Dear Friend,
A drilling crew in Beaver County, Utah punched through 15,765 feet of solid granite.
Nearly three miles straight down.
The Department of Energy said it should take 64 days.
They did it in 16.
They hit the DOE’s 2035 performance targets twelve years early. Costs were cut in half in 18 months.
24 days later, the President signed a law that killed tax credits for solar and wind, but preserved full credits for this energy source through 2033.
The Energy Secretary who championed it? He invented the technology behind the shale revolution.
One company has been building this for sixty years. The smart money is already in. The July 4th catalyst is 12 days away.
See the company at the center of Project FORGE >>
“The Buck Stops Here,”
Kelly Maguire
Behind the Markets
AI’s Power Problem Is Turning Nuclear Stocks Into a Bigger Market Story
Submitted by Jeffrey Neal Johnson. First Published: 6/19/2026.
Key Points
- Established utility operators are securing massive power purchase agreements with technology giants to fund critical infrastructure upgrades.
- Blue-chip mining corporations are successfully securing long-term utility contracts to provide a stable foundation for global clean energy production.
- Innovative developers of localized microreactors boast a massive liquidity runway to revolutionize behind-the-meter capacity for advanced data centers.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
The global power grid is facing a dual crisis: structural degradation and unprecedented localized load growth. Broad-based nuclear deployment is a mathematical necessity. Power demand from artificial intelligence (AI) data centers, mass electric vehicle adoption, and the impending commercialization of quantum computing are overwhelming legacy infrastructure.
Renewable energy sources, while vital, lack the consistent baseload capability required to run a hyperscaler facility 24 hours a day without massive battery storage costs. The physical energy demands of these advanced computational models are forcing a structural shift toward widespread grid nuclearization, spanning everything from traditional centralized utility models to decentralized, behind-the-meter microreactors.
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Early Apple investors saw peak gains as high as 7,537% after the iPhone launched. Now, multiple insider sources say Elon Musk is developing a breakthrough technology he describes as '10x bigger than the largest product in history.'
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Get the full details on this opportunity before the launch date arrivesInvestors looking to capitalize on this once-in-a-lifetime, multi-decade physical infrastructure supercycle may want to consider a barbell strategy. This approach pairs the multi-billion-dollar cash flow stability of legacy fleet operators with the explosive growth potential of fully funded, development-stage reactor developers. Investors are witnessing a fundamental rerating of how capital markets value reliable power.
Heavyweight Anchors: Utilities Funding the Nuclear Buildout
At the low-beta end of the portfolio barbell, established utility operators and infrastructure providers offer immediate, fundamentally sound exposure to the technology sector power grab. Constellation Energy (NASDAQ: CEG) stands out as the premier fleet operator, securing long-term power purchase agreements with tech giants such as Microsoft (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META).
Constellation Energy recently posted robust first-quarter 2026 earnings before interest, taxes, depreciation, and amortization (EBITDA) of $3.58 billion. Sustained operating margins insulate Constellation Energy's balance sheet from broader macroeconomic headwinds.
This significant cash flow directly funds the substantial capital expenditures required to restart the Crane Clean Energy Center at Three Mile Island. Technically, Constellation Energy is consolidating near its 200-day moving average following a massive rally, offering a low-volatility entry point for a core holding.
NextEra Energy (NYSE: NEE) provides another defensive anchor. A stabilizing interest rate environment heavily favors the capital-intensive math behind utility-scale grid upgrades. Lower borrowing costs accelerate infrastructure deployment, and NextEra Energy continues to trade within the standard deviation of its 50-day moving average. This creates reliable, lower-risk mean-reversion setups for premium sellers and long-term accumulators alike.
Providing the physical supply chain regardless of which reactor design wins market share, BWX Technologies (NYSE: BWXT) is the ultimate infrastructure play. BWX Technologies recently expanded its naval nuclear propulsion contracts with the Department of Defense by $1.4 billion while also securing early-stage commercial orders for small modular reactor (SMR) components.
Although BWX Technologies commands a premium 55x price-to-earnings ratio, massive institutional accumulation validates the valuation. JPMorgan Chase & Co. recently increased its BWX Technologies position by 497%, absorbing 1.69 million shares. Pullbacks to the 50-day exponential moving average remain primary high-probability entry zones before the upward trend for BWX Technologies resumes.
