
$X-Energy(XE.US) rose by over seven points. The policies and order expectations for advanced nuclear reactors have once again sparked interest in the nuclear power and uranium sectors. The question is, for these milestone-driven assets, can they sustain the rally with substantial contracts? It appears that sentiment still dominates in the short term—true commercialization is still pending. Before clear milestones are established, the sustainability of such pulses is generally limited. If chasing, one should use a small position size 🤔
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