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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
gonna roll some SMR to BWXT too, per #1313297
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SMR is on my watch list
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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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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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