Reddit Posts
The Uranium spotmarket is about to become much more tight leading to an important uranium price increase in the coming weeks and months + uranium company share prices have some catching up to do.
The Uranium spotmarket is about to become much more tight!
ALKQ (ARK Autonomous Tech. & Robotics ETF) is buying Cameco!
And in the meantime the uranium price continues to increase + new urgent RFP coming in the market that will increase the upward pressure on the uranium price.
Producers, clients and financial players competing in the uranium spotmarket (yes, producers are also spotbuyers), Very soon Zuri-Invest will at least buy 2M pounds in the spotmarket (Next week?) -> A couple possibilities: URA, URNM, CCJ, UEC, EU, DNN, GLO, URG, UUUU, ...
So let me get that straight: "The uranium spot buying vs spot selling in 2023” + a couple small caps
Cameco tops Q4 estimates; return to Tier 1 run rate at McArthur River, Key Lake (NYSE:CCJ)
Small overview about the nuclear power growth and the evolution in growing global uranium supply gap + different fund managers investing in uranium sector +latest information on couple uranium companies ($U.UN, $URNM, $URA, $CCJ, $UEC, URG, $UUUU, $DNN, ...)
A small overview about the latest news around the nuclear power restarts and the evolution in global uranium supply gap + latest information on a couple uranium companies
Uranium sector macro update: Multi-year uranium contracting cycle + the impact of the switch from underfeeding to overfeeding + the growing global uranium supply gap
Uranium demand in tiny uranium spotmarket could DOUBLE the needed annual uranium spot supply in the short term.
DD: Uranium Sector, Come Glow With Me.
DD: Uranium Sector, Come Glow With Me
Keep your eyes peeled for Uranium Stocks
$CCJ - Uranium Miner trying to break out of a 8 year downtrend
2022-10-18 Better Tasting Crayons (Mathematically derived options plays)
2022-10-13 Better Tasting Crayons (Mathematically derived options plays)
The stocks with the biggest pre-market moves, PepsiCo, Intel, Philips, etc. Is that what you dreamed of last night?
Pegasus Resources Inc. (TSX-V: PEGA), A Significant Proxy in the Uranium Market $PEGA
Unusual Options Activity on Cameco Corp (CCJ): Sense or Nonsense?
$URA Uranium Is The Strongest Sector Right Now. 🔋
Ain't much but it's double what I invested! thinking about rolling it. CCJ bull call spread 30/35
OTC Penny stock I’m going all in on: (AZURF) Azincourt: Canada’s Most Promising Uranium Exploratory Project
Encore Energy Confirms U.S. Court Of Appeal Decision Affirming The Dewey Burdock License To Extract Uranium $PEGA $DNN $UEC $CCJ
Breaking-Uranium Stocks taking off -Long Term Contracting (Big News) $PEGA $CCJ $DNN $UEC
Uranium: Start of a Commodity Supercycle part Deux!
Was 7-1-2022 The V Bottom Day For Miners and Oil/Gas?
Discussion on the Overall Uranium Sector
Nervous on where to park your cash for a little? Maybe look at these.
Yellow cake leading the miners $SRUUF $U.UN $URA $CCJ etc
WSB’s thoughts on $CCJ and Nuclear “Energy” as a whole
Interest rates, inflation, and where that leaves Gold and the markets.
URANIUM CATALYST IN PHOTOS FOR YOU RTARDS.
URANIUM - Lord Elon Musk has spoken, its time for Nuclear energy!
Listen up dingleberries, you're about to miss the ☢️uranium☢️ rocketship🚀🚀🚀
SPROTT Physical Uranium Trust creating the Supply squeeze to end all squeezes. Sending CCJ to the moon.
SPROTT Physical Uranium Trust creating the Supply squeeze to end all squeezes. Ft. CCJ
SPROTT Physical Uranium Trust creating the Supply squeeze to end all squeezes. Ft. CCJ
SPROTT Physical Uranium Trust creating the Supply squeeze to end all squeezes. Ft. CCJ
SPROTT Physical Uranium Trust creating the Supply squeeze to end all squeezes. Ft. CCJ
SPROTT Physical Uranium Trust creating the Supply squeeze to end all squeezes. Ft. CCJ
CCJ/Uranium breakout incoming! TA/DD in the comments!
CCJ/Uranium YOLO Update. Just the beginning.
