Reddit Posts
Tracked my buys this year. Am I setting up for underperformance?
I followed unusual option flow signals for all of April. Here are the actual trades, wins and losses
the market hates solar so naturally i am buying all the vitamin d
Why nuclear energy is catching a massive bid NOW
Best energy stock to buy and hold for next 2 decades
Volume V: The Strait of Hormuz Just Made 1973 a Reality. Nuclear is the Only Way Out.
Best nuclear energy stocks that have great future ?
Take a swing at my portfolio
Volume IV: The Atomic Bits Thesis - Why Atoms are the New Software
Volume III: Greenland & The Inevitable - Why Uranium Rare Earths and Strategic Materials Are About to Break the Market
Volume II: Congress and the President are telling you what will dominate the market and none of you are listening (nuclear & rare earths)
The Venezuela lesson: invest in energy security NOT cheap supply - The incoming commodity bull run (uranium, rare earths, precious metals).
Hi guys, back again with some Sydney Sweeney DD for you - Cameco
Hi guys, back again with some Sydney Sweeney DD for you - Cameco
Hi guys, back again with some Sydney Sweeney DD for you - Cameco
YOLOing into UROY before the nukes go online ⚛️
Uranium play worth it? Thinking about UROY since NY is building a new nuke plant ⚛️
Brookfield And Cameco Join US In $80 Billion Nuclear Push - Cameco (NYSE:CCJ), Brookfield Asset Mgmt (NYSE:BAM)
FMST Tight Wedge Breakout on Uranium & Lithium?
Shares of Energy Fuels plunged 18% amid a uranium selloff, with Uranium Energy down 9% and Cameco off 4%.
Tips on closing out a position on expiration day with a huge spread
Been a long journey, but finally cracked $500K last week
Been a long journey, but finally cracked $500k last week
The deal with Uranium, iridium, plutonium, and rare earth elements (REEs)
Is Oklo/SMR/TerraPower the next NVDA/AMD/Intel?
NexGen Energy's Rook I Mine Is Making Headway (Rating Upgrade)
CCJ: The Quiet Titan of the Global Energy Reset
Long term Versus Short term is the wrong view point
Uranium Stocks to Buy: Nuclear, Clean Energy, and AI $NXE $DNN $UEC $CCJ $URA
Saskatchewan Gunning to Build Canada into a Global Energy & Mining Superpower
U.S Critical Minerals Gets Huge Investment From DoD - Watershed Moment
Policy Catalyst: How Big Could the Trump Nuclear Executive Order Be?
Uranium Stocks: 5 Biggest Companies in 2025 $BHP $CCJ $NXE $UEC $DNN
Uranium Stocks: 5 Biggest Companies in 2025 $BHP $CCJ $NXE $UEC $DNN
Where do you think Cameco :CCJ will go after earnings?
The only DD you need to escape from losing money
The Uranium spotmarket is about to become much more tight leading to an important uranium price increase in the coming weeks and months + uranium company share prices have some catching up to do.
The Uranium spotmarket is about to become much more tight!
ALKQ (ARK Autonomous Tech. & Robotics ETF) is buying Cameco!
And in the meantime the uranium price continues to increase + new urgent RFP coming in the market that will increase the upward pressure on the uranium price.
Producers, clients and financial players competing in the uranium spotmarket (yes, producers are also spotbuyers), Very soon Zuri-Invest will at least buy 2M pounds in the spotmarket (Next week?) -> A couple possibilities: URA, URNM, CCJ, UEC, EU, DNN, GLO, URG, UUUU, ...
So let me get that straight: "The uranium spot buying vs spot selling in 2023” + a couple small caps
Cameco tops Q4 estimates; return to Tier 1 run rate at McArthur River, Key Lake (NYSE:CCJ)
Small overview about the nuclear power growth and the evolution in growing global uranium supply gap + different fund managers investing in uranium sector +latest information on couple uranium companies ($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 $UEC
Uranium: Start of a Commodity Supercycle part Deux!
Was 7-1-2022 The V Bottom Day For Miners and Oil/Gas?
