Nuclear

Deep Dive

+1

Thursday Deep Dive - Cameco (CCJ): Tier-one nuclear franchise, priced like both legs go right

May 21, 2026

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9 min read

Thursday Deep Dive - Cameco (CCJ): Tier-one nuclear franchise, priced like both legs go right

Tier-one quality. Demanding entry. The path is patience, not enthusiasm.

Terawatt Era

LNG & Natural Gas

+4

Terawatt Era — May 18 | Capital is buying utilities for AI exposure

May 18, 2026

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6 min read

Terawatt Era — May 18 | Capital is buying utilities for AI exposure

NextEra and Dominion in $400B merger talks. PJM prices already up 76%. The repricing has begun.

Terawatt Era