If you aren't investing in DNN or CCJ where the hell you at???
Uranium stocks broke out of a bull flag today!! Time to buy my green apes🚀🚀🚀
How uranium will give you a perma-hard erection and bring the wife back
How uranium will give you a perma-hard erection and bring the wife back
How uranium will give you a perma-hard erection and bring the wife back
How uranium will give you a perma-hard erection and bring the wife back
Those of us with calls on CCJ expiring in 2 days
Those of us with $CCJ calls that expire in 2 days
Those of us with calls on CCJ expiring on 10/15
Hot tickers that might be prepped for take-off: GOEV, OSTK, CZOO, BB, PTON, CHPT
Hot tickers that might be prepped for take-off: GOEV, OSTK, CZOO, BB, PTON, CHPT
The Weekly DD - Cameco Corp (CCJ - Full Stock Analysis): Uranium mining and more
The Weekly DD - Cameco Corp (CCJ - Full Stock Analysis): Uranium mining and more
$CCJ to the moon!🚀🚀🚀 I am the Ape! “Ape doesn’t kill Ape! “- That what Ceasar said!
$CCJ to the moon. I’m the Ape! Ape don’t kill ape!haha
Uranium hits nine-year highs as Sprott resumes purchases
SA: “Uranium hits nine-year highs as Sprott resumes purchases”
Yellow cake party CCJ above 25 gets us to the next planet
If CCJ reverts to outperforming URA that could be very bullish for CCJ.
An old meme for CCJ I made back when it was <$20
CCJ 141 of CCJ210917C29 Keep up the momentum!!!
$SRUUF - - Uranium prices may go up 41%, according to BofA.
How will the uranium squeeze play out?
Uranium and CCJ price targets raised after close
Mentions
When will we get another Uranium stock run? Sadge $UUUU, $SMR and $CCJ are NOT moving :(
Shifted out of remaining IPP positions a couple weeks ago (further negative IPP discussion: https://pbs.twimg.com/media/G_bv50iW0AAiU6i?format=jpg&name=900x900.) Added more elsewhere like turbine names and services (wish I'd bought more BW at the beginning of the year), more to CCJ, new TPL, more to EQT and pipelines like WMB/KMI. More copper, more gold mining.
GEV, CEG, CCJ, LEU, PWR is all you need
Cameco Corporation ($CCJ) is one of the world’s largest and most established uranium producers, often viewed as a leading way to gain exposure to the nuclear energy renaissance. As of late January 2026, the stock is trading around $122–124 (recent highs near $126), reflecting strong momentum in the uranium sector. Here are the main reasons investors are drawn to $CCJ right now: 1. Structural growth in uranium demand driven by nuclear power expansionGlobal nuclear energy is experiencing a clear revival, fueled by energy security needs, decarbonization goals, AI/data center power demands, and government support (e.g., new reactor builds, life extensions, and SMR interest in the US, Europe, China, and elsewhere). Cameco positions itself as a pure-play beneficiary, providing uranium fuel and related services/technologies. Many analysts expect this demand trend to strengthen through 2030+, with Cameco forecasting significant upside from higher contract volumes and prices. 2. Tight uranium market fundamentals and price tailwindsThe uranium spot price sits around $88–89/lb recently (up meaningfully over the past year), while long-term contract prices have been even stronger (often $85–130+/lb in recent deals). Supply remains constrained due to underinvestment in new mines over the past decade, production challenges (e.g., geopolitical issues in Kazakhstan, the world’s top producer), and delays in ramping new projects. Cameco benefits as a low-cost producer (projected 2025 costs below ~$46/lb), allowing strong margins at current prices. The company has been layering in higher-priced contracts to capture more upside. 3. Strong market position and vertical integrationCameco produced about 17% of global uranium in recent years (second only to Kazatomprom) and operates high-quality, long-life assets (e.g., McArthur River/Key Lake in Canada). Its partial ownership in Westinghouse (a major nuclear services and reactor technology player) adds diversification and exposure to the broader nuclear fuel cycle, not just raw uranium mining. This makes $CCJ more resilient than many junior uranium explorers. 4. Improving financials and growth expectationsRecent reports highlight robust profitability (e.g., strong net income and free cash flow generation), with some projections calling for very aggressive earnings growth (up to 75% annualized over the next five years in optimistic scenarios tied to nuclear expansion). Analysts frequently rate it as a buy or strong buy, citing the earnings momentum and sector tailwinds. 