According to @stocktalkweekly, recent bids in Centrus Energy (LEU) and Energy Fuels (UUUU) reflect ownership of ultra-rare domestic assets—Centrus’ American Centrifuge Plant in Piketon, Ohio and Energy Fuels’ White Mesa Mill in Utah—rather than P/E ratios or forward models (source: @stocktalkweekly on X, Oct 1, 2025). According to @stocktalkweekly, both stocks were about one-third of current prices a quarter ago while the same asset thesis already applied, indicating traders missed clear entries by fixating on balance sheets over asset quality and charts (source: @stocktalkweekly on X, Oct 1, 2025). According to @stocktalkweekly, meaningful capacity expansion and policy support for the U.S. nuclear supply chain are on the horizon, with very few qualified recipients positioned to benefit, which underpins the bid (source: @stocktalkweekly on X, Oct 1, 2025). According to @stocktalkweekly, current enthusiasm around nuclear and inflated small modular reactor valuations do not negate the strategic value of these specific U.S. facilities, which is the core of the trade setup (source: @stocktalkweekly on X, Oct 1, 2025). Crypto market relevance: the source offers no direct crypto linkage, but the focus on U.S. energy security and baseload capacity is a theme energy-exposed traders monitor across risk assets (source: @stocktalkweekly on X, Oct 1, 2025).