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
Mostly Uranium plays. My UUUU call printed today. Got two UEC calls looking like they might print tomorrow from overnight gains. Might take those gains to invest in CCJ shares. Also, 1 ounce gold futures is easy money from just hodling.
sure, but when AI bubble pops, in the short term OKLO will go down pretty hard. While CCJ will continue along.
Why do ppl buy OKLO over CCJ :/
I did call on UUUU for next year And a CSP on CCJ
All the miner positions saved me today. MP, LEU, CCJ, URG all spiked.
What do you think about CCJ?
CCJ too. But NLR is a good play for the whole sector.
Have been holding both CCJ and URG for the same amount of time, CCJ: up 210% URG: up 131% I like them both. CCJ is without a doubt the safest choice but might not see "crazy gains" like some of the smaller names. There are also some great ETFs: URA, URNJ, URNM
I like MLI for HVAC components. Seems undervalued right now and they make a lot of pipes/valves, heat exchangers etc that will be needed for build outs. Plus I don't see the need for copper pipe going anywhere. For power, Im investing fairly broadly in nuclear energy/uranium. A few nuclear plays I especially like are CEG, CCJ, RYCEY.
You will find much better nuclear information on the Reddit string “URANIUM Squeeze”. There are only about 13 listed stock that make up the trade in major exchanges and a few ETFs . Stocks like DNN CCJ URA are favorites because funds like URNM need to buy them to keep up with the Nuclear Cycles . SPROTT is also the Uranium closed end fund.
C'mon CCJ. +2.25% and I win my ban bet. Don't be a dick.
OKLO is interesting but literally doesn't have any revenues. And the stock keeps going up as if it does. Turning into a meme stock. There are other ways to play the energy side, BN/BIPC, or CCJ, CEG, or an ETF like NUKZ.
When you’re building a short-term portfolio for something like a semester project, it helps to step back and think about what you’re really being graded on. With real money you’d care about risk and compounding; in a classroom exercise the focus is usually on relative performance — who ends the semester with the highest return. That framing makes the incentives very different. Looking at your picks: AAPL and NVDA are clear large-cap growth names. They’ll usually track overall market sentiment, but they’re also widely covered, so surprises come more from macro events than from sudden company-specific news. PLTR and TSLA are more sentiment-driven; they can move sharply in either direction if narratives around AI or EVs shift. CCJ is tied to uranium, which makes it more of a commodity play than a traditional equity bet, while [RHM.DE](http://RHM.DE) gives you European defense exposure — that’s sensitive to geopolitical developments rather than just U.S. earnings cycles. KRYS and L (Loblaw or Loews depending on ticker) diversify the set but are not typically momentum leaders. The key point is that you’ve chosen a blend of mega-cap growth, high-beta tech, and a couple of niche plays. That mix can perform well if optimism continues, but it could also underperform if sentiment turns. For a short time horizon like a semester, results often come down less to stock-picking skill and more to the broader market backdrop. If markets rise, your high-growth tilt probably does fine; if volatility spikes, those same names are the ones that tend to fall fastest. In practice, the exercise isn’t about whether these are the “right” companies, but about showing that you understand the forces driving them. If you can explain why you chose each — tech momentum, defense demand, commodity cycles — you’ll be in a strong position regardless of how the scoreboard looks in December.
AI needs more power.. CCJ, OKLO, Constellation (I forgot the ticker symbol).. I hope you are right.. holding my calls in CCJ and bought 1 OKLO call this morning.. I own CCJ shares in my IRA.. we shall see. Good luck.
Don't fall for CCJ. Cannabis sector promising riches for years now, only leaves you with rags
Hey Deuce. What are your thoughts on nuclear power companies? I'm not talking about pre-revenue companies like OKLO or SMR, but rather companies who have already built nuclear reactors. I'm specifically referring to Westinghouse, which is partially owned by Brookfield (BN) and Cameco (CCJ). I know the former has gotten a lot of reddit love. I don't know if you listen to the All In Podcast but Chamanth's biggest gripe in today's world is that we do not have enough electrons to go around, especially as AI DCs eat up more and more power. Good long term play?
