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
Top Uranium ☢️⚡️deals to get in while is low DNN , UEC , UUUU , NXE , UROY , ISOU this is compare to the expensive ones such as CCJ , LEU
I set aside some cash for any good market dips. Any suggestions on what to put on the watch list? I’m thinking Hood $95, CCJ $70 , AMD $155 would be some entries to look for. But I’m open to other things
Uranium prices are starting to clim more than GOLD or SILVER......After the announcement of a 3Mlb lower uranium production at McArther River (CCJ & Orano) in 2025 after the closing of the trading day yesterday, the uranium spotprice jumps higher today Before that it was Kazatomprom lowering 2026 uranium production by 8Mlb The uranium price is now at 76.25 USD/lb..... Just look at the chart your dam self ☢️☢️☢️☢️🚀 ⚡️🌗
Whole uranium sector took a massive shit on that day, as did the market in general. See CCJ and UEC
They say to invest in what you know and believe in. Don't just pick random stocks because theyre trendy at the moment. For me, my individual stocks are: - Dollarama (DOL.TO) because I am Canadian and believe in the brand - United Health (UNH) Because ive done a lot of research, and I dont see a company like that going away. And I know how heartless US health insurance companies are. - Amazon because their business model is unmatched, and they can have an order at my door the next day in a small(ish) canadian city. They're also into brick and mortar grocery stores now (whole foods). And their cloud computing business is just getting started - Cameco (CCJ) because I believe nuclear power is the future Other than that im mostly QQQM and VXUS
it’s not too late. CCJ and UEC have run up but they are breaking out of livermore cylinder. In fact, CCJ just retested today. You can always buy laggards. Next up should be cheap stocks like the australian or canadian companies that hold deposits. Like ISOU is a company on the NYSE and it just broke a massive downtrend. AMLIF also has a massive uranium and a massive lithium deposit and is just exiting the trough. Lots of companies out there that are still super cheap. They just aren’t the leaders. But laggards catch up and then outperform in almost any cyclical industry
I see this as a resurgence in nuclear energy building and distribution globally, maybe the beginning of a long 10-20 year trend. Cameco, Constellation Energy, and Rolls Royce (builds some of the equipment) are some of the obvious plays. Oklo is more speculative. You can buy shares in Kazatomprom though this is pretty weird it's a Kazakhstan state sponsored company. I wish Westinghouse were public but it's owned by BEP and CCJ so you only get indirect exposure. Some private companies like TerraPower might use this to go public.
I prefer CCJ. Mainly because I like Westinghouse and it being sorta vertically integrated nuke play.
I bought CCJ in May 2025. Am holding for at least 12 more months. GPHOF has tantalized me for several years. I plan to start buying it tomorrow.
KTOS ASTS RKLB LEU CCJ HON (3 way spinoff + quantum tech) AMD (inference; 2028) LUMN JOBY (intel’s largest holding) Teradyne (don’t underestimate the potential demand for robotics and automation)
To balance my portfolio, I wanted to own property, concrete things, like mines. Even if you buy index funds like $SPY or $VVT you’ve invested 20% or more in technology companies that may or may not make the final cut; e.g anyone think that IBM may come out on top with quantum computing? Place your bets everyone!. My philosophy is if there’s a gold rush, sell shovels. This gold rush requires lots of copper and energy—nuclear energy and SMRs. So I balanced my portfolio with. $BHP, $RIO, $SCCO, and $CCJ. $CCJ has a stake in WestingHouse, a producer of SMRs.
The nuclear industry (which I’ve been a part of) is a sham. It’s actually a nuclear construction *sales* cartel. They’re interested in landing contracts for the most expensive and over-budget construction contracts on earth or space. Much of what reddit and the media receives and “knows” about nuclear is driven by turfing run by Big Nuclear propaganda firms, the same ones who gave us Big Oil and Big Tobacco. There’s more to say but the shortest relevant answer to you is that the industry only cares to get the construction contract, then they are gone and have less than zero accountability. There’s hundreds of “accidents” for which they never take responsibility. It’s one of many fatal flaws in the nuclear sales dream. That said I do hold uranium miner CCJ. The demand squeeze narrative is a hoax, but there is a credible supply squeeze.
CCJ is good too. I like to get in while is cheap now. I am sure CCJ has a lot more room to run
Anyone bullish on $CCJ rest of year?
