### @BWXT — Open — unresolved
I think we decline to lean into the AI-datacenter story when asked directly — it's all in the windshield, not in the current mix. We separate an outside story from an inside story: using machine learning to improve our own manufacturing. Whether that demand thesis turns into real revenue is genuinely open. Those aren't in hand yet — we'll see.
- tier: Open (?)
- source: BWXT / Nuclear for AI: in the windshield
- receipt: https://ticker.thevixguy.com/p/p-day-20260729-bwxt-src-bwxt-nuclear-for-ai-in-the-windshield-conversation
- posted: 2026-07-29T20:32:13.333Z