URNM

-PunsWithScissors-

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.

Serenaded

NLR, URNM are the safest (ETFs). OKLO, LEU, NNE, SMR , NVTS, LTBR will have higher payoffs if nuclear kicks off (I'm personally in)

OilTurbulent1009

URNM

West_West_313

XLE URNM SOXQ those are my weeklies right now.

kktvMIN

URNM is probably a more diversified play in case a single company UUUU tanks.

Buntatricky46

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.

C-137_

URNM 2-3 years and forget

7o7A1

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.

TreGet234

Maybe some bitcoin but that's fairly risky. 4 year cycle says the next cycle top shouöd be september 2029. That also makes me believe there won't be a recession that year. Hard to say though if the ai bubble doesn't pop in the next year or two. Gold (and maybe gold miners) is good too, 10k/oz may actually happen. SMH and QQQ if you believe in tech. (With leverage there are SOXL and TQQQ but any crashes in the meantime could hurt them a lot). VT as a boring global stock but it's unlikely to do crazy numbers. There are are UFO, JEDI and SHLD for the space and war plays. URNM for uranium. Really hard to say...

ekdms

Hi all, As said title, I’m seeking advice as a 24 year old young professional looking to understand where I should continue building out in my current portfolio and if I should invest in any new ETFs Current portfolio spread: 50% VOO 15% QQQM 15% SCHF 10% SCHM 10% URNM I have been considering adding small cap ETFs such as AVUV or SCHA or adding SCHD, but don’t want to make my portfolio overly complex. Any input would be great thanks!

bridgur

I've felt a lot more comfortable putting nuclear investments in the nuclear ETFs. I have positions in URNM URNJ and URA. I also have some small gamble positions in SMR and OKLO

KingstonEagle

I bought URNM uranium miners ETF today at minus 2.3, if tomorrow brings a rise of at least 2 percent from where I’ve bought I’ll happily take my little profit

KingstonEagle

Bought myself half a share of URNM (Sprott Uranium Miner ETF) at minus 2.4 today

KingstonEagle

I just started my investment journey so I’m still figuring out my strategy and using very small dollar figures but I bought half a share of URNM (Uranium Miner ETF) at -2.4 on the day

OilTurbulent1009

I’ve been in URNM for a few years now and it’s treated me well, don’t plan on selling

One_egg_is_an_Oeuf

I hope you took his advice...URNM stock up 50%

Serenaded

\>I am keeping an eye on whales when they start buying into uranium and nuclear. This is exactly what has been happening in the last month though. Uranium hit an all time high like 2 or 3 weeks ago. I also hold a bit or NLR, and URNM, then directly hold OKLO, NNE, LEU I think that's about it.

No_Giraffe_4647

Half on VT Rest on URNM SMH REMX SETM Wait another several years to double it and enjoy

dvdmovie1

Semicap, photonics, optics, memory, semis all mooning. South Korea ETF (nearly half of which is SK Hynix and Samsung) +28% YTD. Massive amounts of money is being spent on AI but this sub remains oddly loyal to mega cap tech (the spenders) rather than focusing on where they're spending. "we saw the end of the Silver/Gold craziness etc." The GDX is still up 23% YTD vs the SPY +1.3% and MAGS -3.3% COPP +20% YTD, SETM +21% YTD, LITP +6% ytd, URNM +19% ytd Names like GEV +21% ytd. Even the XLE is +20% YTD.

No_Giraffe_4647

Here are my 2 cents on ETF long term hold I still believe in energy sector I would go for sure on URNM I am confident in semi conductors so SMH as well Finally battery market will still do well so lithium and battery like LIT

Serenaded

I'm mostly in nuclear engineering/nuclear energy, URNM and NLR etfs, then dabbles in quantum computing and space stocks. Today is rough but I think I only wiped out a month of my profits. The worst performer has been quantum computing but that also has been one of the biggest winners in the past year. I'm not really stressed holding these because I know things turn bullish very quick. Only retail is selling at this point.

