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
Any thoughts on DOCN (digital ocean), Uranium stocks (CCJ, LTBR, LEU), and BKSY?
Anyone playing CCJ earnings? Is the alleged 🥭 admin deal riced in? I got an 11/21 105C and 110C
CCJ is near highs right now, I'm not adding any. FRMI I did just add, after it took a beating. I bailed on OKLO at $78 with a ridiculous gain, maybe I panicked but at some point it's irresponsible not to take the gains in a Roth where there's no tax consequences. I haven't been tempted to get back in at the current price.
Which ones would you recommend? I think I would go for 1. CCJ, 2. FRMI, and 3. Oklo (although I'm not considering Oklo for myself).
You seem to be "risk on" so how about nuclear power? FRMI, OKLO, CCJ .... The big AI companies are plowing money into it.
Why does the sub not talk about $CCJ. It’s literally a sleeper stock from Saskatchewan that prints $$$. Owns the best and safest uranium assets in the world and is the juice that will power data centres for AI. Trading off recent highs, good time to buy the dip 👌
Because CCJ is the most serious producer of Uranium in the western world. The demand sqz theory is probably false, but there is a genuine and enormous supply sqz situation playing out. In other words, forget thinking about magic new reactors that may or may not get built in 20 years, think about the fact existing, operating plants let their inventories drop for the last decade or two and they need to keep on replenishing. CAMECO is the supplier of choice to their refiners.
Or you can do both ? BN to smooth out the volatility, CCJ to capture most of the upside tailwind from orangina grand atom plan...
The situation with SMRs has long felt to me like past/present examples (cannabis, solar, quantum, et al.) of industries we know have a future, but with too many uncertainties, small players, market yet to really emerge, and too much hype to have any way to pick a winner. My own philosophy is that as small players we really just have to follow the market instead of trying to predict it, so my own nuclear exposure has remained in positions like CEG and CCJ which (at least for now) turned out quite well. I think FOMO can tend to make us think we can get in early on industries before there are clear winners because we're right that industry will eventually be a winner, but it's just gambling when you're too early, whereas if we wait for regulatory clarity, etc we can just buy in once the chart looks less like a meme stock and more like an actual winner. One can certainly pick up a smaller position in all of them and then later consolidate when winners emerge but it will be a roller coaster for sure.
Do you really have to ask essentially a basic math question? It’s obviously because diversification reduces total returns if your thesis is concentrated. 50% ownership for Brookfield is small whereas for CCJ it is not, so if that specific part does well, CCJ will boom. Brookfield has lower potential returns because diversification reduces risk.
Cameco is tied up with the AI boom. If AI stocks keep going up, CCO/CCJ does also. If the AI bubble pops, CCO will pop also. Perhaps not as much as core AI stocks and it will rebound faster, but it will crash initially (my guess is 50% range).
So why not go with BN (Brookfield corp) that also control 50% of westtinghouse and is way more diversified with multiples line of businesses than CCJ could ever be? CCJ looks like a good company but just asking a question.
I agree CCJ is a great company. Probably one of the few “vertically integrated” nuclear plays if we want to call them that lol. Started a small position in the summer as I felt it was too expensive. Didn’t expect that big run up. They own 49% of Westinghouse, which is OEM PWR reactor company. Their latest reactor AP1000 was used in Vogtle. Brookfield owns the other 51%. I haven’t looked enough at that latest announcement to know how the profit sharing will work. Originally the company was a uranium mining and fuel service company. Westinghouse, historically, had some operational issues which was part on their own management side, but also a factor of the environment against nuclear. Not sure if I’d add here, but on a pull back perhaps. It’s expensive but I suppose that whole sector is now.
I’m not diversified at all… I sort of look at a sector and just pick my fave. For instance, semi’s I went with TSM, space, went with ASTS, etc. But I do like CEG, CCJ as well for energy. I took the riskier option with SMR. I know people like oklo but I can’t get comfortable with it. Debt financing, but too much hype, not approved yet. But tech is superior and smaller. Can certainly be room for both with different use cases. I do have some calls for UUUU which is related. More if a US Uranium + added benefit of rare earth processing.
ETF is NUKZ. CCJ, SMR, OKLO, LEU etc.
I like CCJ but it just ran up like crazy due to their deal with Westinghouse. I transitioned out of OKLO and went all into CCJ at $74. If you want safer probably best to go with URNM or NUKZ which are both etfs. I really do like cameco though. I also have CEG and UUUU on my watchlist but haven’t invested in them.
$CCJ came out the gate pretty wild today. #Long
UUUU? Hear me out. Nvidia filled the semiconductor void created by China and Taiwan Semiconductors. Government subsidies allowed it to fill the void very fast. UUUU could be potentially filling the void of rare earth metals. China is the largest exporter and currently mad at the US. The US is throwing billions at nuclear. CCJ just popped. Could UUUU be the next big contract🤞
CCJ 😇 I wish I threw more into calls. That was unexpected
Are we holding CCJ to the end of the week?
Somebody here must have mentioned CCJ in the last few weeks because that's the only reason it would be on my watch list...
