URA

DaPugWalk

I hold some XBM and URA in my portfolio to have some exposure to the copper and nuclear (uranium) industries.

sufficiently7777

URA

ThunderEcho100

Where are seeing futures for URA? I couldn’t find it.

Hwangoutpltr

URA taking off

samtony234

Up 40% in my Roth primarily due to RDDT , URA, and TQQQ/SPXL. At one point was down 11%, but the key is too stick with your convictions(i.e. have been very high on RDDT and uranium). SPXL and TQQQ were more timing plays based on technicals.

DOGS_BALLS

It is but CCJ and URA still red

mdlost1

I did this about five years ago. I picked a sector I believed in and spread the love. In my case I bought uranium. DNN, UEC, UUUU, SMR, URA, URG, URNM, LTBR, CCJ, and a wildcard with GSAT (satellite sector) Overall my mini fund is up crazy. You just need to find an industry you believe in and pick a mix of established players and new guys with growth potential. 

mord_fustang115

Im curious to hear what a lot of those same investors are thinking in terms of nuclear power? I invested heavily into uranium mining stocks late 2024, let's say $URA as an example, performed well with a slight pullback recently. Love seeing posts like this though. Bottom line is the US is currently not capable of meeting the power demands of AI

throwingitanyway

nibbling long on URA

saucymackinen

I'm in URA Global X Uranium ETF. It has consistently performed well. My exact play on this was in support of ai's future.

MindfulK9Coach

NLR or URA. That's about all you need. GRID if you want something for energy outside of the nuclear-specific niche.

Dazzling-Seaweed-841

Big nuclear fan, I gave up finding the right one after a while and did NLR URA URNM three way split. Been working pretty well so far

SerpentRoyalty

Are there better miner ETFs than URNM and URA? These two are very similar but URNM seemed less top heavy a couple of years ago when I was trying to decide between them.

sunday_sassassin

The recent rebalance and change of index rules makes URNM very suspect, I wouldn't go near it while UEC has its new 12-13% weighting. URA has a similar problem with OKLO. Neither company has near-term revenues to justify even 1/100th of their current valuations, and the ETFs put heavy expectations on their performance. Sprott's other uranium ETF URNJ has added a few microcaps that look like blatant scams as well. Not a great look for them.

thetinocorp

URA

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?

stuporman86

This is way overcomplicated for 60K. You’re not going to have any kind of money in the individual stocks that will make an impression and frankly the picks are weird. Oklo is the second holding in URA. Same duplication in etfs with voog and voo. You’re in nvda/nflx/amzn/jpm and they’re all high weight in voo/voog, again duplication. Your most meaningful differentiated holdings and voo, vxus, vbr, and btc. Personally I’d lose btc but go with God.

Vegetable-Lemon6669

URA

clone9786

Im heavy on CNVS URA and GOOG with some JOBY calls

Every_Recover_1766

I’m with you here but I’m playing $URA instead. I don’t doubt that many of these companies will fail. Far less risky to play the price of the metal instead

Inevitable_Pin7755

Check my profile ⸻ URA at 5 percent makes sense if you are treating it as a thematic satellite and are fine with volatility. It is still a concentrated bet, just diversified within the nuclear space, so I would only do it if you plan to hold through cycles and not touch it for years. Reducing VOOG slightly to spread into other ETFs is reasonable. VOOG already overlaps heavily with mega cap growth, so trimming a bit to reduce redundancy is logical as long as growth is still the core of the portfolio. For individual picks, fewer is usually better. High conviction, long time horizon, clear reason for owning each one. If you cannot explain why you would hold it through a 40 percent drawdown, it probably does not belong. On crypto, discipline matters more than allocation. If you truly treat it as long term and size it so you can sleep at night, that is the right mindset. Big picture, your edit is the most important part. Set the structure, stop tweaking, add consistently, rebalance yearly. That alone puts you ahead of most people.