CCJ —> Nuclear As much as GEV is a nuclear play it is more of a gas turbine play
CCJ or DNN; supply to demand for uranium and outlook for power needs, fundamentals on CCJ are strong, contracting is long term, customers are typically buying huge quantities and contract types are changing, political climate is favorable for nuclear, and government policy and is shifting towards fast tracking and green lighting projects. Only risks are tariff effects on canadian product, but AI demand for power combined with added strain of electric vehicles, AC and cooling in warming cities, etc. is providing higher demand for all energy supply, rising tide will raise all ships. Personally, these companies but its been long and come new uranium prospects are better undervalued deals right now as well, just been keeping my eye on them (CCJ +97% over year)
To add, CCJ owns 49% to Brookfield’s 51%. Westinghouse was the blue chip OEM of active BWRs.
Since $LEU beat, and $CCJ beat (with a small pullback likely due to a uranium mine closure), I think we can expect good performance from the nuclear sector as a whole this quarter. I’m loading up for $OKLO and $ASPI beats next week as well. $MP will probably have a great report on Thursday too.
The Energy Secretary just told you all to buy OKLO UUUU CCJ GEV.
Well I’m sure most people are up for the week, but since I’m such an idiot it was a real bad week: BMY - good earnings, but risk to growth pipeline despite double beat and improved guidance, down 11% this week CI - double beat on earnings, in the crosshairs of the government, down 14% on the week and 22% on the month PANW - agreed to buy CyberArk over S, market punished it down 18% CCJ - another warnings beat and raised guidance, down 11% PYPL - double beat, growth not as high as street wanted, down 15% this week
Can't find any reason for CCJ to dump post-earnings, but it done did. I declare this stock manipulated and shall buy calls because because I would like to have some money pieces.
I own shares of CCJ, bought calls on CCJ, and they had a nice earnings beat, and they went fucking red. I want to rage dump.
Why those 3:55 algos are wildin today. Almost like MMs are banking on a recovery. Calls on RKLB on and CCJ.
Gambling on CCJ and V calls, SBUX puts.
[https://earningshub.com/earnings-calendar/this-week](https://earningshub.com/earnings-calendar/this-week) I got calls open on RBLX, GLW, COIN, HOOD, SOFI, CCJ - like my portfolio is so exposed to earnings risk. Will be closing some of these right at open, and will buy some hedges on the remainder, just so I got get blown away.
What's your uranium play next week? UUUU? UEC? SRUUF? CCJ?
I don’t have many lesser knows. But maybe CCJ has more upside since we need energy
Eastern Europe is the largest US supplier. Allot of the increased demand is 3 years out as well, it takes about that long to turn the plants back on. I still CCJ for a long play, I think it's overhyped at the moment though.
They have ways to surpass the tariffs and the US would be stupid to substitute it with China/Kazak/Russia. Plus these are multi year contracts. If you're planning on selling CCJ that should be the least of your worries.
Yep. Concerned with Tariffs on Canada with CCJ, it's the US second largest supplier and I can could see that changing for the near term. SMR I sold because I think it will pull back after a reminder of from earnings that there's not much revenue.
I believe nuclear is pretty hot at the moment. I've been holding CCJ for over a decade and SMR for a couple years. I closed all of my CCJ positions 2 weeks ago and 95% of SMR last Friday at $50. This in a qualified retirement account so no tax considerations.
If you do believe that, I would also recommend CCJ. They are enormous and even hold 49% stake in Westinghouse that make reactors.
GEV LEU CCJ KTOS NB VRT AVAV Nuclear energy, defense and rare earth have gone up a lot. I am waiting for them to go down and get more.
There are so many other tickets in this space with room to run: UEC, DNN, CCJ, NXE
I wouldn’t sell anytime soon, we’re still early on uranium. $CCJ is the largest uranium corporation and they operate out of multiple countries, including in Saskatchewan Canada, which is an area that has the worlds highest grade uranium.
I’ll have to check out CCJ, haven’t looked into that one at all. I have positions on all of these and they’re excellent right now, tempted to sell but the need for these minerals is only increasing
I like $UUUU! And other energy / uranium / mining stocks like $CCJ. Uranium is a solid long term hold because uranium will be incredibly valuable when the world continuously shifts towards nuclear energy.
Totally fair point — on the surface, CCJ’s P/E does look high. But I’d argue it’s not the right metric for where they are in the cycle. Cameco spent most of the last decade in a depressed market, shutting down mines and operating well below capacity. They’re only now restarting major assets like McArthur River, and many of their contracts are still rolling over from lower prices. In other words, current earnings don’t reflect full production or current uranium pricing yet. It’s a bit like judging an oil company by its earnings before oil went from $30 to $100 — the valuation often looks stretched at the start of a commodity bull cycle. Once new contracts and production scale up, margins should expand and the multiple should compress naturally.
