URNM

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

GureenRyuu

I'm up YTD thankfully despite the chaos. Nuclear ETFs and rare earth/minerals companies. NUKL, URNU, URNJ, URNM, TMC, UAMY.

GureenRyuu

My current plays are in ETFs. Not as big a profit, but a wider net. NUKL/NUCL, URNM, URNU, URNJ, in that order for my port allocation.

proudboiler

I work in natural gas sales and trading for an energy company, and I think it’s important to be realistic about which nuclear companies will actually become major players. OKLO is still highly speculative and is getting attention largely due to its ties to the current energy secretary, but it has no revenue yet and is more of a concept-stage company. You’re also overlooking two key players: Rolls-Royce (RYCEY) and GE Vernova (GEV). Both are heavily invested in SMR development and have real industrial backing. SMRs, in particular, could be critical for powering things like data centers, which need scalable, low-emission energy solutions. So yes, I agree nuclear ETFs like URNM and NLR could benefit long-term, especially if this policy support continues but picking companies with actual infrastructure and momentum is crucial.

GureenRyuu

I know this isn't r/ETFs or r/investing but NUCL/NUKL, URNJ, URNM, URNU seem a more safer and broad play. Two of them have a decent weight in the company. **VanEck Uranium & Nuclear Technologies UCITS ETF (NUKL)**: 3.37% [StockAnalysis](https://stockanalysis.com/quote/etr/NUKL/holdings/) **Global X Uranium UCITS ETF (URNU)**: 3.39% [Global X ETFs Europe](https://globalxetfs.eu/funds/urnu/)

bilingualbunny

Buy uranium stocks before takeoff when trump signs the executive order at 1 pm!!! UUUU, CCJ, URA, URNM, OKLO, LTBR

TheGoluOfWallStreet

Sprott Uranium Miners ETF (URNM)

TheGoluOfWallStreet

URNM 🚀🚀🚀🚀

InnerSandersMan

LOL. They do look bad! Well, as a Canadian, you might look at CCJ. It functions the "most normal". The risky, little brother in Canada is DNN. I really like them because they create great opportunities from movement. They stick it to me from time to time. I make a few plays on NexGen. I only follow their trends. If they act funny, I research. I text a friend of mine about Global Atomic a few weeks ago. I didn't make a play because they don't have option contracts. It's up over 40% since my text. Risky. My American companies: UEC, UUUU, and EU. ETFs - I do URNM. URA is another option. URNM has more exposure to Kazatomprom and is not so dependent on CCJ. UROY is a weirdo that I play with. Royalty company. This is mainly for diversity. I wouldn't start here. I'm not sure why all the Uranium companies have bad numbers. I'm trying to pull back from them, but I believe in the future of nuclear. China has big plans, all the cry-about-nuclear companies are reconsidering (extending plant lives), SMRs are most likely gonna happen and could really take off. That said, low oil and gas hurts. Higher energy costs make the high start-up cost of nuclear look better. They are always looked for other fuel sources. I'm not smart enough to know if that's even feasible. To me, CCJ is the Exxon of U308. Let me know if you decide to make a play. You might sell a 1.50 put on DNN. I did 1/16 Puts for .35. If I buy, CB of $1.15. Huge support at 1.08. I'll take that risk. Worst case, you lose $115 if it goes bankrupt. It'd give you a cheap way to be vested.

Safety-International

Not every commodity, I also don’t think that is a good idea. I would recommend either URNM/URNJ for uranium, XLE for energy, or GDX or SILJ, good luck

DarkGardenCowboy

Buy URNM at $10.

charly371

uranium or miner? URA or URNM? URA should be doing good

DarkGardenCowboy

Can I buy URNM yet or isn’t mango done crashing the market yet?

DarkGardenCowboy

I have wanted to buy URNM so bad but I held back also.

Candlelight_Fant4sia

No worries, I bought some URNM a few months ago and it looked like the best option, considering also the dividend. The alternative would be to buy the individual stocks, but you'd also have to buy the physical uranium trust otc, which is not the best for liquidity, etc... so overall I think the expenses make up for the convenience.

Candlelight_Fant4sia

URNM

Distinct-Image6188

Spoitt URNM eft it's the lowest it's been in 2 year and looks like it's gonna go up steady with a new candan president who prioritize a strong independent canda that will need uranium despite the news of clean fusion being discovered it's by product makes weapons of war Canada has 2ce the amount of uranium that we do

Distinct-Image6188

I'd also be happy with 7-10% when over 10k on a safe bet, but I like the occasional parlay, so I'm smoken Crack. If one of these etf is higher, then 15%+ in the next 3 years for wood and 1 year on URNM

Distinct-Image6188

Starting soon with Roths and Eft's,intill I can get into a index I'm currently looking at holding nasdaq WOOD long bc of housing expanding and wood hedging agest inflation And I think sppott? uranium is due for a big run soon it is URNM and doun 20% rn with a big rush incoming. I think I'm noob to this, but I've read chats b4 for markets and it makes sense it's gone up last few days already 😅