Whooshless

Each metal usually has a few good choices. Physical delivery, miners, whatever. Check out COPX, GDX, URNM

bigfern91

URNM is a good ETF as is URA. I suppose CCJ itself is okay too. RYCEY is new to me!! What do they do?

bigfern91

Or Sprott (URNM).

bigfern91

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.

point_of_you

Got into URNM late but am holding it! Believe I am holding all the uranium ETFs at this point haha. URNM has been good to me so far Holding a lot of nuclear stuff too like RYCEY / CEG but considering an ETF like NUKZ...

bigfern91

URNM is a good one if you want exposure. Its a nice basket. URNJ is inherently more risky but is paying a nice dividend

Legal-Boysenberry-38

$URNM can run for ages

dvdmovie1

Reddit keeps only focusing on Gold and Silver as if it's unique to prec metals only. It's not. YTD: Silver +60% Palladium +27% Platinum +26% Gold +24% (miners: gdx +30%, gdxj +33%) Copper Miners (COPP) +20% Uranium miners (URNM) +38% Rare Earths/Strategic Metals miners (REMX) +27% Lithium miners (LITP) +20% Energy (XLE +9%, OIH +16%) Nickel miners (NIKL) +24% Vs. Mag7 +1.8% (VGT +2.5%) SPY: +1.8% QQQ +3.2%

dvdmovie1

YTD: Silver +60% Palladium +27% Platinum +26% Gold +24% (gdx +30%, gdxj +33%) Copper Miners (COPP) +20% Uranium miners (URNM) +38% Rare Earths/Strategic Metals miners (REMX) +27% Lithium miners (LITP) +20% Vs. Mag7 +1.8% (VGT +2.5%) QQQ +3% SPY: +1.8%

Machine8851

What do you think is better REMX or URNM?

pink_ego_box

URA and URNM up 5% today...

pineapplekiwipen

I'm not even sure why URNM is pumping so much overnight, CCJ is only up like 2.5%

pineapplekiwipen

Not in SLV but URNM is up 40% ytd so i'm reasonably happy

bilboomerbaggins

Already hold URNM, LIT, and REMX.

dvdmovie1

Maybe for the indexes, but there are things that have started the year insanely well, including metals - the SETM etf is +25% YTD (+132% in the last yr), COPP +12% YTD, COPJ +17% YTD. Even the XLE is up almost 9% YTD. Lithium, uranium mining (URNM +68% in the last year), battery metals etfs, rare earth etfs, etc - all up big over the last year. Real assets are mooning. Tech broadly not doing great (XLK down slightly for the year, MAGS -0.5%), but SOXX is up 9%.

jaajaajaa6

I have BWXT and CCJ with you - plus URNM, COPX and PLMN These are key to AI. If AI hits a speed bump, so will these.

HereticalCow

URNM

Guilty_Ad_8433

URNM

Serenaded

Nuclear. NLR, URNM to start with. OKLO, LEU, NNE. Quantum Computing stocks as well and crypto (Monero)

KroopaLoops

Long SRUUF, DNN, AEC, and URNM

jaajaajaa6

I hold BWXT and URNM

irishfro

I went with URNM

Mr__Accountant

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

dayankuo234

2 years ago while I was starting to invest, I worked at a phone store, and I would take some of the customers' advice. crowdstrike,113% gain ASTS, 500% gain, but only invested like $200 PLTR, 200% gain uranium based stocks UEC and URNM, 25-90% gain AMC, 86% loss, but only invested $100 personally, I was interested in Nvidia and AMD, so I put most of my money there. about $5000 on just those 2. they are now worth about $11,000 (I sold some during a high, but I don't know how to check the amounts for those) only tips is the ones im sure people have heard before: diversify, and dollar cost averaging. and if you don't know what stocks to choose, just do ETFs like VOO or SPY.

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. 

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.

SerpentRoyalty

URNM (uranium miners) is a good one but nuclear stocks have also been running up lately. Right now, real state is the sector that's pretty beaten down. Lost are at 52 week lows.

Public-Promotion-744

50 puts SLV $53 expiring next week, 50 calls 55$ URNM expiring gen 2027

PartyConscious2927

Hey quick Roth question yall. 2 years in I’m currently: 65% SPYM 25%SCHG 10% URNM (idk why I just saw green and said yeah) Planning to ditch URNM and diversify with some intl. Currently thinking: 55% SPYM 20% SCHG 15% FIVA 10% AVUV Does that sound like a reasonable readjustment or should I move some of those percentages. Since I’m younger (27) would it be better to go more “aggressive” and chase growth?

