Core Viewpoint - Centrus Energy is positioned as a strong investment choice to hedge against potential AI market bubbles while still benefiting from the growth in the AI sector and nuclear energy demand [1][3]. Company Overview - Centrus Energy is a nuclear fuel refiner that produces low enriched uranium (LEU) and high-assay low enriched uranium (HALEU) for use in nuclear reactors [6][7]. - The company has established long-term agreements with suppliers from Russia and France and has recently signed agreements with South Korea's KHNP and POSCO to expand its customer base [7]. - Centrus operates advanced centrifuges at its manufacturing facility in Oak Ridge, Tennessee, which has historical significance related to the Manhattan Project [8]. Industry Demand - Demand for nuclear energy is increasing, driven partly by the rising power consumption of data centers due to AI, with the International Energy Agency projecting a doubling of global data center power consumption by 2030 [9]. - Nuclear energy output is expected to grow by 40% over the next 30 years, and to achieve zero net emissions by 2050, the U.S. would need to triple its nuclear energy production [10]. Financial Performance - Centrus has experienced significant revenue growth, with a compound annual growth rate (CAGR) increasing from 16.68% over the past five years to 20.96% over the past three [11]. - The company maintains a healthy gross profit margin of 31.78% and a net income margin of 25% [11]. - Centrus holds $1.63 billion in cash against $1.21 billion in debt, indicating a positive cash position [11]. Global Market Trends - Global uranium demand is projected to grow by 28% through the end of the decade, with many countries either constructing new reactors or restarting retired ones, exemplified by Japan's reactivation of 14 nuclear plants since 2015 [12]. - There are currently 70 new nuclear reactors under construction globally, with an additional 115 planned [12]. Stock Performance - Centrus Energy's stock has increased by 236.98% over the past 12 months, significantly outperforming the S&P 500 [13]. - The combination of solid financials, a positive cash position, rapid growth, and favorable industry trends positions Centrus as a compelling investment opportunity [13].