toward a targeted 2028 production timeline. The company's proprietary In-Situ Recovery (ISR) technology is particularly significant in the context of the uranium supply crunch, as it enables low-cost production with minimal environmental impact—a critical advantage as permitting hurdles delay conventional mining projects. With provincial Environmental Assessment approval already secured and a substantial $345 million convertible notes offering completed in August 2025, Denison is well-positioned to advance toward production just as Trump's nuclear commitment begins translating to increased uranium demand. Read More →

LTBR: Lightbridge Corporation - Unlike traditional uranium miners, Lightbridge offers unique exposure to the nuclear renaissance through its proprietary metallic nuclear fuel technology designed to significantly enhance the efficiency of existing and future water-cooled reactors. The company's fuel design offers up to 30% power uprates in new reactors, higher burnup, and improved safety performance—directly addressing the need for more efficient uranium utilization amid the projected supply deficit. Recent operational milestones, including successful co-extrusion demonstrations at Idaho National Laboratory, validate the technology's potential to help address the uranium supply-demand imbalance by enabling reactors to generate more power with the same amount of fuel, a critical advantage in a constrained uranium market. Read More →

CRS: Carpenter Technology Corporation - Carpenter Technology is at the epicenter of the aerospace supply chain recovery, delivering an all-time record adjusted operating income of $153.3 million in Q1 FY26, a 31% year-over-year increase. The company is experiencing accelerating demand in its high-value Aerospace and Defense market, evidenced by a 23% sequential increase in bookings and the successful negotiation of five long-term agreements with significant price increases. This demonstrates Carpenter's critical role in the supply chain and pricing power. The company's strategic $400 million capacity expansion at its Athens, Alabama site adds high-purity melt capacity to support future growth without disrupting the industry's favorable supply-demand imbalance. With September marking the highest order intake month in over a year, Carpenter directly benefits from the aerospace supply chain's renewed confidence in Boeing and Airbus build rate ramps, positioning it for sustained margin expansion as its high fixed-cost business model leverages increasing volumes. Read More →

RTX: RTX Corporation - RTX is experiencing unprecedented demand across its commercial aerospace and defense segments, culminating in a record $251 billion backlog as of September 30, 2025. The company's differentiated technology portfolio, including the GTF Advantage engine and advanced air and missile defense systems, provides a competitive edge in both commercial and defense markets. Despite ongoing challenges like the Pratt & Whitney powder metal issue, RTX is demonstrating strong operational execution with improving MRO output and effective supply chain mitigation efforts. For the nine months ended September 30, 2025, RTX reported robust organic sales growth and significant operating profit expansion, leading management to raise its full-year 2025 adjusted sales outlook to $84.75-85.5 billion. As Boeing and Airbus accelerate production rates, RTX's commercial aerospace business benefits directly from both OEM deliveries and the growing aftermarket services demand, while its defense segment simultaneously capitalizes on increased NATO spending commitments. Read More →

GE: GE Aerospace - As the largest aerospace stock by market cap, GE Aerospace is leveraging its extensive installed base of 78,000 engines and robust $175 billion backlog to capitalize on both commercial and defense aerospace growth. The company delivered exceptional Q3 2025 results with revenue up 26% and profit also up 26%, leading to raised full-year 2025 guidance for revenue (high teens), operating profit ($8.65B-$8.85B), and free cash flow ($7.1B-$7.3B). GE's proprietary FLIGHT DECK lean operating model is driving operational excellence, enabling the company to meet increasing delivery demands from Boeing and Airbus. The company's substantial R&D investment (approximately $3 billion annually) in advanced engine designs, durability kits, and next-generation propulsion systems like CFM RISE underpins its competitive advantage and long-term growth. As aircraft production rates accelerate, GE benefits from both new engine deliveries and a growing installed base that generates high-margin aftermarket revenue, creating a powerful multi-year margin expansion cycle. Read More →

AAOI: Applied Optoelectronics - Experiencing a significant resurgence driven by escalating demand for high-speed optics in AI-driven data centers, with Q1 2025 revenue growing 145.5% year-over-year. The company's vertically integrated model, particularly its U.S.-based laser manufacturing and expanding automated production capacity in Texas and Taiwan, provides a critical competitive advantage for meeting the optical transceiver demands of AI infrastructure. AAOI's substantial capital investments ($120M-$150M planned for 2025) are specifically targeted at ramping production capacity for 800G and 1.6 terabit transceivers needed for AI cluster connectivity, positioning the company to directly benefit from the optical transceiver innovation surge. Read More →

CIEN: Ciena Corporation - Capitalizing on accelerating AI and cloud-driven bandwidth demand, evidenced by record direct cloud provider revenue ($400M+ in Q2 FY25) as hyperscalers build out optical networks for AI infrastructure. The company's differentiated WaveLogic coherent optics (1.6T lead) and Reconfigurable Line System (RLS) have become the de facto standard for AI-optimized networks, directly addressing the high-bandwidth, low-latency requirements of distributed AI computing clusters. Ciena's strategic focus on AI-driven data center interconnect applications positions it perfectly to benefit from the optical innovation surge, with management projecting 14% revenue growth in FY25 specifically tied to AI-related optical networking demand. Read More →