Trump Just Made This The 'Most Important Company In America,' Says Andrew Left: 'That Nobody's Heard Of...'

Core Insights - Citron Research identifies Amentum Holdings Inc. as a crucial player in the U.S. nuclear strategy, managing 90% of the nation's nuclear infrastructure for the Department of Energy (DOE) [2][3] - The company is involved in various nuclear-related operations, including weapons management, waste cleanup, and reactor engineering, positioning it as a keystone of U.S. nuclear capability [3] - Amentum's valuation is considered "absurd" at 10 times earnings, significantly lower than industry peers, despite superior margins and a monopoly position in a growing sector [5] Company Overview - Amentum Holdings Inc. is headquartered in Virginia and is described as "the most important company in America that nobody's heard of" [2] - The company oversees critical aspects of nuclear energy and defense, including operations related to nuclear weapons and facility management [3][4] Industry Context - The Trump administration's policy shift aims to quadruple the nation's nuclear energy output to 400 gigawatts by 2050, creating long-term growth opportunities for nuclear-linked companies [6] - Amentum is positioned to benefit from the DOE's $250 billion loan program for the nuclear industry, being the only company with the necessary expertise and relationships to execute it [4]