$LEU · 海外大V持仓追踪

$LEU 现在是什么情况？

最近有人说了 $LEU 什么？

下面是最近 7 条提及 $LEU 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。

• 2026-01-29看空原文
  HFT follow every one of my posts nowadays. It did the same for $LEU yesterday which is a $5.7B company. $VPG went up 9% yesterday after I quoted it with $TSLA earnings. That being said it looks like it’s just frontrunning retail -> selling back. So just a warning to other people. If it goes up longer term like $OSS that’s just information discovery Regardless I’m not going to let algorithms discourage me from posting any findings
  查看原帖 →
• 2026-01-29中性原文
  These are HFT algorithms reacting to my posts, you see this with every ticker mention I do from $ETOR, $VPG, $LEU, and others. You're correct I should have worded the nuance better. The point was the applicationsfor Defense/Space/Industrial could be used for -> AI. The revenue numbers are low as many are still research contracts but they are sole source for many programs. This is the correction: - U.S. Army Combat Capabilities Development Command (DEVCOM) had two year contract with $CPSH to see if CPSH’s proprietary injection molding process for tungsten can create "controlled fragmentation" warheads”. - For Hawk Helicators it was from their website "Sustaining legacy fleets, like the UH-60 Black Hawk, provides a unique opportunity to incorporate novel materials. In addition to improving system performance and reducing weight, modernization efforts must consider configurational flexibility and simplicity to support operations across diverse scenarios." - This was SBIR research to design a "novel armored floor that provides ballistic protection and which can be implemented in both legacy (UH-60) and future vertical lift (FVL) rotorcraft" - For US Navy, this was the quote verbatim from their PR: "The panels are an integrated component of advanced ballistic shields developed in support of ballistic protection system upgrades on U.S. Navy Aircraft Carriers and other surface ships" All the applications usage above are true. Some, like US Navy Warships, are more commercialized compared to tungsten that can "controlled fragmentation" warheads”.
  查看原帖 →
• 2026-01-28中性原文
  ♻️ $LEU is a $5.83B MC company. And Centrus was the another company on the original bottleneck list. They’re the only company in the US that can currently enrich uranium into HALEU (High-Assay Low-Enriched Uranium) for SMR nuclear power plants. DOE said one campus would attract “50 Billion in investments” from enrichment to recycling. It’s only up 2% on the news, which was surprising. “The Trump administration has made nuclear power a cornerstone of its national energy policy”
  查看原帖 →
• 2026-01-28看多原文
  @stocktalkweekly Wow nice! I agree, my favorite is $LEU since they’re the best one by default (as the only one that can currently produce HALEU, which is a bottleneck)
  查看原帖 →
• 2026-01-28中性原文
  As the others said $ASPI is very speculative and $LEU is the only one that can produce HALEU today. That being said I’m sure they’re a potential beneficiary of this supply chain investment by DOE and private investors, esp. since Trump family is involved with that quantum enrichment production method in their subsidiary
  查看原帖 →
• 2026-01-28中性原文
  @Trylanol HFT algorithms read my posts and even move $6B companies like $LEU lol. DOE news was out for awhile and then it just shoots up 8% since I posted. It’s literally not me
  查看原帖 →
• 2026-01-18中性原文
  @hrtflutter Whoops, $LEU for HALEU (High-Assay Low-Enriched Uranium). Centrus Energy is currently the only company in the U.S. with a license to enrich uranium to HALEU levels.
  查看原帖 →

去哪看 $LEU 的完整时间线？

全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。

常见问题

同板块还有哪些个股在被讨论？

$ORCL · $EWY · $ALAB · $VLN · $CRDO · $LPTH · $XLU · $PLTR · $NBIS · $SIVE · $LITE · $AXTI　·　查看全部个股索引 →