ASP Isotopes: Besides HALEU, Also A Quantum Computing Play

Summary

• ASPI is uniquely positioned at the intersection of radiopharmaceuticals, quantum computing, and nuclear energy, with proprietary enrichment tech and strategic global facilities.
• The company’s Silicon-28 and medical isotope segments are near-term revenue drivers, while its HALEU spin-off, Quantum Leap Energy, targets a massive new fuel market developing in the West.
• Geopolitical shifts and Western decoupling from Russian supply chains create a rare opportunity for ASPI, but execution and regulatory risks remain high.
• ASPI is speculative, unprofitable, and cash-burning, but 2026 could mark a turning point if operational milestones and market demand materialize as projected.
• Wait for a lower entry point, but do it before the spin-off.

Bartlomiej Wroblewski

ASP Isotopes (NASDAQ:ASPI) is up 90% since I reported on the firm last fall (see here), and a lot of new operational developments have occurred:

• TerraPower tapped the company to provide High Assay Low-Enriched Uranium (HALEU) for a new

Analyst’s Disclosure:I/we have a beneficial long position in the shares of ASPI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.