Wow.. TSLA and SNAP.. wtf? I am not in either.. just sitting amazed.. CCJ.. calls..
Just saw this interesting piece here > [https://www.world-nuclear-news.org/articles/industry-groups-urge-governmental-support-for-nuclear-investments](https://www.world-nuclear-news.org/articles/industry-groups-urge-governmental-support-for-nuclear-investments) Check the attached pdf file in the article, and point number 3 says "Noting the intention of many OECD countries to phase out Russian nuclear fuel supply, continue to take bold steps to support the entire nuclear value chain, including the nuclear fuel cycle with special focus on mining, conversion and enrichment. This is of particular importance to ensure security of nuclear fuel services from OECD countries." Wondering if with this, the CCJ mines in Kazakhstan are "targetted" to be phased out? Interesting move in general
My nuke list: SMR OKLO NNE LEU (fuel) CCJ (fuel)
First off, I’ve been investing for 2 years and have limited experience. But to answer your question, I read news, mostly on Yahoo Finance, and in November last year I had an aha moment when I realized that just like AI needed chips (Nvidia etc) they also need immense power. And in November there was an article about this, and about different American energy companies. I made a watchlist of all of them + others I found, and then I watched them over time. I invested early in VST because it seemed less volatile and less ”fame driven” than OKLO with the connection to Sam Altman. I saw OKLO go from 18 to 50, then down again to 20 in March 2025, the up and up and up after that. The point of my story here is to be curious, make watchlists so that you get to know the movement of the stock over time. FWIW my energy watchlist is CCJ, CEG, NUKL.DE, OKLO, SMR, TLN, VST, XLU. I also bought Siemens in Germany for similar reasons. Disclosure, I hold OKLO, VST, CCJ and Siemens. Wish I had bought TLN early as well. I have other lists for eg quantum computing and for minerals.
CCJ is an actual winner IF the government funds this push.
I’m in URNM as well which is weighted heavily w CCJ 😂
OKLO is for sure overvalued (could still go up but this a bubble/squeeze) but UUUU and CCJ are really still undervalued in the nuclear space.
If you're afraid that you missed the nuclear train you can still check out CCJ.
Holding $CCJ since 27.11 over here... never selling. We still haven't had the nuclear renaissance that we deserve
Need CCJ to be moving like OKLO is right now.
Great post. I've fallen victim to astroturfing propoganda - glad to see it called out here. What do you think of SPUT vs uranium equities, at current prices? I was looking into uranium stocks last year, took a break from being active in the markets, and now I'm hesistant to get into uranium equities since gone up so dramatically. But it looks like SPUT hasn't had as explosive of a run up. P.S. Congrats on the CCJ investment!
Biggest position CCJ. It’s a premium uranium company but also exposure to reactor via Westinghouse.
CCJ $86c for end of week ballsy but small play for me
CCJ all the way.. bounce from here.
My positions: APLD NNE QBTS CCJ SMR ETN MTZ AVGO PLTR NVDA I’ve been holding I don’t really trade or even check my account too much. I probably won’t sell or trim at all in 2025 to avoid realizing gains and paying short term capital gains (learned my lesson last year paid 400k in taxes)
I'm only investing in NVDA, GOOGLE, APPLE, VOO, VTSAX, CCJ, VOO, and QQQM. Had to stop buying all the meme shit and the AIs. Really wish I held onto all my OKLO, though!
This is why I have preferred CCJ, who has 49% stake in Westinghouse. Westinghouse is OEM that not only has in service reactors they provide engineering services for, but have approved reactor designs such as its AP1000 like if PWRs as well as new SMRs. It has had a huge run up already and today is insane.
I got UUUU at $6 but I am kicking myself for not holding my CCJ when it was low 20s...
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