
Continued risk appetite after rate cuts, clear return to theme stocks such as nuclear, quantum, and all-solid-state (2025.09.18)
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.