NXE

dielxne

NXE

Nelsonsrightknacker

NXE looks like it may bounce on the 200 DMA at around $10.06. Left a comment as what a fantastic stock picks you have.

onerandomcomputerguy

HOOD and NXE at minimum

jadedunionoperator

Entire uranium sector More orders than supply of the fuel source. Growing interest in demand before data centers from green energy push, now tech giants show interest. Sizeable technology leaps compared to previous implementations. By weight I hold NXE CCJ URNM RYCEY GEV Been DCA since 2020. Honestly shitting myself cause the first exposure to it was a bullshit motley fool article the literal day I turned 18. Sector has made me 10s of thousands right as I entered adult hood. Sector occupied 33% of my stock holdings, or about 10% of overall NW, dividends/covered calls/profit taking on runs goes to VT/VTI. For me it's my big gamble. With a potential lifepsan keeping me on earth another 70 years, I just can't see how the nuclear industry as a whole won't grow.

CapitalClimate9639

Im surprised no one has said NXE yet

Due_Historian_1769

Id buy Cameco over NXE (albeit NXE is pretty good but too risky for me). Cameco has the full cycle ownership from uranium to reactor and theyre working on enrichment. They have a 80$B partnership with the US gov. who is going to get stake in westinghouse reactors being built.

poplunoir

Underrated take. Viken is 1.5B lbs U3O8, polymetallic, shallow open-pit, and Sweden just yeeted the uranium ban Jan 1. CEO is literally the guy who found NXE's Arrow deposit lol. Europe imports 98% of uranium, Russia gone, Niger gone, they NEED this. Way earlier stage so no LEAPs but the stock is on my radar now. Energy sovereignty thesis doesn't even need AI to work. 🚀

ai-moderator

#TLDR --- Ticker: NXE Direction: Up 🚀 Prognosis: Buy Jan '27 $7 Calls (Deep ITM LEAPs) Catalyst: Hyperscalers panic-buying nuclear for AI data centers while the West runs out of friendly uranium. Side Effects: Diamond handing glowing rocks and potential radioactive exposure while waiting for 2030 production.

DefiantDelta

VM which has a better chart NXE or UROY

fenwickfox

Im probably going to diversify into just NXE NexGen Energy Ltd. They are looking to be the next CCJ owning what will amount to 20% of the world's uranium production.

CakesRacer522

NNE - massive upside if they execute, but you’ll need a long time horizon. Could say the same for Oklo although that’s already had some run. LWLG, POET - different plays on squeezing more compute out of chips. If either gets widely adopted, could sky rocket. IONQ (or QBTS/RGTI) - Quantum computing. Ion most well established and safer balance sheet to be able to cover the long cycle that quantum will need. But if they can improve the models/error rates, it’s like unlocking a new dimension in computing. NXE - owns one of the best uranium deposits in the world. Applying now for NRC permits; if they execute and uranium prices stay elevated, could be 10X

Hungry-Brain-3287

Went with leaps for DNN and NXE, will exercise those if they pop.

Excellent_Syrup_8189

Last week/this week is a great week to make uranium plays. Large dip last week. NXE os one im actively buying. I could see it going up to 20$usd

DevilsAdvocatePro

Nexgen Energy (NXE). Just finished approval process and waiting on final decision. Very clearly they are going to be getting approval. Already people up there building the landing strip and camp etc. When final approval comes through in like 2 months it’s going to pump.

kameeleun

I think this just confirms my placing of it in my list. CCJ is the best of the best and DNN is the best of the rest. You want at least one of the big producers before you delve into the developers, but uranium is such a thin market it's easy to get your bearings pretty fast, especially among the big guys. The next best developer is maybe NexGen with rook 1, final stages of approval are any day now. I like DNN better for the lower upfront capital costs, likely cheaper recovery methods and shorter construction estimates to get into production, but NXE has great scale and is definitely going to happen eventually. NOBL is taking it's time, but the night is young with these exploration companies and the holes look good so far if your context isn't the Athabasca basin. Doing better than DMX lol. Honestly tho, there are a lot of decent development plays in the basin rn I'm not going to pay too much attention to these tiny explorers just yet. Skyharbour is maybe the only exception, but that's also a different kind of exploration model. Like I said in my comment, uranium is probably the least risk subsector if you ask me. We're teetering on triple digit uranium in the spot market, there's all this nuclear build-out but when you add up all the pounds to actually fuel the reactors it's so bad that the big miners are the ones sounding the alarm about supply. Now even juniors are making bankable offtake agreements and moving to the term market. Wild times. I would just dive in and get to know everything you can about this sector if you're already halfway interested, it's a fun one.

