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106 sats \ 4 replies \ @justin_shocknet 8 Dec \ on: Daily Stock Discussion ~Stacker_Stocks Stacker_Stocks

Trimmed TMC and CENX last week

Rolling REMX over to SETM

Adding URI and EOSE, and maybe some more HON

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95 sats \ 3 replies \ @justin_shocknet 8 Dec

gonna roll some SMR to BWXT too, per #1313297

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51 sats \ 2 replies \ @BlokchainB OP 8 Dec

SMR is on my watch list

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87 sats \ 1 reply \ @justin_shocknet 8 Dec

They had to scrap their design last year, great ticker for pumpamentals but not sure they're executing well. Letting gains ride but cashed out my principal. I like that BWXT is actually the Navy supplier hense the rollover, and ofc Oklo for the Los Alamos connection

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17 sats \ 0 replies \ @BlokchainB OP 9 Dec

Gotta look more into BWXT! Crazy PE but they pay a dividend 16B market cap I assume they have room to grow

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