CCJ

LuolaLogarius

I’m just tired of everyone doing well on these flier stocks while I’m mid. Literally picked up MSFT at 397 on dip then sold around 415 because I was happy and don’t like MSFT. I had a plan and didn’t follow my own plan to sell at current level or higher. I’ve been hating myself so much. Was eyeing MU and CCJ back when both were so cheap and just never pulled the trigger. Can’t stand the guy in the mirror right now.

horrible_noob

I was actually looking at Uranium last night but decided against it. Anyway, I had Claude review your DD: I have enough. Here's my read. The macro skeleton is real, but the DD is doing the classic WSB thing: stapling true facts to a conclusion they don't actually support, and slipping in at least one number that's wrong. **What checks out:** * The Iran war and Hormuz disruption are real. As of late May, commercial transit through the strait had collapsed roughly 94% versus the pre-conflict baseline, though it's a "permission-based" / restructured regime rather than a clean closure, and there's a fragile post-April ceasefire. [Windward](https://windward.ai/blog/three-months-into-operation-epic-fury/) * The SPR numbers are basically accurate. A record 9.9 million barrels were shipped out of the SPR in one week, pushing the total to about 374 million barrels, its lowest since July 2024. The "10M/week" and "374M, two-year low" claims are legit. The "3-5 months to legal minimum" extrapolation is naive (drawdown rates aren't constant), but directionally the buffer is thin. [Pipeline and Gas Journal](https://pgjonline.com/news/2026/may/massive-spr-oil-release-drains-us-emergency-crude-stockpile-to-two-year-low) * The hyperscaler nuclear deals (MSFT/TMI, AMZN/Talen, GOOG/Kairos) are real and predate the war. * Structural supply story is real: Kazatomprom guidance issues, Russian enrichment dominance + import ban, decade-plus mine lead times. **What's wrong or oversold:** * **The central premise is the weakest link.** "Hormuz closed → uranium pumps" doesn't survive contact with the actual price action. Spot U3O8 started 2026 just over $80, hit $101.41 on January 29, then sold off to $85.50 by February 5 — and the war in Feb/March pushed it *down*, not up, as investors fled to safe-haven assets, ending Q1 around $83.90. So the exact catalyst the DD is built on (Iran war) historically coincided with uranium *falling*. That's the opposite of the thesis. [Investing News Network](https://investingnews.com/uranium-forecast/) * **"Run from $20 to $100" is misleading framing.** The $20 bottom was \~2016. Spot was range-bound between roughly $63 and $83 for most of 2025 and was "dead flat" on the year. Spot is currently mid-$80s, not consolidating fresh off a $100 breakout. [nasdaq](https://www.nasdaq.com/articles/uranium-price-update-q1-2025-review) * Oil and uranium don't substitute. Oil is \~zero US power generation; it's transport. A Hormuz oil shock doesn't directly bid uranium — the DD hand-waves "when gas-fired generation gets squeezed," but a closed strait doesn't squeeze US natural gas (the US is a net gas exporter). The energy-security narrative for nuclear is real but it's slow-moving utility/policy demand, not a war-driven spot spike. **The actual bull case** (which the DD buries) is the better one: long-term contract prices have been grinding up — from about $80 to $86 — and sit $8-10 above spot, with utilities under-contracted. That's a structural, multi-year re-rating story. It's just not the "Hormuz closed, yellowcake szn, buy calls" trade the post is selling. [nasdaq](https://www.nasdaq.com/articles/uranium-price-update-q1-2025-review) Net: the facts are mostly real, the narrative is a non-sequitur. It reads like someone who is correctly long-term bullish on uranium reverse-engineered an urgent catalyst out of an unrelated oil crisis to justify near-term options. Treat the structural thesis seriously; treat the "nobody is pricing this in" urgency and the implied spot-price spike skeptically. Not financial advice, and I'm not your financial advisor — but if you want, I can pull the current CCJ/DNN/UUUU valuations and contract-book details to pressure-test the equity-specific claims.

