It’s not often you get the chance to invest in a true monopoly… but that’s what this week’s pick gives us.

This company is the only U.S. producer of a specialized fuel needed to support advanced nuclear reactors.

That matters because these reactors are expected to play a major role in everything from AI infrastructure to military operations.

In fact, the U.S. government just awarded the company a multimillion-dollar contract to scale production of this critical commodity.

And its post-earnings pullback gives us a great entry point.