If We’re Talking Nuclear Re-Armament… I’ve Got a Stock for You

Jason Simpkins

Posted November 3, 2025

Last week, President Trump went to China, and he came back with a directive…

Restart nuclear weapons testing.

A lot of people were surprised by that, but frankly, I wasn’t.

After all, Russia and China have been expanding and modernizing their nuclear weapons arsenals for decades.

And in fact, Russia has been blatant about it.

In November 2023, Russia de-ratified the Comprehensive Nuclear-Test-Ban Treaty (CTBT) which was an outright ban on nuclear explosions.

And earlier this year, he pulled out of the Intermediate-Range Nuclear Forces (INF) Treaty a Reagan-era armistice that banned nuclear and conventional ground-launched ballistic missiles, cruise missiles, and missile launchers with ranges of 1,000–5,500 km ("intermediate range") and 500–1,000 kilometers ("shorter range").

This after he spent a decade threatening to turn the United States into a pile of radioactive dust.

Putin has also threatened Ukraine with nuclear attacks repeatedly often as a means of intimidating Western states from supporting the besieged country.

Putin says Russia would consider an attack from a non-nuclear state that was backed by a nuclear-armed one to be a "joint attack," and thus make his own nuclear attacks fair game.

Russia has also made a huge point of talking up its advances in hypersonics, claiming to have missiles fast enough to fly from Moscow to Washington, D.C., in a matter of minutes and evasive enough to elude American defenses.

Most recently, Putin and his brass bragged about testing their nuclear-powered Burevestnik cruise missile low-flying, terrain-hugging experimental weapon that it says has unlimited range as well as the ability to evade missile defences.

They don’t just talk about these weapons, either. They base entire parades around them.

And China does the same.

In fact, while Russia has more nuclear weapons than any other country on the planet, China is building them at the fastest pace.

The country now has at least 600 nuclear warheads and is adding 100 more per year. It will have 1,000 by 2030 (if not sooner) and 1,500 by 2035.

By comparison, the United States has 3,750 nuclear warheads, and Russia has more than 5,000.

So no, I’m not surprised President Trump came back from his visit with nukes on the mind.

Xi Jinping probably made some kind of boast about China’s advances to intimidate him an old Soviet-era trick that tends to backfire because it only motivates America to kick its own nuclear weapons program into gear.

That’s what happened this time around, too.

Now, after decades of non-proliferation and stockpile drawdowns, America is going to modernize and expand its nuclear weapons program just like Russia and China have been doing.

And I know the company that will be first in line to profit…

At least in part because it’s the same company that ran point on the Manhattan Project.

Of course, it doesn’t have the same name today as it did then.

It’s hidden in plain sight these past several decades through a convoluted series of mergers, acquisitions, and name-changes.

It’s also been privately held, essentially leaving it faceless and unaccountable to investors, analysts, and board members.

Until recently, that is.

Because this company just went public, giving investors an unprecedented chance to step into the shadows.

Because despite its low profile, this company operates on at least 33 U.S. military bases, seven NASA facilities, and five research labs.

And that doesn’t even include the legendary Area 51 military base in Nevada or scores of other top-secret sites that can’t even officially be acknowledged.

Oh, and by the way, it also manages America’s nuclear energy program — which is fitting for a company that (again) ran point on the Manhattan project.

So if you want to find out more about that and the massive profit opportunity that abounds check out my latest report here.

Fight on,

Jason Simpkins Signature

Jason Simpkins

Simpkins is the founder and editor of Secret Stock Files, an investment service that focuses on companies with assets — tangible resources and products that can hold and appreciate in value. He covers mining companies, energy companies, defense contractors, dividend payers, commodities, staples, legacies and more… He also serves as editor of The Crow’s Nest where he analyzes investments beyond the scope of the defense sector.

For more on Jason, check out his editor's page.

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