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Compare reactor developers, fuel-cycle bottlenecks, utilities, float, catalysts, correlations, and hedge basis to construct a selective nuclear package.

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Verdict. SELECTIVE BUY, HEDGED. Favor LEU/CCJ-or-URA/BWXT, add only small defined-risk OKLO upside, and hedge broad beta plus XE/unlock risk.

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Nuclear basket and relative-value dossier

Verdict. SELECTIVE BUY, HEDGED. Favor LEU/CCJ-or-URA/BWXT, add only small defined-risk OKLO upside, and hedge broad beta plus XE/unlock risk.

Full published report: https://nuclear-basket-dossier.us-east-1.gists.org