PXDAILY PXS
Grid, Power & Thermal Infrastructure

Research snapshot · 6/30/26

LEUCentrus Energy

HALEU enrichment

Open LEU in Robinhood ↗
ACCUMULATE
Conviction●●●●●5 of 5
Research target230Snapshot target
Thesis statusSTRENGTHENEDLast reviewed 6/30/26
Market cap3.47BSnapshot value
The thesis

US monopoly HALEU enrichment — first time at entry range $145-165 on -12.76% macro selloff with Fintel Confirmed 3

Catalysts

DOE HALEU commercial contract; SMR licensing wave 2026-2027; Part 53 implementation

What breaks it

DOE cancels HALEU commercial expansion funding; Russia waiver extended indefinitely; SMR program delays push HALEU demand past 2028; Part 53 implementation stalls

Social sentiment

X: bullish consensus — NRC Part 53 finalization widely noted, Centrus named as sole US HALEU enricher, DOE $900M+ contract under negotiation confirmed by multiple credible accounts

Snapshot · 6/30/26
Smart money

🟢 Lean-Bull · ins-$0.6M · 13F 17+/8- · short↑0.28

Snapshot · 6/30/26