NXE

PushingSam

They're probably talking about EXE (High NA) and not NXE (EUV).

BrotherDirect744

Op why not CCJ and/or NXE instead?

Bluebird-9641

I forecast US will be nuclear powered in 50 years, uranium is very volatile though if you do get in don't panic sell too quick. Owned NXE for a very long time before patience ran out, Look at CEG and OKLO too but not at these prices.

PalpitationSmooth992

holy fucking NXE over 10m shares getting scooped up after hours hoping for overnight selloff so i can scoop up cheap shares

ShadowMoneyLurks

LEU; NXE; UUUUranium

timee_bot

View in your timezone: [Thursday, November 6 at 8:00 AM ET][0] [0]: https://timee.io/20251106T1300?tl=NXE%20Earnings%20Call%20This%20Week%2C%20Key%20Rook%20I%20Updates%20Coming%20Nov%206

CodFull2902

Yeah I like NXE, it has pretty good ranging between $8ish to $9.50ish. Ive been swinging trading it in this range since September

timee_bot

View in your timezone: [Nov 6, 2025 8:00 AM ET][0] [0]: https://timee.io/20251106T1300?tl=Uranium%E2%80%99s%20heating%20up%20and%20NXE%20is%20stepping%20into%20the%20spotlight%20ahead%20of%20next%20week%E2%80%99s%20conference%20call

Next_Degree

Can anyone be a devil's advocate on why one shouldn't pull the trigger on NXE? Also shameless promotion: SSKN imminent wedge pattern convergence, was recently listed on squeeze chart!

81458145

Puts on NXE

VanilaaGorila

Emerging market ETF, pick your country. Copper, platinum, uranium. XME, NXE, VWO, URA, BHP. GLD if you want some gold, even if it has run up. I’d stick closer to silver and platinum (I’m already at 4% gold in my port). Somewhere there is a quote, buying right always feels wrong. The times are changing. These trades might not feel great for another few years. I have just begun to trim my winnings and move into commodities and energy.  

Free-Rule-8577

NXE or HIVE, which took a hit when Bitcoin fell, are also currently good purchase options in my opinion.

PushingSam

Copypasta from what I have posted here in the past, as it gives ppl more insights. Highly dependent on process, and cost per exposure is slightly higher at HNA. 3nm HNA is supposedly about 105% compared to EUV MP. Litho costs also expected to be about 20% higher on 1nm and 15% on 2nm. Not even to mention EXE:5200B costs like 350m, whereas NXE:3800E is 150m and DUV being much cheaper. TSMC seems to be pulling a lot more from DUV multi patterning, and process differences like 3LE, 4LE, SADP, or SAQP come into play. China is already doing sub 5nm on DUV immersion. So basically, if overlay on a DUV machine is good enough, you can multi-pattern your way well into the "modern" realm; costs of MP are also lower until really high end nodes.

CertainFan7743

I got NXE. Im down $1.00 per share not sure if it will turn around

AFG-Halfmind

Or NXE (small cap)

Dicey82

NXE

kanyedidnothingwr0ng

Oof that's tough, I skipped that one and USAR; I bought UEC, DNE, TMC, NXE. Already have 16.5c UUUU I bought a while ago, it went down huge today but still up like 750%

ItinerantTradeTales

DNN’s still one of the most liquid uranium plays for options right now. OI stacked through $3–$5 and sector momentum still running hot. NXE’s the stronger chart technically, but DNN gives cheaper convexity. Both DNN and NXE sit on some of the highest-grade uranium deposits in the world. • NXE’s Arrow deposit is >2% average grade (insanely rich vs global average of 0.1–0.2%). • DNN’s Wheeler River project is smaller but advanced toward production, using low-cost ISR (in-situ recovery) methods uncommon for hard-rock Canada, meaning cheaper extraction once built. Mineral and uranium ETFs overweight them because NXE is a flagship growth project and DNN is near-term production story. I need to check again but I think every uranium ETF holds both.

