Centrus Energy’s Meteoric Rise: A Nuclear Play with Indirect AI Connections
Centrus Energy (LEU) has surged 450% year-over-year, outpacing both traditional markets and most tech stocks. The uranium enricher's explosive growth stems from its unique position in nuclear fuel supply—particularly high-assay low-enriched uranium (HALEU) for next-generation reactors.
While not a cryptocurrency, Centrus' trajectory mirrors crypto's volatility. Its Ohio-based HALEU production facility—the first American-owned enrichment plant in decades—positions it as critical infrastructure for power-hungry AI data centers. The stock's 295% YTD gain in 2025 suggests investors see nuclear as the new clean energy moonshot.