Reddit Posts
Vibe check on 3 "Metals" - Uranium, Palladium, Lithium?
How I Went From -70% Drawdown to +77% YTD: My 4-Year Investing (Shares then +Options) Journey
YOLOing into UROY before the nukes go online ⚛️
Uranium play worth it? Thinking about UROY since NY is building a new nuke plant ⚛️
Why this algo doesn’t just YOLO one stock.
Equities, ETFs, or stored uranium exposure?
Canada’s Uranium Renaissance: New Discoveries Spark Nuclear Revival Hopes
Uranium Stocks to Buy: Nuclear, Clean Energy, and AI $NXE $DNN $UEC $CCJ $URA
Canada’s Uranium Renaissance: New Discoveries Spark Nuclear Revival Hopes
Canada’s Uranium Renaissance: New Discoveries Spark Nuclear Revival Hopes
URA/SPY showing URA beating the SPY by 59% since liberation day. What are you waiting for?🚀🚀
These bad boys will take me to the next level
Watching Myriad Uranium (CSE:M) amid spec return to uranium sector + outlook
GOLD AND SILVER MEGA TRADE MAY11 2025
6 ETF’s I’m investing in for the future
Uranium price jumping higher due to shortage in spotmarket that can't be solved in 1 year. Just in: 91.50USD/lb. Soon uranium > 100USD/lb
Uranium price jumping higher due to shortage in spotmarket that can't be solved in 1 year. Just in: 91.50USD/lb. Soon uranium > 100USD/lb
A global nuclear renaisance in progress. While the global uranium supply is in a structural deficit that can't be solved in a year time. And the uranium mine share prices (and Uranium sector ETFs) have some serious catching up to do compared to the uranium price - Why?
A global nuclear renaisance in progress. While the global uranium supply is in a structural deficit that can't be solved in a year time. And the uranium mine share prices (and Uranium sector ETFs) have some serious catching up to do compared to the uranium price - Why?
Global Nuclear Power Rennaissance accelerating and more unexpected license extensions, while global uranium supply can't keep up with demand. And this supply deficit can't be solved in 12 months time
The pivotal point has been reached: The Uranium spotmarket is getting more and more tight and it can't be solved in 12 months time (Today: EDF confirms fuel shortage for reactors)
Announcement of 2 new funds (500M USD +125M USD) that will buy physical uranium in the tiny uranium spotmarket
Announcement of 2 new funds (500M USD +125M USD) that will buy physical uranium in the tiny uranium spotmarket
Uranium: Kraken Energy Corp. (UUSA.c) up 15% After Announcing CEO Presentation on Sept 19th
Did Niger just suspend uranium export to Western utilities?
ALKQ (ARK Autonomous Tech. & Robotics ETF) is buying Cameco!
And in the meantime the uranium price continues to increase + new urgent RFP coming in the market that will increase the upward pressure on the uranium price.
And in the meantime the uranium price continues to increase + new urgent RFP coming in the market that will increase the upward pressure on the uranium price.
ETF and Market Evaluation for week of 06/12/2023
Upcoming significant upward pressure on uranium price: Producers spotbuying + Uncovered reactors looking for short term delivery (9% price jump confirmed today) + New physical uranium fund Zuri-Invest (spotbuying starting this week?) - General market switching back in "risk on" mode in future
Producers, clients and financial players competing in the uranium spotmarket (yes, producers are also spotbuyers), Very soon Zuri-Invest will at least buy 2M pounds in the spotmarket (Next week?) -> A couple possibilities: URA, URNM, CCJ, UEC, EU, DNN, GLO, URG, UUUU, ...
