Centrus Energy: A Tactical Buy After Meta's Atomic Deal

After the news about the " Meta deal" with nuclear companies , my first reaction is to determine if this represents a game-changer or not. In my view, however, the real question is whether we'reI’m a Portfolio manager (flexible equity funds and private clients), fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time pos ...