$BWXT 0.53 Developing

Notable posts

• @StockSavvyShay bullish 978 eng

  Trump is expected to announce a $200B U.S. investment package from South Korea with 8 nuclear reactors among the projects being pursued. Nuclear is becoming one of the biggest pieces of deal as South Korea backs more U.S. power infrastructure. $CCJ $GEV $LEU $OKLO $SMR $BWXT https://t.co/1gFqCqQG9W

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• @StockSavvyShay neutral 890 eng

  THE ELECTRICITY VALUE CHAIN • $CCJ uranium supply • $CEG nuclear baseload • $SMR modular nuclear reactors • $OKLO micro-nuclear generation • $EOSE zinc long-duration storage • $GEV power conversion hardware • $VRT power distribution & cooling • $VST flexible generation & storage • $TSLA utility-scale lithium storage • $FSLR thin-film solar for hyperscale • $NNE utility-scale renewable buildout • $TLN North American renewable generation • $BWXT nuclear components & specialty fuel

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• @StockSavvyShay neutral 243 eng

  NASA’s nuclear powered Mars spacecraft is estimated to cost $2.1B. Space Reactor 1 Freedom is targeting a late 2028 launch with the full mission cost expected to rise further once the three SkyFall helicopters are included. $OKLO, $CCJ, $UUUU, $SMR, $BWXT, $LEU https://t.co/RLhVye9Sgj

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• @StockSavvyShay bullish 139 eng

  South Korea is nearing a $100B+ U.S. nuclear package for up to eight reactors but most of that capacity likely doesn't arrive until well into the 2030s. The more immediate AI power story is separate ~$20B Texas gas project because the power crunch through 2030 gets solved by generation that can actually come online in time. $GEV $VST $CW $BWXT $CCJ

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• @wallstengine neutral 64 eng

  BWX Technologies $BWXT has agreed to license its mPower small modular reactor design after pressure from activist investor Ananym Capital. Applied Atomics gets exclusive commercial rights for land-based facilities in the U.S., Canada, and other markets, while BWXT keeps ownership of the design and exclusive manufacturing rights for all components. Core Power is also studying the use of mPower for floating nuclear power plants.

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• @ArkkDaily neutral 51 eng

  When you buy $10,000 of the ARK Innovation ETF $ARKK here's how much of each stock you're currently buying: $1,021 of Tesla $TSLA $588 of Tempus AI $TEM $500 of CRISPR Therapeutics $CRSP $482 of Robinhood $HOOD $448 of Shopify $SHOP $433 of Space Exploration Technologies $SPCX $432 of Advanced Micro Devices $AMD $384 of Coinbase $COIN $343 of Beam Therapeutics $BEAM $340 of Roblox $RBLX $331 of Twist Bioscience $TWST $325 of 10x Genomics $TXG $312 of Circle Internet Group $CRCL $286 of Palantir Technologies $PLTR $261 of Intellia Therapeutics $NTLA $255 of OpenAI Group PBC $241 of Amazon $AMZN $220 of CoreWeave $CRWV $186 of Google $GOOG $183 of Block $XYZ $167 of Bullish $BLSH $158 of NVIDIA $NVDA $157 of Cerebras Systems $CBRS $135 of Illumina $ILMN $133 of Natera $NTRA $127 of Bitmine Immersion Technologies $BMNR $121 of Meta Platforms $META $119 of Recursion Pharmaceuticals $RXRX $112 of Broadcom $AVGO $108 of Deere & Co $DE $103 of Archer Aviation $ACHR $98 of Veracyte $VCYT $97 of Kratos Defense & Security $KTOS $96 of GeneDx Holdings $WGS $92 of Taiwan Semiconductor $TSM $86 of X-Energy $XE $83 of Teradyne $TER $75 of BWX Technologies $BWXT $65 of SoFi Technologies $SOFI $64 of Snowflake $SNOW $54 of Eli Lilly $LLY $53 of Figma $FIG $49 of Google $GOOGL $41 of Cerus $CERS $32 of Pacific Biosciences of California $PACB

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• @cevikfinance neutral 47 eng

  $BWXT 👇

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• @ArkkDaily neutral 33 eng

  Here is every stock currently in Cathie Wood and Ark Invest's Autonomous Technology & Robotics ETF $ARKQ: Tesla $TSLA 10.56% weighting Advanced Micro Devices $AMD 6.96% Teradyne $TER 5.88% SpaceX $SPCX 5.86% Kratos Defense & Security $KTOS 5.15% Google (Class C) $GOOG 4.80% Deere & Company $DE 4.31% Rocket Lab $RKLB 3.81% Palantir $PLTR 3.76% Taiwan Semiconductor $TSM 3.46% Amazon $AMZN 3.15% L3Harris Technologies $LHX 2.97% NVIDIA $NVDA 2.93% Caterpillar $CAT 2.56% AeroVironment $AVAV 2.47% Archer Aviation $ACHR 2.13% Trimble $TRMB 1.93% Komatsu $KMTUY 1.80% Aurora Innovation $AUR 1.61% Broadcom $AVGO 1.59% BWX Technologies $BWXT 1.58% Baidu $BIDU 1.56% Cameco $CCJ 1.55% Elbit Systems $ESLT 1.54% Intuitive Machines $LUNR 1.46% Symbotic $SYM 1.38% DoorDash $DASH 1.36% Joby Aviation $JOBY 1.33% Iridium Communications $IRDM 1.28% Intuitive Surgical $ISRG 1.25% Teledyne Technologies $TDY 1.09% Synopsys $SNPS 0.96% WeRide $WRD 0.90% BYD $BYDDY 0.89% X-Energy $XE 0.89% Kodiak AI $KDK 0.85% Oklo $OKLO 0.85% Pony AI $PONY 0.67% Google (Class A) $GOOGL 0.29% Strata Critical Medical $SRTA 0.23% Also worth noting: Goldman Sachs Financial Square Treasury Obligations Fund - 0.42% (cash/treasury sweep position, not a stock)

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