ItinerantTradeTales

NXE and DNN have bullish call spreads and looking like it might run up again

Nut2DaSac

Thats how I was feeling about UAMY as well. So, instead 5x more $9c for 1/16 on NXE

Nut2DaSac

watching my $UUUU and $ADM printer go brrrrrrrrrrrrrrrrr How are we feeling about $NXE and $UAMY?

takeahikehike

NXE is finally having its day. 

OriginalDaddy

Please buy NXE so my calls print and i can put my wife’s boyfriend to shame.

BobAndy004

I do UUUU which is up like 30% since I got it. URG and UEC. Also NXE but they are Canadian. My guess after mango was done slobbering the Canadian PM he will reduce tariffs on Canada for a joint venture in clean energy with the other N word. Nuclear.

AsbestosDude

Maybe research DNN, NXE or UUUU

AsbestosDude

I like DNN, UUUU is solid, NXE looks promising. If you dont own any uranium stocks I would start with an ETF like URA or URNM.

AsbestosDude

There's lots, depends on what stage you want, active mines id go for LEU probably, but I like the mines which are close to coming online so stuff like DNN, NXE, UUUU.  I also like early stage explorers but theyre basically high risk pennystocks. Not for the faint of heart. Realistically I would look at the ETFs URNJ, URNM, see what they're holding and dig into those companies. Or just buy the ETFs, safer move all things considered

AsbestosDude

Dnn is better imo. Both mines are pre production. However NXE still needs the arrow mine to be financed. That's billions of dollars.It does not have. Denison has the cash in hand to build the phoenix mine. It literally has potential to be the highest profit and margin uranium mine on the planet by far Arrow is further in the pipeline but phoenix is not far behind. The last regulatory approvals come in at the end of the year for phoenix, which are all but assured to be passed. Once that happens, the stock may get rerated because it's both de risked in that way and money that is unable to invest in pre permit, mines can actually come online There's a pretty good chance nxe hits like fifteen dollars by 2027, but there's also a pretty good chance dnn could go as high as ten dollars if construction goes well and uranium spot stays above eighty dollars a pound Dyor but dnn is a rare stock that stands to gain the most off of the asymmetric market that it sits in. 

Jaded-Influence6184

NXE is sitting on the largest undeveloped Uranium deposit in the world. And it is going for its final approvals to dig this winter, with the Canadian Nuclear Safety Commission. This is pretty much considered a done deal, but just waiting on Canadian bureaucrats who like to dawdle and take a lot of time for things that would happen in a couple months in private industry. Otherwise this would have been done by now.

JohnnyStrides

I have CCO and NXE in a 2:1 ratio. Thinking of ramping up NXE to match my Cameco holdings. The smartest thing to do would be just to grab one of the uranium ETFs probably (HURA in Canada). 

regenzeus

I think the best opportunities are now on the ASX. Pdn and dyl come to mind. Out of the 3 you got i would go with NXE. Ccj is also a good play but dont expect more than 2x or 3x.

Great_Molasses_4601

Lol I almost lost 2 hundred dollars from uranium almost universally (Dnn, NXE, UEC, qnd OKLO dipped hard at the same time.)

Great_Molasses_4601

Dnn has been making moves in uranium mining, aswell as NXE has been a pretty good share for me up till last week (they did bounce back tho). I just have alot of faith in DFLI and personally all it'd at .35

MightBeneficial3302

Yeah, the CNSC hearings are definitely a major milestone, full approval would clear the way for Rook I to move into construction. But I think the market won’t wait until the final stamp; utilities already signing >10M lbs in offtakes shows confidence, and each permitting step adds to that. Smooth hearings in 2025 could be the catalyst that pushes NXE into the “next tier” of uranium names.

Temporary_Noise_4014

Strong write-up. The uranium shortfall projected by 2030 is real... existing mines can’t keep up with demand growth from nuclear. NXE’s balance sheet and market-linked contracts give them flexibility most juniors don’t have. Curious what others think…do you guys think the real rerate for $NXE comes after the CNSC hearings in 2025, or will the market start pricing it in sooner?

Remarkable-Crow-3459

UUUU or NXE calls?