Sufficient-Skill9530

Cameco crushed their earnings! Great time to buy uranium which is down ~10% but has exceptional fundamentals because of the acute structural deficit, i.e., there is more demand for uranium from existing reactors than miners can cover, not even considering the amount of new reactors expected to come live over the next few years. I am going heavy on NexGen! The just closed up the hearing yesterday and by all accounts, everyone from business leaders and indigenous communities are all in on the mine. It will be approved, that’s a guarantee. Also, if enough of us pile into NexGen we can trigger an institutional short squeeze… As of today, February 13, 2026, the short position in NXE is massive The Number: Approximately 77.16 million shares are currently sold short (roughly 12.4% of the float). Days to Cover: The ratio is sitting at 8.0 days. This means if every single buyer today was a short-seller trying to escape, it would take eight full days of average volume to clear the debt. They are physically "crowded" in the exit.

nickman23

I did because I wanted higher torque miners - Global Atomic, bannerman, DNN, and NXE

skinpanther

If NXE opens slightly green Monday morning, I’m going all in. Canadian Nuclear Safety Commission hearings are all next week and Culper Research just released a report Friday that they (Culper) are in up to their necks in shorted shares.🤑

skinpanther

We should see a press release rebuttal early Monday morning before the hearing starts and before the market opens. I would love to see Culper get shot down, not just because I believe in NXE but because I think Culper is gross and disgusting.

skinpanther

NXE is the one to watch Monday morning. Culper Research issued a short report today that questions insider profit taking, but to me it more telegraphs their fears that next week’s CNSC hearing will go favorably for NXE and fuck Culper’s short positions. If on Monday NXE opens green, it will signify that investors have rejected Culper’s claims and they may be in trouble. $10 is support, $12.50 is the squeeze trigger. All next week are these super important hearings so elevated volume is expected and shorts like Culper will be shitting their pants with anything other than gloom and doom. 78.2 million shares are short= 9.7 days to cover! Plus, I like the stock.🤷‍♂️

Sufficient-Skill9530

Also look into NexGen energy, it’s gonna be one of the largest and highest quality deposits on earth. They are looking for approval this month, and given the indications from prime minister Carney and his nuclear agreements with China and India, he’s going to 100% fast track the mine into operation. There’s a LOT of potential upside on this play. Check ticker, NXE. 

skinpanther

NXE. Look at that chart! And regulatory hearings all next week are promising to get a lot of attention.🤤

skinpanther

NXE. The price has steadily climbed with only a slight dip the last few days—there have also been enough put options sold to make a small squeeze very likely in the next 2 weeks. Uranium is at an all time high, next week are licensing hearings which are looking very promising followed by earning report beginning of March. There seems to be very good response from their local indigenous community, political leaders are keen on nuclear power, there is a lot of demand and limited supply, January jobs report is likely to be the perfect Goldilocks scenario of bad enough to keep lower interest rates on the table but not so bad that there’s a recession. And this is energy, not some meme thing.

skinpanther

I’m betting big on NXE—Uranium mine project in Saskatchewan. Uranium price as at ATH and part 2 of approval hearing all next week will hopefully give them the blessing of their indigenous neighbors. 🤞There are lots of options being held, both calls and puts, but any good news should trigger buying. C’mon!

skinpanther

I bought so much stuff today—shares and calls like a mf’er! NVDA, TSM, RKLB, AMPX,NXE, and as a junior high school janitor, I am not a rich man😂. I do sincerely hope this turns around in the next month or two (or next week would be even better). 🙏

skinpanther

NXE is down today for the first time since mid December last year.

Jaded-Influence6184

This explains the boost to NXE and DNN today. Thanks for the post.

blindsk02

You guys still in the AI and datacenter builders play? Move onto power yet? NXE

blindsk02

welp... hopped on the NXE train, lets see if these leaps work out

Minimum-Hat-5635

I'm considering full porting NXE, my thesis is uhhhhh idk something 

skinpanther

NXE just quietly climbs without drama or volatility or concern. I have shares and leaps. It’s strange to have something that grows so much so consistently yet feels almost boring.

