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  • Deep Dive: $2B cash, $3.8B backlog, and a government monopoly — 55% off

Deep Dive: $2B cash, $3.8B backlog, and a government monopoly — 55% off

AI needs power. Power needs nuclear. Nuclear needs this company.

Apr 8, 2026

•

7 min read

Deep Dive: $2B cash, $3.8B backlog, and a government monopoly — 55% off

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