Major U-turn: Japan going from an important uranium seller to major uranium buyer for many decades to come + Yellow Cake and Uranium Royalty Corp buying more uranium + a couple possibilities
Big U-turn: Japan going from an important uranium seller to major uranium buyer for many decades to come + EnCore Energy quickly becoming biggest near term uranium producers in USA + F3 Uranium evolving from an explorer without any proven reserves to a developer with very high grade deposit
So let me get that straight: "The uranium spot buying vs spot selling in 2023” + a couple small caps
Big U-turn: Japan going from an important uranium seller to major uranium buyer for many decades to come (February 10, 2023) + Yellow Cake and Uranium Royalty Corp buying more uranium
As if the already existing global uranium supply deficit wasn't enough already, Kazatomprom (KAP) & JV partners, ~40% of global production, announced unexpected important production reduction for 2023 + YCA & URC buying uranium+Japan U-turn +overview:faster & faster growing global uranium supply gap
As if the already existing global uranium supply deficit wasn't enough already, Kazatomprom (KAP) & JV partners, ~40% of global uranium production, announced an unexpected important production reduction for 2023 on Friday => More uranium spotbuying coming! + A couple uranium investment possibilities
It's official! URA etf adds F3 Uranium Corp (ex-Fission 3.0, FUU on TSX) to their holdings => 6 to 9 million shares to buy around February 1, 2023 compared to 2.5 average daily trading volume
As if the already existing global uranium supply deficit wasn't enough already, Kazatomprom (KAP) & JV partners, ~40% of global uranium production, announced an unexpected important production reduction for 2023 on Friday => More uranium spotbuying coming! + A couple uranium investment possibilities
Small overview about the nuclear power growth and the evolution in growing global uranium supply gap + different fund managers investing in uranium sector +latest information on couple uranium companies ($U.UN, $URNM, $URA, $CCJ, $UEC, URG, $UUUU, $DNN, ...)
Many positive catalysts for Fission 3.0.: Announcement of very high grade discoveries (20 drill holes early 2023) + URA etf adding FUU to their holdings => big buying pressure on the stock in coming days (January 25 till January 31, 2023) and probably also in coming weeks
American Lithium ($Li.V on TSXV and $AMLI on Nasdaq) is cheap compared to peers imo + Confirms 99.4% purity lithium carbonate precipitation + Spin out Macusani project planned + URA adds Li.V to their holdings => Important buying pressure on the stock in coming 5 trading days
American Lithium ($Li.V on TSXV and $AMLI on Nasdaq) confirms 99.4% purity lithium carbonate precipitation + Spin out Macusani project planned + URA adds Li.V to their holdings => Important buying pressure on the stock in coming 5 trading days.
American Lithium (Li.V) confirms 99.4% purity lithium carbonate precipitation +Spin out Macusani project planned + URA adds Li.V to holdings
A small overview about the latest news around the nuclear power restarts and the evolution in global uranium supply gap + latest information on a couple uranium companies
Uranium sector macro update: Multi-year uranium contracting cycle + the impact of the switch from underfeeding to overfeeding + the growing global uranium supply gap
The big potential in Fission 3.0. (FUU on TSX). Why? + update
Why you should consider having some exposure to the uranium sector going into 2023 DD
Why you should consider having some exposure to the uranium sector going into 2023
The uranium sector: A lot is changing the last 3 months at the demand side. The supply side isn't ready for this (An update: the actual additional uranium demand each event creates. It's impressive) + NEW: U-turn of Sweden + NEW: Germany extending the operations of 3 reactors
recent Dark Pool activity in UEC and URA - is Uranium breaking out?
The uranium sector: A lot is changing the last month at the demand side. The supply side isn't ready for this.
ETF and Market Evaluation for week of 09/05/2022
$URA Uranium Is The Strongest Sector Right Now. 🔋
Uranium: Start of a Commodity Supercycle part Deux!
Was 7-1-2022 The V Bottom Day For Miners and Oil/Gas?
Intro / Carbon and Uranium Hedging / IDFK
Yellow cake leading the miners $SRUUF $U.UN $URA $CCJ etc
Gold, Silver, Copper, Oil and Uranium sector and their values today
My letter to the western utility --> Effect is already visible in nuclear fuel cycle! --> Build up for a significant higher uranium price in the future
The uranium sector is evolving towards a growing global supply deficit, while the uranium price is still to cheap to incentivise new production + a couple uranium companies that have some catching up to do compared to peers
Elon Musk March 11, 2022. “I think modern nuclear power is very safe, despite what the public may think.”
$216,000 Gain....or Can Someone Help With Taxes?
