$Centrus Energy(LEU.US)Context: The nuclear energy sector especially Centrus Energy made a comeback yesterday after a de…

$Centrus Energy(LEU.US)

Context: The nuclear energy sector especially Centrus Energy made a comeback yesterday after a deep correction. There is a growing recognition of advanced nuclear power as a source of clean, reliable energy for AI data centers. Recently, Singapore Prime Minister Lawrence Wong highlights the need to evaluate advanced nuclear options to secure future power demands. Singapore has announced that the country will embark on the first phase of an Integrated Nuclear Infrastructure Review (INIR) with the IAEA to evaluate advanced nuclear options such as Small Modular Reactors (SMRs). This shows awareness, seriousness and future potential of nuclear energy as a potential and viable source of energy in the future.

My trade: I am holding and adding to my position in Centrus Energy throughout the recent market correction. I intend to ride out the short term volatility.

Takeaway: Holding thematic positions through volatility require conviction to prevent emotional shake outs. However, no one knows for sure if price will continue to recover or not, therefore risk management is essential for long term survival and compounding.