DNN is the next CCJ, but better. They can get uranium out for the ground for a third of the cost
They can be good until they rocket past your strike. I’ve switched to only selling calls on stocks I’m ok selling. I ran into some bad luck being in “hot” stocks and selling calls at the wrong time. Some strikes I’m working with now, CCJ $80, AMD $190, TSM $260, VRT $165, IONQ $55, OKLO $85. I set a lot of these in early September with .20-.30 deltas, 45ish dte. It’s frustrating bc I don’t want to lose some of those. You cap your upside for a small premium that pales in comparison to unrealized gains that could be lost. I’m figuring I’m “down” roughly $40-$50k in unrealized gains to collect a couple grand in premium. Some I keep rolling and others have gotten too far away at the moment. In this market, cc’s are tough to win with but it can be done. Just don’t do it with the AI players like my dumba** did 😂🤦♂️
Any CCJ holders? That premarket is looking pretty nice 👌
CCJ +15% pre market on 80B nuclear reactor investment news. It's truly looking like a nuclear future is ahead of us ❤️
Any idea why CCJ is moving premarket?
I don’t own CCJ so I hate this Fuck this government for spending money on companies I don’t have shares in
CCJ up 13% premarket US Government just inked an 80$ billion dollar deal to build nuclear reactors just a few minutes ago… BRRRRR ☢️🚀
Glad I bought those DNN calls. $UUUU CCJ DNN will sky rocket today
Why is $CCJ up 13% premarket? Not complaining, just curious.
CCO/CCJ making a recovery
CCJ and KAP still have growth potential I think, we shall see
RGTI IONQ QBTS 33% of $ each Massive Beta on all three Hold on for the roller coaster 🎢 Really like CCJ & sector But it looks so crazy parabolic already
They're pretty much all up at new ATH at this point. CCJ imo is one of the safest picks but less upside potential. I'm still in UUUU and DNN. I took some small profits on the runup and then FOMO'd back in. The DOE meeting today could potentially be really big or not much at all. Of course this has to happen after I sold off stocks for life events that the huge nuclear runup happens.
So many thought on this one, will try to keep it bullet pointed and focused on owning a Uranium mine, not a SPAC. Benefit - Nuclear Fisson is having a field day due to AI. Literally. - SMR’s aren’t safe, but their size makes them safer than grid scale plants. - This would drive demand up, in a limited market for Yellow Cake (Pre enrichment). CCJ, Kazatomprom are both foreign companies. Risks - AI doesn’t materialize and/or uses Nat Gas instead to power data centers. - An accident craters the market. - Fusion becomes real, and the market demand shifts to Duterium and Tritium. We haven’t build a grid scale nuclear plant in the US in 30 years, and every time there an incident, we turn away. (3-Mile, Chernobyl, Fukushima, Russian rockets into Ukraine Plant).
Bad luck 😔 I bought CCJ at top.. just gonna sell at open and go all GLD
It’s really not funny tho.. yea I have GLD calls, but I also had CCJ uranium calls that are melting 😭
Same.. I have a CCJ call.. just not worth holding when weekly GLD prints soo much
Uranium is up there.. they’ll need it for electricity, so $CCJ
$CCJ - Uranium supplier from Canada. It’s way undervalued and far better than going into OKLO
Imagine pinning your hopes on some speculative Nuclear stock when you can just buy Uranium supplier CCJ 💀
Lmao.. all rate earth is down.. except CCJ the Uranium supplier 😂
Go for CCJ at least. Uranium supplier so it’s bound to go up more
I went with CCJ and UUUU, no regrets.
$CCJ uranium supplier. Literally the only thing that’ll keep going up. Even if rare minerals go down.
CCJ and UUUU have the exact same charts with the exact same low of the day at 1:15. But one was red, one was green....
I had CCJ at $45 and sold at $75. So mad I didn't hold.
Any mining company is like a gamble. The U.S would rather spin multiple roulette wheels (UUUU, DNN, CCJ, etc.) than only bet all on one. U.S. doesn’t have that many big uranium companies to gamble on
What do you think about CCJ too?
I made a DD post about CCJ years ago when it was under 10 bucks and when Cigar Lake was closed and about to reopen. Some dude told me nuclear isnt good because he worked in a nuclear plant once and his boss was mean lmao Cameco worth 96 dollars a share right now lol
Time to rotate those OKLO shares into CCJ, just sayin'.
I sold 190 shares at 68 and moved my money into CCJ because I felt like it was a safer bet. It hurts to see oklo keep going up, but cameco has been good to me so far.
Too many times Ive sold a stock I was big on to make a profit and regretted bot holding longer. I had pltr at ipo did nothing gor years, got out as soon as I made some money. I was the guy wjo told you all to buy CCJ under 10 with a big DD about glowy rocks, well I tripled my money and called it a win. Had TSM and AMD in 2020 wishing I still held today. So I look at ASTS I bought when it was with a SPAC and loaded up more at 2 and 13 and mid 20s. And its good profit but I can see the potential and its retire earrly kind of money. Whats the potenrial for a company who has tech that will benefit and can be used by every single person on the planet?
Speculative play but DNN might see some serious long term gains like UUUU and CCJ if they are able to shift to heavy Uranium production and the market for Uranium stays red hot.
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.