Reddit Posts
The only lesson I’ve learnt during last 1.5 years is to stay invested
15 k loan + 10 k buying dips on $LUNR == 107 220k LUNR$
My friends and family can never know (My portfolio)😔✊
Looking for a satellite ticker for wheeling. Wondering about UUUU
$NB - The IRL Aerotyne International (But This Time Not a Scam)
Volume V: The Strait of Hormuz Just Made 1973 a Reality. Nuclear is the Only Way Out.
AI infrastructure is the wall. Software is just the melon getting smashed against it.
Take a swing at my portfolio
Volume IV: The Atomic Bits Thesis - Why Atoms are the New Software
UUUU - missed the boat or still room to grow this year?
Exclusive-US moves away from critical mineral price floors, sources say
If 2026 is the year of minerals, then UUUU & Denison Mines etc. is a go?
Volume III: Greenland & The Inevitable - Why Uranium Rare Earths and Strategic Materials Are About to Break the Market
Week 3 of journaling my options-only portfolio as a college student
Energy Fuels $UUUU Toliara / Vara Mada feasibility study in a nutshell
Energy Fuels Announces Updated Feasibility Study for Toliara Rare Earth and HMS Project in Madagascar Confirming World-Class Scale and Economics, Including $1.8 Billion NPV and Ramping Up to Over $500 Million of Expected Annual EBITDA
Volume II: Congress and the President are telling you what will dominate the market and none of you are listening (nuclear & rare earths)
The Venezuela lesson: invest in energy security NOT cheap supply - The incoming commodity bull run (uranium, rare earths, precious metals).
Feeling bad about taking gains too early - any advice?
Looking for advice from wise "redditor" experts....
Is SGML setting up for a small squeeze?
SPY and GXI/FXI soar bc Trump in China (easing tension on mineral export bans) but mineral stocks TANK??
I think UUUU is primed for a gamma squeeze
I think UUUU is primed for a gamma squeeze
I think UUUU is primed for a gamma squeeze
The dip you have been waiting for. $UUUU DD
Another UUUU DD: the dip I’ve been waiting for
UUUU -5%, USAR -9%, MP -6%, CRML -9% premarket as China delays rare earths rules by a year
Buy rare earths or stay out? UUUU -5%, USAR -9%, MP -6%, CRML -9% pre-market
UUUU -5%, USAR -9%, MP -6%, CRML -9% premarket as China delays rare earths rules by a year
Meta – DD From a Senior Finance Manager
How much money do you think “Steve” has lost in the past 2 days? Over under $20 million?
Don’t be rational in an irrational market
god i love uranium... (DNN stock) (For UUUU FOMO'ers)
Don’t cry because it’s (maybe) over, smile because it happened..
$DNN + DoD Meeting (Oct 23) = 💰💰💰 The Easiest DD of Your Life.
Today was Discount City today. Wonderful Dip
UUUU is officially a Wallstreet bets stock according to ThinkorSwim
UUUU after hours gonna be good tomorrow if it runs higher
Thank you $TMC $CRML $UUUU $USAR $IWM $TSLA $FLY
Thank you $TMC $CRML $UUUU $USAR $FLY $TSLA $IWM
$UUUU is still THE play: 300k YOLO (with DD)
$UUUU is still THE play: 300k YOLO (with DD)
My AI-Assisted Trading Results So Far (2025)
Update on my UUUU position for the guy that told me to sell at 500% YTD (most contracts been closed, left some runners)
China tightens rare earth technology export controls
Why I Think Chemours Could be the Next Big Mineral Play
Why I Think Chemours Could be the Next Big Mineral Play
Saw a ton of UUUU calls getting bought last week and followed
A Deep Dive into UUUU's $600M Offering: Why the "Scary" Convertible Note is Actually a Long-Term Bullish Masterstroke.
Mentions
He was right about a lot of stuff. I bought UUUU at $7ish because of his conviction. His paid sub is for charity if I understand correctly. I‘m not subscribed however and couldn’t tell for sure. The man made me some money for sure.
rare earth last year was wild too UUUU went from 4 to 30 in like couple of months
I think UUUU is at the right price to get in. I've been in and out for about a year now and if you look at the chart it seems to have this pattern of rising to \~$25 then dropping to \~$18. I set sales on my shares at $24 and buy back in around $18 and it's been a reliable income stream because of that. With that said, as speculative as this stock is, I think there is a real chance it goes to $30 in the next 18-24 months and stays around there IF (big if) they become more productive AND the U prices go and stay higher. I have my doubts it will do so but I am happy to swing trade this one and miss it's peak if it ever gets there.