Why I am bullish for Uranium and Nuclear, right now part 2
Mentions
Do not pay down the mortgage unless you are expecting to make less than 6% annually on your invested returns. I’m assuming your household income is too high for an after tax Roth. If not take advantage of putting the $7500 in there. And for the love of god, do not put 100% in the S&P while it sits at all time highs, Most countries are at record highs with their national debt and nobody else is buying the US debt right now as they have to pay their own debt, interest rates are going to rise once Oil’s price discovery happens well north of $100/barrel. This is just a few bullet points against the S&P being a good investment over the next 10 years and why you should diversify. Try to at least put a little money into commodities and foreign markets as the dollar will eventually get devalued. ( SLX, SLJ, COPX, URA, URNM, USO etc… ). This is another bullet point against going 100% S&P. But any of the financial vehicles listed above from other responses will perform just fine compared to their peers, and all offer a variety of investment vehicles.
[good burger 🍔 ](https://youtu.be/09URA1sN2pE?si=mpffVuIM5ukKu32S)
URA is up like 100% in the last two years, why do you think it’s not getting traction? I’ve made like $10k just buying and holding a small part of my portfolio.
URA even though it's been shit recently
Love DNN as an easy share hold. Also dirt cheap LEAPs, but dirt-poor returns on options unless you time the rips perfectly E.g. Jan $2028 $5C had a spread of $0.65-0.90 today. Say you get filled at $0.80 and it doubles to a $6 bn valuation and ~$7 stock price. You can sell your calls for $2 + any additional value since they're not quite 1 delta until they go deep ITM Of course, it could triple and run to $10. But in that case, you'd probably make more on CCJ LEAPs and watching it run to $200+ since it won't triple as easily as smaller names DNN, EU, and UEC are all good share-holds imo. But I'd still hedge with URA puts ¯\\_(ツ)_/¯
Any time FuSiOn EnErGy comes up, it's a fantastic time to buy the uranium dip that follows the headlines And no, I don't mean pre-revenue dreams like OKLO. Majors/big ETFs: CCJ, URA, and URNM High-risk High-reward: LEU, UUUU (rare earth exposure), and URNJ (Jr. Miner ETF) ^(yes, it's AI) Names like SMR and UEC can definitely pan out, but to me they carry more execution risk than the names above. https://preview.redd.it/3301lkrqcr7h1.jpeg?width=1080&format=pjpg&auto=webp&s=674b3c3e3bd21e9aa8444d0f8151b52115eee78d
Nuclear energy URA UEC UUUU OKLO
I dropped a little experimental spot in some URA a month ago. I’m hoping it wakes up eventually. But not too much so I don’t feel like I’ve missed out too much lol
URA, dont wait too long. The idea is to get in early lol
I got in URA last year and made like 30% before exiting. Let’s see if it rips now that I’m out.
Don't sleep on MYRUF. I own URA too.
URA. Index fund. Pays a dividend
It’s wild, wild times, bro. Every time I get out though I regret sitting on the sidelines because it just never slows down. I am personally investing in ETFs in things that are going to be absolutely needed in the future. So, some of my ETFs include: URA, NLR, COPX, ICLN. They are long plays for me so I am not really worried about short term. However, my long plays investments that have really take off ever since the recent trip to the moon are the NASA ETF and I was also invested in VOYG and LUNR. Damn if I was a bigger risk taker and had put more in those two I would be have serious bank right now!!
my TAN is up but URA has been a shitter since may
It'll go up because I finally sold. Held from $7 to whatever... $180, then all the way back to 70. They're a hype company. I put my profits in URA. But I'm sure it'll moon now.
