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Full Port into Centrus Energy (NYSE:LEU)
I wanted to buy nukes, but I didn't want to buy the hype-train. (EU) enCore Energy
Oklo and Centrus announce planned joint venture to expand U.S. advanced nuclear fuel supply chain in Ohio
Oklo and Centrus announce planned joint venture to expand U.S. advanced nuclear fuel supply chain in Ohio
Oklo and Centrus announce planned joint venture to expand U.S. advanced nuclear fuel supply chain in Ohio
Came to us stocks and it is no different than crypto.
Take a swing at my portfolio
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)
U.S. Department of Energy Awards $2.7 Billion to Restore American Uranium Enrichment
U.S. Department of Energy Awards $2.7 Billion to Restore American Uranium Enrichment
U.S. Department of Energy Awards $2.7 Billion to Restore American Uranium Enrichment
The Venezuela lesson: invest in energy security NOT cheap supply - The incoming commodity bull run (uranium, rare earths, precious metals).
Help me understand how to see a short squeeze coming?
NKLR Nuclear SMR stock undervalued
HOND, OKLO's younger sibling but without the baggage
SOLO Could Be the Cheap Oklo — GSRT / Terra Innovatum DD Before the Oct 7 Vote
Sharing my 93 pages DD about Terra Innovatum $GSRT / $NKLR
Take a look at $LEU. To the moon Alice!
Is there still profit to be made in Nuclear? (SMR +18.5%)
Uranium: Start of a Commodity Supercycle part Deux!
$LTBR a gem in coming in nuclear energy field
Centrus Energy ($LEU) announces positive results in Q3 report.
Volume of 35 with an ask of $199,999.99 and a total outstanding share value (13.98 million) that outweighs the current free float (9.92 million) on $LEU (Centrus Energy). Company used to be worth 6,874.47 at peak in 2007. Y'all apes have any thoughts on this?
The Strongest Stock in a Hot Sector. Get ☢️Uranium Exposure☢️ with $LEU.
Centrus Energy (LEU) to be added to the RUSSEL 3000. Very low float..8.93 mil shares.
☢ (LEU)Centrus Energy ☢LEU LEU, skip to my LEU. Skip to my LEU my darling! STOCK float of only 8.93 MILLION. A bet worthy of WSB..easy mover. 🚀
(LEU) CENTRUS ENERGY. ☢ A bet worthy of WSB. "LEU LEU, skip to my LEU..skip to my LEU my darlin!" STOCK FLOAT OF ONLY 8.93 mil. ☢
Centrus Energy (LEU) Float is 8.93 million. Primed for takeoff?
Centrus Energy $LEU announced to start production of HALEU in 2022
LEU stock help the cause Bill Gates Natrium reactor for clean energy push recently highlighted on 60 minutes.
Mentions
Hello, I am 23. In the US. Was Employed now unemployed. I want to learn how to invest professionally.I started investing in 2021. Didnt really know what I was doing. Still dont. Not really taking it too serious just learning little by little. One of the first stocks i started investing in was LEU, for about $40 a share. Unfortunately, because I just started out I didn’t hold long term and sold within the same year. didnt make much profit. Anyway, today i still have some shares of LEU. I thought they were going to do well but uranium prices changed after they reported their earnings and other stuff happened so im not confident investing in Leu anymore. Leu has been pulling back. the price rn is about 187. My problem is my avg cost is $200. Also I have a large % of leu into my investments with a small amount of money invested. My market value for LEU is about 1400 while i am investing about 4000. I feel like I have to hold in order to take back my loss (-7%). But Im not confident in how LEU will perform. What are your guts opinions on LEU? Do you guys think its a good long term investment? Or has competition and uranium prices made it a bad investment and i should try to sell at the right moment? Ig i could state my other holdings i have 2 shares each of exxon and chevron. 11 shares of swmr (avg cost $36). 1.5 share nvda i bought today. I was investing in SPY which was suppose to be my main plan i unfortunately sold really early. I don’t know why wasnt part of the plan. No debts. Despite my losses im still up right now, only $150. Which is nothing really. However, i’ve had the potential to make a lot of money just either didnt pay attention to the market or got greedy or was just uneducated about things in general.
