Why These 15 Industrial Stocks Are Skyrocketing So Far In 2025

3. Lightbridge (NASDAQ:LTBR)

Number of Hedge Fund Holders In Q3 2024: 2

Lightbridge (NASDAQ:LTBR) is a nuclear fuel tech company and its flagship product uses metallic fuel rods designed to operate at lower temperatures, extend reactor lifespans, and reduce nuclear waste by up to 30%.

The main reason this stock is up so much so far in 2025 is obviously AI, as it is expected to drive energy consumption, though DeepSeek has cooled that sentiment significantly. Still, Lightbridge has had significant gains. It signed a non-binding MOU with Oklo, which is another reactor company. The partnership will reduce costs for both companies and trigger a surge in LTBR shares.

The company is still pre-revenue. It reported $26.6 million in cash in Q3 2024. However, the net loss came in at $2.7 million, and the high cash burn of about $7.85 million year-to-date could lead to dilution down the road.

LTBR stock is up 77.45% year-to-date.