There’s a disconnect happening right now that most traders are completely missing.
While Wall Street’s been busy piling into the usual suspects in the nuclear space, the U.S. Army just announced something that could reshape how we think about energy entirely — and it’s not what you think.
I’m talking about the Janus program. Sounds like something out of a spy thriller, but this is very real. The Army’s planning to power military bases with micro nuclear reactors — actual shipping container-sized units that require no water hookup, minimal maintenance, and can run for years on air-cooled engines. First deployment target? 2028, with contracts for nine bases already awarded in 2026.
This isn’t the Small Modular Reactor story everyone’s been trading. This is an entirely different category of nuclear power, and most people have never even heard of the private companies leading this charge.
The Real Players Nobody’s Watching
Here’s where it gets interesting. Two private companies are at the forefront of this micro reactor buildout, and they’ve been quietly raising serious capital.
Valora Atomics — founded by a high school dropout turned nuclear visionary — has raised $19 million and is breaking ground on a test reactor in Utah. Then there’s Radiant Nuclear, which has pulled in $250 million from heavyweights like Andreessen Horowitz and Peter Thiel. They’re building a portable 1-megawatt reactor and planning factory-scale production by 2028.
The publicly traded angle that popped on this news was New Scale Power (SMR), which jumped 16% when the Janus program was announced. But here’s the thing — they don’t actually have a micro nuclear reactor ready to go. They’re just furthest along in the regulatory process with the NRC, and they’re sitting on only about $8 million in revenue.
The picks-and-shovels play here might be more compelling: nuclear fuel suppliers like Centrus Energy (LEU) and BWX Technologies (BWXT). BWXT already has a $1.5 billion contract supplying fuel for naval reactors that run 30 to 50 years without refueling. Russia’s been the dominant supplier of nuclear fuel globally — the U.S. is finally getting back in the business.
Why This Matters Now More Than Ever
Goldman Sachs recently predicted that data centers alone will consume power equivalent to 75 million homes by 2030 — roughly a third of all U.S. households. Our grid was designed when microwaves were cutting-edge technology. Rolling blackouts and price spikes aren’t just possible — they’re increasingly likely.
I’ve been talking about micro nuclear reactors for three years as the real solution to our energy infrastructure problems, not SMRs. The Army’s commitment validates what a lot of us have been saying: We need reliable, portable, resilient power sources that can operate independently of an aging grid that’s vulnerable to everything from cyberattacks to weather disasters.
For traders looking at the uranium space more broadly, Cameco (CCJ) remains a solid miner play, or you can go the diversified route with the Van Eck Uranium and Nuclear ETF (NLR).
Fair warning — this is high-risk, high-reward territory with long timelines, regulatory hurdles, and some companies that are still in the vapor stage with zero revenue. But the military’s commitment to deploying these systems by 2028 adds a level of seriousness that changes the conversation entirely.
The energy crisis isn’t coming. It’s already here. And the solution might just be sitting in a shipping container.
Jeffry Turnmire
Jeffry Turnmire Trading
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I’m just a regular dude in Knoxville, Tennessee: a husband, father, civil engineer, urban farmer, maker and trader.
I’ve been at this trading thing with real money for 20-plus years, and started paper trading over 35 years ago. I have a knack for making some epic predictions that just may very well come true. Why share them? Because I like helping other people — it’s the Eagle Scout in me.
*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
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