Otherwise-Bag-5112

This is actually a banger thesis, not gonna lie. AI datacenters plus deglobalization of energy is the first real secular bull case nukes have had since before Chernobyl, and U miners are still trading like it is 2016. Only thing I would add is keep an eye on fuel cycle bottlenecks and enrichment capacity, that is where the real squeeze can send U spot totally vertical. Long CCJ and UUUU feels way less degenerate than half the crap we YOLO on here.

MidKnight148

Yeah, we know that already. And they are talking about it. Look at the launch of all these nano nuclear companies, and the explosion of CCJ. You're the one who's behind, lol

CrowVast

Nuclear hasn’t run yet! I feel like SMR, OKLO, CCJ, etc could be next

DesticularDorsion

CCJ

imdjd

uranium plays like CCJ or some of the smaller explorers still feel weirdly quiet relative to the thesis, baseload demand isn't going away and the market keeps sleeping on it

Reynhart

CCJ was looking pretty attractive today

bravosierrapolitics

I started off purely ETFs for the first year or so, now my taxable is 65% individual stocks and 35% ETFs. My 401K and IRA are cautious...taxable is for more aggressive plays. I check it daily. I learned an early lesson during the tarriff shenanigans, put a large percentage into SQQQ thinking the market was about to tank...on the first TACO day. Lost a good portion of that and that's when I stopped day trading and carefully started picking longer-term stocks. Thus far my individual stocks picks are up 61% on average, ETFs are up 15%. Let the winners run! My biggest winners have been RKLB, MU, NBIS, WDC, CCJ, GOOG, KGC, ONDS. ETFs are FMTM and EWY.

jadedunionoperator

Entire uranium sector More orders than supply of the fuel source. Growing interest in demand before data centers from green energy push, now tech giants show interest. Sizeable technology leaps compared to previous implementations. By weight I hold NXE CCJ URNM RYCEY GEV Been DCA since 2020. Honestly shitting myself cause the first exposure to it was a bullshit motley fool article the literal day I turned 18. Sector has made me 10s of thousands right as I entered adult hood. Sector occupied 33% of my stock holdings, or about 10% of overall NW, dividends/covered calls/profit taking on runs goes to VT/VTI. For me it's my big gamble. With a potential lifepsan keeping me on earth another 70 years, I just can't see how the nuclear industry as a whole won't grow.

madsdawud

CCJ for serious nuclear/uranium investing

daryan1

Been watching UUUU OKLO and CCJ not sure which is best but I got oklo

TheChiefComrade

UEC is cheap & is expanding here in WY & abroad. I should have bought at 10$ instead of 15$, but I’m in for the long haul since I know someone who works there. They recently (year or two ago) started ramping up production with a new field about to be up and running. They use a much cleaner method of mining that doesn’t ruin the environment (such as Russia’s method). Their competitor running 120$/stock (CCJ).

tomconnolly99

$CCJ is my pick. Long term hold

Dizzy-Monk-

I chose three: OKLO, LEU, and CCJ

_galaga_

Started a position in VST along with CCJ (nuclear) for energy exposure that wasn’t purely fossil fuel. VST’s volatility spooked me so I cut my losses and it’s continued the downtrend by quite a bit since. Hard to say what a good entry point is but the seas were too rough for me.

Wowmuchrya

CCJ is the only real nuclear stock

jerm2z

CCJ

adirtysocialist-

CCJ would be the leader IMO w significant leverage. But highest beta, UUUU or DNN. These are the "junior" minors if you will.

SnooRecipes8920

Good start, but missing companies like ASML, TSMC, CCJ

Purple_Suggestion837

precious metals? nah, get in CCJ spicy rocks are the future

legible_print

What do you think the next bottleneck/shortage plays like SNDK are? I’ve been reading about energy and UUUU and CCJ look interesting for nuclear catch up. I also like ETN.

