NLR
VanEck Uranium+Nuclear Energy ETF
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$NLR.c (Northern Lights Res, Canada:CSE) at .035 has commenced core drilling at the Tin Cup prospect at the Secret Pass Gold Project in Arizona.
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PPA, EUAD, NLR are my plays for this in the short term. Long term? Same picks but add FIW to it
I think Nuclear stocks will take off...eventually. I have NLR, URA, and UNMN. I'm not recommending them...just what I have and will likely buy some others. They're volatile. All three were way up last year and then way down this year and have rebounded.
I honestly do not know.. I think nuclear.. with the new contracts of our government.. plus private power needs.. will be good going forward. I own NLR shares in my IRA and just bought weekly calls on CCJ after the big up and down in two days..
CCJ going nuclear ☢️… AI needs electricity… other countries need protection and build their own bombs.. going back to the Cold War Era..!?! NLR.. or CCJ.. will be high demand… U be worth more the AU… but PB will take it all very soon while taking control. No one is worried? First national guard decree in California? Lock down soon.. King 🥭
NLR…. Going Nuclear..☢️
I tossed a paycheck’s worth into NLR at around $89 and have been pleased. I’ll DCA more in over the next 10 years.
I bought NLR back in January when Trump was discussing nuclear. It's been a good move so far!
SHLD, PPA, NLR, XAR, RING, EPR, EWG A mixed bag of decent performers for me this year.
I work in natural gas sales and trading for an energy company, and I think it’s important to be realistic about which nuclear companies will actually become major players. OKLO is still highly speculative and is getting attention largely due to its ties to the current energy secretary, but it has no revenue yet and is more of a concept-stage company. You’re also overlooking two key players: Rolls-Royce (RYCEY) and GE Vernova (GEV). Both are heavily invested in SMR development and have real industrial backing. SMRs, in particular, could be critical for powering things like data centers, which need scalable, low-emission energy solutions. So yes, I agree nuclear ETFs like URNM and NLR could benefit long-term, especially if this policy support continues but picking companies with actual infrastructure and momentum is crucial.
Fundamentals don’t matter with speculation; OKLO effectively a sheet of paper IONQ has more brick and mortar Quantum supremacy likely to be established by IBM in the United States, Honeywell throughout the world in particular Saudi Arabia, Microsoft in the US and international, and let’s not forget Google For now, algorithms are gonna pump quantum, and the application as it relates to bitcoin is appealing. Ultimately, if you’re thinking about what’s likely going to be stable, you cannot beat the index. NLR gives you exposure to many companies that are highly important right now to data centers and are more likely to have tangible revenue. Ultimately it’s up to you and what your risk is.
And 10 NLR if you really have fomo about nuclear energy
Done deal Fri May 23, by Presidential Executive Order. Fast track on regulatory approvals. OKLO CEO wasn't the WH during the signing. I also have OKLO and SMR. I bought in Dec just before they took off, then got a good average down to 14 on SMR, 22 on OKLO during the early April dip. Also have LEU and the nuclear ETF, NLR. There's not enough shares for the demand. Both OKLO and SMR are between 100-150 million shares area. Demand by institutions can only go up from here. They will continue to heavily accumulate in 2025, imho, and the real upside fun begins on the construction contract announcements. Enjoy watching the stock splits!
What would you recommend for nuclear energy? I have a decent amount of NLR but that's mostly because I'm not familiar with the names in the sector.
It's actually refreshing to see you asking ***before*** you buy, lol. So many people here ask for advice after they've invested thousands of dollars. Basic Guidelines for Starting: 1) Stick to mostly ETFs that track a broad market. 2) If you really want to buy some individual stocks, don't let them account for any more than 15% of your portfolio, and don't let any one holding be more than 5%. This should minimize downside risk. I'd say this is true for ETFs of speculative up-and-coming industries as well... (ETFs focused around Crypto/Flying Vehicles/Quantum Computing/Nuclear Energy, etc...) 3) Dividends aren't some magic bullet that will earn you more money. Growth and total price appreciation is the most important thing, especially if you are at least 10 years from retirement. If you aren't in a tax-advantaged account, then you will have to pay taxes on those dividends anyway, further reducing gains. 4) It is probably a good idea to get some international exposure. The US has outperformed in recent years, but that will not always be the case. 5) Before buying any ETF, I usually look at the top 10 holdings, and how much of the overall ETF they make up. I also read the fund description to see what it is trying to accomplish. I also look to see if the fund overlaps with one of my other holdings. As an example: VTI's description says it invests in the entire US market, including small, medium, and large cap stocks. VOO's description mentions it is only investing in the 500 largest stocks by market cap. VTI and VOO both have the same top 10 holdings. The top 10 in VOO make up 33.6% of the total ETF. The top 10 in VTI make up 29.2% of the total ETF. The funds have an overlap 88% by weight. Both funds are dominated by tech companies. With that I might decide to buy VTI because I want some exposure to those smaller companies. My starting portfolio might look something like this: 60% VTI (Total US Market) 30% VXUS (Total International Market) 5% NVDA (Company I have a strong belief in) 2% IBIT (Bitcoin Trust) 3% NLR (ETF Focused around Nuclear Energy) That portfolio has 90% of holdings in broad markets that covers the entire world, but I have a couple of more specialized picks based on my beliefs about the future. It is just an example, but hopefully it helps.
