War in the Shadows: How the Fordow Strike Could Rocket Defense Stocks and Uranium Prices

The U.S. strike on Iran's Fordow nuclear facility on June 22, 2025, wasn't just a military operation—it was a geopolitical earthquake. With B-2 bombers dropping 30,000-pound bunker-busting bombs and Iran threatening retaliation in the Strait of Hormuz, this isn't a conflict that'll stay contained. For investors, this is a “Mad Money moment”: a chance to profit from the chaos—or get crushed by it. Let's dissect the opportunities and risks.

Defense Contractors: The Winners of the New Nuclear Game

The Fordow strike showcases a stark truth: modern warfare is all about penetrating underground bunkers, evading radar, and neutralizing threats before they explode. Defense contractors who specialize in precision munitions, stealth technology, and cyber warfare are now front and center.

• Lockheed Martin (LMT): The maker of the B-2 bomber used in the strike. This isn't a one-off—B-2s are critical for delivering payloads to hardened targets.
• Raytheon Technologies (RTX): Their Tomahawk cruise missiles and air defense systems are essential for countering Iran's ballistic missile threats.
• Northrop Grumman (NOC): Their drone swarms and electronic warfare tech could neutralize Iran's ability to retaliate.

The will tell the story. If these stocks are rising, it's a sign investors see sustained demand for high-end military tech.

But wait—this isn't just about U.S.-Iran tensions. Russia, China, and North Korea are all building underground facilities. The Pentagon's budget for “counter-IED” and “deep strike” systems is set to soar. Buy the dips here—these companies are the tip of the spear.

Uranium: A Hidden Play in the Nuclear Standoff

Iran's nuclear program isn't dead—just wounded. Analysts debate whether Fordow's enrichment halls were destroyed or merely delayed. Either way, the strike has reignited fears about nuclear proliferation. Here's why uranium miners could be the next big trade:

• Uranium Energy Corp (UEC) and Cameco (CCJ): If fears of a nuclear arms race grow, demand for uranium (the core fuel for nuclear reactors and weapons) could spike. The shows it's near historic lows—this could be a buying opportunity.
• Why now? Iran's stockpile of 400+ kg of 60%-enriched uranium is a ticking bomb. Even if Fordow was damaged, Iran has other facilities. The U.S. and allies may accelerate their own nuclear modernization, boosting uranium demand.

But there's a catch: Iran could move enrichment to covert sites, making detection harder. That's a win for companies like General Dynamics (GD), which builds satellites and sensors to track illicit nuclear activity.

The Dark Side: Geopolitical Risks

This isn't all upside. Iran's threats to block the Strait of Hormuz—a chokepoint for 20% of global oil—could send crude prices soaring. A spike in oil (check the ) would hurt airlines, automakers, and consumers, but it'd boost oil producers like Chevron (CVX) and EOG Resources (EOG).

Meanwhile, the Fordow strike could trigger a broader nuclear arms race. If countries like Saudi Arabia or Egypt seek their own uranium enrichment, it'll create new demand—and new risks.

Bottom Line: Buy the Defense Sector, Hedge with Uranium

The Fordow strike isn't a one-day news flash—it's the start of a new era. Defense stocks are primed to benefit from the Pentagon's modernization push, while uranium could surge if fears of proliferation spiral.

Action Items:
1. Aggressively buy LMT, RTX, and NOC on dips.
2. Dabble in uranium miners (UEC, CCJ) but keep positions small—this is a longer-term bet.
3. Hedge with energy stocks (CVX, EOG) if oil prices rise due to Strait of Hormuz tensions.

The world's gone nuclear again—and that's a goldmine for bold investors.

Remember: In markets, as in war, the best offense is a good defense.