mifsee

PPTA leads resource stocks with its antimony downstream plan; PLG continues to grow on higher platinum prices; LTBR is expected to promote development with fundraising disclosure; CLPT is expected to reach new highs with a raised target; MOB is firm on lingering orders; APP remains high on AI ads x bullish valuation.

Lithium (LAC, SLI, NB), rare earths (MP), and enriched uranium (LEU) were strong and the resources sector was higher across the board, triggered by reports of LAC's government investment consideration. In semiconductors, INTC and MRVL were strong on external support and share buybacks. The market is in a good position to buy at the push.

Lithium-related companies are all higher on reports of the U.S. government's consideration of an investment in LAC, which spills over into IONR and SLI; AI Cloud is steady on NBIS upgrade; MRVL's $5 billion share buyback improves supply-demand balance; and the U.S. government is considering a $3 billion buyback of its shares. Policy, capital, and financial results are all moving in the market at the same time.

Amid the record highs in U.S. stocks, funds flowed into a wide range of stocks from AI cloud (APLD, NBIS, CRWV), hydrogen (PLUG), lithium batteries (FLUX), and next-generation nuclear fuels (LTBR, ASPI). Supply-demand and theme freshness are driving the market, and we look for BFLY to make a move.

Amid the record highs in U.S. stocks, funds flowed into a wide range of stocks from AI cloud (APLD, NBIS, CRWV), hydrogen (PLUG), lithium batteries (FLUX), and next-generation nuclear fuels (LTBR, ASPI). Supply-demand and theme freshness are driving the market, and we look for BFLY to make a move.

On September 19, 2025, U.S. stocks continued their risk appetite with major indices hitting all-time highs, nuclear energy-related stocks such as OKLO, SMR, and LEU surged on policy headlines, and quantum computation (QUBT and RGTI) also traded higher. Furthermore, the core of the theme and the freshness of the news drove the market.

LEU and OKLO continue to gain on policy support headlines, RGTI renews its 52-week high, QS is up on a protracted live demo evaluation, and CLSK rises as BTC stops higher. While theme freshness dictates short-term performance, material-poor stocks such as BFLY and FORM are also higher in sync. Supply, demand, and momentum are driving the market.

Limited sense of event exhaustion; AI infrastructure, fuel cells, and self-driving boosting markets, spilling over into quantum and hydrogen; Waymo x Lyft robo-taxi expansion and GRRR's AI data center deal attracting attention; BE following suit with fuel cell demand. Short-term market momentum continues as the cross-sector theme cycle continues.

JMIA jumps on RBC upgrade, KTOS bought on drone export deregulation, fuel cell BE rises on Molstad target hike; AI and power/crypto theme cycles also continue, with JMIA up on RBC's upgrade, KTOS up on RBC's upgrade, and BE up on Molstad target hike. The ground reacting to clear upgrades and policy headlines.

All nuclear and uranium-related companies were higher, from mining at UUU and UEC to enrichment at LEU, fuel at LTBR, and SMR at OKLO. Triggered by the U.S. policy view, the nuclear theme was bought en masse, with CRWV favoring a $6.3 billion contract with NVIDIA and ASML following suit with a rating upgrade. The combination of macro risk-on and policy material clearly propelled the market.