Reddit Posts
Full-port UUUU, closing my trading for the rest of the year, wish me luck regards
China is secretly restricting rare-earth shipments - $MP, $UUUU and $USAR will escalate up to the Sept. 24 talks and rip if they fail.
Are rare earth stocks really dead or are people just tired of waiting?
Are rare earth stocks really dead or are people just tired of waiting?
Are rare earth stocks really dead or are people just tired of waiting?
Are rare earth stocks really dead or are people just tired of waiting?
Are rare earth stocks really dead or are people just tired of waiting?
Why is nuclear not getting more traction?
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)
Mentions
Have traded UUUU since 2021, now a bag holder because I thought under $12 was good entry. I never actually invested initially because of rare earths, rather nuclear
I'm interested in buying UUUU if it goes below $5. Not looking to endure a reverse split so there would have to be catalysts on the horizon at that time. Otherwise to risky. Dumped MP on irrational exuberance day and don't regret it.
i think the current dip is the kind of thing you look for if you’re willing to stomach the capital crunch and the fact that most of the playing field is still controlled by a single state actor. as long as the govt keeps the wall of subsidies up, the fundamentals around MP and UUUU make them a long‑run play, but right now the wildly volatile commodity leg and the looming environmental compliance costs still make the short‑term odds poor.
I am in UUUU and I am surprised it hasn't soared yet. U.S. still soured some of it from Russia though.
I thought UUUU $15 was a good entry point and never sold on any of the run ups. The stock sucks and I see nothing to reverse the trend…
UUUU is much too reliant on uranium, which itself is much too reliant on nuclear power. The dozen or so SMR companies said that they could make cheap nuclear power that doesn't suffer the constant cost ovverruns that traditional nuclear did, but so far that hasn't been the case, and with all the competitors it's likely that none will be able to scale up to make that happen even if it was possible.
For UUUU I got in almost two years ago. The nuclear energy trade has fizzled but long term I like them for both uranium and rare earth supply chain. For me it’s a 10+ yr hold. The great powers are competing for resources and UUUU has them. Don’t own MP but Bloomberg TV has good episode. They are making magnets.
On Substack it’s just “Steve”. It’s the meridian report. He was on Reddit but I can’t remember his name. He went into options on stocks like UUUU before the mineral trade wars with china happened. Shared his positions. Insane gains. I think he got banned here or posts were hidden. Swapped to Substack. I started following then sort of forgot. But everything is down a lot. Just curious where he stands because it sounds like he was sharing weekly updates then stopped several months ago. Kind of forgot about him
really thinking im finally done here boys. got 1.4k left in SLS,OTLK,UUUU. options just drain my account. might do the right thing and just delete everything and check back in a year
UUUU Making 52 weeks all time low , rip
Anyone watching UUUU or AREC
Anyone else watching $UUUU or $AREC still?
I'm looking at UMAC January 25c. The insider info/corruption is strong with this one, and it looks ready for a bounce back to 35. RTX is beaten down. May nibble on some leaps. Same goes for UUUU and UEC. Uranium/nuclear is the future.
Looks like he got suckered into that rare earth/minerals hype from a while back, his biggest loss the $18k is USA Rare Earth Inc back when everyone was talking about like UUUU and other mineral stocks, poor guy.
Market has been a chop fest. You won’t make good money quickly unless you can actually locate an asymmetrical opportunity and size it large. That’s the opposite of splitting 1k three ways. And in reality, you split it hundreds to thousands of ways. I know the dividend etf. Are the others ETFs too? Put the 1k on one growth company or beaten down blue chip that you have confidence in. Know WHY you have conviction in the name. This requires RESEARCH. If you’re not willing to research just put it all in SCHB and know that you may make $100 in a year. For starters: GRAB, OUST, UBER, NBIS, IDN, ABVX, UUUU, NFLX, NKE. There’s a good mix. Use Claude for learning.
how fucked am i holding SLS,OTLK,UUUU
Wow shorts going to get F'ed on UUUU
I’m still in and happy. Nothing towards the overarching thesis has changed. Predictably, China and US haven’t agreed to anything meaningful given the AI race stakes are too high. We’re getting crushed by the macro but I can’t control that. In UUUU we trust :-)
I make 76k a year and live paycheck to paycheck. ive blown half of my 5k account on options and i cant stop. i have shares of sls and UUUU, and one other one i cant say here becuase the mods fucking hate it. i dont know what to do. i keep liquidating shares to buy more 0dte and i always lose all of it. i need ot make the money back
I thought UUUU was a buy at 13 rare earth's are fucking hard
I tell myself everyday there is no way UUUU can go lower
UUUU. Should I dump this I’ve been into it for over 1100 shares. Any advice?
