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Energy

+1

Oct 7, 2026

Base Power Priced Near Zero

BWX Technologies builds the reactors for Navy submarines and aircraft carriers, and also develops microreactors to power military bases and potentially data centers. It’s down almost 40% and back near its 2024 multiple on its existing business alone.

Write-ups and models on asymmetric stocks and macro themes. Built on 10+ years studying top investors/funds, and 500,000+ words of published guides.

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