URA

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.

kimedar1

URA SILJ PALL PPLT OIH XOP GDX MOO REMX, I’m mostly invested in smaller mining companies that are undervalued…but these are some broad plays that I think have a lot of upside potential over the medium to long term

Mean_Bumblebee1945

Uranium and mining ETFs like URA and JNUG are just money printing machine these days. I wonder how long this will last.

nasdaqslut

URA been doing well and probably has decent room to grow

Narrow-Ad-7856

I plan to buy more MCHI, NATO and URA this morning.

point_of_you

Holding both and pretty much all the other nuke stocks mentioned in this thread The nuclear renaissance is long overdue, and feels like you can't go wrong in the long-run, but I still wouldn't recommend OKLO despite great performance lol (up 300%+ on it but you can hold it via URA and get a small dividend and exposure to better companies)

youknowjus

Is that why my URA jumped 10% in the last 5 days?

Snoo_80293

I was looking at $OKLO last week, I'm no expert but I thought it was interesting that the U.S Secretary of Energy is on their board. I took some stock in $URA and $LBRT instead of $OKLO

cassabree

Dunno even where I would talk about this other than wsb but doubt anyone here cares either :^()) After spending a few months learning about options trading & the gotchas, I saw about 6 weeks ago some URA calls which to me seemed underpriced (based on pure uninformed ape logic, of course). Now after URA rallying this week, my calls have shot up to my highest % total gain, even higher % total gain than my positions I bought in April when the tariff announcements crashed prices by 20%. 50% gain not that exciting compared to what the big winners here pull in, but I’m just happy that my first real *conviction* play is in the positive! I half expect URA will correct downwards in the coming week to take my joy away, but I’m long term bullish. https://preview.redd.it/yf6jpbi0sjqf1.jpeg?width=653&format=pjpg&auto=webp&s=c9f38560153de28e74827f88ae42f07801ec124b

Nitrocity97

URA is what i chose and its treated me well the past 2 weeks

CorvusGearlock

Just go $URA and watch it doubled in the next year

Artistic_Green_4157

URA $49 calls at 0dte are marked at 0.35 this is highway robbery im buying some

Artistic_Green_4157

GDX aint fucking aroundddd thank NEM for that 900million cash pile also, URA is up 150% in 5 months go Uranium!

LimitMysterious3779

My bets. I bought Nu Holdings $10k. Gldm $10 k, URA 10k, all 1 months ago. Bought dip on NVDA at $100k

95Daphne

Like it or not, URA and other related Uranium ETFs are an AI proxy and they're not safe if the Nasdaq begins getting touched up again, sorry to say. Maybe they shouldn't be following the Nasdaq, but I doubt that you're going to get your wish until (if ever?) you see AI's final unwind.

gamjatang111

[UK and US unveil nuclear energy deal promising thousands of jobs](https://www.msn.com/en-us/money/markets/uk-and-us-unveil-nuclear-energy-deal-promising-thousands-of-jobs/ar-AA1Mxo3i?ocid=BingNewsSerp) Entire sector is up, look at $URA

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?

softboiledjadepotato

and URA... just announced US to try and get off of Russian uranium dependence

softboiledjadepotato

URA too

octopus_serenader

There's a lot of planning and speculation from multiple companies right now, which is why I'm holding URA ETF instead to cover my bases. It's done well lately.

trader_dennis

OKLO URA and TLN VST and VRT We are just getting started with generating energy for AI.

jarMburger

What was you price target when you enter the trade? Is it 70%, 100% or more? That should guide your action. Right now it's still over 30 days away from expiry and \~$1 in extrinsic value left, if it was me and I'm still positive on URA then I would hold 'til 21 days before expiration and then decide to sell.

Lexx4

URA broke 42 this morning again. If it’s able to hold above 42 we golden.

bengtoskar

Energy tends to be one of the most cyclical sectors out there, which means it runs in multi-year booms and busts tied to inflation, commodity cycles, and demand growth. The interesting part is that today’s setup looks very different from past cycles: AI and data centers are driving a structural surge in electricity demand, governments are pushing hard on energy security, and nuclear in particular is regaining favor as baseload power that doesn’t depend on fuel imports. If you want broad exposure, an energy ETF like XLE gives you the diversified oil, gas, and utility mix, but if you want to lean into the secular tailwinds, uranium ETFs (URA, URNM) are where many investors start. The nuclear supply chain is tiny compared to the demand growth that’s being projected, which creates a cycle that could be both inflation-resistant and long-lasting. Personally, I track this in detail in my Nuclear Update Premium portfolio, where I cover weekly uranium market moves, insider trading signals, and which equities are best positioned for the current cycle. If you’re building long-term retirement exposure, starting with broad ETFs is fine, but adding targeted nuclear exposure could give you the edge when energy inevitably runs hotter than the overall market. If you're interested you can check out my newsletter here: [Nuclear Update Premium](https://upgrade.nuclearupdate.com)

point_of_you

For ETFs... URA, URNJ, SLVR (uranium and silver) are my top three just strongly believe they are undervalued Also in FAN & TAN (wind and solar energy) but to a much smaller extent

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.

CedarSoundboard

URA has both

Due-Sea4841

NBIS, CRWV, IREN, MARA, WULF are all data centers. Nuclear related stocks to provide electricity for data centers: OKLO, SMR, NNE, VST, CEG ETF: URA Any Uranium company.

Lexx4

USRA is gonna be going up the next few days. Still not too late to get in. URA might also break $41 this week. So that’s exciting.

im-doing-it-again

URA 🫡

sound-of-impact

That's because "renewable" energy isn't cost effective and must be subsidized. Nuclear is the only way forward. URA

Due-Sea4841

Nuclear will definitely out perform (wind, solar, hydro) for a while. All those hyper-scalers are investing in data-centers that require a lot of juice where (WSH) cannot provide consistantly. I'm familiar with the last 3 stocks which are pretty good plays. Theres an ETF named URA that has them. URA's YTD, 1, 2, 5 yr chart is outstanding.

Lexx4

USRA and URA are both on their way back up.

Due-Sea4841

Just buy a Uranium related ETF that includes miners, processors, utilities. Global X has this: URA

QuitAlive2475

I own URA with a very small allotment of my portfolio. Considering adding more as it down 11% this month.

Such_Region2724

wtf URA doing

BucatiniRostarini41

Saw one for URA which surprised me because I thought that shit was niche

wghof

I've been holding on to that URA fund for a few years now and it has been a good investment to be fair

NuSk8

I have URA shares. It’s a good etf. They’ll need more energy to power the crypto mining farms and ai servers. Nuclear power plants have been mentioned by this administration. Bullish on it

micha_allemagne

You've basically got 80% US equities and then scattered bets around it. VT is redundant with VOO and VT at just 10% doesn’t do anything on intl diversification. Also, URA and NUKZ do overlap more than you think. Check this report on your allocation: https://www.insightfol.io/en/portfolios/report/896e1b983a/