I get that, but BE is so expensive that I was discouraged to get some. Looking to swoop in on further correction. UUUU on the other hand is in a good position IMO.
You should have told us when you bought it for 0.15 instead of telling us to buy now I’m getting vibes of buy UUUU, mineral run type vibes right after just when it tanked
Anybody remember the name of that user who was up an insane amount from the MP/UUUU thesis? He was quite active last year during the rare earth frenzy. I wonder how he's doin now
I bought straight shares of UUUU for this reason. They'll be profitable if the nuclear narrative catches and from their I think more government support too. But I have absolutely no idea how long that all will take
A few such as UUUU are doing ok. Not back up to the peak when everyone FOMO’d in but has resistance around $16/$17. Many others that were basically penny stocks are now full of bag holders.
UUUU is what you are looking for OP. Largest uranium producer in the USA. Under the radar for most and is quietly doing well price wise.
I was actually looking at Uranium last night but decided against it. Anyway, I had Claude review your DD: I have enough. Here's my read. The macro skeleton is real, but the DD is doing the classic WSB thing: stapling true facts to a conclusion they don't actually support, and slipping in at least one number that's wrong. **What checks out:** * The Iran war and Hormuz disruption are real. As of late May, commercial transit through the strait had collapsed roughly 94% versus the pre-conflict baseline, though it's a "permission-based" / restructured regime rather than a clean closure, and there's a fragile post-April ceasefire. [Windward](https://windward.ai/blog/three-months-into-operation-epic-fury/) * The SPR numbers are basically accurate. A record 9.9 million barrels were shipped out of the SPR in one week, pushing the total to about 374 million barrels, its lowest since July 2024. The "10M/week" and "374M, two-year low" claims are legit. The "3-5 months to legal minimum" extrapolation is naive (drawdown rates aren't constant), but directionally the buffer is thin. [Pipeline and Gas Journal](https://pgjonline.com/news/2026/may/massive-spr-oil-release-drains-us-emergency-crude-stockpile-to-two-year-low) * The hyperscaler nuclear deals (MSFT/TMI, AMZN/Talen, GOOG/Kairos) are real and predate the war. * Structural supply story is real: Kazatomprom guidance issues, Russian enrichment dominance + import ban, decade-plus mine lead times. **What's wrong or oversold:** * **The central premise is the weakest link.** "Hormuz closed → uranium pumps" doesn't survive contact with the actual price action. Spot U3O8 started 2026 just over $80, hit $101.41 on January 29, then sold off to $85.50 by February 5 — and the war in Feb/March pushed it *down*, not up, as investors fled to safe-haven assets, ending Q1 around $83.90. So the exact catalyst the DD is built on (Iran war) historically coincided with uranium *falling*. That's the opposite of the thesis. [Investing News Network](https://investingnews.com/uranium-forecast/) * **"Run from $20 to $100" is misleading framing.** The $20 bottom was \~2016. Spot was range-bound between roughly $63 and $83 for most of 2025 and was "dead flat" on the year. Spot is currently mid-$80s, not consolidating fresh off a $100 breakout. [nasdaq](https://www.nasdaq.com/articles/uranium-price-update-q1-2025-review) * Oil and uranium don't substitute. Oil is \~zero US power generation; it's transport. A Hormuz oil shock doesn't directly bid uranium — the DD hand-waves "when gas-fired generation gets squeezed," but a closed strait doesn't squeeze US natural gas (the US is a net gas exporter). The energy-security narrative for nuclear is real but it's slow-moving utility/policy demand, not a war-driven spot spike. **The actual bull case** (which the DD buries) is the better one: long-term contract prices have been grinding up — from about $80 to $86 — and sit $8-10 above spot, with utilities under-contracted. That's a structural, multi-year re-rating story. It's just not the "Hormuz closed, yellowcake szn, buy calls" trade the post is selling. [nasdaq](https://www.nasdaq.com/articles/uranium-price-update-q1-2025-review) Net: the facts are mostly real, the narrative is a non-sequitur. It reads like someone who is correctly long-term bullish on uranium reverse-engineered an urgent catalyst out of an unrelated oil crisis to justify near-term options. Treat the structural thesis seriously; treat the "nobody is pricing this in" urgency and the implied spot-price spike skeptically. Not financial advice, and I'm not your financial advisor — but if you want, I can pull the current CCJ/DNN/UUUU valuations and contract-book details to pressure-test the equity-specific claims.