Expecting 🥭 to announce oklo to supply LEU for Mars mission any day now.
I'm a bigger believer in x-energy (XE). Their tech can be used for stable industrial heat sources so not nearly as dependent on the AI datacenter narrative. That said all these companies are heavily dependent on HALEU, and the long-term economics of it compared to standard LEU don't look very compelling...
That’s what my LEU is for haha, likely will keep adding more if it continues to get beaten down
MEU isn’t a standard definition is my understanding unlike LEU or HEU. Google says MEU is typically anything up to 50-60% enriched. That sounds identical to the Reuters headline.
LEU. Uranium isn't as hot as it has been but someone needs to power SMRs for the datacenter build out. They are the only HALEU (the fuel for SMRs) producer stateside.
LEU and AVAV has trapped so many bulls from summer 24 to present
Yes, LEU is easily going to $330+ so from here, its going to 2x.
GOOGL, MU, LEU, TSM, NVDA, HSBC, XOM, and WMT are the top eight leading growth in my account each year for the past two years. I have other stocks and a few ETFs. If you count ETFs, SMH is number 4 on the list and SPMO is number 8 on the list.
turns out i shouldn't have bought LEU at $213
This is why I think Centrus (LEU) is a sleeper. They are only North American producer of the enriched uranium needed for nuclear. Uranium enrichment seems to be a theme lately…
LEU and BWXT are my biggest holdings being absolutely slept on.
LEU seems to be a good potential choice for small modular reactors because they repurpose spent nuclear fuel. BWXT because they're one of the few manufacturers licensed to supply parts for small modular reactors and already make money from selling reactors to the US Navy. Maybe OKLO (META pre-purchasing power) them and XE (Amazon owns 25%). Thinking even further ahead, I wonder if we should be investing in chip startups that aim to use significantly less power than the current generation. Evidently 90% of the power AI chips use is wasted on transferring bits in and out of memory. I've got to wonder if chips will evolve to need significantly less power, making the "Nuclear AI" thesis fall apart over time.
More backrgound from World Nuclear News: The RV-1 reactor operated for three decades until 1991 using fuel supplied by both the USA and the UK. Like most research reactors built in the 1960s and 70s, it required HEU - uranium enriched to contain more than 20% of the fissile uranium-235 isotope - to perform its research function. However, HEU is also seen as a proliferation risk and a security threat. These older research reactors are now being converted to use low-enriched fuel (LEU), or shut down, with used and unused HEU fuel secured and downblended.
I chose three: OKLO, LEU, and CCJ
LEU UUUU ASPI Bet on the fuel refining, not the reactor itself which can be much more difficult to for an outsider to speculate on
There are many different philosophies on this, but it really comes down to time-frame and the price you are happy to buy/sell at. The traditional Wheel is basically you just do it 30-45 dte above cost-average, because the main goal is harvesting Theta for income. Standard Wheel. You could aim to maximize Vega as well by selling weeklies on quick sharp movement in one direction or another if you think it is over done however. I think the what would serve people selling CSPs/CCs best would be accepting that most of the gains of wheeling blue chip individual stocks is going to be price appreciation of the underlying compared to the cost average. That you never now. I remember selling 250$ Jan CCs on LEU last year before it spiked to 400$ and I had to accept that I took the premium and sacrificed the ability to sell the top (similar with rddt too last year). Both are now much below the strikes I had currently and I wish I had been able to sell, but I capped my gains. It happens, there is no free money. The Wheel is not free money, it's just gives more ability to control your return, sometimes it's painful.
Didn't want this to be missed in an edit but their investor day is June 10. If you're interested, add to your calendar. Now that I think about it, this is a bigger leverage play than I thought. This could be your deep value play. I just realized too LEU didn't show up on that screenshot. It's one to watch as well. They enrich uranium.
VM are we thinking about selling puts on BBAI or LEU this month?