Bet on AI: \### 🧠 Core AI, Software & Robotics \* \*\*AIQ\*\* — Global X Artificial Intelligence & Technology ETF \* \*\*ARTY\*\* — iShares Future AI & Tech ETF \* \*\*BOTZ\*\* — Global X Robotics & Artificial Intelligence ETF \### 🏢 Digital Infrastructure & Security \* \*\*DTCR\*\* — Global X Data Center & Digital Infrastructure ETF \* \*\*HACK\*\* — Amplify Cybersecurity ETF \### ⚡ Power & Energy Layer \* \*\*XLU\*\* — Utilities Select Sector SPDR Fund \* \*\*URA\*\* — Global X Uranium ETF
Rate my portfolio: AI powerplay Based on the portfolio image you provided, here are your 7 current exchange-traded fund (ETF) holdings, broken down by their function in your AI ecosystem thesis: \### 🧠 Core AI, Software & Robotics \* \*\*AIQ\*\* — Global X Artificial Intelligence & Technology ETF \* \*\*ARTY\*\* — iShares Future AI & Tech ETF \* \*\*BOTZ\*\* — Global X Robotics & Artificial Intelligence ETF \### 🏢 Digital Infrastructure & Security \* \*\*DTCR\*\* — Global X Data Center & Digital Infrastructure ETF \* \*\*HACK\*\* — Amplify Cybersecurity ETF \### ⚡ Power & Energy Layer \* \*\*XLU\*\* — Utilities Select Sector SPDR Fund \* \*\*URA\*\* — Global X Uranium ETF
I’ve been holding URA since last year.
Look at URA. Insane year after year movement.
Well, this might be AI slop, but chart checked out. Double bottom forming on the weekly, Closed at 4.36. 4.50 to break out. 5.52 is the 52-week high. 3.80 is your SL if you're holding shares. They've beat on the past 3 earnings. 0.02 EPS. They're not making profit yet. Vibes trade. I'm agnostic, but holding URA shares.
As of today I'd buy the following and hold for 10 years minimum before selling any: VOO - $2,000 SMH - $1,000 CIBR - $1,000 NLR - $1,000 URA - $500 ITA - $500 Brk.b - $500 ELFY - $500 Hookers - $500 Breakdown compliments of AI The "Fortress" Core (VOO, BRK.B): At $2,500, this provides the foundational stability needed to weather a "higher for longer" interest rate environment. Berkshire specifically acts as a "Western Hemisphere" proxy with its massive rail and domestic energy holdings, which are critical as trade blocks become more regionalized. The Energy Sovereignty Stack (NLR, URA, ELFY): This $2,000 cluster addresses the 2026 supply deficit in fossil fuels. NLR and URA capture the entire nuclear lifecycle—from the "margin machine" utilities signing multi-decade contracts with tech giants to the miners providing the raw fuel. ELFY focuses on the domestic grid infrastructure required to support this transition. The Technical Warfare Layer (SMH, CIBR, ITA): With $2,500 in these sectors, you are betting on the physical and digital "front lines." SMH remains the engine of GDP growth, while CIBR and ITA are direct hedges against the rising state-backed cyber threats and regional conflicts that characterize the current decade. This allocation doesn't just chase growth; it buys non-discretionary utilities that the world requires to function, regardless of how much debt or geopolitical friction the "Empire" faces over the next 10 years.
Im loading up on nuclear stocks, its already sort of pumping. $NNE juat announced deal with a company to power Data center zero carbon, isolated from grid. SMR is coming... Maybe a year or 2 from now or $XE, NuScale, or $OKLO could announce some big finished production reactor outta nowhere. Im loadin up rn on like 5 of them and $URA for ETF.
GRID, LIT and URA have to be the absolute best ETFS to be in right now. Honorable mention BUG
Yeah that was my idea as well. It feels like we have a great solution if we were willing to make that work and its good to see others have had this same idea haha ill definitely look into URA as its been mentioned in other comments as well. Can't invest any time soon but ill be cheering as an observer for any advancements in nuclear!
Look at MYRUF as an up-an-comer. I own URA too.
One challenge with nuclear not mentioned here is what’s the price of uranium? I went long on HYDR because I have no idea what the price of uranium is going to be in 12 months. But if you’re looking at power, URA, POW and HYDR are worth research.
Nuclear energy is absolutely in play. It's clean, economical, and we need something to power the semiconductors and AI. That's why I mentioned URA etf because I'm reading the tea leaves a bit here. Not trying to bag on you.
Buy URA if you believe in nuclear. I’m up over 130% on it.
Revolutionary man. Ever heard of URA?
UEC and URA - etf have been doing gd
Just DCAing into URA for a while.
