Washington just lit a fire under this uranium setup

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Good morning, Folks, Jeff Bishop here,

Less than 24 hours ago, a major nuclear headline hit the presses.

The Trump administration is backing up to $17.5 billion in loans to help build 10 new large-scale nuclear reactors here in the United States.

That is serious money moving toward the nuclear supply chain.

And whenever Washington starts pushing billions into a sector, I look for the smaller stocks Wall Street may not be paying attention to yet.

Right now, I’m focused on a company with one of the rarest assets in the entire U.S. nuclear fuel chain.

It owns a licensed, permitted uranium mill in Utah.

There are only three licensed conventional uranium mills like it in the country.

And if this company gets its mill back into production as planned in 2027, it could become one of only two operational conventional uranium mills in America.

Because if Washington wants more nuclear power, America needs more domestic uranium infrastructure.

Reactors need fuel…

Fuel needs processing…

And this company already has an asset that could become far more important as the U.S. pushes to rebuild the nuclear supply chain.

So we’re looking at a small-cap stock in a hot sector, with a fresh catalyst and a rare asset.

And the potential for traders to start piling in fast.

We just saw how quickly that can happen.

My “tactical trade” idea from last Wednesday surged more than 50% intraday.

That does not mean this one will do the same. But it does show you how powerful these setups can be when the right news hits the right stock at the right time.

And right now, nuclear is back in the spotlight.

The company I’m looking at has no debt and is cash positive. It just filed an updated economic assessment with some truly eye-popping numbers.

You can see my full writeup right here.

To Your Success,

P.S. Come check out the PCE Playbook TODAY w/Jeff Williams @10am ET!