5. Geopolitical supply risksReliance on Kazakhstan (politically and logistically vulnerable) and restrictions elsewhere create potential supply disruptions, which could push prices higher and favor reliable Western producers like Cameco (Canada-based, stable jurisdiction). Key caveats/risks to balance the bullish case: • Uranium prices are volatile and cyclical—past booms (e.g., 2007) eventually corrected. • The nuclear build-out could face delays from regulation, construction timelines, or public opposition. • $CCJ trades at a premium valuation compared to some development-stage uranium names (reflecting its proven production and scale). • Broader commodity/mining risks (cost inflation, currency, etc.) apply. Overall, if you believe in a multi-year nuclear/AI-energy-driven uranium supercycle, $CCJ is widely regarded as the highest-quality, most direct large-cap way to play it—essentially the “pick-and-shovel” leader in a structurally improving market. Many long-term investors view it as a core holding in the energy transition theme. ***TLDR*** If you’re looking for a no brainer pick and shovel play in the AI , data center revolution, this one is a good one. NFA, DYOR
All I want to say is $CCJ, $CCJ, $CCJ ….Don’t look at any other plays , this is it!! 🤑🤑🤑
I made so much on that last run, I've been having cold feet getting into this one. I was trading CCJ in the teens/20s. How time (and valuation) flies.
I'm not even sure why URNM is pumping so much overnight, CCJ is only up like 2.5%
CCJ & DNN for uranium. Watching UUUU
The logic holds up. We've spent 5 years bidding up the software (S&P 500) while ignoring the hardware required to run it. I'm looking at this through the 'AI Power' lens. You can't scale compute without scaling baseload power and grid transmission. Top Bets: Uranium ($URA/CCJ): The only carbon-free baseload that can run data centers 24/7. Copper ($COPX): The grid upgrade isn't optional if we want to electrify everything. It's fundamentally a 'physical bottleneck' trade.
VG for LNG exposure CCJ / UEC nuclear. Eyeing UUUU now
Nice gains bro, uranium's been printing lately. CCJ to the moon 🚀
CCJ and CEG.. if you can afford to wait longer… OKLO.. but they are still in the research game.
Made a not great-call a few weeks ago and sold GOOGL, CCJ, PSLV to lock in fairly substantial profit. strong pumps on all since then. Foolish to consider getting back in? Mean reversion says don’t get in here, not much upside for the risk. Trend following says they look strong. How would you decide whether and where to get back in, and what stop strategy would you use?
It’s crazy that options are available for DNN, and to think I was about to buy leaps for CCJ that would have been up in the thousands per contract by now, but alas I’m just a shareholder pleb
I like gold and silver but I might just start investing in uranium companies like CCJ. I don't know after what I heard at the world economic forums I'm pretty sure they might start investing again in nuclear, but hey guys what are your thoughts?
CCJ.. is Canadian.. oh.. and TLRY.. Uranium and pot.
Is there any stocks worth picking up today? I had been eyeing GEV and I wonder if it’s worth getting it with today’s drop. Also I had been thinking about getting into CCJ but wasn’t sure if it is already too expensive… Other than that I had been eyeing some more of the “meme” stocks like ACHR, OKLO, SMR, FLY, and BULL. I wasn’t sure if any of these are worth picking up right now….any thoughts and recommendations would be greatly appreciated, thanks!
CCJ and IBIT.. electricity trade…. Oh.. like 🌽, AI needs lots of electricity as well.. PLTR.. NFLX at 52 week low.. you’re killing me smalls.
ETF for Gold, Silver and Copper. CCJ (Cameco Corp) for Nuclear energy.
UUUU, MP, LYSDY, CCJ, LEU Are some mining, processing companies that follow this whole kick for rare minerals in the fight for Greenland to look for.
Will NFLX save the market by Wednesday? If not more Silver and CCJ it is!!!
I have BWXT and CCJ with you - plus URNM, COPX and PLMN These are key to AI. If AI hits a speed bump, so will these.
ITS 2021 ALL OVER AGAIN. MY PAST 1,100% CCJ CALLS ASPIRE AGAIN! Not really, but this reads like Mike Burry water is king commodities. I’m interested baby boy.
