BWXT
watching
Conviction over time
Sentiment weighted by conviction, oldest to newest — above the line is bullish
Reasoning trail
Every post mentioning BWXT, newest first — the thesis as it was built and revised
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03 Aug 26
BWXT stays flat after mixed earnings (EPS beat, revenue miss); he likes the nuclear energy thesis and considers BWXT the safest bet, and had hoped for a bigger post-earnings dip to get an entry.
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12 Apr 26
Compares pre-revenue nuclear plays OKLO and SMR (both hit hard, down 71% and 82% off highs) against established value play BWXT (near all-time highs). Sees no rush to jump into OKLO or SMR given execution risk and distant revenue timelines (OKLO 2026/2028, SMR pushed to 2030), but views nuclear as an eventual great opportunity for patient, believing investors.
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10 Apr 26
With his portfolio 20% in cash, lists a set of stocks he plans to research over the weekend before deciding whether to deploy capital.
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07 Apr 26
Nuclear wave took the biggest valuation hit, P/S falling from a record 11.04 to 8.57 (still above its 6.23 average) as OKLO, SMR, LEU dropped while BWXT and CCO gained; he'd consider adding if the P/S falls further below average.
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07 Apr 26
Index post for his Q4 energy-transition thread, listing the 7 waves he tracks (Wind, Green Hydrogen, Solar, Energy Storage, Nuclear, LNG, Mixed companies) and their constituent companies.
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06 Mar 26
Lists companies he plans to research over the weekend: MRVL, OUST, COHR, AEHR, BWXT, NEE, referencing his research method.
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23 Feb 26
Bullish on $BWXT after a record Q4 report: shares up 5%, backlog up 50% to $7.3B, growth from national security and commercial nuclear demand, acquisitions adding revenue, optimistic 2026 guidance.
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17 Feb 26
Nuclear is at an all-time-high P/S as hyperscalers bypass utilities to sign direct power purchase agreements with nuclear operators. Uranium miners like Cameco and Kazatomprom benefit from rising floor prices, and BWXT is becoming a prime commercial SMR component supplier. Warns that SMR developers like Oklo and NuScale are trading on 2030 promises in a speculative mania — the safer trade is miners and existing fleet operators.