The Raw Materials Moat
The nuclear infrastructure buildout is fundamentally supported by an impending global uranium supply deficit. Rather than attempting to trade short-term spot price fluctuations, the most resilient mining operations are locking in long-term contracting floors. Cameco Corp (NYSE: CCJ) is the blue-chip anchor of the materials sector. By successfully integrating the Westinghouse acquisition and securing utility contracts well above the $80-per-pound spot floor, Cameco helps neutralize immediate commodity pricing risks.
Cameco is currently building a formidable base of multi-year structural support zones near $105. Institutional confidence remains extremely high, with Vanguard, the Global X Uranium ETF, and hedge funds driving institutional ownership of Cameco to 70.21%.
For portfolios seeking unhedged leverage to domestic sovereign supply chain development, Uranium Energy Corp (NYSEAMERICAN: UEC) and Energy Fuels (NYSE American: UUUU) serve as excellent high-beta proxies. Uranium Energy is restarting production at its Wyoming in-situ recovery hubs, offering leveraged upside when spot prices inevitably tighten. The implied volatility profile of Uranium Energy offers excellent premium-selling ranges.
Energy Fuels provides a diversified critical minerals moat by expanding its White Mesa mill to process both uranium and rare earth elements. Trading in a tight six-month horizontal channel, Energy Fuels offers clearly defined technical boundaries for mean-reversion trading strategies.
The Future of a Decentralized Grid
The speculative end of the barbell focuses on decentralized, substation-level assets designed to bypass grid transmission bottlenecks entirely. Small modular reactors and microreactors are essential localized capacity mechanisms for data centers that cannot wait a decade for regional transmission line upgrades. Small modular reactors have been used reliably by the military in critical systems such as submarines and aircraft carriers for decades. Moving this technology from maritime to terrestrial applications is not a question of if, but when, as it is a well-established progression rather than a speculative endeavor.
NuScale Power (NYSE: SMR) is advancing its 6-gigawatt ENTRA1 and Tennessee Valley Authority deployment framework. While development-stage operators inherently carry execution risk, NuScale Power mitigates immediate concerns about toxic dilution with approximately $1 billion in available liquidity relative to current cash burn rates. NuScale Power prints extreme implied volatility, making it a prime candidate for fading overextensions: sell premium during retail hype cycles while accumulating core positions during deep pullbacks.
Oklo Inc. (NYSE: OKLO) offers another fully funded deployment vehicle navigating novel fast-reactor licensing with the Nuclear Regulatory Commission. Oklo recently received preliminary approval from the Department of Energy for a documented safety analysis for its Aurora Powerhouse at the Idaho National Laboratory.
Market mechanics are rapidly shifting in favor of Oklo, as short interest recently contracted by 21.9% to 19.4% of the public float, signaling a forced-covering dynamic among bearish funds.
Supported by a massive $2.5 billion liquidity runway and median analyst price targets hovering near $83, representing healthy upside from current $62 levels, the capital markets are pricing in a high probability of successful commercial deployment for Oklo.
The Critical Mass Investor Portfolio
Grid constraints dictate that centralized utility modernization and decentralized microreactor deployment must occur simultaneously. The physical degradation of current power generation assets ensures that the capital expenditure cycle will persist, independent of short-term news cycles in the technology sector.
Investors looking to position themselves ahead of the curve might consider constructing a portfolio that weights established fleet operators and infrastructure suppliers heavily for low-beta yield, while allocating measured, high-conviction capital into small modular reactor developers to capture the alpha of localized grid modernization.
Casey’s Is Looking Like a Hot Buy as Growth, Buybacks, and Guidance Align
Submitted by Thomas Hughes. First Published: 6/11/2026.
Key Points
- Casey's General Stores uptrend is intact and on track for fresh highs this year.
- Analysts and institutions underpin price action, aggressively accumulating shares this year.