Been holding CCJ for over a year now and looking into CRML
CCJ is from Canada, it’s a no from me. I rather all in LEU
I would invest in them all equally - if you are risk averse then weight towards MP/CCJ. But UUUU should 4x from here.
Holy shit this is either genius or completely unhinged and honestly I can't tell the difference anymore But for real though, the China angle hits different when you realize they've been playing chess while we were playing checkers for like two decades straight. Your thesis on processing bottlenecks being the real play instead of just raw mining makes sense - anyone can dig holes but try building a rare earth separation facility without getting sued into oblivion by every environmental group in existence Already holding some CCJ from your last post, might have to look into UUUU now
Of course. CCJ for example. If the new premium is enough for me, I roll the same strike 1 week in the future. If not, I close both positions, collect extra premium and open new pair on higher strike. 🙂
GEV, UUUU, HUBB, PWR, ETN, MTZ, BWXT, CCJ. They are all part of GEV, really - but different earnings dates, and different reactions traditionally to those earnings. GEV and UUUU going to remain my core positions throughout, but I'm planning on swinging in that ecosystem.
Bro, we bought the fuel for the AI engine. Microsoft and Meta are spending billions to restart and build nuclear reactors because AI needs 24/7 power that solar can't provide. Cameco (CCJ) is the gas station for those reactors. They have the best mines in the world and a 15-year moat. We aren't betting on the car; we're betting on the gasoline in a world that’s running out.
Holdings are: UUUU MP LYC LEU CCJ
Since liberation day I swear my uranium stocks have gone up 2-4% every single day CCJ, DNN, NXE, all just unstoppable over time
Not sure it's as sexy but Canada is leaning heavy into nuclear and Uranium has been doing great this year for me Cameco (CCJ) is probably too big for you if you're looking for moonshots but Denison Mines (DNN) and NexGen Energy (NXE) are both smaller and right in the thick of things
This is interesting. Canada sugns MOU with China to supply more energy. Specifically, oil and uranium. CCJ should do well. Watch for angry Trump posting in 3... 2... 1...
I bought CCJ at $51 and months later UUUU at $21. I am also up with GPHOF, and hold no other "rare earth" stocks.
That’s it selling all AMZN and buying CCJ … yes uranium is going to Boom!
I put in CCJ, and so far im 16.5% up. First ever investement on stocks Im a beginner
Been with CCJ since 2024. Hope it goes higher
Who owns 49% ? CCJ and the stock is doing just fine.
I tell people my portfolio is up like 500% and they think Im a stock market genius. The reality is I have like a dozen losers and Im being carried by ASTS I bought at IPO and then again at $2 and more at 13 snd ny average cost is under 10. Aint nobody gotta know I invested in hemp based energy drinks and sketchy biotechs and electric uxury cars and weed. And to be fair I "took profit" on stuff like CCJ, Palantir, TSM and I sure wish I held.
There are private SMR companies that are already or will be as competitive as OKLO. I invest in bottle necks that are directly associated with my thesis. Read Volume I and Volume II explaining these in detail. In short, I invest in companies that overarchingly own the vast quantity of supply of strategic rare earths within the West and, specifically invest in these materials companies on the basis that the demand for these specific materials will become consequential to the victor of the world, thus the acquisition of these materials will be far more important than current spot prices, leading to a mega boom in profits. Neodynium - Lynas, MP, and Energy Fuels Uranium (Mining/Processing) - UUUU, CCJ, LEU My intention is to write a volume III on these companies and why I specifically chose them to express my thesis.
Ok since this is a gambling thread not investing thread, thoughts on CCJ LEAPS. Seems very undervalued compared to companies like OKLO which I cannot for the life of me figure out their current valuation.
|Symbol|Company|Industry / Sector|Amount Invested ($)| |:-|:-|:-|:-| || |ADSK|Autodesk|Software – Design & Engineering|**$1,762.62**| |AMZN|Amazon|Consumer Discretionary / Cloud Computing|**$2,923.56**| |CCJ|Cameco|Energy – Uranium / Nuclear Fuel|**$2,059.31**| |COST|Costco Wholesale|Consumer Staples – Retail|**$1,766.52**| |MSFT|Microsoft|Technology – Software & Cloud|**$3,403.96**| |ORCL|Oracle|Technology – Enterprise Software|**$1,934.56**| |PSTG|Pure Storage|Technology – Data Storage|**$2,058.00**| |VOO|Vanguard S&P 500 ETF|Broad Market ETF (U.S. Large Cap)|**$5,727.60**| **I just invested about 21k into these equities. I have about 10% left in cash. I have about 5-6k on top of that to DCA. I'm very bullish on Pure Storage and Cameco. Wondering though if I need to diversify more out of Tech as this portfolio is pretty aggressive and I could see a scenario in which tech gets hammered this year. Although, I have a strong conviction in all of these companies and will DCA. ORCL kind of scares me a bit, but given the recent selloff I think its at a reasonable price. Thoughts?**
Not true. Actually, there are a shit ton of stocks not at ATH. APLD, NVD, AMD, OKLO, META, PLNTR, UNH, CCJ to name a few
I’m in CEG and CCJ, also AirJ (not nuclear but cooling sort of, unique company).