Marcel_Janbey

Well, Costco is for consumer diversification so I’m not too heavy on tech, it behaves differently and gives consistent returns. 2. I believe in the long term growth in BTC it’s been inevitable and it’s cheap right now, but I won’t go in over my head that’s why I capped it at 10%. 3 I believe in nuclear energy and I am thinking about doing URA at 5% to cover my grounds instead of the two picks.4. I think it’s important to cover lots of ground with my ETFs. And lastly my goal is long term growth.

Marcel_Janbey

Thank you 🙏. So I have a few questions then, I am thinking about putting URA at 5 percent and that will replace my speculative portion, so I will cover much more ground in the nuclear area do you think this is a good idea. Next I was thinking about reducing VOOG by 5 percent and adding it to my other ETFs which will make my individual picks less redundant do you think that’s a good idea? And also what would be your suggestions on making my individual picks better. And when it comes to Crypto I have good discipline I never panic sell I just wait and trust in the process. I appreciate all of your feedback.

Miner_WhispererUAE1

Different games, different rules. URA/LAC are policy + supply squeeze + sentiment trades, higher beta, bigger swings. Gold/silver are still macro insurance, slower, steadier, defensive. If risk stays on, the energy-transition metals probably outrun. If things wobble, gold does what gold always does. Pick the tool for the job.

EmergencyFair6786

I'm missing out on parabolic runs because I'm an idiot. I'm dumping all my money in XLE, XLU, URA. Meanwhile companies that have never even turned a net profit are worth 2 to 3x XOM. 10x some of the major utilities. Baffling market 

yatruthordare

why is uranium -URA tanking?

volly1985

2026 strategy: all in on tech/AI + hedge with crypto. I’m in my growth phase, have a longer timeline but behind on investments so I’m intentionally not diversifying yet. 401k and taxable brokerage will be equal priority and I plan to max out backdoor roth IRA ultimately contributing 30% of gross income including employer match. 401k will be all S&P. Taxable & Roth IRA will be QQQM (45%), SMH & SMHX (40%), NLR/URA (5%), BTC/ETH/XRP (10%). I’m preparing myself for a volatile year.

Marketguy628

Maybe URA if you want exposure with less individual company risk

Possible-Magazine23

URA. Does that count?

Revfunky

This is my copy pasta as it was asked the other day somewhere. Gold starts... Copper confirms... Lithium bridges... Oil follows. Silver hit a high 11/13(?, damn close if not right) so the question is this a breakout or a fake out? Where I am from we treat stocks as global assets. So we have to zoom out a bit to delve deeper. China is ripping this year. Europe leads the pack. Latin America is also breaking out fresh multi-year highs. Meanwhile the U.S. has been the laggard. I remember 2011 well. Silver mania was wild. Once the bubble burst, silver collapsed 68%. The Silver Miners ETF (SIL) dropped more than 80%. Now here we are, back at the same level. It only took 14 1/2 years. Any chart you look at is price in U.S. dollars. That’s the American view. If you really want to gauge if this break out is real, you have to look how silver is doing around the globe. And in Euro, Silver has already taken out the 2011 highs. It's at its highest level ever. You're seeing the same thing across the board: Silver is making new all-time highs in British Pounds, Japanese Yen, Australian Dollar, Canadian Dollar, even Chinese Yuan. If Silver is already breaking out in every other major currency, it's hard to argue it won't eventually do the same in U.S. Dollars. That’s how I see it. ( I recently closed a Silver LEAP from 2024 for a 500% gain.) That’s the playbook we used with gold. Before gold broke out in USD, it was already hitting all time highs in other countries. That was the tell. I will dovetail from where I started. Gold miners, uranium, steel, copper, lithium... they're not just outperforming. The VanEck Gold Miners ETF (GDX) is up 140%. The Global X Uranium ETF (URA) is up nearly 84%. The SPDR S&P Metals and Mining ETF (XME), the Global X Copper Miners ETF (COPX), and the VanEck Steel ETF (SLX) are all up between 74% and 78%. While the S&P 500 sits at plus 17%, commodities are screaming that the global market structure has already changed. Now look at the Energy Select SPDR Fund (XLE). Two years of consolidation, volatility compressed... sellers exhausted... resistance tested over and over. Every major energy move in history started this way: a fading dollar; commodity leadership; improving risk appetite; and a sector that spends years preparing for the next leg higher. XLE hasn't broken out yet. But everything around it already has. It’s the last domino. Breakout or not, the message is clear: This cycle is shifting toward real assets, hard assets, and energy. Now you know what I know.