Based on the reports that Trump wanted to open the briefcase and use the codes ... all in on URA
South32: Aluminum was already booming, with demand outpacing supply even before major smelters were disrupted and Gulf shipments were constrained. Compared to oil, far less of this is priced in. Prices are only now returning to prewar levels, despite the recent breakout in aluminum. URNM / URA: The uranium spot price has recently broken out of a downtrend, while global sentiment continues to shift in favor of alternative energy sources over oil. IEF options: Primarily a technical trade, but also supported by a macro backdrop where conservative investors are increasingly seeking safe havens. Yields are unlikely to rise too far given this year’s roughly $10 trillion in debt issuance.
ETFs are the way to go for sure, and then I use those same ETFs to stock pick just a few of their top positions in order to spice up my portfolio a bit. For instance, SPMO, SMH, I also hold URA, GDX, and EIS. As for individual stocks, I've got NVDA, ASML, ASTS, and some XOM
$URA 1d chart literally looks like a heart rate monitor
XOP, XLE, IXC, VOLT, URA, NLR (energy)
I go the ETF route. I do the mining companies such as in GDX, SIL, COPX and URA (gold, silver, copper and uranium respectively). You could do ETFs that actually track the price like GLD and SLV. It's a matter of preference really.
thread highjacker here: whats the deal with $URA? should i ditch this thing? I'm bullish on uranium but its like $GRAB: it looks good but never goes up
I agree. Im deep on nuclear. Takening a beating recently, but still way up since i started in 2024. UEC, URA, SMR, UUUU, LTBR.
I'm with you brother. URA to the moon!
URA is smart play given oil tax on production facilities…will consider that!
Yup. I’m big on URA and UUUU
Buying up URA and NVDA on each dip. Seems like a good plan.
Nuclear power right? URA is a good uranium miners ETF.
I would have gone COPJ / URA
URA URNM are etfs in my portfolio UUUU OKLO LEU CEG Cameco (forgot ticker) are stocks that come to mind, which can help u add different stock weight to your ETFs, because they are concentrated in cameco via market weight rn Paris nuclear summit was last week, wasn’t supposed to be about oil at all, but the IEA’s plan to release crude reserves stole the headlines. AI data center’s exponential compute growth will reach an energy dead end in the USA by early 20s.
+4% YTD. Mainly thanks to MU, TSMC, SNDK, XLE, LLY & metals. Plus exited NBIS, SN, CCL at near ATHs. Big drops on MSFT, MELI, URA, AMZ etc the usual tech names. Overall worry is so far we haven’t seen a sizeable crash, & that may be coming soon. So keeping dry powder on the sidelines instead of going right back in.
The rewards out weigh the risks IMO. I was out too early on PLTR, ASTS, NVDA, GME, and my own URA calls that i posted on here. I've done the research each time and I chickened out before the big gains. Did the research this time and fully believe in it. If I'm wrong, I'm wrong but I'm not gonna fucking sell out early again and doubt myself.
why nuclear energy-related stocks are down so hard? UEC, UUUU, URA etc...
$1k per share. IDK. I''ve had Uranium ETFs like URA or URNJ. NUKZ is everything nuclear. UUUU is a stand alone stock thats high risk/reward. All at or around $50/share. I ended up settling with SETM cuz it has Uranium, silver, gold, lithium, copper, and all the other headline metals.
Makes sense. Thank you. I have been a fan of the URA ETF and was considering adding a bit more to it today, so I still think this dip is an opportunity.
2 ounces of gold to serve as emergency fund and buy energy stocks with the rest. Canadian oil sands companies (CNQ, SU), Brazilian PBR, coal miners, uranium (U.UN, URA, URNM, URNJ, Cameco), copper miners.
CEG, VST, and the URA ETF. That's all you need.
# Bols are eating their own, Bers are at the gates yelling URA URA!
You're an idiot. It's over a billion dollars market cap. I have other plays that I've done on here if you care to look at my profile. I used to post more on here but nothing had peaked my interest since my URA trade. Stick with your blue chip stocks regard. Leave the degeneracy to the real men.