Embarrassed-Sky6890

CCJ earnings pre market tomorrow get ready boysss

borkdpasito

The fuck is an ETF? Hahaha CVE LYC CCJ

Admirable_Tie3700

Interesting that CCJ isn't on here under Tuesday before bell. Must be a boomer stock. Guess you can call me unc.

costanzashairpiece

Yeah I hold PWR, VRT, and CCJ as my AI infrastructure picks.

legible_print

Any thoughts on CCJ? I think the energy crunch is next and there’s a nuclear backlog already happening.

Confident_Lab_2135

!Banbet CCJ $125 2W

InfiniteNerve1384

I fuck with CCJ. You got one there.

GoldenAries4

They are one step away from being vaporware companies. They don’t have meaningful revenue. They basically have concepts of a plan which are unproven and highly experimental. Just go with uranium plays. CCJ, possibly LEU though you may want to wait on that one. URNM, even UUUU is pretty good.

Dreamer_drifter

Cameco (CCJ) Fundamental I like: Second largest uranium producer, recently acquired Westinghouse (they build/service uranium reactors), orders booked for uranium through 2029, record breaking uranium production in 2024, paid a chunk of the debt used to acquirer Westinghouse, and sitting on $600m cash and $1.5b in debt. As I’m typing this, the stock is currently at $122, with a 52 week range of $42-135. I’d keep up with any updates regarding their Kazakhstan operations. It represents 15% of their entire production and it has faced bureaucratic and supply chain problems that have slowed or shut down production for a brief period. The real upside I think comes from the fact that nuclear energy is one of few realistic and sustainable sources of energy that will fill in the demand for AI infrastructure. Huge potential IMHO, open to any feedback. Bought in at $42 per share.

Hot-Government-5796

Why you leave out NBIS, CCJ, CEG, CVE, MU, NVDA, ORCL, AMD, and VST?

gwhite9

|Theme|Names|Weight| |:-|:-|:-| |Oil Shock|XOM, OXY|**35%**| |Power / Nuclear|CEG, CCJ, NEE|**40%**| |Materials|FCX, MP|**25%**|

farcat

CCJ FCX WKSP lfg I got big boy bills to pay

lifegrowthfinance

CCJ was $11 in 2019. I saw it and didn’t buy even though I thought it was a good investment.

farcat

$CCJ is the play for me. They're going to have a stellar year. Uranium prices gonna moon with new govt investment in nuclear, and further restrictions on Iranian uranium.

drew-gen-x

Yeah, Rick Rule has been in mining forever, although he's retired now. He was the gold bugs hero in the 2010's. Mining stocks are very volatile since they have political & energy risks, besides just the underlying commodity. I originally bought more Barrick than actual Gold in 2020 and I would have been ahead if I waited 6 years, but the $GDX miners underperformed $GLD for like 5 years. I'm not a fan of miners. $CCJ and $VALE are a bit more stable thou.

creemeeseason

Totally, though I think the USA would also benefit, I think you're on point. Not sure if you listen to Rick Rule, but he does a lot of really good work on commodities and he's massively bullish on uranium for the next few years. He cutes CCJ the obvious play there of you don't have in depth knowledge. They're a miner, but by far the best miner. Not even close. They also own nuclear construction through Westinghouse and are building a vertically integrated nuclear company. Really cool name.

A_Chair_Bear

Kinda just a mix of both and suppliers. Basically I’m split on the following evenly and doing some options on top - BWXT, UUUU, CCJ, NNE, UEC

jp101913

CCJ hands down

bjxxjj

ngl CCJ feels kinda crowded already, every “nuclear is back” trade seems to funnel there first. LEU/BWXT make sense but they’re gonna be lumpy with policy headlines and contracts. I’m bullish long term but I think rollout stays slow and bureaucratic, not some sudden nuclear everywhere moment.