Ive regretted selling early way too many times, PLTR, TSM, AMD CCJ, etc. Bern in ASTS since it was with a SPAC. Bought more at 2 anf 13. My average cost is under 10 still. I aint selling until its life changing money or it goes to 0. Six figures aint changing my life, seven might.
I’m in $ETH $CCJ $QQQI and $PLBY is my only penny for now
Huh, look at that. After twenty years of flushing money down the toilet on solar panels they want to talk about nukes finally. I guess better late than never. IMO forget about the fuel. You need to be looking at the companies that design and build plants. Westinghouse APR1000 reactors like the ones just completed at Vogtle in Georgia and the Small Modular Reactor design currently being built in Ontario CA with GE Veronica/Hitachi units. Depending on footprint and capacity requirements these are modern reactors and each offers pros and cons around scalability, fueling, output, etc. Tickers: BAM CCJ GEV These thirsty AI data centers require lots of power and they don’t ramp up and ramp down on a load curve that could be met with solar or wind. Always on means base load generation is needed. Nukes are the main technology that’s “green” that can support that. Politicians will work across the aisle to get these types of projects federal approval and funding.
Ugh sold all my CCJ when it hit $27 a share a few years ago. I still made out good but I could've made out so much better.
Why buy the tech bro vaporware reactor? I would invest into serious companies like CCJ, Mitsubishi heavy industries or Rolls Royce that are doing this work now
The more sustainable first derivative play here is CCJ CAMECO. Things like Oklo are a figment of a concept of a plan. And to enrich uranium, you actually need uranium. And that’s what Cameco has. And they also have Westinghouse who has actually built reactors, and isn’t like a family startup.
Not penny but CCJ- uranium mining and enrichment- canadian based and most developed and biggest company in the space- ultra space bet w still high upside depending on how much SMRs actually take off
Nope. SMRs are the future. UUUU and CCJ and LEU are NOW. This is a NOW issue.
CCJ also owns Westinghouse 50 percent don’t forgot that
I’ve made millions from uranium over the past couple of years. Right now I have just under $400k in Uranium / Rare Earrhs. I’m expecting a 4x - 10x when we seriously start contracting . We’re currently at 81/lb uranium and CCJ won’t start speaking to utilities till they pay $135/lb.
Then think of CCJ as Westinghouse.
UUUU, LEU, and CCJ for uranium (I don’t play with the mines in development but if you have balls and want highest upside - Global Atomic maybe?) For rare earths, LYSDY and MP and UUUU (energy fuels is a dual threat and is the majority of my portfolio).
Also, why does UEC hover between $11 and $14 when it is the very material that companies such as OKLO, CCJ, NNE, etc., will ultimately need to rely on?!
Look at CCJ and LYAS history with the US - also CCJ’s mines are half in the states.
Man, UUUU, UEC, CCJ, any uranium supplier looking good, what a start to the year Friday was -- if this continues into this week swing traders are loving life.
Energy Fuels - American / CCJ - Canadian
CCJ will moon as will energy fuels.
Wait I’m curious but not informed here, why would MP and LYSDY moon if China weaponizes rare earth exports? Any particular reason why they would moon and not CCJ or CEG for that matter?
