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Charlie presents NNE as a potential 10-bagger. It's a pure play on the power bottleneck for AI data centers, with vertically integrated operations covering reactors, fuel supply, and transport. It has $560M in cash, a Super Micro partnership, NRC acceptance of its construction permit application, and DOE validation. Stock trades near $23 against a 52-week high of $61.
Acquired Secure Transportation Services for $13M, giving it a monopoly-like position in nuclear fuel logistics. Pre-revenue but has $550M cash. Chart is basing out and potentially starting a new climbing phase.