Vegetable-Lemon6669

I bought URA today

Revfunky

Gold starts... Copper confirms... Lithium bridges... Oil follows. Silver hit a high 11/13(?, damn close if not right) so the question is this a breakout or a fake out? Where I am from we treat stocks as global assets. So we have to zoom out a bit to delve deeper. China is ripping this year. Europe leads the pack. Latin America is also breaking out fresh multi-year highs. Meanwhile the U.S. has been the laggard. I remember 2011 well. Silver mania was wild. Once the bubble burst, silver collapsed 68%. The Silver Miners ETF (SIL) dropped more than 80%. Now here we are, back at the same level. It only took 14 1/2 years. Any chart you look at is price in U.S. dollars. That’s the American view. If you really want to gauge if this break out is real, you have to look how silver is doing around the globe. And in Euro, Silver has already taken out the 2011 highs. It's at its highest level ever. You're seeing the same thing across the board: Silver is making new all-time highs in British Pounds, Japanese Yen, Australian Dollar, Canadian Dollar, even Chinese Yuan. If Silver is already breaking out in every other major currency, it's hard to argue it won't eventually do the same in U.S. Dollars. That’s how I see it. ( I recently closed a Silver LEAP from 2024 for a 500% gain.) That’s the playbook we used with gold. Before gold broke out in USD, it was already hitting all time highs in other countries. That was the tell. I will dovetail from where I started. Gold miners, uranium, steel, copper, lithium... they're not just outperforming. The VanEck Gold Miners ETF (GDX) is up 140%. The Global X Uranium ETF (URA) is up nearly 84%. The SPDR S&P Metals and Mining ETF (XME), the Global X Copper Miners ETF (COPX), and the VanEck Steel ETF (SLX) are all up between 74% and 78%. While the S&P 500 sits at plus 17%, commodities are screaming that the global market structure has already changed. Now look at the Energy Select SPDR Fund (XLE). Two years of consolidation, volatility compressed... sellers exhausted... resistance tested over and over. Every major energy move in history started this way: a fading dollar; commodity leadership; improving risk appetite; and a sector that spends years preparing for the next leg higher. XLE hasn't broken out yet. But everything around it already has. It’s the last domino. Breakout or not, the message is clear: This cycle is shifting toward real assets, hard assets, and energy. Now you know what I know.

clone9786

Ive got a good amount in GOOG CNVS and URA

mord_fustang115

Same with uranium mining - held $URA position for awhile and it's doing well

MethFistHo

Yup. I'm all in on ASTS and RKLB and I've got a bunch of URA, UUUU, BWXT, ASPI, and other uranium stuff. Holding LUNR and bought META

GamerHaste

I have a shit ton of my portfolio in nuclear ETFs. URA is where I have the most right now. Very volatile but I'm younger so not too worried about it. However it is a bit scary seeing an ETF of all things fly around -5% -> 5% in a day.

King_Shurik

URA is the next BTC

GetBigOrDieTrying5

BA and URA moon

char-tipped_lips

Started my position after the huge URA pullback, hoping volatility dies off and Ai can secure most of my position for tge next 5-10 years

constructiontimeagnn

Energy is Hedge. $EU The Supposed AI bubble, won't mean anything for energy use. AI LLM has become fully ubiquitous and taking over, replacing the classical $GOOGL search. This won't go away with some over extended loans or credits by the hyperscalers. The massive energy usage will only continue to climb. If Anything Energy is a HEDGE against the AI bubble or ANY bubble for that matter, especially entering higher energy demand winter vs fall. https://preview.redd.it/u0nr5fe91v1g1.jpeg?width=800&format=pjpg&auto=webp&s=c2a80a7e7a8f4470b6168be4400c17fa14e8403f $URA $LIT.X $IBATF $KMI