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.
I just believe their are better growth opportunities then betting on a smr that might not even get nrc approval. And I do believe that HALEU/LEU producers are a better investment because you don’t need to try and guess what smr stock will become operational (which won’t be many), you only need to choose a fuel supplier that will power the winners of the smr race. Maybe some smrs will run like crazy, but all it takes is one setback to tank these stocks like crazy.
Did you know that XE creates their own poppy seed sized pellets to power their proven reactor technology? And did you know about LTBR? Perhaps you should research NKLR and IMSR. The future is here right now and you call it hype? Sure, it’s a three year window but like they say, buy low, sell high and higher. I remember a day when people didn’t believe in electricity, as a matter of fact they still do, you can find them all over Pennsylvania and Ohio. They are happy though and find ways to work around their beliefs. HALEU and LEU have their place but that won’t be a better investment than actually putting down investment cash into companies that they supply because the fuel is a negligible cost for running a small reactor, as is helium. You do you, I’m on the full tilt diverse accumulation stage and everyday there another breakthrough. Fusion or fission, I’m in.
You being up 300 percent does validate Oklo, hype stocks are all “hype” because they have been driven by nothing but vibes. Plus there are a ton of smrs stocks out there, you would be better off buying a HALEU or LEU supplier to mitigate risk. Don’t buy the shovels, sells the shovels.
Is it time to buy LEU or UUUU?
VM is selling $LEU shorts at $175 stake for 2 weeks out likely to pay off?
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.
I also am heavily into LEU, but I diversify lol.
Threw LEU through a tiil real quick - here's the short version. Balance sheet is actually solid. Net cash, current ratio of 5.6x, interest coverage above most energy peers. Real cushion there. Cash flow is the weird part though. They've been buying back $524M worth of stock on \~$31M of free cash flow. That's 1,600%+ of FCF returned to shareholders. Coming out of reserves, which works until it doesn't. Moat scores "developing" - not wide. The sticky revenue makes sense given long-term enrichment contracts, but margins are below the peer median and capital efficiency is weak. What I found interesting: over 3 years they've quietly shifted from growth to margin + balance sheet. Profitability up 32 pts, safety up 19 pts, growth down 11. Discipline or constraint - hard to tell. Uranium tailwinds are legit. Just watch the cash flow math before going full port
This is going to tank LEU. Wondering if it is high assay uranium
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
Centrus Energy ($LEU) is the only producer of High Assay Low Enriched Uranium (HALEU) in the western world.
URA URNM are etfs in my portfolio UUUU OKLO LEU CEG Cameco (forgot ticker) are stocks that come to mind, which can help u add different stock weight to your ETFs, because they are concentrated in cameco via market weight rn Paris nuclear summit was last week, wasn’t supposed to be about oil at all, but the IEA’s plan to release crude reserves stole the headlines. AI data center’s exponential compute growth will reach an energy dead end in the USA by early 20s.
I often sell CC's as a way to hedge downside risk. They seem like free money until you sell something like 330$ and it ranges above 400$ (Cough LEU/RDDT) and you gain 600$ dollars instead of being able to realize 1-3x gains when valuation becomes risky. The free lunch always has risks.
LEU no longer has sympathetic movement because fuck you
The fact that LEU is still at ~$200 level shows no one knows anything
Thank you for this, by the way. Monte Carlo is a great second model to use so I've updated my process to run both BSM and Monte. This is exactly what I was hoping to get out of this post so even though it was locked, I really appreciate your feedback. Here is an example modification to my output: # Example Case Study: LEU (Centrus Energy) Look at the results from the simulation I just ran for you: * **BSM Probability:** **39.15%** * **Monte Carlo Probability:** **19.74%** * **Convergence Gap:** **19.41%** * **Verdict:** **DIVERGENT.** **Commentary:** "BSM is being tricked by the high 85% Implied Volatility. While the $245 strike looks like a magnet, the Monte Carlo simulation shows that in 80% of realities, the stock fails to reach that level before April 17th. This suggests that the $245 'Ignition Point' is a harder ceiling than it looks on paper.
