Filtered library · Theme
Nuclear & uranium theme · 10 dossiers
Dossiers in the Nuclear & uranium theme cluster — 10 names moving on shared catalysts.
Theme runProduced by the theme run on 3 September 2026, saturated.
All 10 are dated research with a published kill line — the level named in advance that would prove the call wrong.
All dossiers VST Vistra Corp. MEDIUM The 2026-09-02 close of $143.46 clears the six-session $135.66–$139.81 band on the same day a Form 4 disclosed the CEO buying 6,665 shares for $903,069 at $135.25–$135.99. FERC acceptance of PJM's backstop framework (ER26-3380-000) by… CCJ Cameco Corporation LOW Nuclear-uranium theme maturing and CCJ's structure has broken twice into improving news: mkt cap $44.79B (06-29) → ~$39.9B (07-25), ~$88, ~35% off the $135.24 high, absorbing a $17.5B federal AP1000 program and NJ's $24B plan. Barclays cut… CEG Constellation Energy Corporation LOW CEG closed $290.04 on 2026-09-02, roughly +3.5% on the day and the first close above the $281–$282.50 band that had capped every attempt since the shelf broke 2026-07-19 (failed touches $282.50 on 08-14, $282.41 on 08-27). RSI(14) 59.8.… NNE Nano Nuclear Energy Inc. LOW Nuclear-microreactor narrative has stopped converting news into demand: a Truist Hold/$22 initiation (7/14) and a Virginia consortium announcement (7/17) landed inside four sessions and NNE still printed a fresh 52-week low at $15.78… OKLO Oklo Inc. LOW Three straight cohort-driven sessions carried OKLO from the 2026-07-29 close of $36.84 to $43.33 on 2026-08-04, with no Oklo release behind any of them. The 2026-08-07 Q2 call is the binary. SMR NuScale Power Corporation LOW SMR closed 2026-09-02 at $9.56, back near the top of the band between the 2026-08-18 close of $8.64 and the 2026-08-25 close of $9.81 — lifted by a sector-wide nuclear bid (Oklo +2.57%) rather than company news, a session after its own… UUUU Energy Fuels Inc. LOW Two sell-side target raises in consecutive sessions — HC Wainwright's $29.25 on 2026-09-01 and Cantor Fitzgerald's $33 reiteration on 2026-09-02 — moved the shares less than 1%, to a $14.29 close 48.4% under the 52-week high. With rare… PESI Perma-Fix Environmental Services, Inc. MEDIUM Post-award drift with no new information: the shares closed 2026-09-04 at $18.70, 3.8% under the $19.43 52-week high, recovering from $17.30 on 2026-08-21 with zero company disclosure since 2026-08-12. The 2026-09-30 funding lapse was… UROY Uranium Royalty Corp. MEDIUM The equity cooled from $4.38 (2026-08-21, RSI 79.9) to $4.25 (2026-08-28, RSI 55.3), leaving a maturing narrative whose only company-dated test is the first combined-company report, estimated ~2026-09-14. TLN Talen Energy Corporation LOW Contracted-floor re-rating has stopped paying: the 2026-08-05 Q2 raised FY26 Adj EBITDA guidance to $2,025–2,225M and PJM's 2028/29 auction cleared >10 GW at the $325/MW-day cap, yet the stock closed $347.71 on 2026-08-07, 22% below the…