_galaga_

CCJ long here primarily because they’re very well-integrated compared to competitors but valuations do look whacked at these P/Es. Their integration from mining to reactor construction is what feels less risky about CCJ over smaller companies focusing on one aspect of the uranium/nuclear life cycle.

toastygoats

I got into uranium around 5 years ago and while I still add small amounts to positions while I can most of my big investments into the space ended about 3 years ago. It's interesting reading your take, and seeing some of the stock picks others are recommending. I'm a lot more invested in the miners than the OKLOs and LEUs and the SMRs etc. in the space although my position in RCEY has really paid off. I got lucky starting a position in RCEY when I started investing into uranium. I'm still holding, but not because I think nuclear is the future, I'd like that to be the case but I don't have strong conviction there. The reason I started investing in uranium in the first place is because of the deficit in supply to demand, which is helped by the nuclear power plants being built currently but I don't think that's the main story here that should be focused on. Post-Fukushima the spot price cratered to where a lot of mines went into standby status as it wasn't economical to mine pounds. The spot price has been catching up, and the belief when I started investing in uranium, would be that the spot price would overshoot once/if levels of available supply ever become a problem for what was being demanded. I've started to look for other deficits like this where I can, with my investments and I think copper may be even more of a straightforward case than the story for uranium was or is. Not to be too critical, but if you got out of uranium a year or two ago you weren't patient and missed a huge spike upwards. My positions in CCJ had generally been on a healthy upward trajectory, but look at a chart for UUUU or a Canadian company that rhymes with Hennison\* (I didn't know we can't post tickers that are under 5 dollars) over the last year, up almost 400 and 200 percent respectively. And UUUU is 6 dollars off it's yearly high right now. I had been into the red more than once with my uranium positions but I'm happy I stuck with it and I'm interested in seeing where it can go from here, stupid wars and market downturns aside.

fenwickfox

Im probably going to diversify into just NXE NexGen Energy Ltd. They are looking to be the next CCJ owning what will amount to 20% of the world's uranium production.

Practically_Hip

In OKLO and CCJ. Down 50% on the former. So livin on a prayer there!

Ok_Location_1092

I’ve been going with CCJ, will be one of my primary targets if we head into a sizable correction

Objective-Horse-4482

So you think one of CCJ or CEG is best pick?

DesticularDorsion

CCJ is my baby but I've been in that since 2021. Please cue me in on recommendations too plznthanks

13jfncjai31

Puts for now, DCA into gold using the money made. Once the printer is turned back on take profits from gold and go all in on uranium (sprott uranium, LEU, CCJ, and some junior mines covers the entire supply chain). Sprott is a physical uranium trust, LEU is the only North American company with enrichment capabilities, CCJ mines and also turns yellowcake into UF6, and junior miners will be the 1000% runners who can actually take advantage of the eventual parabolic spot price squeeze. We are living through a period extraordinarily similar to the 70’s, gold went from 35 an ounce to 850 at its peak during that decade and uranium went from 6 dollars a pound to 42. Nuclear is and always has been the future of energy, it is in a structural deficit right now of 50 million pounds per year BEFORE even factoring in the construction of any new ones (180 used every year, 130 pulled out of the ground). Every country on earth will have a harsh lesson about how nuclear is the only option for energy which doesn’t leave you reliant on someone else. Uranium and metals are the future, fossil fuels are what’s needed to get us there but the long play is nuclear energy.

13jfncjai31

Nuclear has and always will be the future of our species. It’s the only energy source that could ever feasibly replace fossil fuels since it provides consistent and reliable energy even when the sun ain’t shining and the wind ain’t blowing. There is a reason all the tech companies are investing in it, you cannot run an AI data center on unstable power. In the 70’s the time oil stopped flowing from the gulf, uranium went from ~6 dollars per pound to 42 dollars per pound. There is a structural defect of ~50 million pounds of uranium per year, we use 180 and dig up 130, but the real choke point is the enrichment, refining, and processing. Cameco (CCJ), Centrus (LEU), and Sprott physical Uranium (U.U) should be the backbone of the thesis but junior uranium miners are 100% the play. Cameco is already locked up in decade long contracts at ~80$/lb so huge price swings won’t increase profits all that much, but junior miners? They can sign contracts when Uranium is at 250, 300 a pound and will go price parabolic. I 100% agree that Uranium is the play, but only after the liquidation whirlwind has occurred. The effects of the abrupt cutoff of 20% of the worlds most important commodity upon which the entire global economy is founded cannot be overstated, there WILL be a mega market crash. The fed cannot save us this isn’t Covid, you cannot print hydrocarbons. During the mega liquidation non revenue company’s like junior mines will go down 50, 70, 80% who knows, that’s when to buy though because once the dust has settled money will flow into the most important assets and there is nothing more important than energy, and uranium/nuclear is the only answer to our problems. I agree with the thesis, but not the timeline and being early is the same thing as being wrong. Wait until after the mega crash to buy anything