I’ve been bagholding UUUU all summer, dogshit stock
Anyone know why mining stocks took a hit? Talking about UUUU and UAMY
Remember that guy who had all those calls in UUUU and the like? wonder what happened to him
UUUU! Any Thoughts? I’ve been holding 1400 shares at 12.40. Is this going to take off or tank?
UUUU - E fuels is going to blow up
I mean it's basically a 50/50 bet. Either POTUS writes a love letter to Xi and there is the biggest rare earths deal in the history of the planet or he says we were treated very poorly, a major domestic initiative is announced and we find out after the fact POTUS purchased a bunch of UUUU.
UUUU, USAR ,MP all pumping overnight wow.... Watch as it gets rugged in the morning
MP materials, MTRN, UAMY, PPTA, UUUU, BKSY
Rolling USAR and UUUU covered calls out another week
Idk about that one, but I’ve been bullish on UUUU
why did i buy UUUU instead of CRML. FUCK
UUUU just goes from $10 to $20 to $10 to $20 and forms a UUUU shape
The only naturally occuring element heavier than Uranium are my UUUU bags
Thinking of full porting UUUU, ASPI, and DNN I want to be regarded 
UUUU is just free fall lately Jesus christ
UUUU u/superbrazilnuts You good my dude?
“Hey this oil dependency really sucks with how much it costs when things are being fucked up in oil producing countries! We should find alternative energy sources” “UUUU the alternative energy source miner crashes on the news
I full ported $UUUU last week 1 day before it crashed ~17%. At 13% loss I sold equity to buy end of year leaps which are now down 40%. If $UUUU hits 11 or 10 and possibly after Xi talk, I will likely sell $10k more of equity and buy LEAPs for 4-10x leverage exposure. I am going all in.
where is that dude who was simping for UUUU last week. is he ok?
Good points, it helps, thanks. It's my first time making a big bet and holding long, so be 20% right off the bat was mildly difficult, but not too bad. A typical UUUU rally doubles the stock. It 12x in 20-21 and 6.6x in 25. It drops 51-84% after the tops. Week bounces are 50-70% upsides. Even with a small UUUU rally by comparison standards, of 40%, my position is still a 17% immediate return, or $10200, for just doing nothing and sitting here. The public doesn't doesn't understand what they are buying and they are chasing and running from macro.
You should be fine for the January calls, this is just another episode in the UUUU boom and bust cycle. It's practically a universal law that UUUU must reach extreme oversold and overbought conditions during the cycle, so while it seems like now would be bottom, no, not only does the ticker have to sit stubbornly below the lower bollinger band for days on end, it also needs to be oversold on the RSI, at which point buyers magically appear and the stock begins its recovery. My guess is that we'll hit bottom (RSI at or below 30) by tomorrow, or at the latest end of the week, and the price will fall into the $11 range, with $10 range being worst case scenario here in the near term. It's tough, great company, but it sure does trade like it's on the verge of bankruptcy during the downturns...
