Data. Depth. Direction.
Axamos is an independent research and analytics firm focused on thematic macro forces shaping the economy.
MP Materials: The "New Cold War" has a winner, and it is located in Mountain Pass, California.
MP Materials Corporation (MP) has navigated a major strategic transition with its reduced reliance on the Chinese rare earth supply chain and the establishment of a long-term partnership with the United States Department of Defense.
BWXT: Defensive Growth at an Offensive Multiple
BWX Technologies (BWXT) has evolved from a niche defense supplier into the preeminent industrial play on the “Nuclear Renaissance,” broadening its footprint across both government and commercial markets.