RamoneBolivarSanchez

Cameco CCJ

This_Name_8187

Definitely nuclear/uranium - go look at what happened post 1973 crisis to the uranium trade - then look at the already existing structural deficit...going to be the mega trade of 2026/2027. UUU; CCJ;

Beazt11123

Anybody got good plays for shares today? Probably going in on SPY and CCJ today.

RD_006

Sell off on earnings is pretty normal these days. Not long ago CCJ hit $130 ath, went down to $109 after earnings and climbed back to $120 next day. MU hits $470 next week. Screenshot.

Egregius2k

UUUU minus 12.35% CCJ minus 7.28% MP *only* minus 1.48% Congrats on the LYSDY up 22.87% and LYC.AX up 29.62% What was your biggest position again?

Beazt11123

CCJ just ate dirt

Hungry-Brain-3287

I have been in CCJ a few years now. Waters warm, c'mon in

Butholxplorer_69_420

Who is buying CCJ as Uranium play?

FlowerGardensDM

I bought CCJ this morning.

Mycalescott

CCJ

MOTO8O8

CCJ 🔊🔊🔊

KD_Hub

Trump AI power summit spotlights grid choke - hyperscalers (AMZN/GOOGL/MSFT) face 100GW+ data center thirst, but "Rate Payer Protection" forces self-fund gen over grid raid. Correction: No margin gift - natgas/nuke IPPs (CCJ/NEE) win dedicated capacity mandates, not tech lotto; interconnection lags (3-5yrs) cap AI hype multiples til permitting eases. Fade big tech post-meet unless firm PPAs ink - watch utility regulation unwind.

sNeKbIt99

CCJ ripping. Canada signs a big uranium deal with India.

sNeKbIt99

Canada and India sign a big uranium deal. CCJ ripping.

Lbgeckos2

I’ve been adding to CCJ over years. That was my choice in this sector

Born_Competition5812

CCJ

im_not_ur_guy_buddy

CCJ all day

AntoniaFauci

Having worked in the corrupt nuclear industry, you’re right. Renewables (and conservation) are vastly better. New nuclear builds have multiple fatal flaws. Existing ones have some too. Still, I invest in the space. That includes CCJ which benefits from my belief there is a supply driven sqz (not a demand one, as popularly misunderstood, especially around here)

oh_shaw

How? CCJ is up 54% in the past 6 months, up 73% in the past 12 months, up 650% in the past 5 years.

mdheavyd

nothing has "100% secure growth" but if you want the most straightforward exposure CCJ for uranium, CEG if you want lower volatility utility style, and treat the SMR speculative names as a completely different risk bucket with much smaller sizing.

AutoDefenestrator273

I picked CCJ but true to form it's down 30%.

wrongrobertpatrick

OKLO, SMR, LEU and CCJ gonna pump today

DevilsAdvocatePro

OKLO is the reason my URA is not mooning. Should have just got CCJ. I was there on site at cigar for 2 months. Nothing but ore trucks rolling in and out.