Is UUUU going out of business
UUUU announcing slowing progress of AI
We might actually hit $11.80 today barring no news to counter what appears will be a blood red day across the board in the markets. Timing couldn't be worse for UUUU, was already weak after the Thursday/Friday selloff, and now oil spiked on the Saudi pipeline shutdown. Things are likely going to get ugly here to start FOMC week
How about $12.80? UUUU trades like a meme coin on the downtrends, won't be surprised to see $11.80 or lower by end of week if no positive news lands in the interim.
look @ the thread who all inned on UUUU 2 days ago wellness check
Should I average down UUUU?
my SLS and UUUU fucking me hard today
I wish I ate shitty ass food 3 nights ago, puked for 2 days day, and then only felt well enough to buy today 😂 What's helping me is new info from my research. Learning that $MP got a sweetheart government deal and stock was up 50% overnight. $UUUU has not gotten their sweetheart deal yet. This is a call option on that deal. I heard the term "vertically integrated Western materials chain", which is exactly what this is. People are buying a long-term strategic flywheel for the new geopolitical world. I also studied the NAV projections from the company which is a little over $16. Worst case scenario if projects hit struggle is the stock is fundamentally worth $10. I am assigning anywhere from 2x to 10x multiplier for strategic asset and the story. This is a stock who's backward metrics simply not capture its forward value, so to know it has any (and even fair) underlying value today makes me extremely bullish. Buffett said think of the price as an offer that you can accept or deny. Also, see a lower price as good, because it will attract more buyers. A few other things I've learned that are helping me: The VAC South Carolina plant is the largest magnetics plant in the country, that the company is uranium hedged but more of a rare earth minerals play, which is exactly where the value is. I like the CEO buying a $1m of insider stock at this price earlier this summer. What's there to worry about? Just wish I got food poisoning two days ago. But, the future thesis is there and the call options are good.
I'm not talking how successful the companies that get the permits would be. I'm saying them merely being issued would be a gap down in stock price for UUUU.
Finally found a good entry for UUUU. I hope you regards are right about the stock, cuz my DD was like 5 min tops
I've noticed UUUU price movement is closely tied to the AI sector. Probs because of nuclear reactors to supply data centers. Be careful if it's short short-term contracts, the recent run-up can be reverse soon.
I love how ever since DeepFuckingValue made headway with GME six years ago, almost every DD post on WSB feels the need to read like this. Full porting your retirement and expecting a 3x–8x return because “uranium + rare earths + geopolitics” is insane. I'm not even saying UUUU is a shit company. I'm saying you haven't explained why UUUU at TODAY'S valuation is somehow worth 3–8x more. Where's the valuation that gets you there? Revenue? Margins? Uranium prices? Rare-earth production? FCF? What assumptions make this thing worth 3x, let alone 8x? The government wanting domestic uranium and rare-earth production is bullish for the industry. That doesn't automatically mean every company exposed to it becomes the next GME. If you wanted the asymmetric bet, the move would've been around $3 before the late-2025 run. Full-porting AFTER the market has already repriced the story and then expecting another 300–800% is a completely different bet. So good luck, in every sense of the word.
That you are doing this a few days before mango hosts Xi--with the possibility of a minerals/rare earths agreement that would decimate UUUU--is really quite impressive
There probably will never be a mature, permitted uranium mill in the domestic United States. Good luck getting your permit and surviving the brutal build-out cycle. UUUU is a rare survivor and they will free-moat over time, like CCJ.
I agree. I cannot imagine a world where the United States just punts on uranium, nuclear fuel and rare earth minerals. To me, that's an impossible outcome. UUUU is moated because they are the only ones permitted and it is too difficult to stand-up an operational mill that they have. The stock may go through some dilutions, but this is ordinary for a build out, early shareholders are buying their ticket for the next wave. Management is senior. Bhappu, CEO just bought \~$968k Jul 7th, and it is well-propped by institution.
Yup you want to go UUUU not USAR. UUUU has the better management, more mature and scarce assets, and they aren't diluting to hell.
Lmfao a 2x leveraged UUUU? What the fuck is this world coming to? I can't get margin called they'd take my grand piano. I can lose my retirement though, they can liquidate me to $0, fuck 'em.
Going full port on UUUU this morning and closing my trading all year. Wish me luck regards!
$UUUU taking back my gains tomorrow
just gonna come back when UUUU and HTZ pop big big shrek diks. oh and SLS finally has that 80th and gets me that promised 10 bagger
again i see you posting about UUUU. why would it pop soon?
any chance UUUU is gonna pop soon?