- Self-funded growth, better-than-expected results, and capital returns drive value for shareholders.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Casey’s General Stores (NYSE: CASY) is a compelling buy. The strong guidance for fiscal 2027 (FY2027) reinforces the investment thesis, and the early Q2 2026 price action reflects a natural market adjustment that should support future gains.
Signals, including technical chart patterns, analyst sentiment, and institutional activity, were bullish ahead of the June 9 earnings release, pushing the stock to unsustainable levels. June’s pullback brought the market back in line with sentiment trends, setting CASY up to continue its uptrend as the year progresses. Notably, CASY reaffirmed this thesis the day after the company released earnings, surging 19%.
Casey’s Market Signals Strength and Confidence: Uptrend Intact
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See the 5 stocks to avoidCasey’s chart signals are robust. With price action on the brink of going parabolic, the indicators include a steadily strengthening MACD, a MACD converging with recent highs, and a stochastic reading that points to firming support. While the stochastic, too, shows convergence with recent highs, the more telling signal is the dip pattern, which suggests buyers are consistently stepping in whenever support is tested. The likely outcome is that CASY investors will continue to buy dips as they arise, with significant fundamental factors in place to encourage that activity.
Casey’s investment thesis begins with growth through consolidation. The gas and convenience store market is highly fragmented, leaving players like Casey’s well positioned to expand their footprint through acquisition. The thesis is strengthened by management’s two-pronged approach, which separates fuel and in-store operations to strong effect. Fuel margins remain consistently high, as do in-store margins, supporting healthy cash flow, profitability, and balance sheet strength. The balance sheet is central to the thesis, as it is fortress-quality and enables self-funded expansion and capital returns.
Capital returns are a catalyst in 2026. The company halted buybacks in fiscal 2025 to preserve capital and cash flow for a major acquisition. As 2026 reaches mid-year, the acquisition is complete, integration is progressing smoothly, and cash flow needs are shifting back toward capital returns, including dividends and share buybacks.
Casey’s Has Catalysts and Tailwinds Driving Bullish Price Action
Signs of cash flow strength are reflected in the dividend, which was recently increased by 14% for the 25th consecutive annual increase, and in the buybacks, which are reducing the share count. Highlights from the company’s fiscal Q4 2026 release include $63 million in quarterly buybacks, representing 0.18% of market cap, and a 0.5% year-over-year decline in shares. Looking ahead, Casey’s General Stores will likely continue reducing its share count each quarter unless it needs to make another acquisition.
Analysts and institutional trends also underpin the stock’s price action, reinforcing the view that the June pullback was a natural and necessary market function. The consensus price target is rising quickly and is likely to continue higher as the year progresses. Up 5% in the 30 days preceding the earnings release and 75% over the trailing 12 months, consensus provides solid support for this market, with the high-end range of $915 forecasting a fresh all-time high. And the $915 target is no outlier; several targets place the stock in the high-$800s to low-$900s, and more are likely to follow over time.
Institutional trends are equally bullish. MarketBeat’s data show that the group owns more than 85% of the stock and has been accumulating on balance for seven consecutive quarters. Their activity increased in 2025 as the Fike’s acquisition progressed, held at that higher level in 2026, and accelerated again in Q2. The takeaway is that institutions are confident in the company’s growth trajectory and capital returns and are likely to help limit downside during pullbacks.
Casey’s General Stores Wows With Earnings Strength and FY2027 Guidance
Casey’s General Stores had an excellent quarter, with revenue topping $4.55 billion, up 14.5% and more than 500 basis points (bps) above expectations. Strength came from both segments and new stores. Inside comps grew by 5.5%, fuel comps by 1.5%, and store count by nearly 14%.
Margin news was another bright spot, with management driving wider margins in both segments. Fuel was the standout, with fuel gallon margin rising nearly 10 cents to a historically high level, while inside comps also remained strong. EBITDA grew by 33.2%, well ahead of revenue, net income by 65.5%, and GAAP earnings per share by 66.2%, aided by a reduced share count.
Guidance is the catalyst for higher share prices. The company expects systemwide comps in the low single digits, with inside sales up as much as 5% and fuel gallons flat. The takeaway is that low-single-digit comps, combined with a 14% increase in store count, translate into better-than-expected guidance and a stronger outlook for capital returns.
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