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.

GutBeer101

URNM ?

sd2701

URNM thank me later

Gavernty

I like CCJ but it just ran up like crazy due to their deal with Westinghouse. I transitioned out of OKLO and went all into CCJ at $74. If you want safer probably best to go with URNM or NUKZ which are both etfs. I really do like cameco though. I also have CEG and UUUU on my watchlist but haven’t invested in them.

Kommmbucha

No URNM?

Significant-Fig-2006

The foundation of the network for OKLO is in order (Sam Altman etc) I'm getting jittery however at USD 26B market cap with zero working products and just hot slides. OpenAI and the circular investments into the chipmakers is also a red flag to me. I'm strongly in favour of the nuclear theme and have exposure through NUCL and URNM ETF's in about 2/3 to 1/3 allocation as the first is more tech heavy and the second more on the uranium mining side. NUCL however has a 20% weight in OKLO at the moment and UNRM 0%. Therefore have reduced NUCL in favour of URNM and made the allocation 50/50. Have written USD 75 Jan 2026 calls on the additional URNM units. 10% upside to the strike and 5.9% premium is good enough for me.

ziploc_police

Just buy $URNM

TheOnlySafeCult

there are so many uranium companies that aren't big enough for me to mention here do yourselves a favor and look into URNM and URNJ holdings to see how many companies have the potential to run like energy fuels

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

There's lots, depends on what stage you want, active mines id go for LEU probably, but I like the mines which are close to coming online so stuff like DNN, NXE, UUUU.  I also like early stage explorers but theyre basically high risk pennystocks. Not for the faint of heart. Realistically I would look at the ETFs URNJ, URNM, see what they're holding and dig into those companies. Or just buy the ETFs, safer move all things considered

AsbestosDude

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

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

KrankyKoot

I've done ok with the ETF URNM. I'm not smart enough to understand the business but know that it is getting attention so ETF.

Any-Morning4303

I got vertical credit puts on URNM. Aiming for above $59.

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.

GureenRyuu

If you are concerned about the volatility, go with one (or many) of the nuclear ETFs. NUCL/NUKL, URNJ, URNU, URNM. I've allocated a % of my profile for each of these.

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.

ohyeahwell

Is oklo in URNM?

Phenom462

I’m in URNM as well which is weighted heavily w CCJ 😂

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)

ohyeahwell

URNM, up 70%

jaykhjr

Sacrificing things under the moon tonight so my URNM call prints

Fickle-You-5101

URNM etf

Intrepid-Life-3780

URNM, nuclear is the future bro

BigTableSmallFence

URNM

NightsideTroll

Plenty. However, If you don’t want to do your homework, I’d recommend the ETF’s. Diversified, safer, dividends. #uranium : URA URNM URNJ #gold : GDX GDXJ SLV SILJ Already had a good run but the generalist investors are not in yet. Plenty of runway in my opinion. Good luck 👍🏼

hammurabi1337

LEU and ASPI are the big plays for the enrichment bottleneck. SMR, OKLO, LTBR are the next generation reactor tech plays. There are an absolute ton of uranium miners you can look at and multiple ETFs that cover the sector - URNM and URNJ are pure uranium plays.

Pristine-Still4457

You cut only if your positions no longer offer asymmetry. The number of positions isn’t the issue...the quality of the positioning is. In our strategy, we could hold dozens of stocks, spread across 5+ sectors or themes. Why? Because we’re not trying to guess which individual company wins. We’re building exposure to entire sectors that are poised for capital inflows, where even the average player can double or triple, and the outliers can 10x. So here's how you could approach it: **1. Trim by theme, not ticker.** Start by organizing your 47 positions into themes. If you can’t group a company into a theme with a clear macro tailwind and sector-level asymmetry...sell it. It’s noise. **2. Keep the sectors, prune the fluff.** Within each sector, you want maybe 5–10 companies max. Allocate 1-2% per ticker in the basket. This is your own personal ETF...bought at a time when the world hates the sector and capital is about to flood in. If the sector or theme has a solid ETF, then you can just buy that. URNM comes to mind for the uranium theme... You can just buy URNM and get exposure to all the undervalued uranium producers instead of buying the company's individually... **3. Don’t time...filter.** You don’t need to sell everything all at once, but don’t drag it out either. You’re here to build a portfolio of deep value in sectors where the upside crushes the downside, over time. **Bottom line:** If your 47 positions represent 5–10 asymmetric sectors with 5–10 stocks each, great. You’re doing exactly [what we do inside Insider](https://secure-thenetwrk.com/?a=17&c=4&p=r&s1=reddit-7-12-25). If not, it’s time to clean house...not for simplicity’s sake, but to redeploy capital into sectors with maximum asymmetry and long-term upside. Forget the number. Focus on the thesis.

