Sohn Conference Foundation

Alex Silver

BWX Technologies combines a contracted, sole-sourced government business representing 75% of revenue with 400+ Navy nuclear cores built without a safety incident and scarce licensing and manufacturing capabilities.ANM’s thesis hinges on 4–5-year time-to-power, a potential mPower-based PWR white space, and more than 100% upside from about $200, but customer interest must de-risk any updated design.

Jacob Rubin

Jacob Rubin frames Galaxy Digital as a data-center opportunity, with a conservative sum-of-the-parts and CoreWeave DCF covering today’s $29-to-$30 stock while Helios combines 1.6 GW of approved power with a 15-year contract.An 830 MW customer announcement by year-end is the key catalyst; applying Hut 8’s deal math implies $13 per share, though negative cash flows, execution risk and the multiyear build remain unresolved.

Dan Dreyfus

Mirion Technologies is presented as a mandatory, heavily regulated radiation-detection supplier to nuclear power, with 70% recurring revenue lasting across the 80-to-100-year life of a plant.Existing reactors, life extensions, and a potential U.S. build cycle could drive earnings toward around a buck and a quarter in 2029, while changing political support for nuclear is a catalyst to monitor.