Mentions
CCJ was looking pretty attractive today
I started off purely ETFs for the first year or so, now my taxable is 65% individual stocks and 35% ETFs. My 401K and IRA are cautious...taxable is for more aggressive plays. I check it daily. I learned an early lesson during the tarriff shenanigans, put a large percentage into SQQQ thinking the market was about to tank...on the first TACO day. Lost a good portion of that and that's when I stopped day trading and carefully started picking longer-term stocks. Thus far my individual stocks picks are up 61% on average, ETFs are up 15%. Let the winners run! My biggest winners have been RKLB, MU, NBIS, WDC, CCJ, GOOG, KGC, ONDS. ETFs are FMTM and EWY.
Entire uranium sector More orders than supply of the fuel source. Growing interest in demand before data centers from green energy push, now tech giants show interest. Sizeable technology leaps compared to previous implementations. By weight I hold NXE CCJ URNM RYCEY GEV Been DCA since 2020. Honestly shitting myself cause the first exposure to it was a bullshit motley fool article the literal day I turned 18. Sector has made me 10s of thousands right as I entered adult hood. Sector occupied 33% of my stock holdings, or about 10% of overall NW, dividends/covered calls/profit taking on runs goes to VT/VTI. For me it's my big gamble. With a potential lifepsan keeping me on earth another 70 years, I just can't see how the nuclear industry as a whole won't grow.
CCJ for serious nuclear/uranium investing
UEC is cheap & is expanding here in WY & abroad. I should have bought at 10$ 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).
I chose three: OKLO, LEU, and CCJ
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.
CCJ is the only real nuclear stock
CCJ would be the leader IMO w significant leverage. But highest beta, UUUU or DNN. These are the "junior" minors if you will.
Good start, but missing companies like ASML, TSMC, CCJ
precious metals? nah, get in CCJ spicy rocks are the future
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.
CCJ earnings pre market tomorrow get ready boysss
The fuck is an ETF? Hahaha CVE LYC CCJ
Interesting that CCJ isn't on here under Tuesday before bell. Must be a boomer stock. Guess you can call me unc.
Yeah I hold PWR, VRT, and CCJ as my AI infrastructure picks.
Any thoughts on CCJ? I think the energy crunch is next and there’s a nuclear backlog already happening.
I fuck with CCJ. You got one there.
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.
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.
Why you leave out NBIS, CCJ, CEG, CVE, MU, NVDA, ORCL, AMD, and VST?
CCJ FCX WKSP lfg I got big boy bills to pay
CCJ was $11 in 2019. I saw it and didn’t buy even though I thought it was a good investment.
$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.
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.
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.
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
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.
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.
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.
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.
In OKLO and CCJ. Down 50% on the former. So livin on a prayer there!
I’ve been going with CCJ, will be one of my primary targets if we head into a sizable correction
So you think one of CCJ or CEG is best pick?
CCJ is my baby but I've been in that since 2021. Please cue me in on recommendations too plznthanks
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.
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
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;
Anybody got good plays for shares today? Probably going in on SPY and CCJ today.
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.
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?
I have been in CCJ a few years now. Waters warm, c'mon in
Who is buying CCJ as Uranium play?
I bought CCJ this morning.
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.
CCJ ripping. Canada signs a big uranium deal with India.
Canada and India sign a big uranium deal. CCJ ripping.
I’ve been adding to CCJ over years. That was my choice in this sector
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)
How? CCJ is up 54% in the past 6 months, up 73% in the past 12 months, up 650% in the past 5 years.
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.
I picked CCJ but true to form it's down 30%.
OKLO, SMR, LEU and CCJ gonna pump today
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.
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.
CCJ being down is quite fckin hilarious
CCJ your earnings were stellar. *what are you doing*
RYCEY, MSFT, AMZN, PFE, CCJ Maybe return to INTL when the stock price drops again. Chip production and all that
CCJ. People love to speculate on uranium, but at its core, it’s just a mining company. Uranium base load is coming.
Not him but I can tell you. CCJ $135 call 90 DTE GOOG $335 call 3/20
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
You’re absolutely right. I’ve been buying CCJ lately and I’m getting bent over today
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.
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.
$CCJ gonna keep crushing it
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
I wish I had bought more CCJ. It's up 480% in one of my accounts.
I took sweet profit from CCJ in my rollover, then took what I thought(!) was the dip in my Roth. Boooooooooo
I bought CCJ at $10 and sold at $30
$DNN and not a penny but $CCJ
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.