SnS2500

They are basically doing the same the past year, but NUKZ is much better since it was established in 2024. I've soured a lot on both, but NUKZ has a much broader view of nuclear exposure, with CEG, Rolls-Royce and Lockheed in the top ten holdings, while URA is more narrow uranium. Cameco and Oklo are 35% of URA while only 12% of NUKZ. Oklo in particular is just an idea stock at this point, so considerably more risk... down 40% the past month. I've moved on the TCAI and AIPO as my infrastructure ETFs, with AIPO holding enough nuclear for me.

volly1985

I’d continue to DCA into my usual ETFS and crypto (QQQM 50%, SMHX 35%, URA/NLR 5%, BTC/ETH/XRP 10%). For context, I’m less than 1 year into investing with a 20-30 year horizon so not a lot of money right now. Very heavily weighted in tech & AI so all the bubble talk is making my tummy bubble, but I have an emergency fund so I am sticking with the plan and mentally preparing for up to 80% drop like 2008. If there’s a crash, I’ll buy more of the same. Not planning on diversifying until portfolio value is ~$100k (which is a fairly arbitrary number based on 1 years’ expenses/what I consider a lot of money). Who knows what the future holds, but I also plan on never selling anything ever — if all goes to hell and I need more money than I have access to otherwise, I’ll take up to 25% of portfolio value out on margin loan. Fingers crossed.

Dude_HaHa

Bers at the gates of META, full of anger. META bols tired and in shambles, holding on to their final tendies. BERS: URA! URA!

mord_fustang115

$URA

Dude_HaHa

Bers at the gates Bol tired and fighting for his last temdie, wanting to give up Ber: URA! URA!

Dude_HaHa

Bears at the gates. Bol injured and tired, down to his last tendie. Ber: URA URA!

Dude_HaHa

Bears at the gates. Bol injured and tired, down to his last tendie. Ber: URA URA!

WaferRoyal4980

Hi everybody im a 21 year old electrical engineering student that's about to graduate and go make approximately $81,000/year. I want a mix of stable and volatile investments and a diversified portfolio. If you could offer any suggestions as to how i could best distribute my equity i currently have in my portfolio please let me know. Thanks. SPY 1.33 Shares $904.04 TSM 1.93 Shares $577.14 NVDA 2.36 Shares $475.34 RDDT 1.32 Shares $252.02 URA 2.92 Shares $148.76 BE 0.707475 Shar... $98.18

LucariusLionheart

Im in URA. The risk isnt that it wont go up, its that weather it goes up so much that it becomes a moot investment

LastFirst22

Companies held within URA’s portfolio could increase their production. URA is up 50% this year and 10% in the last month.

sunday_sassassin

I'm a little concerned with the changes they are making to the index effective Dec 18th. Kazatomprom is the world's biggest miner but is being reduced to 4.7%, while smoke and mirrors UEC is increasing to 12.94% on the proforma. Dropping all the smaller caps is sensible to create more differences between URNM and URNJ, but like URA it's becoming more leveraged to the performance of speculative US memestocks rather than fundamental valuations.

sunday_sassassin

URA is 18% OKLO which is a company with no revenues or even viable commercial product in an extremely niche but trendy speculative space (advanced SMRs). It's an extremely risky way to play the sector.

justanotherstranger2

URA is all you need

Putrid_Pollution3455

All you had to do was buy physical and you'd still be up nearly 50%....Gold is for holding, try trading on something more volatile like silver (SLV) or platinum (PPLT) or uranium (URA)

Every_Recover_1766

SOLD OFF URA FOR 8% GAINS BOUGHT INTO SIL JUST NOW 😛😛😛 idk what’s going on but whatever see you degens tomorrow morning for it all to recover

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.  