Distinct-Image6188

*update: I just looked it up today, and URNM is in up swing from its lowest point In 2 Years is it just starting. I think/hope so Reason I believe it is just starting is political change in Canada getting rid of Justin and then getting the current prime minister. we know he wants oil piplines like trump, welding gas and welding rods will go up to bc of that so I think he seems pro trade pro oil pro energy the main question is how long will it go up for and I'm thinking at least a couple more days I'm not a day trader or anything but I think the sighns are there to expect increases Plus hidden info u may not know Uranium is used for its self sharpening properties in tank shells and other heavy aromor piercing rounds thos rounds are made from the by-product of the uranium enrichment process Ukraine dosnt have a lot of tanks but mortars and missiles yes it was useful to know a Lil bit ago might of Been a hint to look for smaller ups with short runs but now it's could be worthless to know going into a bigger longer up that might be a few months or years depending a lot on Canadia. Then there's Nato and Ukraine VS Russia politics and conflict that also contributes

Throwawayz911

UEC is the strongest on the NYSE.  EU is really good too.  Personally I want international exposure so I'm in URNM

Candlelight_Fant4sia

Of all my stocks, the only 2 that went down were yesterday were JD (just slightly) and URNM, which was good cause I bought a few calls. So not a red day at all except for some specific tech and energy stocks.

Futureleak

I'd say space & nuclear. Maybe I'm being optimistic, but ASTS, PL, RKLB, URNM, have treated me fairly well. The uranium ETF is a bit rough due to the fees, but I've heard really good things about the RYCEY.

pongobuff

Are you young? Riskier bets on some emerging stocks for 1/3rd, america etf (VOO) for 1/3rd, and world index for 1/3rd maybe even VTI. I like ASTS RKLB URNM for fun long term ones

Napalm-1

Hi, 1) You can look at the holdings of URNM etf (website of Sprott Uranium Miners ETF) to get an idea of the uranium companies 2) Sprott Physical Uranium Trust (U.UN and U.U on TSX) and Yellow Cake (YCA on LSE) are 2 funds with 100% exposure to physical uranium. No mining related risks here 3) My biggest uranium positions currently are: U.UN, YCA, FCU (Fission Uranium Corp), EU (Encore Energy, producer), [LOT.AX](http://LOT.AX) (Lotus Resources, near term producer), Global Atomic (developer, production start in 2026, higher risk for bigger upside potential), [DYL.AX](http://DYL.AX), [BMN.AX](http://BMN.AX) **This isn't financial advice. Please do your own due diligence before investing** Cheers

noncommonGoodsense

LUNR, ASTS, and RKLB leaps out into 2027. AMZN, RGTI, and URNM out to January. SPY’s weak gambling. Some I want but can’t do right now (AAPL, MSTR, and NVDA leaps).

El_Peregrine

URNM

Rippedyanu1

If you want safe turn off your brain and boring returns, CCJ (decent options chain though) or one of the ETFs. They're several now but URNM and URNJ are the better ones for just miners. NUKZ has nuclear tech stocks too. For miners specifically I recommend UUUU or DNN. UUUU is debt free and will be an economic powerhouse from uranium, Rare earths, titanium, zirconium and medical Isotopes like radium 226 and 228. They're my personal favorite. DNN is looking very good for a near term producer. I just don't like their share float count lol The others have various problems or have a bunch of upside already priced in like NXE (very priced in, buyout target, management is ass) or UEC (CEO is a used car salesman type, pounds in the ground are all economically shit and the stock is horribly overvalued for what they have) or EU (signed a bunch of contracts too early for too soon and their mines aren't fully up so they're currently having to buy Uranium for more than what their contracts are listed to sell at causing them to lose money left and right till alta mesa is up)

noncommonGoodsense

No URNM huh?

josephstephen82

URNM

Futureleak

URNM is .75

miu-miu-miu-miu-miu

*Slight preamble:* Okay, so my thinking for investing is investing in the future which is...tech. The discoveries have grown at an exponential rate. It is outstanding to see that AI can now code like a motherfucker and also be your own god damn tutor for difficult subjects (learning python, a new language etc). We're at the precipice of the greatest paradigm shift (decentralization of currency for one) and I want to enjoy every minute of it with the earnings I'll get from my investments. All of this growth of tech in AI is also heavily correlated with what astrology is saying (I won't bore you with those details, but I will say it guides me in life and it's related to my decisions. If you're interested, look into what the age of "Pluto in Aquarius" means, weather you think astrology is horseshit or not, it's a really interesting read to see how I correlates with current happenings.) With that being said, I know I believe in the stock when I see it fluctuate and don't panic. It doesn't phase me. But I'm in it for the long run and am trying to put in what I should have when I was 20. You said it; there's time. And your gains in just 4 years is astounding - congrats to you!! You have demonstrated how great those compound gains are when you are consistent and aggressive. It's good energy to have for anything! With regards to diversification: Yeah, I thought about metals (URNM for example) but i have somewhat of a hard time ethically with that one. Either way; I'd like to keep a healthy 30% elsewhere just as a safety blanket that will harm no one! I want to leave my ETFs and stocks the fuck alone so they can do their thing. I'm kind of thinking of them like little neopets that I nourish and talk sweetly to every month. Slightly related: I recently discovered RXRX through this thread, saw how shit it's doing, and thought: "Hm. Their whole thing is tech and AI. AI can be used for good. AI has been INSANE the past couple of years. Helping people is good. I'd like to support it". TL;DR I'm an absolute slut for tech with most of her portfolio in tech and uses a very femme approach to investing in stocks and ETFs.

