Executive Orders Boost Nuclear Sector, $LQDA Investment Case, Insider Buys at $XRX, $X Deal Update, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Nuclear Stocks in the Spotlight After Policy Reforms
- Buckley Capital: Liquidia Corp. ($LQDA) Investment Case
- Insider Buys at Xerox ($XRX)
- Trending Tickers: $X Clears Deal Path, $JOBY Secures Toyota Funds, $DJT Bets on Bitcoin
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Nuclear Stocks in the Spotlight After Policy Reforms
Trump’s latest executive orders have thrust nuclear stocks into the spotlight, sparking sharp gains across the sector. From small modular reactor developers like NuScale ($SMR) and Oklo ($OKLO) to uranium producers such as Uranium Energy Corp ($UEC) and Energy Fuels ($UUUU), investors are reacting to sweeping reforms aimed at accelerating approvals, rebuilding the domestic fuel cycle, and quadrupling U.S. nuclear capacity by 2050. The streamlined regulatory framework and federal support outlined in the policy have reshaped the outlook for companies across the nuclear value chain—fuel tech, utilities, and engineering firms included—driving a renewed wave of investor interest. Read the full article here.
Buckley Capital: Liquidia Corp. ($LQDA) Investment Case
Buckley Capital Partners’ Liquidia Corp. ($LQDA) represents a compelling special situation investment where the firm capitalized on legal uncertainty to acquire shares at $4-$5 in September 2022, targeting a superior pulmonary arterial hypertension treatment called Yutrepia. The investment thesis centered on LQDA’s high probability of defeating United Therapeutics’ patent infringement claims and the commercial potential of a best-in-class product serving 500,000 patients globally. Following successful litigation resolution and upcoming May 2025 product launch, Buckley expects significant market share capture, with the position growing to 5%+ of portfolio and exemplifying their expertise in identifying de-risked healthcare opportunities focused on commercialization rather than scientific risk. Read the full article here.
Insider Buys at Xerox ($XRX)
Several top executives at Xerox, including CEO Steven Bandrowczak, CFO Mirlanda Gecaj, COO John G. Bruno, and Director Letier A. Scott, recently purchased shares of $XRX stock on May 23, 2025. These insider transactions ranged from $4.38 to $4.48 per share, with individual investments between $44,100 and $110,750. Xerox, a provider of print and digital document products and services, has been under significant pressure this year. The company reported disappointing earnings and declining revenue over multiple quarters, culminating in a dividend cut announced just a week ago. As a result, the stock has fallen more than 50% year-to-date. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $X Clears Deal Path, $JOBY Secures Toyota Funds, $DJT Bets on Bitcoin
This week, several companies made headlines with major announcements and strategic shifts. Here’s a breakdown:
- U.S. Steel ($X): A revised agreement backed by President Trump has transformed the blocked Nippon Steel acquisition into a domestic partnership. The new structure keeps U.S. Steel under American ownership and is expected to drive $14 billion in investment and job creation.
- Joby Aviation ($JOBY): Joby closed a $250 million investment from Toyota, reinforcing their manufacturing partnership and accelerating the company’s production and certification efforts for electric air taxis.
- Trump Media ($DJT): Trump Media raised $2.5 billion to establish a Bitcoin treasury, joining a growing list of public companies using crypto for reserves. The funds will also support development of blockchain-related features across its media platforms.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
