Nuclear meltdown

Oklo fell for the fifth day of six, settling -13.9% to $120.12.
I’d note the August $85s, as look viable in November.


Centrus fell for the fourth day of five, settling -16.5% to $314.82.
I’d note the August $264s, which look possible before end month


NuScale Power melted down for a fifth consecutive day, settling -9.5% to $34.72… which makes for one hell of a collapse from the recent historic high of $57.42.

I like all three on a l/t basis. Even if you assume the SPX sees just a 10% correction to around 6K, the nuclear stocks will surely be net lower from their current levels.

Yours… Iodine pills on standby.