SuspiciousStress1

I dont know, but I do believe BA still has quite a bit of room to run. I would guess we will see at least 300-320 at least by the end of this year & 350-400 by the end of 2027 as they complete their recovery(I now have 265 & 280 3/20-280 I will likely roll down or out in dips) Boeing is half Airbus(commercial aero)& half northrop grumman/lockheed/rtx(defense contractor) Since 2019, all of those companies have seen HUGE increases...Boeing has stayed flat/gone down. Hit after hit-sometimes even for things that were not their fault(plenty was, I know, but theyve been in the penalty box for 6y!!). With all the lawsuits, penalties/fines, & nonsense behind them-100% is settled now...with a new, experienced ceo-who has hired an entirely new leadership team this last year....the stock has a ways to go to catch up! 😁 Farther out, I see $achr doing well...they have govt/mil contracts, they have olympic contracts, they have foreign contracts(with less regulation)...they just bought an airport to use as a hub, they completed a new factory last year-nothing but upside! However it could be a year before we see a whole lot of movement(but when we see it, I believe it will be huge! Easily a 10-bagger in stock) Most of the rest on my watchlist is pure speculation & "vibes"($MU, $RDW, $GOOG, $SERV, lithium & uranium mining(LAC, MP, UUUU, NXE etc)) 🤷‍♀️hope that helps, wish I could offer more(I have been so focused on Boeing & kids injuries the last month that I have only started to look at other things-as $BA earnings are next Tue(i still have 2@245c 1/30 for earnings-paid 180, at 950 now, so not AS good, but not bad either...ive also day traded those 2 a few times & made ~600...not much, but paid for my daughters MRI 🥳🤣)

LargeSnorlax

Since liberation day I swear my uranium stocks have gone up 2-4% every single day CCJ, DNN, NXE, all just unstoppable over time

LargeSnorlax

Not sure it's as sexy but Canada is leaning heavy into nuclear and Uranium has been doing great this year for me Cameco (CCJ) is probably too big for you if you're looking for moonshots but Denison Mines (DNN) and NexGen Energy (NXE) are both smaller and right in the thick of things

leveragedtothetits_

Until one shows a pathway to profitability or anything tangible in reality I’m out. I do like GEV, NXE and Mitsubishi electric though. SMR potentially. But the valuations are beyond insanity for companies that are basically pre revenue in the startup stage still

squirtloaf

I'm in with uranium (NXE) and a couple of players in small nuclear. Of those, SMR has not been doing so good lately, but Rolls Royce is great. The idea with small nukes is you can build one FOR a data center, but also they fit in the footprint of a traditional coal or other fossil fuel plant, so can be a direct replacement using existing power lines and infrastructure. Makes sense to me!

callsonreddit

I was gonna correct you and say NXE Different company. So many damn tickers

Dudebobski

Appreciate the context — that makes sense. ~5 months post-DA isn’t unusual, and the S-4 handoff/withdraw-and-refile by Eagle explains some of the timing noise. The Dec 17 S-4/A at least suggests the process is moving. From your experience, what are the key milestones from here that usually signal the finish line? Assuming they close and uplist back to Nasdaq, do you see this as an attractive risk/reward, or more of a “story stock” even post-close? On the fundamentals, is the largest domestic uranium deposit still a compelling part of the thesis if the disclosures hold up? And do U.S. energy security / critical-minerals tailwinds help reception here, or is execution all that matters? Also any public comps you’d benchmark this against? I’m familiar with NXE — curious if there are others you see as comparable?

ShadowMoneyLurks

...NXE...we see that

Mr__Accountant

URA, URNM, URNJ - all Uranium ETFs NXE, DNN, UUUU, CCO - great stocks to hold F3 Uranium, GLO - risky but attractive

semencoveredmollusc2

And nuclear. NNE, NXE, UUU

skinpanther

How about NXE?

Marcel_Janbey

Okay great so overall, I should simplify my etf picks. What do you think about just VOOG VXUS and VBR. Next I should trim down my picks, maybe just Netflix AMZN and NVDA. Take out oklo and just do URA and NXE? Is this better?

Handsinsocks

The whole space is cold argument comes from people who don't understand how space works. Or what a lack of atmosphere actually means. Anyway I'm holding CCJ, NXE, KAP & NRG

NationalTranslator12

I work at ASML. People that say that China will develop EUV tools and compete with ASML do not understand ASML or EUV for that matter. It is not just EUV. It is the Source (Cymer), the drive laser (Trumpf) the mirrors (Zeiss), the Wafer handler (VDL), R&D partners (IMEC), and many more suppliers. On top of this you need to add all of the qualification steps which ASML does in house and is company secret. So in order to build an EUV machine, you need the complete supply chain plus what ASML does. Even if they succeeded in building an EUV machine, they would need years to learn how to use them, reason why ASML customers are buying High NA before volume production. If you think that this is not a lot already, ASML uses twinscan technology to maximize output and it is the only equipment manufacturer that does this. So if any Chinese EUV machine ever came to market, it would never compete with ASML and just be used domestically because of sanctions. By the time that China could develop the equivalent of an old NXE, ASML will have hyper NA. And ASML profits are not as high as what software companies are making, so the investment does not make economic sense either.

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.