# LEU (Centrus Energy Corp.) - Playbook Analysis **The Narrative (Phase 1):** Centrus Energy is the sole US-based supplier of enriched uranium for nuclear fuel. They are currently the "geopolitical leverage" play as the US tries to decouple from Russian nuclear fuel supplies. However, the stock has been a "falling knife" recently (-19% in 3 months) due to a tepid 2026 revenue outlook and margin compression. It’s a battle between long-term energy security bulls and short-term earnings bears. **The Pressure (Phase 3):** * **Short Interest:** **24.47%** of the float. **(PASS - High Pressure)**. * **Days to Cover:** **7.50 Days**. **(PASS - Extreme Bottleneck)**. * **Borrow Rate:** **0.43%**. **(FAIL - No Financial Pain)**. * *Summary:* The "exit door" is effectively welded shut. With a 7.5-day cover ratio, any sudden positive catalyst (like a new DOE contract) would trigger a massive squeeze. However, because it costs almost nothing to borrow, the shorts are under no pressure to leave unless the price starts moving against them. **The Magnet (Phase 4):** The nearest heavy Gamma Call Wall is at the **$245.00** strike, which aligns with the median Wall Street analyst price target. **The Math (Phase 10):** *"Our customized Black-Scholes-Merton model indicates a* ***39.15%*** *probability of reaching the* ***$245.00*** *Ignition Point (a* ***22.09%*** *ROI), and a* ***2.46%*** *probability of reaching the* ***$357.00*** *Exhaustion Ceiling (a* ***77.90%*** *ROI) by the* ***April 17, 2026*** *options expiration."* **The Reward Distribution (Phase 7):** * **Target 1 - Ignition Point ($245.00):** \* **Risk/Reward Ratio:** **1 : 2.39** (Mathematically strong). * **Target 2 - Exhaustion Ceiling ($357.00):** *Metric: High Analyst Target (Needham).* * **Risk/Reward Ratio:** **1 : 8.42**. **The Risk (Phase 6):** The structural floor is **$182.10** (Recent technical support/session low). * **Max Downside:** **9.25%**. * **Risk Tier:** **Tier 2 (Standard)**. **Verdict:** **SPECULATIVE GO.** This is a classic "contrarian squeeze" setup. While the 39% probability of hitting $245 is lower than some of our other plays, the **7.5-day cover ratio** is a ticking time bomb for shorts. You are risking a 9% drop to a established floor for a potential 22% move into a supply-constrained uranium market.
Agree somewhat, however there has been some recent de-risking on the future HALEU supply chain: * $2.7B awarded in January to LEU and HALEU producers to ramp up domestic fuel production * OKLO’s $1.7B recycling center announced for Oak Ridge, TN, to come online in early 2030s * Plutonium bridging capabilities via Oklo’s Pluto reactor- hopefully news to follow on government awards (impacts first dozen or so Aurora builds)
As of right now, Centrus Energy ($LEU) is the only producer of High Assay Low Enriched Uranium (HALEU) in the U.S., which is used in SMRs. It’s likely other companies will enter the market, but I think Centrus has a good first mover advantage. They also build centrifuges for enrichment.
Have shares of LEU.. looking to add more if i can free some money up with AVGO earnings
Anyone else have their eyes on the nuclear stocks? They've really taken a beating the last month plus. LEU, NNE, SMR, OKLO. What am I missing?
I meant LEU. It's been a long day.
There is no such thing as secure growth in nuclear sector, either it moons or dies I like LEU since there is one of kind premium factor regarding HALEU, but even that is not guaranteed secure growth
OKLO, SMR, LEU and CCJ gonna pump today
AMD is priced more expensive than NVDA currently. It shouldn’t be but that ms the burden NVDA carries as the top dog. NVDA is the winner from a tech perspective but AMD has a lot more room to run as far as valuation. NVDA will smoke earnings and will make more money than we can comprehend, its value will increase over the years but it can maybe only double. And stock price suppressed due to it being such a large company and the negative connotations of that. AMD has more upside in the next 2 years in my opinion and I’m using AMDL to play it for the next 2 months. My main plays are Neo-energy, infrastructure, copper and uranium for the next 3 years. NBIS LEU BE- will buy and sell (so damn volatile) COPPER (COPJ) 10-15 years HOOD GOOGLE
What do you consider a good price to buy LEU?