Got_Engineers

Yeah, I’m out of all the precious metals right now mostly because of the volatility they see. I owned XME, PPLT, PALL, URA. They all went from like 15% profit to -10% over the last two weeks. I’ve been selling them off with these rallies to dollar cost average the loss because I just want to get out of it now. Sorry about your losses, man. We will get it back. At least you’re talking about it. That’s a good step.

sufficiently7777

lol. Stop repeating things you hear. Load up on energy. URA, GEV etc

TheInkDon1

Sorry, I don't give much thought to what tickers *are*, just what they're currently *doing*. I say 'much' because I don't touch crypto, and I've been burned by cannabis years ago, but then, those never make my 'smoothness' screen. They're always at the top of my 3m sort, don't get me wrong, especially crypto, but they're so choppy that even before I've looked at the ticker I know it's crypto or MJ. But yeah, I was surprised XBI screened in, because it's Biotech, another sector that's burned me in the past and I no longer touch (biotech/pharma, that whole space). You say "XBI seems quite volatile," but does it? On that graph? Or is that your past experience talking? Because here it is plotted with XME, Metals & Mining, which I hold now, and URA, uranium, which I've traded recently. [XBI, XME, & URA](https://imgur.com/a/QmIdX0b) Which trace is smoother? Building that chart just now I had a bit of an epiphany myself, about the beauty of ETFs. We know they let us see sector trends, but sectors are often buffeted by outside forces, so that even if a company is doing well, it's going to be affected by how its sector is doing. But in Biotech, where there's really nothing working 'for' or 'against' the sector in the short term, then the sector trend plugs away, benefiting from the general success rate of the companies within it, but we don't have to individually gamble on which companies are going to win over the long term. We know that breakthroughs and innovations are happening every day, and the ETF lets us participate in that. Or something like that.

Mean_Bumblebee1945

I am down 6k only with the URA ETF

Much_Dealer8865

I'm probably around 75% ETF, 10% sector ETF and 15% stocks. Still planning on working for 15-20 more years, stocks are kinda just my fun money. Stocks like RDDT or RKLB can do some heavy lifting, I try to sell the gains and redistribute into etf's once confident the pump is mostly over. I probably could have exited some positions completely but glad I kept others. For sector etf's I'm holding some SOXX and URA. They're a good way to get market exposure with significantly less risk than single stocks and the gains are still really solid, but can be risky as well..

Mean_Bumblebee1945

Why are uranium stocks getting destroyed so hard? Already down 5k on my URA ETF

OdoBenSisko

I mean GLD/SLV, I get it...but Copper and the URA combo ETFs?

OdoBenSisko

Hmm, I heard a show last week discussing Russia's precarious economy and what could happen. Putin NEEDs the war to stop. You might be right...but it doesn't explain what I found when I looked at correlation with URA...looks like all these materials started moving in unison staring 8/1...which suggests hedge fund to me...but it would have to be enormous.

LastFirst22

I'd be looking to buy uranium, check out URA.

Proper_Historian801

VTI, SPY, VOO, are always a good buy, this will not change in the near future. If you aren't satisfied with that boring answer: 1. EXMC - emerging markets ex china has been doing very well recently (I still prefer VXUS but that's me giving up gains for security). The ongoing trade war with China will continue to push more buyers to these markets, the risk here is that a recession could hurt consumption numbers. 2. URA - yes this has already topped, yes it's inflated, but the thing is the nuclear sector is growing and this industry works on long timelines. If your plan is to buy and hold this is a fine long term option. 3. Long/Short ETFs - I don't love actively managed funds, I am a bogle purist, but long/short strategies can increase in value even when the market is bad. I have no solution for how you should figure out which fund manager to put your money behind, but hey it's an option.

Maleficent_Throat_36

Biggest to smaller (only those over ten kas have lots of "smaller" stocks too)  NVDA, USD, COPX, BYD, BRKB,  Recent stocks of interest I bought some of are NUKZ and URA (I think they're called). Basically etfs that buy into nuclear fusion, which I think is gonna be massive due to data centres.  I'm also very pleased with my copx etc, it's done so well this year. It seems blindingly obvious to me that copper is gonna be needed to keep all this electrical infrastructure going. 