Sea_Lingonberry_4720

NXE is meme stock?

Sea_Lingonberry_4720

NXE is meme stock?

AlaskanViewer

Thank you for the tip. I'm new to the groups and working on understanding and tapping into the information in these groups to catch the waves as they are rolling. I put a few bucks on some of the recommendations to see how good the info is, and track who's giving it. so i can pin down the golden noses. I'm liking your sense of smell. Path, OPEN, SNAP, NXE, are just a few I've been tasting that are doing well..

JohnnyStrides

Can also add in some MGA but I'm adding CCO/J & NXE at a 2:1 ratio and buying in weekly.

InnerSandersMan

I saw where they consolidated and moved up. With people struggling to pay bills, budget cosmetics may be a good play. Congrats on the entry point. If you want to pick up a small amount of a stock with potential, I like NXE. It's volatile and will not be producing significantly for a while. It's a long hold in the Uranium sector.

Hungry-Brain-3287

Pretty sure UEC is producing yellowcake at the Irigaray plant and have restarted their Christensen Ranch plant last month. They aren't in development like DNN and NXE.

Pristine_Wind_5188

Thoughts on $NXE.

Punished_Choogis

What are your thoughts on NXE? It's not seeing production till 28~29 and is still awaiting permits.

Punished_Choogis

Am I restarted or does NXE seem like the play here? High short percentage, inevitable price run up due to nuclear and low IV on calls. Anybody got thoughts on this?

Sea_Lingonberry_4720

I’m new to this myself so take it with a grain of salt but NXE looks good to me. I’ve seen it recommended around, and with Robin Hood gold it says all 15 analysts who reviewed the stock recommended to buy.

TheInkDon1

"Okay," you say, but what if it went to 11?" (Like in Spinal Tap!) I'll answer that, but first, do you know what Expected Move is? It's just that, the expected move of the stock's price for a given expiration. It's based on the IV and whatever else of the stock and its options. It's a "1 Standard Deviation" move, which is a statistics thing that means that should happen 32% of the time, that the stock price reaches EM. ThinkorSwim displays it, and you should find it on your trading platform and have it handy. It's showing $1.39 right now. Which way, it doesn't say, just that "the numbers" say the stock might move 1.39 either direction by expiration. Add that to spot to get 9.83. So when I took NXE to 10.20 in the above example, I was being generous. A 2SD move means that only 5% of the time will the move happen. Just 5%, so it's kind of bounding. 2 x 1.39 = 2.78 Add that to spot to get: 11.22 There's the 11 you wanted, so let's see what the outcomes would be: The 10C is worth 1.22, and you paid 0.20 for it: a 6.1x gain. Nice! The 7C is worth 4.22, and I paid 1.60 for it: 'only' a 2.6x gain. But before you start celebrating how much the OTM Call beat the ITM, think about 2 things: 1) is 163% in a month return 'enough'. (It is.) 2) remember how the OTM Call wouldn't even START making money until well after the 1SD move? The 85-delta Call starts making money as soon as NXE hits 8.60, and is making money all the way up to 10.20, *which is when the 23-delta Call starts making money.* It's an "area under the curve thing": ITM Calls have higher probabilities, and spend more time making money than OTM Calls.