My Roth IRA is pretty risky. But with everything down I feel like buying safe stuff isn't going to pan out on the way back up. Topped up on QQQM during the bloodbath on Friday. Suggestions? IF things go down more what should I add? QQQM: 60% FZROX: 10% SMH: 10% FNILX: 9% SOXQ: 5% NLR: 5% NVDA: 1%
ETFs are fine. KWEB is the one I like. Also in XPEV, BABA, and JD. I’m in gold for because it doesn’t cycle with the NASDAQ/SPY. Bitcoin might as well be SPY for all the difference it gives you from the general tech side of the stock market (which is at all time highs). That is, Bitcoin tracks with tech stocks and gold doesn’t. I’m in gold because I think Bitcoin will crater again soon, and I don’t imagine gold will do more than pull back a couple hundred dollars an ounce for a bit this summer. Whether I try to time an exit and reenter is an open question, since I’m new. What I hope beyond hope is that disillusioned crypto and Mag 7 busters will discover how strong gold has been. Also on silver, thinking about uranium (URA, NLR), and trying to figure out whether oil will bull. AI energy play is likely oil, natural gas, and nuclear, but oil is tricky. We probably have the mother of all recessions coming (it was coming no matter what, but I think it’s likely Trump policies will hasten it). If it does, good will be fine, silver will be okay, but oil will get clobbered (and it would be great to buy it *then*).
NLR (Nuclear energy and uranium production)
Bought Oklo over SMR or NLR only because of Sam.
Yep, I bought $50k of NLR this week. Starting to see talk of nuclear percolate recently. It’s going to be a few years but necessity will overcome the headwinds.
Why NLR over a much cheaper one like URA? Are VanEck ETFs particularly good?
Tsla Nvida Pltr Started positions in qbts, qtum, asts (small ones) I am considering NLR etf
Added NVDA and NLR Hats off to deepseek bois for that dip Mango should be luring every one involved in that project with visas and cash to US btw
What a day to hold NLR and OKLO as the whole market is about to meltdown.
A couple long term high risk/reward options for long term: Sector - ETF - Individual stock Psycadelics - PSIL - MNMD Genomics - GNOM - CRSP Nuclear - NLR - CEG Personally I tend more towards the ETFs because I don’t think I can single out the companies that will come out ahead. I like these options because they haven’t been the Wall Street darling sectors as of late, other than maybe Nuclear.
What's the deal with NLR? You think nuclear tech will pop under Trump? Because I'm getting tired of seeing this ETF in the red, even on green days.
Fucking NLR is killing my port.
NLR at support if we break below $85, watch out
Considering the move to EVs and also nuclear power, do we like COPX or NLR ETFs?
Which nuclear energy ETFs are you considering? I'm looking at NLR, NUKZ, and URAN. All of them have similar holdings so not sure which one to with?
Sorry yes. Combined NLR and NNE. My bad
I mean smartest play would be URA and NLR or NUKS or both. I am fully selling out on SMR, OKLO, and NNR which are heavy in NLR and NUKS. URA still a great choice brotha. I’ll probably add that to my list next year tbh once I can contribute to my Roth again
To you all arguing over SMR, OKLO, or NNR… Go invest in NLR and NUKZ you’ll win regardless. I think all of us in here are clearly in agreement that nuclear is going to take off just cover your ass with ETFs
I’m a big fan of Nuclear. Vaneck does a uranium and nuclear ETF (NLR) I’ve got some invested in.
What about this etf I found: NLR
I just sold my NLR after making about 40%. All these nuclear projects take a decade to start working so it’ll get cheap when people move on to the next shiny thing.
You make some valid points. I am hesitant to buy NLR because of its recent run-up, so I will likely wait until it drops lower or skip on it entirely.