GraceBoorFan

BWXT, CEG, CCJ, LEU, UUUU or buy etfs like URNM, URNJ and NUKZ

Macready123

Go with the ETFs, URNM and URNJ

jdakidd13

$URNM etf and chill for the safest bet. $OKLO for a more high risk/high reward stock. Not financial advice so make sure to do your own research before buying anything with your hard earned money. Cheers 🍻

apeawake

This is hardly a big dip. Get out now. You don’t know what you’re doing and this is a recipe for disaster.  There’s no real evidence nuclear will actually be a big part of the energy solution under ANY administration. But for christs sake, trump is going to do everything in his power to push for more exploration and production of oil. His newest advisor, Elon, is also not a big believer in nuclear energy at scale.  I rode this from January and recently sold my position in URNM, which is the way I’d play a thesis in nuclear. Well, URNM or CCJ.  I would diversify into a more rounded portfolio. ETFs are great. If you want some commodity exposure, natural gas is far more likely to be a growing part of our energy future. 

bullsearchingalpha

Nuclear energy definitely has a lot of potential as a clean, reliable power source, and there’s growing global interest in it, especially as countries aim to reduce carbon emissions. Uranium demand could increase if more reactors come online or existing ones ramp up production, so your interest in this sector makes sense. For ETFs, you might want to check out Global X Uranium ETF (URA) or Sprott Uranium Miners ETF (URNM)—both offer broad exposure to uranium mining and nuclear-related companies. URA has been around longer and offers more diversified holdings, while URNM is more focused on pure-play uranium miners. If you’re considering individual stocks, giants like Cameco (CCJ) or NexGen Energy (NXE) are often solid choices, but keep in mind their performance can be volatile based on uranium spot prices and policy changes. One word of caution: nuclear power can be politically sensitive, and the sector is heavily influenced by government decisions and public sentiment. Make sure this aligns with your long-term investment goals, and as always, diversify to manage risk!

jdakidd13

$URNM

Scares_Easily

I've spent my whole day doing DD since finding your psit today. Thanks for all your efforts. My biggest concern is the lifting of the suspension for the Madagascar site. Do either of you have any latest insights on this? Cheers! P.s. going to take a position tonight I think. Between this and URNM, I'm very interested in this space

Itchy_Adeptness_2473

Hold or consolidate into URNM, they hold the majority of those companies or into URA

imstaringataplant

UUUU, NXE, URA, URNM, SMR, and OKLO First 4 are up today after a decent dip. SMR and OKLO are down today but have treated me well so far.

ai-moderator

#**TLDR** --- **Ticker:** URA, URNM **Direction:** Up **Prognosis:** Nuclear energy is poised to become the dominant energy source for AI and data centers due to its reliability and high energy output. Renewables, while important, can't provide the consistent power these technologies require. Invest in Uranium. **Extra Field:** This guy's got a point. **Extra Field 2:** *taps forehead* Can't have AI if the power goes out.

volleybow

Why are my URNM calls down 50% then huh

ohyeahwell

I ain’t gonna read allat; but URNM has been doing pretty well. Wish I bought more.

iamthemosin

Go for nuke stocks. URNM is doing pretty well. It’s the most effective and cleanest way to plug the gap between fossil fuels and solar/renewables. When the whole life cycle of the technology is taken into account, wind turbines are almost as bad for the environment as fossil fuels.

milesdeeeepinyourmom

Learning about economics is a very good starting place. The vast majority of my trades are based on changing economic factors. For instance, 3-4 months back Kazakhstan mentioned that their output of uranium would be significantly lower in 2024. I snagged URNM because I figured with AI requiring up to 5x the amount of energy as normal queries, nuclear was the clear winner. Seeing NVDA having basically sold out blackwell till 2026, the demand for energy will be through the roof. Many people overlook vertical plays. The top priority for anyone looking into investing and speculation is reading. The more you know about different industries, the more plays that open up. Plus, you'll know a little about a lot. This pays dividends further down the road.

Corpulos

URNM. Invest in the material itself.

ZombieDracula

I did actually... DNN, URNM, URNJ, RYCEY.   DNN is my biggest play. Started around 1.85 and it just keeps doing the right things.