TheInkDon1

Ah, good. I'm glad you asked! (This got long, so settle in.) Many new option traders buy OTM Calls because they look 'cheap'. But they're cheap for a reason: *all you're buying is* ***time****.* Time and hope and fear and greed and wishful thinking, and all the things that go into an options *extrinsic* value. In general, we don't want to be *buyers* of time. Statistically, *sellers* of time have the advantage, because time is a wasting asset. So with NXE at 8.44 this Monday night, your $9 Call is 0.56 OUT of the money; and all that value is time. I'm not sure which strike you have, because you said "next week," and there IS no 'next' week. There's a THIS week, and then you go out to 17Oct. So I'm going to assume you own the 19Sep9C at **26-delta**, worth 0.125 right now. Do you know what Delta is? I mean really *know?* It's how much, as a percentage, an option's price changes as the underlying's price changes. But that's not important here. Because Delta is *also* "kind of" the probability that the option will expire ITM. So there's 'about' a *74% chance that 9C expires worthless.* **74%!** If you make 4 trades like that, 3 of them are going to lose, on average. Lose ALL of the Premium you paid for them (IF you let them go to expiration without cutting your losses). And yeah, there's a 26% chance it expires ITM. ITM for that strike would be 9.01. What will your option be worth if NXE closes at 9.01? 1 cent. $0.01 So you don't just need it to expire ITM, *you need it to exceed $9 by however much you paid for it.* That's your Break Even price, the B/E. What is that for you? Because when it gets there, *you've only just broken even.* **You don't start MAKING money until the price at expiration exceeds your B/E.** Are you with me on all that? Read it over again if you need to, understand the numerical relationships. Good? Okay, let me scoot out a month to 17Oct for this next part. You buy the 23-delta 10C for **0.20**. I'll buy the 85-delta 7C for **1.60**. You're probably laughing at me right now: "Haha, sucker! You paid **8 times more** for your option!" Let's see how it plays out. Breakevens: Yours: **10.20** Mine **8.60** Spot is **8.44**. Are you starting to see it?

Ok_Asparagus_6704

Thank you for the feedback can you develop more on the part where you say : I m seeing that your $9 NXE Calls are ITM. You should stop and buy in ITM.

TheInkDon1

Thanks for focusing me back on uranium. But I'd say that the somewhat-safer ETF **URA** is the better pick here. Up 92% in the last 6 months, and 17% in the past month. (And then I got a little carried away with analysis mostly for myself.) And 123DTE **URA** 80-delta Calls are fairly cheap, 20% of spot. (Sorry, 3 months is as close as I get. And always 80-delta or more.) And I'm seeing that your $9 **NXE** Calls are ITM. You should stop doing that, and buy ITM. I can work out the math for you if you want, but it has to do with probabilities. Looking at **NXE** (23% 1m, 80% 6m) 123 days out, the 6C at 87-delta is going for 32% of spot. And **NNE** (4% / 23%) is at only 28%, nice. (But given its trend, I don't think I'd trade it; even if you do see unusual Call option volumes.) I almost always sell Calls against long Calls, so another metric to look at when deciding which of these trades to take is the ROI from 30-delta 1-month short Calls: URA - 10% (32DTE, 28-delta) NXE - 12% (32-delta, interpolated between 0.23 & 0.41) NNE - 12% (28-delta) And that's about what you'd expect: the 2 stocks giving a little bit higher monthly ROI. But for the safety of an ETF (no single-issue risk), I'd gladly give that up if I'm still getting 10% monthly. Thoughts on any of this?

muradinner

It's due to the US/UK agreement on nuclear recently. Lot's of bigger name nuclear miners and energy companies saw jumps. NXE's probably won't last if approval continues to take forever with Canada's never-permit policy that the liberal party seems to have adopted.

to_the_star4

Top Uranium ☢️⚡️deals to get in while is low DNN , UEC , UUUU , NXE , UROY , ISOU this is compare to the expensive ones such as CCJ , LEU

sharpetwo

You have it right: that’s basically a covered short straddle at the 7 strike. Long 100 shares, short the 7c, short the 7p. Now if NXE settles above 7, you pocket the call + put premium and walk away with capped gains. If it drops below 7, you double your exposure with an adjusted cost basis around 5.55. You get all that right. Now the part I don't understand: if you are very bullish, why sell the upside? You are capping your max P/L right at the level you think the stock will clear. The short put already expresses conviction (you want to own more if it dips). Layering the covered call on top turns it into a stock-doubling play with the brakes on. If your thesis is “NXE flies,” keep the naked put and the shares. If your thesis is “NXE grinds higher,” then the straddle works. Right now, your structure says you are bullish but not too bullish so... which one is it?

InItsTeeth

I’ve been printing money with NXE for the past year it’s been nice. I’ll check out these other ones

AsbestosDude

My picks for the nuclear industry are NXE, URA, DNN, and SMR I really wanted to get the company Kazatomprom but alas, I am not able to buy.