UUUU loaded ready for the yearly october pump
UUUU is a mature operations with expansion. They have revenue. Their mill in Utah is small. They are affected by uranium spot. Their rare earth elements revenue is more than a year away. It was 3.2 in April last year. Anything could happen in the short-term. Xi and Trump could announce a deal. This could take a 50% haircut and still be up 200% over a year and half. It is a pure speculative narrative hype play with negative margin of safety.
UUUU is a mature operations with expansion. They have revenue. Their mill in Utah is small. They are affected by uranium spot. Their rare earth elements revenue is more than a year away. It was 3.2 in April last year. Anything could happen in the short-term. Xi and Trump could announce a deal. This could take a 50% haircut and still be up 200% over a year and half. It is a pure speculative narrative hype play with negative margin of safety.
VAC acquisition is not official yet, also ASM is small, it's only 6% of UUUU's share registry. It is interesting to see the very small size of the mine. In April of last year the stock was around 3.5. You are not worried this could take a 50% haircut and still be 2x over the last year and a half?
USAR will struggle with dilution, long timelines and years with losses. UUUU is actually quite mature and is already moving towards a vertical flywheel.
I own all three. A fair amount of MP, and lesser amounts of USAR and UUUU. Will continue buying more. This was going to happen sooner or later.
Thanks! I am mostly leaving big names and moving into speculative stocks where big investors cannot go. If I get off my ass and focus, I was supposed to read this labor day weekend about drones, quantum, cybernetics, cybersecurity, copper mining. I will likely by UUUU and rare earth minerals as well. A individual with a small portfolio can afford these ideas whereas institutional cannot buy them due to position size or regulation
I own \~3k shares of $UUUU at about $4.40 per share. I’ve been buying $UUUU for years and it was painfully dead for 2-3 years before the pop But I have not sold any and don’t plan to. I believe overtime it will become a major player in rare earths (although I originally was buying for the uranium and still like that story that’s been overshadowed). Commodity cycles are long and painful. I remember when I was just starting speculating in 2014 gold was crashing and I bought a basket of gold stocks. They kept falling and I kept buying. Then by 2017 I was -40% and missed the BTC spike But I kept holding and buying $500 every month and still haven’t sold. Finally it has paid off. The point is, still long (but not buying) $UUUU and in the long run it should do well if management can execute. PS - been buying an unhealthy amount of $IVPAF for copper/zinc/palladium exposure
I swing trade them, the stock tends to do a UUUU pattern. I sold at 14 recently kind of regret it but my cost basis was $10 so wanted to lock in profits before the September dip. I'd load up in a week or two if it goes closer to $11
Thoughts on UUUU? I read that one post on here from yesterday and I was convinced until I noticed the guy just used a screenshot from yahoo finance and said it was his position lol and that's spooked me
I think he might actually have 500k in UUUU atm but is down massively and trying to offload his bags. From a quick glance at his profile he had nearly a million a year ago and was bullish on UUUU at least 7 months ago. Since then UUUU has been down 50% from its peak.
UUUU is basically what is in this picture: https://www.energyfuels.com/wp-content/uploads/2025/01/EFR\_122-White-Mesa-Mill.jpg It looks far less impressive in person (I have been there). Billions of market cap for this.
Die These stimmt und ich bin auch in UUUU investiert. Doch bei allem extrem riskant…
guaranteed sector drop. while UUUU is a great company i don't expect any massive gains in 2026
Is there a particular reason you only showed a position in UUUU but not in MP or USAR?
Man I made a fucking killing with UUUU before. Round two time I guess.
I haven't seen UUUU in a while. I was bagholding this for years and sold at $20.
Not OP but also deep in UUUU for a while, I recommend the macrovoices podcast, look up and listen to their old episodes on OKLO and uranium. The main host also closely follows the oil markets, was pretty good with early covid crash + rebound predictions, and brings on good, nonbiased guests who aren’t trying to sell anything
I bought MP a couple months ago and honestly shit was so boring. Moved so slow. I don’t care about the underlying company it’s just boring stock. The ticker is MP. That’s a boring ticker. UUUU; that’s electric. That’s how you come up with a ticker. May as well call MP “More Pizza” because only robotics that are gonna need magnets is Charles Entertainment Cheese. For real MP is probably a decent setup but boring af