Supply/demand imbalance? Check. Strong tier-1 assets? Check. Long-term contracts? Check. Westinghouse deal? Undervalued. If you’re not holding CCJ, are you even doing DD?
Just threw my rent money at CCJ, let’s see if nuclear can pay my bills. LFG
Been in tech for 10 years, finally realized uranium might beat AI in ROI. CCJ is basically the NVIDIA of nuclear, but still trading like it's 2015. Bags secured.
I'm into this trade but from the Kazakstan side of things. The only issue they have is that uranium refineries are in Russia, so until the war is done, it will not do much of a leap I presume. CCJ does not look as big as KAP but easier to trade. Might add a bit to it too.
Totally agree. Nuclear's making a quiet comeback, and CCJ is basically the purest play on uranium. Their Westinghouse deal was a boss move — now they’re not just miners, they’re vertically integrated. Not sexy, but solid.
Great breakdown. Curious — how much of CCJ’s future growth do you think is already priced in, given the recent run-up in uranium spot prices?
I like pretty much all of the top 10 holdings of NUKZ. Depends on if you want to be on the build side or power generation side or uranium mining side. You might also want to pick not-insane governments and economies. CCJ has all of the above.
CCJ but still researching other options too.
I believe SMRs (the reactor, not the company) are a good thing but a lot of these nuke stocks are shooting up and haven’t even built one. That being said I’ve been investing in CCJ and LEU upstream of these nuke companies as a hedge against investing in something that fails down the road.
I put a few thousand towards CCJ and it’s paying off. Hopefully it can climb.
I have also looked into CCJ. CCJ is good company, however as you said higher reward higher risk. Moreover, CCJ has not make an initiative in restarting its mine in the US. I will closely look into it too
Yep, I’m in LEU and CCJ ever since OKLO and SMR started popping off. That coupled with recent legislation is seeing some nice gains in LEU and CCJ
CCJ or UUUU? Gonna go yolo into either but not sure which
!banbet CCJ 77.50 32h
MP Materials (MP), Cameco (CCJ), Loar Holdings (LOAR), Chevron (CVX), Merck (MRK)
this right here. CCJ all the way. absolute moon mission
My whole Roth is nothing but CCJ and LEU Fries in the bag or McLaren’s
CCJ, CEG, SMR, OKLO - EV’s and AI drive power demand up exponentially and nuclear is the winner for both sides of the political spectrum for power generation. I don’t think you can go wrong with nuke stocks.
stock sucks. Been flat for years. CCJ is the clear leader
I tried that with CCJ Lol it’s up 49% since then
$CCJ aren't a rare earths company, they're uranium and nuclear with no currently active production in the US (a few small mothballed assets).
CCJ. Nuclear energy is definitely going to keep expanding.
Great question—and you're definitely not alone in wanting to play the long-term nuclear thesis, especially with the AI and data center boom demanding serious 24/7 clean power. If you're focused on nuclear energy companies with ties to tech regions like Silicon Valley, Seattle, or Texas, here are a few names to keep an eye on: Constellation Energy (NASDAQ: CEG) The largest producer of carbon-free electricity in the U.S., with heavy nuclear exposure. While not based in Silicon Valley or Texas, Constellation is deeply embedded in U.S. grid infrastructure and could easily be a supplier to hyperscale tech facilities looking to go green. Centrus Energy (NYSE: LEU) The only U.S.-owned company currently licensed to produce HALEU—fuel that advanced nuclear reactors will need. With the U.S. cutting off Russian uranium, Centrus is a critical piece of domestic nuclear supply. Not tech-region-specific, but strategically vital. Cameco (NYSE: CCJ) A Canadian uranium giant, but included here because it’s a key fuel supplier for U.S. reactors, it owns 49% of Westinghouse (major reactor OEM), and it’s benefiting directly from the Big Tech + Nuclear push in the U.S. and Europe. Uranium ETFs (e.g., URNM, URA) If you're looking for broader exposure without picking individual stocks, these ETFs hold a basket of uranium miners, developers, and fuel cycle companies. They won’t be as targeted to your regional angle but are a good macro bet on nuclear. If you want to go deeper into this space—including policy, supply chain, and investment outlook—I run a newsletter called Nuclear Update Premium that breaks down uranium stocks, insider moves, and where the smart money is heading. Latest issue here (free to read): https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Let me know if you want more recs by segment (fuel cycle, SMRs, power producers, etc.)—happy to help.