There is zero telling when utilities will be pushed to start contracting again - but likely it’s either this year till 2030, but it’s happening. It will make many millionaires. If you look at 07’ look at how much it fell and then retraced up. It may fall back to $11 or it will continue up after it was already compressed. I’d just jump in. The first time I got in (before selling and taking a break to buy an apartment) I lost money for first 6 months then it went mental (due to supply issue). This is now a demand problem so yes it will go f’n nuts. Just hold on and enjoy the ride. UUUU CCJ LEU - only refiner and processor. Will go ballistic. And for other major rare earths coverage— Neodynium (similar situation to uranium): MP Lynas UUUU (also a rare earths play - why it’s my fave stock)
This is solid DD but you're banking on geopolitics staying spicy which... yeah probably a safe bet lol CCJ has been my ride or die for a while now, that Cigar Lake production is chef's kiss. UUUU is interesting but they're still more of a rare earth play than pure uranium imo One thing though - if China decides to actually weaponize rare earth exports like they did in 2010 with Japan, MP and LYSDY could absolutely moon. But that's also when things get really messy geopolitically Your timeline seems reasonable but 2026-2028 feels optimistic for the real fireworks. Supply chains are sticky and governments move slow even when they're panicking Position or ban though - let's see those holdings 📸
My energy holdings: TPL (oil royalties), CCJ (uranium), LEU (haleu producer), LTBR (LEU before it growned up), MP (rare earffs), UUUU (Uranium + rare earff)
CCJ is just breaking out today. I think we see another 4-8 months of outperformance (hopefully wild outperformance) before we finish wave 3 of elliot wave. at that point I plan on exiting most of the uranium trade after four years of painful volatility. Still will have more to go up after a wave 4 but aside from some smaller players that I think have more catalysts to come, I’m mostly out. If things go down or crash after that, I’m going back in and I believe that even if I don’t jump back in, keeping a few select juniors will be good enough to give me exposure for big upside comes after. But I see 2026 as really good for uranium stocks. Just know that you are no longer early. In some ways, that’s great bc you won’t have to endure so much painful volatility. SMR and OKLO are a different type of stock
Why is Cameco CCJ missing from Google Finance?
It is but CCJ and URA still red
I did this about five years ago. I picked a sector I believed in and spread the love. In my case I bought uranium. DNN, UEC, UUUU, SMR, URA, URG, URNM, LTBR, CCJ, and a wildcard with GSAT (satellite sector) Overall my mini fund is up crazy. You just need to find an industry you believe in and pick a mix of established players and new guys with growth potential.
Where is CCJ Cameco on Google Finance?
More and more, I like $DNN. I know it’s not as exciting as some of the other tickers here, but at least it has relatively steady and predictable movements. Still love $PLBY, can’t wait to load up more. Most of my account is in long term holdings so I can’t quite keep up with you fast paced traders, I just DCA a lump sum once a month, maybe that’s why I’m still standing. For anyone interested my port consists of $PLBY, $ETH, $VOO, $CCJ, $QQQI for now. Looking to add $DNN maybe around the $2.60-$2.70 range for entry.
So.. with wind projects and solar projects no longer subsidized by government.. I would say nuclear is the only way to invest in energy going forward… oil.. 🤷♂️ I like CCJ plutonium maker and CEG with contracts with MSFT for three mile island to be reopened.. plus a billion dollar loan.. from the government.
CCJ is a great one to buy. Maybe BWXT as well.
Buy CCJ. They own 49% of Westinghouse and have a near monopoly on North American uranium supply chain. Well, the good stuff. HALEUranium
LEU, CCJ, ASPI, UUUU, USAR, EGO, IAG, GOLD If it shines or glows, it's going to the moon.
CCJ, IONQ, NVDA, HOOD.... we buy many. And every week sell weeklys against. Huge premium. 💵👍
The whole space is cold argument comes from people who don't understand how space works. Or what a lack of atmosphere actually means. Anyway I'm holding CCJ, NXE, KAP & NRG
https://spectrum.ieee.org/amp/80-billion-us-nuclear-power-2674407523 The reason why uranium stocks will be big in the future! I personally hold a lot of $CCJ which is not a penny stock but $DNN is a uranium penny stock play that I’ve been eyeballing for a solid long term hold. Once they build more and more nuclear reactors the demand for enriched uranium will be high, and Canadian land has some of the richest depositories in the world.
I’d nibble OKLO tiny; prefer picks-and-shovels like BWXT and LEU. Watch NRC docketing, HALEU supply, and firm PPAs; slips mean dilution. CCJ for uranium beta. For idle cash, I use Vanguard Treasury money market, TreasuryDirect I Bonds, and a small Gainbridge fixed annuity. Barbell it: small OKLO, core BWXT/LEU.