Reddit Posts
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
What you guys think about URA? (Uranium)
Uranium stocks broke out of a bull flag today!! Time to buy my green apes🚀🚀🚀
How uranium will give you a perma-hard erection and bring the wife back
How uranium will give you a perma-hard erection and bring the wife back
How uranium will give you a perma-hard erection and bring the wife back
How uranium will give you a perma-hard erection and bring the wife back
The Strongest Stock in a Hot Sector. Get ☢️Uranium Exposure☢️ with $LEU.
What are your guys commodity plays?
Uranium hits nine-year highs as Sprott resumes purchases
SA: “Uranium hits nine-year highs as Sprott resumes purchases”
If CCJ reverts to outperforming URA that could be very bullish for CCJ.
$CCJ Will Rip Before Friday: Sprott's NAV Premium, Uranium Spot, and the Options Chain/Gamma Squeeze.
So I sold a bunch of naked ITM calls on URA a few weeks ago . . .
The greatest speculative bubble in history is upon us. 🚀🚀🍆🍆🔥🔥😶😶
Glow Green With Me $URA $CCJ, Uranium to Uranus!
Glow Green With Me $URA $CCJ YOLO
Mentions
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...
Fuck UNH Buy GLD Buy URA
Buy SLV Buy GLD Buy URA
NLR, URA, copper (GRUPO MÉXICO, PEÑOLES)
The logic holds up. We've spent 5 years bidding up the software (S&P 500) while ignoring the hardware required to run it. I'm looking at this through the 'AI Power' lens. You can't scale compute without scaling baseload power and grid transmission. Top Bets: Uranium ($URA/CCJ): The only carbon-free baseload that can run data centers 24/7. Copper ($COPX): The grid upgrade isn't optional if we want to electrify everything. It's fundamentally a 'physical bottleneck' trade.
I used to work there, and what you’re talking about is called a “URA (un-regrettable attrition) target”. They try to keep it a secret internally. It’s extremely fucked and IMO is at the core of why the culture is so toxic. It discourages helping your coworkers and encourages sycophantic behavior towards your manager. I believe it at least contributed to the deaths of two of my coworkers… One died of a heart attack in the office late at night, and the other had a breakdown leading to him accidentally killing someone and then committing suicide. Both incidents happened shortly after they were put in to “Focus” which is more or less the first step towards managing someone out or laying them off. I think about 20% of the corporate employees are on this at any given time (depending on the org). I’m at a different Mag 7/FAANG now where they treat you like a human being and I genuinely had to work through some things from my time there. Viewing working there as temporary is the right move, 100%. Sadly, some people wrap their entire personality in working themselves to death there, which really takes a toll when it’s taken away by a layoff.
URA is the way ahead?
Id consider INTL more mainstream a little more gambling then investing. If you enjoy gambling try MSTR. Lately 155 to 162 has been great buy in prices for me on random spike days. Word of advice from one degen to the next I think investing in stocks you believe in make this dream we have more worthwhile when the stocks you believe in pan out. Im currently following RKLB ASTS PL URA MSTR. All have been beautiful this year!
I used to work for Amazon 7 years ago, and the sentiment was the same. PIP, URA, so much bullshit you only see at big corps these days. Those guys only strive on a monopoly because people are lazy. It's crazy that anybody at Amazon can take their job seriously. La crème de la crème my ass.
URA even more so when nuclear was mentioned.
URA and SHLD will go up too.
NLR is good, URA is maybe better for pure play nuclear because there aren’t utilities in it
My low conviction plays saving my portfolio ACN, URA, UUUU, Sadly also holding NFLX, CRM, META, SPY, QQQ Jesus fucking christ.
Entire portfolio in PLTR RKLB BTC EUAD URA NVDA TMC RCAT And 25oz of silver Canadian collector coins Retarded or generational play?!?!
Entire portfolio in PLTR RKLB BTC EUAD URA NVDA TMC RCAT Retarded or generational play?!?
I bought URA and im up big but not big enough
Consider going with SP500 for the other 30% since you’re going so heavy on semiconductors. I am doing something similar in my Roth and taxable BTW but huge majority of my net worth is in 401k invested in SP500 so like you I’m okay with the volatility. I couldn’t pick between quite a few similar ETFs so I split weights like this: QQQM/VGT (50%), SMH/SHMH (35%), NLR/URA (5%), BTC/ETH/XRP (10%)
How can you bet on uranium? URA??
I have about $400k worth of URA / UUUU (been holding for 4 years, not selling anytime soon - it's just getting started).
I have URA and XLE. Combined they cover a lot of the names that have been mentioned here. And more. My one point of contention with URA is that Cameco is 23% of their holdings. That is a lot of weight in one stock. But for someone (like me) who likes UEC and UUUU, but doesnt want to own both...URA has both. One stock I own and love is VST. The are in gas, oil, solar and nuclear. And Just got in with OKLO and META on a big deal.
I was looking at buying into URA. Are there any good alternatives with a better PE?
URA long term. The datacenter boom will not be able to be sustained without it. Capacity for AI/gpu datacenters are just starting to explode while existing datacenters were built with compute in mind. The US govt is not going to let the hyperscalers fail due to power grid. The only real option is nuclear power while we build up other forms of scalable energy sources.
A lot of reactors currently in use are constellation or Westinghouse. I like URA because it has mining exposure as well as Cameco. Cameco is URAs larger holding
URA. Cameco owns 49% of Westinghouse
Totally in. UUUU and URA currently. Will add other names potentially
What made you go with NLR over URA?
yes i also like URA as well.
If you’re not someone that watches the graph daily & the stock market, that’s how i’d distribute 15k$ this year. Engine room : 40% allocation SMH : 25% / IYW : 15% Physical constraint : 30% allocation URA : 10% / GRID : 10% / NUKZ : 5% / DTCR : 5% Application : 20% allocation ARKQ : 20% Future option : 10% allocation QTUM: 10%
I like NLR because its a little broader in Utilities and slightly lower expense ratio, but URA is solid.
Someone recommend me a nuclear etf. Leaning towards URA at this stage
Here we go! URA and other nuclear stocks will rise.