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- $208.98
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- $173.13 -17.2%
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$BWXT BWX Technologies makes the reactors and fuel for the entire U.S. nuclear Navy, every Virginia-class submarine, every Columbia-class boat, every carrier in the fleet. There is no competitor in this aspect. The regulatory and security barriers in naval nuclear propulsion are so prohibitive this isn't really a market, it's a 70-year structured government relationship. That's the foundation. What's happened recently is what makes this interesting right now. East Tennessee Is Becoming Ground Zero for U.S. Nuclear Infrastructure Within weeks …
— ORIGINAL POST ·
BWXT just may be the most overlooked Ai infrastructure play with a steady stream of defense contracts and an unmatched moat.
· r/wallstreetbets
· Mar 19, 2026