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Apparently, Energy Fuels has, thus far in 2026, outperformed its nuclear brethren. The rationale, according to TheFly.com, hinges on a confidence in White Mesa’s rare-earth refining capabilities and, more importantly, the prevailing winds of American policy concerning critical minerals. A comforting narrative, naturally. Further gains, we are told, might manifest in several ways.

Now, when I started assembling the stocks for the Voyager Portfolio, I decided to look beyond the obvious. Everyone rushes for the homebuilders and REITs, which is perfectly understandable, but a bit like grabbing the shiniest pebble on the beach. Instead, I started thinking about what underpins all this construction. What actually holds the whole thing up, metaphorically and, more importantly, literally? That led me to Carlisle Companies (CSL 2.89%), a name that may not set the pulse racing, but a company that quietly, efficiently, and rather impressively, provides the stuff that keeps buildings…dry.

Now, some folks chase the shiny new penny, the next hot stock that promises to launch you into orbit. But me? I like stability. I like knowing my investment won’t disappear faster than a pastrami on rye at a picnic. And if I had to pick one stock to hold for the next decade, you guessed it: Microsoft. Don’t expect fireworks, though. This isn’t a get-rich-quick scheme. This is a slow, steady climb… like my Aunt Mildred up a flight of stairs.

They built Lemonade on a digital framework, aiming to tear up the old insurance rulebook. Artificial intelligence, machine learning… fancy words for a chatbot handling claims. It was a gamble, swapping human hands for algorithms. But the old way was a slow leak of paperwork and frustration. This… this promised speed. And maybe, just maybe, a little less grief for the customers.

And what a brief, dazzling ascent it has been. A modest investment of one hundred dollars, placed upon this reborn entity on the thirteenth of February last, would, as of the close of trading on the fifteenth of January, yield a return approaching eleven hundred and fifty dollars. Such exponential growth is rarely sustained, of course; it is a phenomenon more akin to a fever dream than a stable foundation for lasting wealth. Yet, it compels one to consider the forces at play, the confluence of circumstance and ingenuity that can elevate a company – and the fortunes of those who gamble upon it – so dramatically.

Apparently, the U.S. Government issued a “stop work order” on a contract for something called BADGER. Which, honestly, sounds less like a vital piece of military technology and more like the name of my grandmother’s particularly stubborn dachshund. It’s a “phased array antenna system,” which, if you’re like me, requires a solid ten minutes of Googling and still leaves you vaguely confused. It’s meant to support something even more mysteriously named the “SCAR program.” Satellite Communication Augmentation Resource. They really lean into the acronyms, don’t they? It’s like a secret language designed to exclude anyone who isn’t already in the club.

The current price-to-earnings ratio of 29, while exceeding prior periods, appears, upon closer inspection, less a valuation and more a reflection of the company’s position within the unfolding drama of artificial intelligence. It is not merely a matter of profit, but of access – access to the computational power, the data streams, and the algorithms that will increasingly define the boundaries of possibility.

Allow me to present a pair of options, guaranteed to add a certain… robustness to even the most delicately balanced investment scheme. We shall begin with a particularly solid citizen of the corporate world, and then move on to a broader approach, suitable for those who prefer a wider net.