Cameco’s stake in Westinghouse is a serious long-term play—not just for fuel production but for vertical integration across the entire nuclear supply chain. It gives CCJ exposure to the reactor servicing and new-build side of the industry, especially as Westinghouse ramps up projects in Europe and the U.S. The Czech and Welsh projects you mentioned are part of a broader push for energy security in NATO-aligned countries, and if Trump’s nuclear push gains traction, Westinghouse stands to benefit. That, in turn, helps Cameco’s bottom line. That said, don’t expect Westinghouse to juice earnings overnight. These are multiyear infrastructure plays. But if you're bullish on the nuclear renaissance, Cameco’s positioning looks stronger than ever. If you're following this space closely, I run a premium newsletter called Nuclear Update that covers uranium equities, insider moves, and policy shifts—latest issue is free to read here: https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d.
Great question—and you’re spot on. AI is becoming the demand shock that nuclear has been waiting for. If you want exposure, here’s how I’d break it down: 🔋 Uranium Supply (the fuel play) Cameco (CCJ) – One of the world’s largest producers, with strategic ties to Westinghouse NexGen (NXE) – Holds one of the highest-grade undeveloped uranium projects Sprott Uranium Miners ETF (URNM) – Gives you broad exposure to miners + physical uranium via SPUT ⚛️ Nuclear Ops & Tech (the infrastructure play) Constellation Energy (CEG) – Operates the largest U.S. nuclear fleet, now eyeing data center deals BWX Technologies (BWXT) – Builds advanced nuclear components, including for SMRs and defense Oklo (OKLO) – Microreactor startup with a SPAC listing—tiny, but interesting if you want pure upside 💡 Bonus: I run a newsletter called Nuclear Update that covers all of this—uranium prices, company news, SMR rollouts, and how AI/data center demand is reshaping the sector. Just launched a premium version with curated equity picks. You can check the first issue out free here: 👉 https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Hope that helps—nuclear’s moment is just getting started.
Super interesting take—and you're not alone in connecting the dots between quantum, AI, and the coming energy squeeze. Big Tech’s appetite for 24/7 clean power is already pushing nuclear back into the spotlight (see Amazon’s Talen deal, Google’s fusion/SMR interest, etc.). For exposure, you might want to look into companies across the nuclear value chain: ✅ Cameco (CCJ) – Major uranium producer with a JV supplying fuel to Westinghouse ✅ BWX Technologies (BWXT) – Builds advanced nuclear components, heavily involved in SMRs ✅ Constellation Energy (CEG) – The largest U.S. nuclear operator—could benefit from data center deals ✅ Oklo (OKLO) – You already mentioned this one; tiny but interesting if you're betting on microreactors ✅ Sprott URNM ETF – If you want a basket of miners and exposure to physical uranium via SPUT If you're into deep dives and weekly analysis, I run a newsletter called Nuclear Update—we just launched a premium version that covers exactly this intersection of energy + tech + policy. First issue is free here: 👉 https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Appreciate the post—this space is heating up fast.⚛️
Great question—and yes, nuclear’s role in powering AI and data centers is starting to get serious attention from both policymakers and investors. If you're digging into balance sheets and trying to separate hype from real value, it’s worth looking at: Established producers like Cameco ($CCJ), which has long-term contracts and positive cash flow, Near-term developers like enCore, Uranium Energy Corp, and NexGen, who are in various stages of ramp-up, And infrastructure plays like BWXT and future SMR companies tied to U.S. federal programs. I run a newsletter called Nuclear Update that breaks this down weekly—from policy shifts to insider buying and equity analysis. Just launched a premium version (free for now) with equity picks, fuel cycle insights, and market signals: 🔗 https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Happy to chat more or share what we’re watching across the sector!
!banbet CCJ 71.00 24h
Before earnings is always a good bet especially if the company generally has good quarters and not in consumer stocks, that are Geo political sensitive. E.g Target risky as is Walmart both overpriced. However a Robinhood is a decent one this will hit $100 soon. CCJ also earnings end of July. In June alone the stock is up nearly $20 a share.
Has RBLX had a single red day since liberation day? Same with SPOT and CCJ. Just take a ruler and draw a line, new high everyday
I'm also selling Nvidia slowly, but I went towards TMUS. It experienced a dip recently but I believe the company is uniquely positioned in its market. Also, I have rotated some of my assets into nuclear, and am so far 20% up on NXE I believe it can reach $9 a share, at which time I will at least trim, if not exit the position. I'm not sure if it was better over CCJ, but I don't have the balls to buy into OKLO when they're selling mostly promises currently.
