The Nuclear Trade Is Back. This Time It Has Real Contracts.
SMRs just got a $62 billion catalyst. The stocks moving are not the ones most investors are watching.
Day: June 20, 2026
Micron Reports June 24. The Numbers Behind This Earnings Event Are Unlike Anything in the Company’s History.
Q2 revenue up 196% year-over-year. HBM sold out through 2026. Wall Street is racing to raise targets. The story is more structural than most realize.