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Laser Enriched Uranium
I don't think that gas centrifuges will be entirely obsolete, at least not in the next decade or decade or two. There's only really one fuel fabricator that's publicly traded that's light bridge and they deal with an accident tolerant fuel. It looks like relatively promising technology, but that's pretty much the only option in terms of actual fuel fabrication that you can invest in. But eventually this could be the way that the world enriches uranium if it pans out in the way that it looks like it could.