Jesus fuckin christ. Apparently I don't know how to post shit. I didn't think adding a title to the picture would take out my explanation. This shit is going to the fuckin andromeda galaxy. Graphene will literally be in everything and HGRAF has scalable, modular, cheap, fucking tech to make it happen. They also just got EPA, UK, and EU approval for RAW PRODUCTION. I'm full ported into this. Shit will hit $10 by end of year. I was fucking right about URA and uranium, and I'm fucking right about this. Suck me. Don't even talk to me about other companies doing this because they are all dog shit. none of them have EPA approval outside of some niche stupid shit that won't result in meaningful sales. HGRAF can now sell to fucking anyone in the 1000's of tons of graphene. Do your own DD but not too much because by the time your dumbass figures out what 100% SP2 bonding is, you'll have missed the ride.
OKLO is the reason my URA is not mooning. Should have just got CCJ. I was there on site at cigar for 2 months. Nothing but ore trucks rolling in and out.
I’ll throw in the commodity play of Uranium.. I really like URA
I just put my money in URA to get exposure to the sector.
Personally I'm digging nuclear in the long term, both fission and fusion. It's just a simple reality that fossil fuels have served their purpose and are not the power of the future. That said, in the short term you may not get much in he way of returns and I'd be leary of picking a winner. Once I get some more money to dump into my Roth I'm gonna pick up URA as a diversified nuclear ETF with dividends, but I'm not picking a single stock and I wouldn't expect any short term gains from nuclear as fossil fuels are still cheap and available, and nuclear has way too many laws and too much red tape that limits its implementation. In he future such bureaucracy will likely be reduced when it becomes obvious to the public and politicians how important nuclear is, but that isn't happening any time soon. There's a chance that the explosion of data centers will speed up the nuclear revolution, but who knows.
URA etf preparing for lift off this week. Going to go nuclear!
URA moon SPY. Million when?
Silver has been moving with Uranium prices recently. Uranium going to lift off this week, fingers crossed for my URA calls.
• MAG 7 • ASTS (space) • HOOD (Fintech) • IREN (data center) • URA (Uranium) • Maybe REMX too (rare earths) Everything else is a swing trade for me
My call options are in Ford, COPX, URA, BTU, GDX, and SIL. Buy LEAPS of each and then get a fuckin job because even if they triple that's still only $1500
One week is way too short to judge any investment thesis - especially one built on macro themes that play out over years, not days. Your approach of building thematic buckets (geopolitics, tech, commodities) isn't flawed in principle, but thematic ETFs are inherently more volatile than broad indexes. When you're spread across 17 niche ETFs, you're essentially guaranteeing that something is always bleeding. The bigger question is whether you have conviction in these specific holdings beyond "they fit my thesis." A 36% drop in SLV or 20% in URA should either make you want to buy more (if your thesis is intact) or make you realize you never understood the position. Consider tracking each position's correlation to the others - you might find you've created concentrated bets that move together despite looking diversified.
URA: nuclear power is going to emerge bigly.
100% agree. Cameco or URA/URNM. URA and URNM both give exposure and have large holdings in Cameco: 24% and 19%, respectively. URA and URNM both pay a nice dividend: 3.2% and 4.8%, respectively. I personally wouldn't touch any junior miners or junior mining ETFs (i.e. URNJ). Too speculative for my taste.
KOLD, SCO, URA your welcome
Uranium is going to soar with nuclear power surging, i.e. URA.
COPX, GLD, URA, LAC let’s do this
Too risky no. Life is all about risk at every level. What will bring the best returns? VOO was about 16-17% return last year, inflation was like 10%. VT was better because of international which seems to be the wave moving forward. Im personally very heavy in shny/agq leveraged gold and silver + Soxx + some other sector plays like URA and SHLD. I also have a small bit of VOO and IDMO + AVDV. USD value has gone down so much I don't really think you can just VOO and chill anymore as much as I would love to.
URA and COPX going crazy alongside gold and silver but less risky
GLD for gold, SLV for silver, COPX for copper, LIT for lithium, and URA for uranium. What am I missing?
What you guys think more URA (uranium etf) or MU?
already hold Cameco and UUUU but gonna start DCA'ing into URA
URA and URNM up 5% today...