bengtoskar

URNM and NUKZ are good starting points: URNM gives pure uranium exposure, NUKZ includes SMRs, utilities, and fuel cycle plays. I lean more toward individual stocks, but they’re both solid for sector momentum. If you’re diving deeper, I write a free weekly newsletter on nuclear headlines (Monday), and a premium one (Saturday) focused on investing: market sentiment, stock picks, insider moves, and a model portfolio with allocations. Here’s a free edition of the premium one so you can get a feel: https://nuclearupdate.beehiiv.com/p/nuclear-update-premium-june-28 Let me know if you want more resources, always happy to share.

PuzzleheadedNail3343

URNM and SILJ (which has significantly less liquidity than SLV) too

YaBoiJack055

I have a small position in URNM

bengtoskar

Great picks! If you're thinking long-term exposure to data center demand + next-gen nuclear, here’s a quick breakdown: CEG: Largest U.S. nuclear operator. Profitable, clean baseload, big-tech-friendly. One of the safest long-term bets. LEU: Only U.S.-owned uranium enricher, licensed for HALEU—fuel for next-gen reactors. Tiny float, but huge strategic relevance. NuScale (SMR): Regulatory first-mover, but execution has been shaky. Worth keeping an eye on, but very high risk. Nuclear ETFs: URNM, NLR, or NUKZ if you want broader exposure without picking individual winners. I cover this stuff weekly in my newsletter, Nuclear Update. The latest post is free if you're curious: https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Let me know if you want more names.

bengtoskar

Great question—and you're definitely not alone in wanting to play the long-term nuclear thesis, especially with the AI and data center boom demanding serious 24/7 clean power. If you're focused on nuclear energy companies with ties to tech regions like Silicon Valley, Seattle, or Texas, here are a few names to keep an eye on: Constellation Energy (NASDAQ: CEG) The largest producer of carbon-free electricity in the U.S., with heavy nuclear exposure. While not based in Silicon Valley or Texas, Constellation is deeply embedded in U.S. grid infrastructure and could easily be a supplier to hyperscale tech facilities looking to go green. Centrus Energy (NYSE: LEU) The only U.S.-owned company currently licensed to produce HALEU—fuel that advanced nuclear reactors will need. With the U.S. cutting off Russian uranium, Centrus is a critical piece of domestic nuclear supply. Not tech-region-specific, but strategically vital. Cameco (NYSE: CCJ) A Canadian uranium giant, but included here because it’s a key fuel supplier for U.S. reactors, it owns 49% of Westinghouse (major reactor OEM), and it’s benefiting directly from the Big Tech + Nuclear push in the U.S. and Europe. Uranium ETFs (e.g., URNM, URA) If you're looking for broader exposure without picking individual stocks, these ETFs hold a basket of uranium miners, developers, and fuel cycle companies. They won’t be as targeted to your regional angle but are a good macro bet on nuclear. If you want to go deeper into this space—including policy, supply chain, and investment outlook—I run a newsletter called Nuclear Update Premium that breaks down uranium stocks, insider moves, and where the smart money is heading. Latest issue here (free to read): https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Let me know if you want more recs by segment (fuel cycle, SMRs, power producers, etc.)—happy to help.

