Too much increase! Hedge Funds are starting to reduce their holdings in USA Nuclear Power stocks.
Recently, with the strong rebound of Nuclear Power stocks, some hedge fund managers have started to be cautious about their high valuations and have reduced their exposure to Nuclear Power stocks. However, Guy Keller, the portfolio manager at Tribeca, also stated that he would never establish short positions.
Centrus Energy to Participate in Goldman Sachs Energy, CleanTech & Utilities Conference
If Trump Starts A Trade War, Canada Could Impose Export Taxes On Oil, Uranium: Report
Canada is considering imposing export taxes on Commodities such as Uranium to respond to the trade war initiated by Trump.
① Canada is researching imposing taxes on exports to the USA in response to Trump's potential trade war, including Uranium, oil, and potash; ② The Canadian government may first implement retaliatory tariffs and export controls, reserving taxation as a last resort; ③ If the USA exempts only Energy products, this situation may also prompt Canada to impose export taxes.
Centrus Stock Gains 5% on Third DOE Award Win for Uranium Enrichment
Express News | Trump, at NYSE: We're Going to Do Something Great With Crypto, AI; Will Need Electricity
Sector Update: Energy Stocks Edge Higher in Wednesday Afternoon Trading
Lake Street Sticks to Their Buy Rating for Centrus Energy (LEU)
Centrus Energy Says Won An Award From US Department Of Energy Aimed At Expanding Domestic Commercial Production Of Low-enriched Uranium To Meet Needs Of Nuclear Reactors
Crude Oil Adds to Losses as OPEC+'s Extended Output Cuts Leave Market Indifferent
Iran Has Stated That "Henceforth" It Intends To Feed Uranium Enriched Up To 20% Rather Than The Current 5% Into The Two Interconnected IR-6 Centrifuge Cascades At Fordow, Enriching To Up To 60% Purity
Looking Into Centrus Energy's Recent Short Interest
SA Sentiment: Nuclear Wins as the Best Alternative Energy Source
Centrus Energy to Participate in Bank of America's Clean Energy Symposium
J.P. Morgan Forecasts Lower Oil Prices in Trump's Upcoming Term
Another main theme of AI investment emerges: US hedge funds heavily buy nuclear power stocks as technology giants gather to deploy this technology.
①In Q3, American hedge funds maintained a stable exposure to AI-related investment themes, but reduced their investment in the semiconductor industry for the first time since Q2 2022. ②In OpenAI's latest disclosed "American AI Infrastructure Blueprint," lies its grand nuclear power vision; Huang Renxun also expresses a bullish attitude towards nuclear energy. ③From the trends of tech giants, most of them have chosen small modular reactors (SMR).
Centrus Energy To Invest An Additional ~$60M For This Effort Over The Next 18-Months To Lay The Groundwork To Support A Potential Large-Scale Expansion Of Uranium Enrichment At The Centrus' American Centrifuge Plant In Piketon, Ohio
Express News | Centrus Launches Additional Investment in Centrifuge Manufacturing
Centrus Energy Put Volume Heavy and Directionally Bearish
Express News | Iran Agrees To Stop Producing Near Bomb-Grade Uranium; IAEA Reports Iran's Enriched Uranium Stockpile Grows to 6,604.4 KG; Discusses Stopping Further Expansion of 60% Enrichment Beyond 185 KG Amid Conditional Agreement on Additional IAEA Inspectors