This is actually a banger thesis, not gonna lie. AI datacenters plus deglobalization of energy is the first real secular bull case nukes have had since before Chernobyl, and U miners are still trading like it is 2016. Only thing I would add is keep an eye on fuel cycle bottlenecks and enrichment capacity, that is where the real squeeze can send U spot totally vertical. Long CCJ and UUUU feels way less degenerate than half the crap we YOLO on here.
Cameco is up 90% in a year, UUUU is up 260%... what are you talking about?
HPE and energy like BE and UUUU
Disclaimer: I'm kind of retarded. Energy fuels (UUUU) is a uranium mine that also mines rare earth minerals. They currently have a large stockpile of waste that contains thorium. They're the only company in the country that is both licensed to extract thorium from the mining byproduct, and has done significant research into extracting it. If thorium energy becomes viable in the next 10 years or so, this company see the most immediate interest.
Just be glad you didn’t get UUU and UUUU confused like my well regarded ass did. Fuck Harvey grossblatt in his tight little SEC filed asshole. He manipulates stock overnight. Anyway, what were we talking about?
Been holding UUUU feel like I should move on
I don't know. I'm making bank with CEG and UUUU right now.
Vertiv Holdings is an often overlooked option. Vertiv are the world-leaders in data-center cooling. With the new NVIDIA Very/Rubin chips producing way more heat overall, Vertiv seems to have more work coming it's way. UUUU Uranium is also relevant for powering the nuke-plants for AI data centres.
I made good money with USAR the last days, UUUU and MP looking good, too
not falling for critical minerals stocks again after taking major losses on UUUU, ABAT, NB, and AREC. some of these mineral stocks are even lower now than when the Oct runup occurred. if it hasn't made its semi/memory run yet, then it prob won't since everything AI related is going up.
MP and UUUU better in almost every conceivable metric
Mining and RE stonks have all been beaten down pretty hard the last 3mo, some really good value there if you’re into swing trading small cap specs. I split my portfolio 50/50 into UUUU and APLD this morning, looking for $22 and $42 respectively as exit points
I feel like UUUU calls might be worth looking at
I've solved the energy crisis. We go to every nuclear plant, and insert the rods 1 inch more. Energy prices drop. calls on UUUU, calls on SPY. Barron dm me.
Is UUUU a buy or is it going back to single digits?
Anyone know what’s going on with UUUU?
Man if only I inverses my port last week on UUUU. I would be rich. Atleast the silver lining is I am no longer stressed in watching this market tumble
just bummed i bought UUUU too soon
Invest in UUUU currently fairly low and usually peaks around $22-$23. I’ve been swing trading this stock for years and profited a lot off of it.
Haven't checked out UUUU in a while That is a fucking gnarly head and shoulders on the 1yr:Day chart...
This UUUU dip is egregious, sold some positions so I can add more (and get my average down fuck dude)
is this whole sub out on UUUU these days?
Yea, but stocks here like ASTS, RKLB, NUAI, UUUU, etc made us money, but they had a lot of positives going on. AMZE has none of these and is taking the course GPUS. You are dragging people down :)
UUUU is a large uranium producer that’s been having a good run. Surprised it’s not mentioned here.
To my UUUU brothas. I full ported calls Monday. I’m sorry
time to pump UUUU again?
I just bought UUUU bc they randomly run up all the time
I the idiot that decided the week of Trump's China trip was the perfect time to swing trade MP and UUUU. Absolute retard I am
Oh I don't know... Holding smr since 2022 and not selling at 50 because "you let your winners run" right? Same with oklo, amazing stock, you let your winners run right? Nothing like it being the same price as a year ago when I bought. UUUU wow. Amazing stock bought in 2020, finally sold in 2025 at a loss.
If you want to watch money go up and down but never really move buy MP and UUUU. Should have sold after earnings and moved the fuck on.
I am at the acceptance stage of my bag holding of UUUU
LEU UUUU ASPI Bet on the fuel refining, not the reactor itself which can be much more difficult to for an outsider to speculate on
UUUU call holders this this week are fucked.
If you want memory exposure without relying on a single stock DRAM has been on a crazy run but not at ATH. There isn’t a ton of value in spec small caps right now, but domestic mining like MP and UUUU have decent looking entry points right now
Can a billionaire save my UUUU calls pls, thank you.