Pristine-Still4457

Risk is the hardest...And it's only because of the unknown unknowns...Even if you did everything right...You have no idea what black-swan can come along and blow the whole thing up..Think cigar lake with Cameco as an example...I follow the asymmetric investing approach..It's easier to nail down a good theme then it is to nail down a good company...So invest in the theme and buy a basket of companies in that theme...If I were looking at Uranium as a theme I would allocate 5-10% of my investing cash to that theme or bucket. Sometimes you get lucky and there's a good etf like URNM. So just buy that... Or buy 5-10 uranium producers and only allocate 1-2% to each ticker in that bucket, which again makes up 5-10% of the entire portfolio...This is a rising tide lifts all boats strategy...Nail the themes, buy the deep value company's, then wait for the rotation to hit...I just [follow the Capitalist Exploits guys](https://substack.capitalistexploits.at/) now days. They do all the hard work.

bengtoskar

Great question—and you’re spot on. AI is becoming the demand shock that nuclear has been waiting for. If you want exposure, here’s how I’d break it down: 🔋 Uranium Supply (the fuel play) Cameco (CCJ) – One of the world’s largest producers, with strategic ties to Westinghouse NexGen (NXE) – Holds one of the highest-grade undeveloped uranium projects Sprott Uranium Miners ETF (URNM) – Gives you broad exposure to miners + physical uranium via SPUT ⚛️ Nuclear Ops & Tech (the infrastructure play) Constellation Energy (CEG) – Operates the largest U.S. nuclear fleet, now eyeing data center deals BWX Technologies (BWXT) – Builds advanced nuclear components, including for SMRs and defense Oklo (OKLO) – Microreactor startup with a SPAC listing—tiny, but interesting if you want pure upside 💡 Bonus: I run a newsletter called Nuclear Update that covers all of this—uranium prices, company news, SMR rollouts, and how AI/data center demand is reshaping the sector. Just launched a premium version with curated equity picks. You can check the first issue out free here: 👉 https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Hope that helps—nuclear’s moment is just getting started.

bengtoskar

Super interesting take—and you're not alone in connecting the dots between quantum, AI, and the coming energy squeeze. Big Tech’s appetite for 24/7 clean power is already pushing nuclear back into the spotlight (see Amazon’s Talen deal, Google’s fusion/SMR interest, etc.). For exposure, you might want to look into companies across the nuclear value chain: ✅ Cameco (CCJ) – Major uranium producer with a JV supplying fuel to Westinghouse ✅ BWX Technologies (BWXT) – Builds advanced nuclear components, heavily involved in SMRs ✅ Constellation Energy (CEG) – The largest U.S. nuclear operator—could benefit from data center deals ✅ Oklo (OKLO) – You already mentioned this one; tiny but interesting if you're betting on microreactors ✅ Sprott URNM ETF – If you want a basket of miners and exposure to physical uranium via SPUT If you're into deep dives and weekly analysis, I run a newsletter called Nuclear Update—we just launched a premium version that covers exactly this intersection of energy + tech + policy. First issue is free here: 👉 https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Appreciate the post—this space is heating up fast.⚛️

bengtoskar

Hey! Totally get where you're coming from—uranium has massive long-term potential, but the short-term volatility can definitely test your conviction. URA is a decent broad play, though it includes some non-uranium names. If you're looking for more pure exposure, URNM or even physical vehicles like SPUT or xU3O8 are worth a look. I run a newsletter called Nuclear Update that dives into exactly this—uranium market dynamics, policy shifts, equity picks, and sentiment cycles. We just launched a premium version (free for now), and the first issue breaks down the current setup, insider moves, and where we see opportunity: 🔗 https://nuclearupdate.com/p/nuclear-update-premium-june-28-2025-ec1d Might be a good resource as you figure out how you want to play the long game here!

NuSk8

URNM and GUSH also had huge spikes like spy at eod

Cultural_Plankton661

URNM

iLov3musk

$URNM

WearyTouch9620

Interesting mix. I'm curious how you're thinking about the overlap between URNM and URNI, since both are focused on uranium. Are you viewing them as complimentary or is it more about diversification across issuers?

GureenRyuu

NUCL, URNM, URNU, URNJ. Ratio to your risk tolerance.

Euphoric-Magazine300

Uranium stocks Peeps. UEC, UUUU, CCJ, URNM No strait of Hormuz worries with Nuclear Energy.

GureenRyuu

Which ETF are you talking about? I'm invested in NUKL, URNM, URNU and URNM. 3.5/3/2/1.5 ratios of my total nuclear port.

RIPCYTWOMBLY

🌋 URNM

GureenRyuu

There are different nuclear ETFs for different purposes. URNU, URNM, URNJ, NUKL, etc.

MetaphoricalMouse

URNM dawg. just go with an etf with broad exposure to it. picking a miner is a crapshoot