nuclear power is coming in town - an ai necessity watch out

本帖于 2024-10-17 08:58:07 时间, 由普通用户 老生长谈 编辑

Centrus Energy Corp (LEU) is the only American company operating in the nuclear power sector and it is expected to benefit from the AI growth that we have been seeing recently.  LEU is actually making money, with a fantastic growth rate and balance sheet, in contrast with other smaller ones being hot in the past two days that they are losing money and running in deep debts...

https://finance.yahoo.com/news/centrus-energy-corp-leu-bull-141359147.html

 

Edit:

IBD:  Stocks Showing Market Leadership: Centrus Energy Earns 96 RS Rating

https://www.investors.com/ibd-data-stories/stocks-showing-market-leadership-centrus-energy-earns-96-rs-rating/ 

 

 

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大家想想这些大厂要这么多核电力是为什么?当然是建新的数据中心啊 -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 10/17/2024 postreply 08:46:00

David Tepper said in an interview that he talked to governor -aloevera- 给 aloevera 发送悄悄话 (251 bytes) () 10/17/2024 postreply 10:35:06

新的数据中心用来干什么?肯定不是健身房啊!是为了落地AIinfrasture -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 10/17/2024 postreply 08:48:00

exactly -老生长谈- 给 老生长谈 发送悄悄话 (0 bytes) () 10/17/2024 postreply 08:49:26

英伟达去八百不是梦,呵呵 -nobo- 给 nobo 发送悄悄话 (0 bytes) () 10/17/2024 postreply 08:55:00

为啥这篇文章说LEU 是唯一一家美国公司?Oklo, SMR, NNE怎么不算? -nobo- 给 nobo 发送悄悄话 (0 bytes) () 10/17/2024 postreply 08:56:00

those smaller ones are designing, not operating nuk reactors -老生长谈- 给 老生长谈 发送悄悄话 (71 bytes) () 10/17/2024 postreply 09:19:14

多谢 -三心三意- 给 三心三意 发送悄悄话 (0 bytes) () 10/17/2024 postreply 09:45:00

多谢解惑 -nobo- 给 nobo 发送悄悄话 (0 bytes) () 10/17/2024 postreply 11:01:00

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