I'm thinking of getting UUUU
UUUU is the worst stock in the world
Yes. For the first time in along time there’s a series of higher lows and higher highs. Bottoming process unfolding I believe, but that doesn’t mean we can’t have a rather unfortunate correction. As long as a new low isn’t formed. Sometimes it takes years to work it out, but then boom! Look at uranium stock UUUU on a monthly scale for a prime example.
UUUU, MP, and friends can be used as a hedge for that, along with the long-term tailwinds they already have.
MP and UUUU just can’t hold gains. I need to sell this shit.
I’ve known about MU and MRVL since like 2022 hell I rode up AVGO and TSM a good bit too. Just me personally I think it’s way overextended by both MA and RSI like these are in extreme overbought territory. I’m bullish on a lot of thing though like for me personally energy infrastructure like BE, UUUU, FCX, GEV and then outside stuff too complete unrelated to AI. However I know for a fact at even banks they are working to compress memory usage for software to lower margin cost and dependency. You don’t think that’s happening all across major software companies? They’ll just keep paying out the ass and on top of that every single memory company wins? Someone WILL come out on top but do I believe nonstop pump? Absolutely not
Also you can still ride the AI wave and not have to be on memory. Example GRID, UUUU, POW, FCX GEV like energy is probably one of the easiest ways to ride up especially considering energy infrastructure is very neglected in the USA
That’s what I was doing lol, it was a nightmare I’m out of the indexes and sticking to straight tickers and only entering and exiting off that. Staying away from tech rn Did get longer UUUU leaps and their RSI is high now but I love the energy space
My whole port is ripping today $SATL $IDR $UUUU $BKSY $AZZ $ASTS $CDE $NNE $DBA
UUUU can work for wheeling if you genuinely want to own it through volatility. Uranium names move HARD, so the premiums look great right until you’re down 20% in a week. Good satellite position, probably not something I’d size like a stable income wheel.
CCJ would be the leader IMO w significant leverage. But highest beta, UUUU or DNN. These are the "junior" minors if you will.
Yes same. Average cost basis of $20, only because I've been buying back in. Same with GOOG (up 90%), IONQ (50%), UUUU (60%), MU (158%) Losers- sofi (down 40% but I bank with them, so will probably cost down), ONDS (down 20%)
I’m completely out of memory stocks but I’m big on lithium and copper as source materials needed like FCX or LIT etf but my biggest one is probably UUUU as one of the future choke points for uranium when nuclear starts back up in the USA epically with all the current nuclear grants. Though seriously doubt it’ll 10x or 30x like these semis have which is just straight up unsustainable
The biggest thing I don’t understand is how are like not energy companies being named in this forum? What do yall think is going to be behind all this? ENT, Quanta, UUUU or even etf like GRID or POW
I’d stick with the meme stocks, UUUU, USAR etc for the pump and dump. NB and TMQ got some of those tailwinds last time too Idk about quantum, I’m expecting a tech sell off in the next week or two. Speculation doesn’t do as well on risk factors it seems. I am really looking forward to INFQ’s earnings though
Knowing UUUU it's probably going up 13% again next week
Try holding 1000 UUUU shares when it was $1 and selling at $1 because it didnt move for years. Pretty similar. I feel you.
What do we think about MP/USAR/UUUU
Not a ton of value out there to be had anymore. Maybe domestic rare earths? MP and UUUU?
Close ANET and put it into UUUU.
I really only swing trade shares on high beta stock these days. I know this is going to sound weak compared to options, but having so much capital committed that a 1% change is $400 is kinda crazy. This is how the equity owners make money huh. UUUU to 24
Anyone else listen to UUUU earnings call? Was just sitting there in silence for like 15 minutes because all of the speakers got disconnected.
UUUU earnings conference call at 11 AM. Expect some movement
Think I commented in the daily about 30 times yesterday about UUUU weeklies. Hopefully someone listened
UUUU is breaking out. Expect it to test 28-30 range near term
UUUU get in while you still can
shouldn't we be seeing some UUUU movement?
Last year UUUU was stuck at 14/15 for weeks. I sold a 17 CC two weeks away and we had the rare materials scare of 2025, with share price going above 25 before settling down. Two days ago I looked at UUUU and hadn't moved from the 19/21 range in a while. I sold a single 23cc expiring this Friday and the fucker went to 23.5 in ONE session. I have such a love/hate relationship with this stock.
Glad I didn't play UUUU earnings
what price action is predicted for UUUU?
How did UUUU do? Doesnt seem to be impacted all that much...
which one of you told me to buy UUUU calls before close today?