Jaded-Influence6184

This coming week is the World Nuclear Symposium. It usually boosts nuclear/uranium related stocks, which often continue through the fall and early winter. Given AI energy requirements pressure, Trumps blocking of solar and wind turbines, and his (and many people's) affinity for nuclear, it should be an interesting few months in that sector. Mind you, many people are seeing nuclear as the only real reliable 'green' energy for at least the next decade or two. So there's that. This might be why the EN sector has bumped up this past week. NXE and DNN for example poppled 4 to 5% a couple days in a row last week (Thursday and Friday).

warm_fork

I'm liking what i see in NXE, another *Canadian*😅 Uranium company. if it has Uranium in the name, 🆙↗️🌙

Syclone

UUUU or NXE if you dont want US dollars

PushingSam

Highly dependent on process, and cost per exposure is slightly higher at HNA. 3nm HNA is supposedly about 105% compared to EUV MP. Litho costs also expected to be about 20% higher on 1nm and 15% on 2nm. Not even to mention EXE:5200B costs like 350m, whereas NXE:3800E is 150m and DUV being much cheaper.

Relative_Tone_4870

Arry, MP, NXE, IONQ

manomus

NXE earnings today

TheBoxerBySandG

Yes, and that’s fair though. If I could pick a winner every time I’d be a billionaire by now. My pure play positions never go over 300$. So let’s say I have 2 or 3 speculative positions each between 250$ to 300$, if any of these go to zero, I’ll be fine. My downside is limited, but my upside is huge assuming these pay off. NXE for example, that’s betting on uranium futures. My thesis is not rocket science, it’s common sense based. NXE is a pre revenue uranium miner with a project set to start production in 2029-2030. There’s a 100 things from now until then that could fuck up the entire company. But if somehow someway they get rook 1 built and producing, I’ll be laughing. Especially since I genuinely do believe that nuclear energy is the future. so I’m not worried about long term uranium trends. A lot of my investments carry 3 to 5 year horizons, my indexes are carrying me whilst my speculative plays mature, or, well hopefully mature.

TheBoxerBySandG

You know, to show good faith I humoured you, I did it. This is the summary portion of the direct reply: Most retail investors underperform the market over time. • SPIVA (S&P Index vs Active) studies consistently show: • 80–90% of actively managed equity funds underperform their benchmark over 10–15 years • Retail investors perform worse than professional managers due to: • Poor timing (buying high/selling low) • Overtrading and chasing trends • Lack of diversification • DALBAR studies (US retail investors): • Average retail investor 20‑year annualized return: ~4–5% • S&P 500 over same period: ~9–10% • The gap is behavioral, not lack of opportunity Conclusion: The baseline probability of long‑term outperformance by a casual or moderately active retail investor is low (<10–20%). ⸻ 2️⃣ Why Index Investing Wins for Most People • Diversification: • Owns the entire market → automatically captures winners and avoids catastrophic single‑stock risk • Low Costs: • Passive index ETFs have fees of 0.03–0.15% vs active strategies with trading costs and potential mistakes • No Timing Required: • Systematic dollar‑cost averaging eliminates the behavioral penalty • Statistical Edge: • Broad market returns are essentially the sum of all participants; only a minority can sustainably outperform. ⸻ 3️⃣ Conditions Where Retail Stock Picking Can Outperform 1. Concentrated, long‑term, disciplined strategy • Focused on a few sectors you deeply understand (e.g., Buffett’s approach) 2. Avoiding Behavioral Mistakes • No panic selling in downturns • Avoiding “chasing hot tips” or meme stocks 3. Leverage Unique Knowledge • Some retail investors outperform by exploiting niches: • Small‑cap Canadian miners (if you’re truly expert) • Local real estate equities • Sectors where professional coverage is thin 4. Tax‑Sheltered & Low‑Turnover Accounts (TFSA) • Maximizes compounding of any alpha you can generate ⸻ 4️⃣ Your Case Specifically From our months of work together, your approach has higher odds of doing well than average retail because you are: • Combining core passive/income holdings (RPF, CPD, FCMI, CASH) with • Concentrated bets where you have a thesis (NXE, ABX, ATD) • Using a TFSA → tax-free compounding • Risk-aware → maintaining 10–20% cash buffers, not going all-in Even so: • The long-term baseline is that indexing will beat most stock pickers • The key to potential outperformance is: • Keeping your speculative bucket small • Letting time + compounding work in your core holdings • Avoiding emotional overtrading I understand what you are saying. Historically, statistically, retail loses. But not always, and i have faith in myself and my decision making to believe that in 20 years, I’ll be just fine. Besides whether I will or not, we’ll find out in 20 years. Until then, it’s my money. I understand what you’re trying to warn me of, I may come across as braggadocios, but I’m self aware. I’m simply trusting my process.

