Strategic sectors

Lead lanes. Each card is a sector index — public tickers first, then this window’s awards.

NUCLEAR / SMRs

Nuclear + fuel cycle

$17.5B DOE EDF conditional AP1000 loans (private), Centrus HALEU $900M FFP, PG&E $271M CNC paid, BWXT HPDU $131.3M (12-month prime).

Public tickers: LEU, PCG, BWXT
MAGNETS / RARE EARTHS

Mine-to-magnet

USA Rare Earth CHIPS (up to $277M + up to $1.3B loan). Niron OSC $150M conditional (private). ABB Mn-Bi new prime.

Public tickers: USAR, ABB
SEMICONDUCTORS / CHIPS

CHIPS R&D, SiC, Trusted Foundry

Definitive private DFAs. LOI: $874M seven-company package; only GFS is a verified ticker. Plus DoD Trusted Foundry Access orders to GFS.

Public ticker: GFS
DEFENSE (FEDERAL DOLLARS)

Munitions and interceptors

THAAD UCA, PAC-3 MSE modification, Tomahawk $22.9B, AMRAAM UCA. Face value is not always obligated cash.

Verified tickers: LMT, RTX
NOT A LEAD LANE HERE

Quantum / AI compute

May 21 $2.013B quantum CHIPS LOIs are pre-window. IonQ $500 SHIELD seed is not a program prime.

POLICY, NOT AWARDS

DPA, BIS, EOs

Recoverable-CMM determination and black-mass allocation live on the pipeline page.