In short: The sector gauge: "down 13% this year," cited as proof that "the euphoria about nuclear that built up in the past two years has worn off" — the "market conditions" Holtec blamed.
NLR is a fund that holds a basket of uranium miners, utilities with nuclear plants and nuclear-equipment companies — a one-ticket way to own the whole sector. It is down 13% this year, and the article uses that as the measure of how much the nuclear excitement of the past two years has faded. A falling sector fund is exactly the "market conditions" that made Holtec cancel.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.