Hey folks,
Here’s something you’re not seeing in the headlines — but probably should be.
The U.S. military is rolling out nuclear reactors.
No, not the giant plants you’re used to. I’m talking about small modular reactors (SMRs)—compact, self-contained power units that the Department of Defense wants to place at military bases across the country.
They’re doing it through something called the DIU — that’s the Defense Innovation Unit. Their job is to bring next-generation tech to the military, and energy is high on their list.
Turns out, powering a base with its own self-contained reactor is a whole lot safer and more reliable than relying on fragile external grids. And it’s not just a plan… they’ve already picked eight to ten companies to fund.
Two of those companies?
BWXT and KLI — and both are publicly traded right here in the U.S.
Now, uranium prices have been climbing lately, and this just adds more fuel to the fire. If you’ve been wondering whether nuclear’s coming back into focus, well… the government just put its money where its mouth is.
These aren’t trades I’d rush into mid-week — especially with the market on holiday hours and a lot of premium decay baked in.
But I’ve added both to my watchlist, and you might want to as well.
It’s just one more area where a quiet policy move could have a big investing impact down the line.
I just covered this and more in my free Market Radar session.
And don’t forget to register your spot to be notified every time I’m going live.
Stay sharp,
—Geof Smith
P.S. Looking for a nuclear play you can jump right into? Check this out.
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