Have you taken a close look at the holdings? Many are nuke adjacent and not 100% core based in nuke. Many of the holdings do well in other spaces elevating the value. The fund also covers a lot of foreign emerging markets and it produces a 4% dividend. Don’t sleep on NLR
In the world of nuclear/uranium ETFs, NLR is likely the most "stable." (This doesn't mean it's a safe play by any stretch) You might caution against buying after the recent run up, as it has about 40% sensitivity to nuclear related utility stocks that have absolutely rallied in light of the AI trade (see: Constellation and PEG). One might suggest they are wildly overvalued, or at least, ahead of their skis right now until the new administration picture comes into clearer focus. Pro: nuclear is literally the answer to the current energy demand problem (clean, runs 24/7). New administration's secretary of energy is a big oil and gas guy, but also sits on a board of a nuke sensitive company, so he may pull the gov't to reduce some regulatory stress and help speed up the planning/building process. Con: it's nuclear, and no matter how short sighted, people remember Fukushima, TMI, and Chernobyl. Also, waste is an issue (though mostly because of fear based headlines starting in the 80s, or earlier). Plus, if a plant isn't being built already, well.. I .. good luck I guess? The lead time is minimum 10 years. And also, where do you put new reactors? (China has a novel idea where they are converting old coal plants, as one example, but their regulatory environment is not the US's). Other choices in the space are URA and the uranium miner's one that I can't recall the ticker of. Those are more pure places commodity related. More volatile, and only one piece of the nuclear equation. If there's a breakthrough in small modular reactor (or SMR) tech, then NLR has some exposure to that, as well. But.. mostly so far all of that is vaporware. Those companies, by and large, are also significantly overvalued to the point that you probably wouldn't buy them individually..(but I don't know you, so maybe you would) Anyway, sometimes you have to hold your nose and buy a share if that's what you want to invest in. Remember there is an opportunity cost, I.e. what else could that money be doing , and is that a better place to put your money?
Unfortunately if we go to war I see more push back against power plants as they can be targeted if god forbid someone’s invaded us. Then it’s like who wants to live next to a target. T-dawg got us though we aren’t going to war and we will mine for more uranium. T-dawg is also very nuclear friendly and wants to approve new reactors on day one. Invest in NLR and NUKS. Both hold OKLO as well
It’s simple just dump a few thousand yearly in NLR, NUKS, QTUM, SOXX, XSD and XAR over the next 20 years…while you’re sitting in that vacation house tell your family I said don’t mention it
NLR, NUKS, UUUU, OKLO, and DNN make the years of LCID pain go away
You my friend are looking for NLR (vaneck nuclear and uranium) etf
I looked at them. I think NLR, since it is actual companies. While others are just the commodity.
Yes I wonder what the best between NLR NUKZ URAN
NLR holds SMR, CCO (U.S. CCJ) and OKLO so not a bad choice.
I agree, but hard to pick through them all and single stock risk. NLR ETF might be the answer to most. I also think XLU would work. Since utility companies have skin in the game. They could mame their own or buy players like Nu, SMR, etc.
curious as well, NLR keeps disappointing me, also it has a .64% ER 
Bitcoin, MSTR, COIN, crypto stocks, etc are elevator down Potential pops, green energy, nuclear stocks such as CEG, VST, NLR to name a few, maybe OKLO. CCJ may see a nice jump based on some previous action I’ve observed. SEMI’s could see a nice jump if he loses since he’s already spouting off about killing the CHIPS act. That rhetoric must have had a financial impact on businesses because it created uncertainty, instability. Basically if she wins by a landslide, we all win, market MOONS because it immediately creates a sense of normalcy, of stability and not the insane rantings of a very unstable individual. CEO’s like knowing the rules of the game when making important decisions. Rules subject to change at a whim, create chaos and accomplishes nothing, or cause great harm.
Thanks for the reply. Having looked into I'm DCA'ing into OKLO NNE GEV VST LEU LTBR SMR. I saw there are already a few nuclear sector ETFs but didn't prefer them. (NUKZ NLR URAN). It does seem reasonable, AI will continue, will need 10x more electricity, nuclear is the only option, and will need more semiconductors (USD?), I guess the question is just which of those nuclear stocks to get into. I only recently got back into following trends after a long break, if had been following prob would have bought that reddit IPO too
Thanks for the reply. Having looked into I'm DCA'ing into OKLO NNE GEV VST LEU LTBR SMR. I saw there are already a few nuclear sector ETFs but didn't prefer them. (NUKZ NLR URAN). It does seem reasonable, AI will continue, will need 10x more electricity, nuclear is the only option, and will need more semiconductors (USD?), I guess the question is just which of those nuclear stocks to get into. I only recently got back into following trends after a long break, if had been following prob would have bought that reddit IPO too
> ROIC is misleading when you work with early stage tech development because once you DO manage to commercialize the tech profitably then ROIC normalizes. This is a really interesting perspective. I think I've become too hyper-fixated on the bean-counting aspect of things (ROIC, P/E, EPS), which doesn't necessarily apply for developing companies. Also 200% agreed with the Tesla perspective. Are there any Uranium ETF's you've been looking at? I quickly glanced at URA (Global X Uranium ETF) and NLR (Van Eck's ETF); I like the companies in URA more, but the balance is so off. 24% of the ETF being one stock (CCO: Cameco Energy) is a bit too much to me.
