According to The Kobeissi Letter, the U.S. Department of Energy announced $2.7 billion to boost domestic uranium enrichment, allocating $900 million to Centrus Energy (LEU) and two other nuclear fuel makers, creating a direct catalyst for LEU and uranium-linked equities. Source: The Kobeissi Letter. According to The Kobeissi Letter, traders can watch LEU for potential gap-and-go moves, elevated volumes, and options implied volatility expansion on award headlines, with possible sympathy flows across uranium and nuclear ETFs such as URA and NLR. Source: The Kobeissi Letter. According to The Kobeissi Letter, the enrichment-focused funding supports the U.S. nuclear fuel supply chain narrative, which can re-rate exposure across enrichment, conversion, and advanced nuclear names in the near to medium term. Source: The Kobeissi Letter. According to The Kobeissi Letter, crypto-sensitive traders may monitor knock-on sentiment for U.S. BTC miners as pro-nuclear policy can be viewed as constructive for power diversification narratives; watch miner equities like RIOT and MARA and BTC mining sentiment for headline spillover. Source: The Kobeissi Letter. According to The Kobeissi Letter, key unknowns include timing, disbursement specifics, and the identities of the other awardees, so headline reversals are possible until official DOE documentation is reviewed. Source: The Kobeissi Letter.

According to @KobeissiLetter, Oklo (OKLO) is up about 24% this week after Jensen Huang said the future of AI will be powered by small nuclear reactors, source: @KobeissiLetter. According to @KobeissiLetter, the post frames nuclear energy as the future, underscoring a momentum-driven bid in OKLO tied to the AI-power narrative this week, source: @KobeissiLetter.

According to @business, Oklo shares fell the most in five months after the company disclosed that director Michael Klein of Churchill Capital sold $6.7 million worth of stock. source: @business The report identifies Oklo as a developer of advanced nuclear reactors and states the decline followed the announcement of the director's sale. source: @business No direct impact on cryptocurrency markets was reported. source: @business

According to Stock Talk (@stocktalkweekly), Centrus Energy (LEU) shares climbed another 12% today, bringing the total gain to 109% since their trading entry on May 22, 2025 (source: Twitter). This strong upward momentum highlights significant investor interest in nuclear energy stocks, which may influence broader market sentiment and sector rotation strategies. Traders should monitor LEU's price action for potential continuation patterns and consider the impact of energy sector rallies on crypto markets, as capital flows could shift between equities and digital assets in response to macro trends (source: Twitter).

According to Stock Talk (@stocktalkweekly), Evercore ISI has raised its price target for Centrus Energy (LEU) from $145 to $205 while maintaining an 'Outperform' rating. Analyst Nicholas Amicucci described LEU as a 'must own' stock for nuclear investors, citing recent private capital raises like TerraPower's as positive signals for the nuclear sector. This bullish outlook could drive increased institutional interest in LEU, potentially impacting related crypto assets with exposure to energy or nuclear technology sectors. Source: Stock Talk on Twitter, June 18, 2025.