TheBoxerBySandG

You guys kinda misunderstand because I AM into indexes, a solid 40% of my portfolio is in income bearing etfs and indexes set up in a tfsa for them to roll on long term. 30% is into growth stocks, and 10% is set aside into CASH bringing in 3.smt%/year and acts as my cash buffer for tops ups or opportunity plays. And about 20% of it is dedicated to swing plays and speculative try outs, small caps, and small positions in pre-revenue highly speculative projects like NXE. My goal is to learn this game and not lose my money. +18% is better than -18%. I enjoy active investing, i have a good job with good income, and this is a skill i look forward to developing. The 6k that’s now 8k is not my life savings, it’s my tutorial fund. Mind you, I’m invested mainly in canadian stocks and etfs due to the nature of TFSAs and the deadloss from american income bearing assets.

squirtloaf

NXE. Hasn't really started moving yet, but supposed to be the THING. It is 100% buy.

Awuxy

I think its gonna be NXE and Encore Energy Corp this week that are gonna be the winners

stonkdropandroll

There are so many other tickets in this space with room to run: UEC, DNN, CCJ, NXE

Nervous_Sir9584

Bullish on $NXE. I love seeing their strong fundamentals.

Every_Art9421

Read about this and I’m highly bullish about uranium. Unfortunately had to sell my NXE stocks due to an emergency but I’m planning to enter the market again but this time I’ll just focus on the URA etf

manomus

i would suggest buying into the major uranium players rn as well - UUUU, UEC, NXE are affordable. Something’s gotta power these data centers long term. It’s probably nuclear.

QanonQuinoa

Why did NXE just dump?!

RaZE___SoViEt

Small cap stocks that might benefit from trumps 70 Billion PR : https://www.bloomberg.com/news/articles/2025-07-14/trump-to-unveil-70-billion-in-ai-and-energy-investments - **$CETX** : ~$0.30 - **$NXE** : ~$4.50 - **$TVGN** : ~$2.50 - **$BTBT** : ~$3.80 - **$FCEL** : ~$0.60 - **$PLUG** : ~$2.80 - **$IDEX** : ~$0.90

Hungry-Brain-3287

My current picks: **ASTS** (internet connectivity anywhere on the planet) - communications **ACHR** (evtol air taxi) - industrial **OKLO** (small modular reactors) - utility **NXE** (uranium miner & nuclear fuel producer) - energy **RGTI** (quantum) - technology **METC** (rare earth mining just coming online) - materials

PiroKyCral

Any recommendations? Been looking at UEC, UUUU, NXE or even ASPI

Temporary_Noise_4014

How big of a role will NXE play in the Canada's future of global nuclear supply?