Big believer in nuclear longterm. One company I’ve been doing a bit of research on is Centrus Energy ($LEU). They’re the only public U.S. company producing HALEU, which is the fuel next-gen reactors like Oklo’s actually need. The DOE just handed them a $900M production award, the NNSA wants to sole source enrichment from them, and they’ve got a $3.8B backlog thru 2040. They’re also profitable.a lot of people are focused on the reactor builders but someone has to make the fuel. Theres a Russian LEU ban that fully kicks in by 2028 and Centrus is the domestic answer to replacing ~25% of our enriched uranium imports. They’re spending $560M+ expanding manufacturing in Tennessee right now. I will say that the company does look a little overvalued right now but def worth having on your radar
Dont forget the plethora of nuclear trade deals Canada just did. Also Dennison has been stockpiling uranium, so they are holding for the next big cycle. If my analysis of the 10 year chart on uranium compared to current, looks like we are coiling. I got into DNN because a stop loss flushed me on LEU prior to its launching. Read up on the company, like the history, think thry are poised fairly well. Got my bets placed last October, just been watching occasionally.
\>I am keeping an eye on whales when they start buying into uranium and nuclear. This is exactly what has been happening in the last month though. Uranium hit an all time high like 2 or 3 weeks ago. I also hold a bit or NLR, and URNM, then directly hold OKLO, NNE, LEU I think that's about it.
High risk is investing in growth stocks like ONDS, LEU, HOOD, UUUU. Things that often move 10% in a day. You're betting on companies like that becoming juggernauts with a much higher share price, not investing in boomer funds and getting returns lower than the S&P. You'll need to do the research and find quality companies in sectors that will have a growing impact on the economy in years and decades to come.
AMKR and LEU might be regarded — adding here
Bro, single stcks can nuke you just like crypto. That “1–2% a day” thing is mstly for indexes, not names like LEU. Earnings, guidance, sentiment flips and booooom.. elevator down. That’s the game, Smh.
wish LEU calls were reasonably priced, maybe cameco will miss and allow for a good entrt
Did y end up on LEU? The 1-yr trend was trending up
Literally the same day I finally bought some. Same shit happened to me with LEU last year.
Revived my port with LEU puts and THC calls
Is LEU cooked after today’s earnings? It’s a ~44% miss. No wonder it’s dumping like no other.
gotta be LEU buy time, surely…
LEU, RDDT and ALAB destroyed pulled me down from green today. Fuck
ALAB, HOOD, LEU to name a few
Did you drop LEU? Love your posts btw
Just checking to see if there’s still invites my latest trade is all in on LEU
Somebody pls halp: > On January 30th I was up $10500 with $91000 invested. > >Between February 2nd and today I made 14 option plays for -$3500, Got in and out of $IREN for -$2000, got caught at the top of the metal run with $LEU, $LAC, $GFI and $HMY for -$3200 and got fucked by $JOBY's dilution for -$1200. > >I just closed all my positions and I'm only up $900. This has been, ***by far***, my worst week investing in the 5 years I've done this > >EDIT: I forgot I had an order for $QQQ 602C open at $2.50 and it was filled after hours. Down another $1800 FUCK MY FUCKING LIFE
On January 30th I was up $10500 with $91000 invested. Between February 2nd and today I made 14 option plays for -$3500, Got in and out of $IREN for -$2000, got caught at the top of the metal run with $LEU, $LAC, $GFI and $HMY for -$3200 and got fucked by $JOBY's dilution for -$1200. I just closed all my positions and I'm only up $900. This has been, ***by far***, my worst week investing in the 5 years I've done this
Didnt open my account today. May never open it again considering my port is made of IREN, UUUU, LEU and every other stock that went down 15% today
I also took a massive position in ASPI. Your point on LEU buying from Russia with limited enrichment capacity is a big part for me. Especially with the Renergen acquisition + QLE connection, I think this is very underpriced at the moment.