NorCalAthlete

NVDA, TSLA, CSCO, GME, GOOG, AAPL, PLTR are my biggest holdings besides options. There are a few rocket / drone / AI / energy companies that I either have my eye on or have already started accumulating. I’m up almost 100% YOY on SMR, for example. It more than makes up for being down a few points on SRUUF, and I’m also up over 100% on URA.

Frandaero

What should someone do when getting caught in the downtrend of FOMO stocks? I made good profits at first (10% in a week), but failed to get out at the top, got greedy, and now I'm -15%. My "strategy" was: don't miss out, get quick money, get out. I fell prey to fear of missing out, won't allow it to happen again. Now, my question is: What is the best approach now? Should I get out and take the losses, or hold and risk losing more to recoup my losses? The ETF I invested in was URA (Uranium ETF), it has pretty solid potential in coming years, but I really don't want to get stuck holding a dead stock for months.

Mean_Bumblebee1945

Why die Uranium stocks sell off so hard? I am down bad on my URA ETF

VolcanicCupid69

URA

Revolutionary_Iife

The workaround is to buy URA

miseson

$URA

Got_Engineers

Congrats that sounds really cool. This is basically what I’m trying to replicate right now. I only have about 10 grand in my portfolio, but I have a couple core strategies. One is breakouts on single factor momentum stocks but the other is momentum and breakouts on commodity ETFs and buying long calls. I have been able to develop a couple indicators that are robust and align with my momentum breakouts. I have been able to beat the market in my first month with making a lot of mistakes. But it’s easy to start to notice patterns and find opportunities in all of these ETFs like gold, silver , URA, LIT, TAN, XME. Even lower beta ETFs like QYLD that is a NASDAQ covered call strategy that pays a good yield. There’s a lot of freedom with these ETF products and ETPs for a retail person

SShiney

Gold, Silver, URA, Ibit Let them run

Puzzleheaded-Bug6721

Sitting on my BBAI leap, opening a poor man’s covered call on URA

FlyChimp6948

URA?

frankslastdoughnut

Cashed out for a healthy gain before the extreme run up. URA was around 45 when I did. Should'nt have been a little bitch and held.

buppiejc

URA

NorCalAthlete

I’m up almost 100% on the year on SMR and URA too

Frandaero

I'm planning on moving my SMH position to URA. I wonder if this will work out to mitigate losses during next week given China's new limitations on rare earth and Trump's response.

NoHoHan

Oh wow lol. I had been holding UUUU until April-- when I rebalanced in April I sold most of my individual uranium holdings (including all my UUUU) and put it all into URA. I didn't realize that UUUU, specifically, has gone on such a tear since then. Makes sense since they are in both Uranium and rare earths. Fun fact, used to do a lot of camping in southeast Utah (Moab, Canyonlands, Escalante, etc.). We were hiking off trail and climbing on some rocks, and we kept finding all these drill holes-- a lot of them were capped/plugged with a little plug that said "Energy Fuels" on it. I remember thinking "wow, folks in the old days really weren't creative in naming their companies".

NoHoHan

I bought URA in April; up 130%.

Ok-House8678

How do you feel about URA?

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

All of them? I like what DNN is doing a lot. Their mine plan looks disgustingly profitable but theres a handful of very good ones, people seem to love UUUU The ETFs are good too, im heavy on URA but URNM and URNJ look nice too

AsbestosDude

The supply crunch narrative is becoming more known. Current production is at or below supply, 440 live plants, 70 under construction, 100 planned. So theres structural and constant demand, with 40% of global supply produced by kazatomprom who is struggling to meet their targets due to bottlenecks Other narratives.. SMR gaining traction, nuclear to fuel AI getting traction, nuclear to decarbonize getting traction Id just start with the ETFs as a base and branch out from there, so URA, URNM, URNJ, im sure there's more out there too. If you want to research companies look at what those funds hold. Anything smaller is likely to be more of a junior explorer