EggIsGettingRekt

That’s a big step forward for NexGen and the Rook I project. If timelines stay on track, this could solidify NXE as a serious long-term play in the nuclear energy sector.

bengtoskar

Great question—and you’re spot on. AI is becoming the demand shock that nuclear has been waiting for. If you want exposure, here’s how I’d break it down: 🔋 Uranium Supply (the fuel play) Cameco (CCJ) – One of the world’s largest producers, with strategic ties to Westinghouse NexGen (NXE) – Holds one of the highest-grade undeveloped uranium projects Sprott Uranium Miners ETF (URNM) – Gives you broad exposure to miners + physical uranium via SPUT ⚛️ Nuclear Ops & Tech (the infrastructure play) Constellation Energy (CEG) – Operates the largest U.S. nuclear fleet, now eyeing data center deals BWX Technologies (BWXT) – Builds advanced nuclear components, including for SMRs and defense Oklo (OKLO) – Microreactor startup with a SPAC listing—tiny, but interesting if you want pure upside 💡 Bonus: I run a newsletter called Nuclear Update that covers all of this—uranium prices, company news, SMR rollouts, and how AI/data center demand is reshaping the sector. Just launched a premium version with curated equity picks. You can check the first issue out free here: 👉 https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Hope that helps—nuclear’s moment is just getting started.

Professional_Disk131

Steady climb today on $NXE. If this holds, does the street's $9.50 target start to look more realistic?

underfinagle

I'm also selling Nvidia slowly, but I went towards TMUS. It experienced a dip recently but I believe the company is uniquely positioned in its market. Also, I have rotated some of my assets into nuclear, and am so far 20% up on NXE I believe it can reach $9 a share, at which time I will at least trim, if not exit the position. I'm not sure if it was better over CCJ, but I don't have the balls to buy into OKLO when they're selling mostly promises currently.

81458145

Thoughts on NXE?

ChairmanMeow1986

I bought CCJ, NXE, UUUU, and Ucore as a scatter shot Friday in all honesty. I'm prepared to double down on the trades long term if they fall significantly. I think it's a solid play for war, energy, and important rare earths over the next decade.

chimble

DNN and NXE are worth looking at as well.

The102935thMatt

NXE! I got in at 3.88 years ago. Crossing my fingers we can get past 8 a share and make that the new bottom. They've had some great luck on their digs.

Professional_Disk131

Nice trio. $DNN’s valuation looks solid, $NXE is progressing through development with promising past drill results, and $PDN is ramping up production. Each offers a different angle on the uranium cycle. Which profile fits best in a long-term uranium play?

TeejSSX16

NXE's drilling success is so hot, it's practically glowing! Looks like uranium isn't the only thing heating up

ShortRevolution6368

I decided to try long calls for January a few weeks back, and I don't regret it. UNH, GOOGL, ACHR, and NXE

_slofish

Ok this is a very reasonable question then. Personally i own some LUNR and WOLF for moonshots. Nuclear seems to be gaining traction globally as well so i own some Canadian nuclear mining (NXE) - to me the biggest risk here is probably the thorium reactors China has innovated. The biggest bottle neck in nuclear right now is the time (years) to create new plants and the stigma of them, but international plants have been in construction for years and in particular China is leading the way. I would probably suggest some ATM or ITM leaps for your moonshot ideas, it will be more capital efficient for you at the cost of paying a premium for shares. But it will limit your downside while maintaining full upside.

PushingSam

They (certain suppliers) literally can't pump out some parts for EXE at required capacity, there's parts that overlap with the NXE3800E throughput upgrades as well; which is part of this whole problem. So I'm not sure how you're so sure I'm just going on vibes either.

GarbageLate7314

Idk about holding NXE. Penny stocks are not the way to go, in my opinion. The others (seem) fine but are not the best stocks. I recommend buying SPLG and SCHD and holding SOFI.

MightBeneficial3302

Very few. $NXE’s actually moving forward while most juniors stay stuck in early stages.

Trendy_Elephant99

One of the few that’s actually ready to roll. How many juniors actually make it this far like $NXE has?

chimble

No, just watching my DNN and NXE drill to satan’s booty hole.

Mundane-Clothes-2065

I still believe actual fundamentals and research works. Last October I wanted to invest in nuclear stocks. I looked at LEU, NXE, BWXT and UEC. LEU looked dirt cheap with very low PE and great overall numbers, while rest of them looked bad. Also, LEU are shovel sellers (service for reactors etc which I liked. I am not experienced at all but simply based on this decided to buy some LEU. I am now up almost 100% while rest of them have gone done or are at a similar level. They just posted banger earnings last week and stock popped \~40%. I did get lucky with the time since Mag7 announced they wanted their own reactors. But even then LEU has jumped the most. Maybe I got very lucky, but I like to believe that my research about the company and fundamentals actually worked.