Ill go in order of my largest holdings, CCO/CCJ, URA, EFR/UUUU, and DNN/DML
I bought CCJ, NXE, UUUU, and Ucore as a scatter shot Friday in all honesty. I'm prepared to double down on the trades long term if they fall significantly. I think it's a solid play for war, energy, and important rare earths over the next decade.
I’m very new and inexperienced, but I figured I should invest in nuclear energy and tech stocks with how fast AI is advancing and all of the other stuff going on in the world. I don’t wanna start off investing a huge amount, I’m planning to take $300 and divide it among these stocks listed below. NVDA PLTR CCJ AVAV Please give me your thoughts.
I am low-key regarded and saw price target for CCJ moved to $100; bought a bunch, then realized that’s C$100. I felt like that MrBeast Zimbabwe dollar head shave video
Yeah for sure — I’m looking at it the same way: stuff that gets made (LMT, RTX, AVAV) and stuff that gets scarce (oil, uranium, rare earths). XLE and CCJ on my radar. Might just park it in ITA for broader exposure. War sucks, but the market doesn’t care.
I own all of those stocks and very happy with performance so far Also holding and happy with: LEU, EU, CCJ, URNJ, RYCEY, SMR
Lulu will not get bsck to those levels again. It was really overpriced. Im kicking myself as I wanted to short it at $280. It's a decent short and Im still looking to short it to below the $200 mark. Peoples pockets are tightening. Retail always gets hit first. Many alternatives to $100 yoga pants and it's a want not a need. Tariffs will hit them a lot also, they have cut jobs at HQ and looking to open more stores. I don't think this will happen. I can see heavy promotions going forward. Plus, competition from Vuori, who are taking market share from them. Add in the fact AI taking jobs, I would assume these people at Microsoft etc are probs a portion of the market share, people with high disposable income, that will go. Other shorts Abercrombie & Fitch, they actually had a good earnings stock shot up and then bsck down to the $75 mark. Going sideways at the moment. But, if after good earnings people are selling probably is institutional moving money out of one industry to another, potentially energy. Check out CCJ for a nice long, Nuclear narrative picking up speed. I like CCJ better than Oklo.
Too many to list, a few notables from the last year or two though: SMR UAMY CCJ options My M.O. seems to be to take a quick 20-40% profit on the breakout. Pat myself on the back when I sell at the short term peak, then watch the stock go up 10x over the next year. A friend reminded me of that as I was taking about my SYM trade today.
Long term conviction and bought on the dip to 110. I have a few long calls. TOST 44 C Dec 19. CRWV 145 C Dec 19. Avgo 250 C, Oct 17. Look at CCJ. Nuclear Power on a good run. Put a 65 C Sept 19. Its cheap. Put it in today. Not really really in my wheel house but played it today
If you have level 3 options, find a smaller stock with .50 increments on the options chain. Like UCO, XLE, CCJ, etc. if it is one of those high IV stocks, make a credit spread, otherwise make a debit which will be better to have higher roi but maybe less prob of it actually paying off. Nice thing about credit verts is that you can drive your cost down super low
I have been doing well in CCJ. I don't think it is too late in the long term
Yes, essentially doubling the market's returns(25% vs 10% [according to this](https://ofdollarsanddata.com/sp500-calculator/)), but only for 7-8 years so far. I definitely don't have some crazy sophisticated method or robust investment theses, so it's fair to say I got(or am still getting) lucky, but then again it's not like I'm just throwing darts against the wall, so I still take some credit, but I'm trying to be realistic. Typically very heavy tech/growth stocks. Had a lot of AMZN, TSLA, NVDA, MSFT, PLTR. Made a good chunk with uranium plays with CCJ and DNN from some DD I read here somewhere. I typically don't average down but I do take profits on the way up, I just do it slowly(as in probably higher profit targets than most). If you're going to sell the ETF, I would just put it in whatever you're the most bullish in and if you're not extremely bullish on any individual stocks right now, then just don't sell the ETF.
Uranium stocks Peeps. UEC, UUUU, CCJ, URNM No strait of Hormuz worries with Nuclear Energy.
OKLO and SMR truly don't make sense to me. There's so little of substance announced by either company and the nuclear engineers I've spoken to think they're basically vaporware. I bought CCJ, in part for the Westinghouse exposure, but I'm afraid that names like OKLO and SMR are going to be viewed like the pandemic winners in a few years time, with names down massively.
Dude, look at any nuke stock. CCJ UUU SMR ASPI
almost surpassing CCJ #1 western uranium producer with a promise, amazing
Wish I bought OKLO instead of CCJ.. fucking Christ look at those gains