Blazzck7

CCJ calls

kameeleun

I think this just confirms my placing of it in my list. CCJ is the best of the best and DNN is the best of the rest. You want at least one of the big producers before you delve into the developers, but uranium is such a thin market it's easy to get your bearings pretty fast, especially among the big guys. The next best developer is maybe NexGen with rook 1, final stages of approval are any day now. I like DNN better for the lower upfront capital costs, likely cheaper recovery methods and shorter construction estimates to get into production, but NXE has great scale and is definitely going to happen eventually. NOBL is taking it's time, but the night is young with these exploration companies and the holes look good so far if your context isn't the Athabasca basin. Doing better than DMX lol. Honestly tho, there are a lot of decent development plays in the basin rn I'm not going to pay too much attention to these tiny explorers just yet. Skyharbour is maybe the only exception, but that's also a different kind of exploration model. Like I said in my comment, uranium is probably the least risk subsector if you ask me. We're teetering on triple digit uranium in the spot market, there's all this nuclear build-out but when you add up all the pounds to actually fuel the reactors it's so bad that the big miners are the ones sounding the alarm about supply. Now even juniors are making bankable offtake agreements and moving to the term market. Wild times. I would just dive in and get to know everything you can about this sector if you're already halfway interested, it's a fun one.

Abe2025

CCJ being down is quite fckin hilarious

Bill_Clintons_Desk5

CCJ your earnings were stellar. *what are you doing*

Kalspiewak

RYCEY, MSFT, AMZN, PFE, CCJ Maybe return to INTL when the stock price drops again. Chip production and all that

IcarusOnReddit

CCJ. People love to speculate on uranium, but at its core, it’s just a mining company. Uranium base load is coming.

thedawgmaster

Not him but I can tell you. CCJ $135 call 90 DTE GOOG $335 call 3/20

Lucky-Football-8791

Tech getting hammered rn is probably more about the whole AI bubble deflating a bit and interest rate fears than RFK tbh. Healthcare tho yeah that RFK appointment definitely spooked some folks especially with all his vaccine skepticism and "make America healthy again" talk 💀 For energy plays I'm eyeing XOM and CVX for the boring boomer dividend action, but if you want something spicier maybe look at uranium miners like CCJ or some of the renewable infrastructure plays. Just don't YOLO into PLUG again we all know how that story goes 😂 Consumer defensive makes sense when everyone's scared - people still gotta eat and buy toilet paper even when the market's bleeding

tpbrink16

You’re absolutely right. I’ve been buying CCJ lately and I’m getting bent over today

Egregius2k

UUUU: down 11% today. MP: down 8% today. LYC.AS: up 5% today. CCJ: down 7.8% today. USAR: down 12.5% today. United States Antimony Corporation: down 12.8% today. DNN: down 9% today. UURAF: down 5% today. NexGen: down 7.7% today. And this, kids, is why you're always careful with people shilling stuff on WSB, especially if they have poor DD. Usually a pump&dump.

dvdmovie1

IPPs (ceg/vst/tln) are because of recent regulation, but names like PWR/CCJ/GEV/etc have done well.

Hungry-Brain-3287

GOOG, CCJ, GEV, and WMT are just a few in my port that seem to be cooking. Small caps took a bit of a hit the past two weeks though.

sobernaught85

$CCJ gonna keep crushing it

nickman23

My largest position is UUUU as I feel that will be the mega winner. Outside I’m invested in MP, LYC and CCJ. There are tons in these sectors that will do well. USAR, Antimony, Denison, NexGen, UURAF. Lots more

bigfern91

URNM is a good ETF as is URA. I suppose CCJ itself is okay too. RYCEY is new to me!! What do they do?

craigeryjohn

I wish I had bought more CCJ. It's up 480% in one of my accounts. 

NewZombie01908

CCJ

ThrowawayNewly

I took sweet profit from CCJ in my rollover, then took what I thought(!) was the dip in my Roth. Boooooooooo

sobernaught85

I bought CCJ at $10 and sold at $30

infinitetekk

$DNN and not a penny but $CCJ

DegenBagholder_

When will we get another Uranium stock run? Sadge $UUUU, $SMR and $CCJ are NOT moving :(

dvdmovie1

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.

helpfromtheboys

GEV, CEG, CCJ, LEU, PWR is all you need

RD_006

In. CCJ and KAP %40 of my holdings.

Flashy-Finger-8600

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

Flashy-Finger-8600

All I want to say is $CCJ, $CCJ, $CCJ ….Don’t look at any other plays , this is it!! 🤑🤑🤑

RunsaberSR

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.