Centrus Energy (US:LEU) Seeking Alpha·2026-01-12 15:10Core Viewpoint - The article discusses the implications of the "Meta deal" with nuclear companies, questioning whether it represents a significant change in the industry landscape [1]. Group 1: Company Insights - The article highlights the author's experience in managing multi-asset strategies and equity portfolios, focusing on earnings, technological disruption, policy shifts, and capital flows to identify investment opportunities [1]. - The author expresses a beneficial long position in the shares of LEU and META, indicating confidence in these companies' future performance [1]. Group 2: Industry Analysis - The discussion revolves around the potential impact of the Meta deal on the nuclear industry, suggesting that it could be a pivotal moment depending on various factors [1].