AsbestosDude

My largest U hold is URA. That's my broad market exposure, but I think urnm and urnj are also great. I would start there to get diversity.  My main play is DNN, stock and LEAPs, thats where im consistently adding position. DNNs planned, funded and 90% permitted mine is untested in the region but if successful will be the most profitable U mine on the planet by a huge margin. Ive got a significant amount of FMST as well for an explorer/developer, not adding, just sitting (i see just shot up 50 cents but still cheap, although might draw down, not expecting big news anytime soon) Building up my F4 uranium position slowly, this one is super high risk, new company spin out but very good team, this one i expect will sit at 11 cents for months and months, expect dilution because market cap is low. Lots of insider buying though at current price though so The following i dont own but I either think are good, or plan to buy: Uuuu for developer (they just got a huge stack of cash), thinking about BSK (moonshot explorer), UEC seems decent. Honestly there's lots of good options, uranium, etc. And i can't really speak to exactly how good they are. My advice, if you want to deep dive is to look at what the ETFs hold and research that way. I could list more tickers but since I dont own em, I dont really know much about them. If you want more post-mining exposure, id look at something like OKLO or SMR (i have smr myself but Oklo seems quite good too)

spacetreefrog

URA, UEC, SMR, LTBR are my go to

rousselwrites

Yeah, a small pullback is normal even in strong rallies, so waiting for a dip to add exposure makes sense. For my long-term view, I’m looking at gold reaching around $7,000 within the next 1.5 years and silver hitting about $55-$60. This is based on current momentum, industrial demand for silver, tight mine supply, and broader macro trends. Your diversified positions across GDX, GDXU, UGL, AGQ, GDE, REMX, and URA are solid,scaling in carefully during pullbacks could capture a lot of upside before those levels.

SShiney

URA, PSLV, IBIT Been in play last 4yrs, will continue to be in play.

Putrid_Pollution3455

URA too? Is it just a heavy metal year?

point_of_you

Have been holding both CCJ and URG for the same amount of time, CCJ: up 210% URG: up 131% I like them both. CCJ is without a doubt the safest choice but might not see "crazy gains" like some of the smaller names. There are also some great ETFs: URA, URNJ, URNM

Catwz

calls URA?

AsbestosDude

I like URA as an ETF because there are multiple favorable conditions for the longterm future. Nuclear energy demand is rising, mines are struggling to meet it, the spot price will rise in response and the uranium market will expand rapidly to catch up to demand. Pretty simple thesis and a clear narrative benefitting from AI and other power demands.

Mean_Bumblebee1945

why is URA down?

bengtoskar

I split my exposure. Physical trusts like SPUT are the cleanest way to track the uranium price, but they don’t move as much as the miners when spot jumps. Miners give you the torque, although they come with more volatility and execution risk. ETFs like URA or URNM are a middle ground if you want broad exposure without stock picking. The big risks are the usual long timelines and regulatory hurdles, plus the fact uranium is a thin market so liquidity can dry up fast. That said, governments are doubling down on nuclear and supply is still tight, which makes the setup compelling. I follow it closely in [Nuclear Update Premium](https://upgrade.nuclearupdate.com), where I track prices, contracting, and which companies look best positioned as this cycle plays out.

Imactuallyatoaster

URA is good fun

1969WISDOM

You will find much better nuclear information on the Reddit string “URANIUM Squeeze”. There are only about 13 listed stock that make up the trade in major exchanges and a few ETFs . Stocks like DNN CCJ URA are favorites because funds like URNM need to buy them to keep up with the Nuclear Cycles . SPROTT is also the Uranium closed end fund.

stackin_neckbones

Go for an index. SILJ is the most behind of the big 4 miner index (gdx, gdxj, sil, silj) and gives you the most alpha I think. I also love copper miners for a can’t lose long term position (copx). Also look into energy stocks (oil, natural gas, coal, uranium). For oil I love CNQ. Awesome business with huge dividends, well run, money printer atm basically. Nat gas, I like anterro and range recources. Coal I love the upside for CNR, it looks to have bottomed and is reversing with lots of upside. URA/URNJ for uranium. These all tend to perform very well after gold leads a move up and they’re all very beaten down right now besides uranium which has been flying with the metals.