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
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 $20.
Not OP but also deep in UUUU for a while, I recommend the macrovoices podcast, look up and listen to their old episodes on OKLO and uranium. The main host also closely follows the oil markets, was pretty good with early covid crash + rebound predictions, and brings on good, nonbiased guests who aren’t trying to sell anything
I bought MP a couple months ago and honestly shit was so boring. Moved so slow. I don’t care about the underlying company it’s just boring stock. The ticker is MP. That’s a boring ticker. UUUU; that’s electric. That’s how you come up with a ticker. May as well call MP “More Pizza” because only robotics that are gonna need magnets is Charles Entertainment Cheese. For real MP is probably a decent setup but boring af
Refining is key. Any miner can put out a PR about how they have 100 brazzillion MT of proven reserves of any element, how accessible and pure the ore is but if they don't talk about refining or their plan for refining is vague you will lose money. 90% of the names being passed around won't be viable in 5 years. MP is about the only sure bet. Secondary to them are UUUU and USAR, both with rough plans for refining but not yet operational and are in that 5-7 year window before they could be considered in the same ballpark as MP.
Should I throw 50$ at UUUU 25c for Jan 2027?
Upvote because my January 2027 $10 UUUU calls with an $11 cost basis are getting desperate.
Not a bad idea. I bought some UUUU calls
$UUUU burned me once, let's do it again
Solid DD. I have a small position in UUUU @ 16.90. It’s in red for the moment but I think it’s a solid long term play. Planning to add more if it dips.
UUUU went through a phase as a simple uranium company to expanding into a mine to magnet and heavy rare earths business. Any restriction on critical minerals has a massive impact on them.
they went up multiples because they started at low price. UUUU was like 2 bucks or some shit before it went parabolic on china news.
Been in on UUUU since 2024, have bought every time it dipped near my average. Made some good money on calls earlier this year but holding my shares long term. Good luck to you, OP
show us the position then, half a mil in UUUU is no joke especially with this kind of geopolitical gamble the thesis makes sense but wall street bets runs on proof, not just walls of text i've been watching the rare earth space for a while and the supply chain anxiety is real, china's been quietly flexing those muscles for years
do people still like UUUU
What do you guys think about UUUU?
Is today the day for Energy Fuels (UUUU)??
UUUU and USDR cash secured puts
I hope so, holding LEU, UUUU and OKLO
What do you guys think of UUUU. I sold 1400 shares earlier but it looks close to the bottom?
UUUU is the most DOGSHIT stock holy shit. Realized it was $1 within my break even and started to resume endless dumping. I swear I’ll never buy this trash again if I ever break even
OKLO DNN UUUU?!!! Which ones?!!
What does everyone think of UUUU? Have 1400 shares
RH saying UUUU and Uber are up based on no specific company news took me outttt that applies to so many stocks this year 😭😭😭
I'm long UUUU, CIFR, and IREN and selling CC against them. Hedging with NVDA Oct 205 puts bought last week when NVDA was 225. Holding into Sep because NVDA will collapse hard but no one knows when... rolling into Nov puts after the earnings pump and I'm good with loosing all of the short hedge.
Good to see UUUU finally moving its ass
One more dollar and I can finally dump garbage ass UUUU damn these bags. Dogshit stock
i am bullish on these stocks entirely based on my interpretation of market participant buying GLD - $500+ by end of Q1 '27 NFLX - got absolutely rekt earlier this summer and has been moving up since... think this will be over $100 by some point next year nuclear - URA, UUUU and OKLO in particular RCAT - drone technology probably worth having some defence exposure these days SCHW and V - financials typically perform well in the latter part of the year... i'm thinking V will be over $400 in the early part of 2027
UUUU People it’s got a lot of potential.
UUUU either does nothing or does everything