Mundane-Clothes-2065

I still believe actual fundamentals and research works. Last October I wanted to invest in nuclear stocks. I looked at LEU, NXE, DNN, BWXT and UEC. LEU looked dirt cheap with very low PE and great overall numbers, while rest of them looked bad. Also, LEU are shovel sellers (service for reactors etc which I liked. I am not experienced at all but simply based on this decided to buy some LEU. I am now up almost 100% while rest of them have gone done or are at a similar level. They just posted banger earnings last week and stock popped \~40%. I did get lucky with the time since Mag7 announced they wanted their own reactors. But even then LEU has jumped the most. Maybe I got very lucky, but I like to believe that my research about the company and fundamentals actually worked.

Mr__Accountant

Mine would be: NXE URA CCJ RKLB PTM PTX BOL CACR

Mr__Accountant

Mine would be: NXE URA CCJ RKLB PTM PTX BOL CACR

zero0n3

Are you stupid? TSMC doesn't do any fucking chip design work (aside from getting a companies design to run through their foundry). They are a foundry first and foremost. Which means companies like ARM and AMD and NVIDIA design their chips internally and then work with TSMC to take that design and plop it on silicone. BTW - the Fabs TSMC are building and have built in the US are on the latest process node or will be once the foundry hardware is available or built. These things making the chips are extremely complex... like build 12 a year complex. Also, they are only really made by one company ASML. \> As of 2022, ASML has shipped around 140 EUV systems, and it is the only company to manufacture them.[^(\[2\])](https://en.wikipedia.org/wiki/ASML_Holding#cite_note-cnbc-202203-2) ASML's best-selling EUV product has been the TWINSCAN NXE:3600D, which costs up to $200 million.[^(\[2\])](https://en.wikipedia.org/wiki/ASML_Holding#cite_note-cnbc-202203-2) Shipping the machine the size of a truck requires moving 180 tons with three [Boeing 747s](https://en.wikipedia.org/wiki/Boeing_747).[^(\[18\])](https://en.wikipedia.org/wiki/ASML_Holding#cite_note-nzz-18) \> ASML is working on the next generation of EUV systems, with the first shipments for R&D purposes shipped to [Intel](https://en.wikipedia.org/wiki/Intel) in December 2023, and [TSMC](https://en.wikipedia.org/wiki/TSMC) in late 2024.[^(\[19\])](https://en.wikipedia.org/wiki/ASML_Holding#cite_note-asml-5things-19)[^(\[20\])](https://en.wikipedia.org/wiki/ASML_Holding#cite_note-dnd-202501-20) The platform is designated *High-NA* as it increases the [numerical aperture](https://en.wikipedia.org/wiki/Numerical_aperture) (NA) from 0.33 to 0.55,[^(\[17\])](https://en.wikipedia.org/wiki/ASML_Holding#cite_note-euv-asml-17) and each system costs approximately $370 million.[^(\[2\])](https://en.wikipedia.org/wiki/ASML_Holding#cite_note-cnbc-202203-2)[^(\[20\])](https://en.wikipedia.org/wiki/ASML_Holding#cite_note-dnd-202501-20)

FrankFarter69420

Fuck me. I told myself "Nothing can stop this stock (NXE) from hitting my 8 dollar target." Well, I was fucking wrong. All AI and AI tangential stocks took a big ol shit. Including uranium. 😭

nonoplsyoufirst

NXE?

purlt

If you’re not buying Canadian you’re missing out big time. IMO only nuclear/uranium stocks worth investing in are those in Canada. No one else can’t find uranium in their mines or has the amount that Canada does. My favourite Canadian one is NXE.TO (NexGen). It’s listed in the NYSE too but I prefer to use Canadian exchanges