Jul. 1 at 10:21 PM
$OKLO $BWXT $CCJ $SMR
Under the Senate’s current OBBB framework, tax incentives and funding are being reallocated away from solar, wind, and EVs toward traditional and advanced nuclear power. This has driven heavy institutional buying in key suppliers like BWX Technologies and sparked rallies in uranium miners (e.g., Cameco) and SMR developers such as Oklo. While the sector is riding clear policy tailwinds, final bill text could still introduce legislative risk.
https://waysandmeans.house.gov/wp-content/uploads/2025/05/The-One-Big-Beautiful-Bill-Section-by-Section.pdf?utm_source=chatgpt.com