Honestly I think you should hold, how long have you had NNE and NLR?
Don’t forget NLR in that safe/boring category
If I'm heavily invested in NLR and minor in FANG, isn't that enough exposure to the sector? Oklo seems to risky and speculative at this stage. It seems so far from any real revenue or profit.
I am going to build up XLU and NLR (maybe). Perfect exposure to utilities/electricity and uranium.
Yes, I think it’s NLR, it’s the VanEck uranium ETF
I think NLR has miners and downstream companies in the reactors etc too and URA is mostly focused on the miners
Thank you! That’s very helpful! What’s the difference between URA and NLR?
GEV BWXT Cameco or LEU if you want to bet on individual stocks. Better to bet on uranium and nuclear service ETFs -URA or NLR
NLR covers both energy and uranium mining.
Perhaps would be worthwhile looking into broader exposure of the nuclear technologies supply chain (NLR?) instead of specifically uranium mining (URNM, etc) I agree that there is a ton of asymmetrical upside here given the latest news from Big Tech investing in nuclear.
Cashed in a 100% gain yesterday on SMR and reinvested in NLR to spread risk. Feels good.
The two portfolios are very similar, but I find the following differences noteworthy. Van Eck Uranium (NLR) includes industrial and technology stocks in addition to uranium so is much lower risk because it has more sector diversification. It can be preferred for stable growth. However, if you expect uranium to rise, the Global X ETF (URA) has the potential for a much steeper rise. This is because Global X's ETF is almost entirely concentrated on uranium. I can only give you that much info about them.
What do I do with 200 shares of NLR I randomly have
Already got NLR and it seems to have pumped already
NUKZ for aggressive and NLR for conservative.
I just found this ETF NLR has surged +6.88% to $94.21. Check it out on Yahoo Finance: https://finance.yahoo.com/quote/NLR.
NLR is another great Uranium ETF. Bought in late last year and early this year, up 27% plus 3% dividend. Holding for the long
Tbh, I have no idea. Started trading in January, bought NLR in February @ ~$74 and It’s currently at ~$88. Didn’t know what I was doing then, know less now. Although I did know I should buy NVDA, but someone told me not to. (It was at $400 pre split)
My choice of Uranium ETF is NLR (VanEck Uranium + Nuclear Energy ETF)
Okay! I think I will continue investing about 0.5% of my diversified investment portfolio into NLR like the “have to be mad” person that I am and will wish you well in your investment journey.
Following. 10 shares of $NLR
NLR. Hasn’t done what I wanted it to since I posted this, but I still believe in the space. Long term play
CCJ, NRE, uuuu, urnm. I'm just starting out so I went with NLR, an etf until I get better info. Nukes are pretty volatile but with power demands soaring, it could be a good play.
IYK, XLE, XLC, PAVE, IWM, NLR, IYH...just look at some sector ETFs and pick a few where you like the composition. Many have double digit growth with a dividend. Never hurts to put a little bit of the portfolio elsewhere.
I have a fat stack of NLR and will continue to grow it as a small part of my portfolio. Time will tell if it pays or not.
Here is what I am rotating some of my NVDA (since 2017) into: NLR (Nuclear Energy ETF), CAT (US Infrastructure play), DE (John Deere - global agri play and agri AI and robotics), RBRK (IT security recent IPO, low marketcap), ALAB (Astera Labs - interesting company), MU (looks like an Nvidia companion).
Oh shit, I just looked at some of those other ETFs you listed. SOXX, PSI, LIT, CPER, and NLR all have pretty high expense ratios. I would say that as a hard rule, you shouldn't hold anything with ER over 0.5. Reality is that you have a shit load of good funds that are all under 0.2, many even below 0.05. Also, don't get QQQ. Get QQQM. It's basically the same thing, but lower expense ratio.
The two industries I invest in are nuclear (NLR) and semiconductors (SMH).
/u/DCervan, I'm glad I bumped into your post. I opened a sizable long position in NLR on Monday, then the Russian uranium ban comes in. Great timing, thanks for the tip!
I like CCJ and NLR because I believe they are directly involved in the whole nuclear fuel cycle.
I started doing a deep dive on NLR. Any opinions on that one vs the others?
Both a bit risky for my taste I prefer the etfs URA URNM and NLR. But to each his own
Uranium, AI and cyber security. URA, NLR, UUUU. AIQ CIBR VRT 😉