I have a massive aspi position. Its risky but if it pays off it will really pay of. The company is valued very cheaply right now. LEU stock ran up a lot. So it would have been the better investment for me. But LEU valuation is unjustified. They buy LEU from russia and enrich it to HALEU. They dont have a lot of enrichment capacity.
Dude, your analysis is missing the most critical factor: REALITY. Let’s fact-check your points: 1. Fuel (The Elephant in the Room): You ignored the biggest bottleneck. Oklo needs HALEU. Where are they getting it? Russia? The U.S. supply chain for HALEU is years away. No fuel = No power in 2027. IMSR uses Standard LEU. The supply chain already exists globally. Terrestrial Energy can fuel their reactors TODAY. Oklo is buying a Ferrari without gas stations. 2. Regulatory Track Record: Oklo’s application was denied by the NRC before. They are starting over. Terrestrial Energy (IMSR) already has its Principal Design Criteria (PDC) approved by the NRC (Standard Review Plan). They are moving straight to the Construction Permit (CP) with a regulatory path that actually works. 3. "Proven" Tech? You say Oklo is "proven"? Their design relies on liquid metal fast reactors which have a history of complex maintenance issues. IMSR is based on MSR tech proven at ORNL, but modernized. Plus, IMSR produces High-Temperature Heat (Industrial Heat), not just electricity. This opens up markets for hydrogen, ammonia, and desalination that Oklo can’t touch. 4. Business Model: "Only selling designs" is a feature, not a bug. It’s called Capital Efficiency. IMSR is the "ARM of Nuclear" — licensing tech to massive operators like OPG or DL E&C. Oklo trying to build, own, and operate everything (Utility model) is a massive CAPEX trap. Good luck burning that $2.3B when delays happen (and they will). 5. 2027 Deployment? Don't make me laugh. Without HALEU and a finalized NRC license, 2027 is a pipe dream. IMSR's early 2030s target is realistic and backed by actual industrial partners, not just hype. Stop looking at the hype and start looking at the physics and supply chain. IMSR is the real industrial solution.
Smells fishy this one. Plenty of competition in this space. I would rather bet on LEU for HALEU
GEV, CEG, CCJ, LEU, PWR is all you need
Cmon LEU, V out and go to 350. You've done it before.
What do you think LEU will do over the next 2 years?
Swap Crwd for LEU. Why no data center shitstonks
All my positions ($LEU, $JOBY, $USAR, $LEC, $AMPX) dropped 15% intra day just as I was adding more to them. FML
I don't have to. I bought LEU calls at open... Same shit.
Love me some LEU, are you swing trading it or holding?
UUUU, MP, LYSDY, CCJ, LEU Are some mining, processing companies that follow this whole kick for rare minerals in the fight for Greenland to look for.
It could be a while before it recovers enough to sell. Me, I'd cut it for better short term risk:reward, but you do stand a chance of missing a sudden burst to the upside. But other commenters are right: Nvidia is played out. What you want is to find stocks that are beaten down way too far and are likely to strongly reverse at some point (META, NFLX), or companies that are still in the early stages of market pricing (AMKR, LEU), or companies at the bleeding edge of new markets (BE, UUUU). Nvidia is a great company, but their stock isn't super likely to beat the market.
Wow, this is a blast from the past! The uranium thesis has taken a little longer to play out than I expected back when I made that post 7 years ago, so I am still holding the majority of my UUUU. I trimmed some of the position a few years ago to buy some LEU, which has worked out well; and again a little bit later to buy some ASPI, which also hasn't been a bad buy. I was cursing myself for not selling some when it hit $25+ last October; hopefully that turns out to be a blessing rather than a curse. Are you a holder yourself?
My profile of exclusively uuuu, LEU, bksy, and PL is very happy.