Reddit Posts
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)
China tightens rare earth technology export controls
Why I Think Chemours Could be the Next Big Mineral Play
Mentions
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
UUUU. What’s everyone’s thoughts. Just bought 1000 shares. Amy a bat shit?
$UUUU gonna moon without you all, I specifically am posting about $UUUU after hours so none of you can get in the boat to riches. Fuck y’all
Id trim some of you're in it but i think this thing sees 40. It keeps making higher highs consistently. I took my profits and bought UUUU and IREN. IREN is probably the better play, but whatever 😂
Not super badly, but yeah, space etfs for example, have tons of legacy junk and charge 0.8-0.6% while there are only a handful of companies (literally around 10 or less) worth investing Same for critical minerals/uranium etfs, they have tonns of "literally who?" miners, but the absence of name recognition means that they can stay underappreciated even if the theme itself plays out, so that's why i'm only sticking to popular names i can make an informed decision about, not outsourcing it to a passive manager for 0.8% For space i swapped the etfs for RKLB, ASTS, MDA and SPCX , no globalstar, echostar, cock and ballstar , eutelsat & other junk For uranium/critical minerals i switched to CCJ, LEU, UUUU and KZAP
UUUU daily chart copying its ticker shape
what i have learned on reddit, the moment shit shows up here, its too late. just like the so called mineral run on UUUU and then MU and SNDK. all down
I'm back on the UUUU train, it's running on vibes
Hammered UUUU calls last week, ready to get hurt
I should've bought more USAR and MP than I did. I also should've averaged down on UUUU more.
Solar and wind need access to the earths surface, making them easy targets during war time. So, if the thesis is that AI will ramp up, and war + energy scarcity will ramp up, then to me the solution is SSNRs, small scale nuclear reactors. I bought UUUU at $8 a share. It’s now at $14 with govt contracts expanding it into rare earth refining over the next few years. Also, the market is irrational. The more time I spend in it, I see that scarcity is everywhere, however it is never priced in. Instead the numbers are fudged and the weight of constant growth trickles down to the victims of war and forced labor, for example. There is always a bag holder. But I digress.
I have bought and sold UUUU like four times in the past year LOL
USAR, MP, UUUU gangs reporting!
Absolute euphoria happening over in critical minerals: MP, USAR, UUUU, etc. all flying due to minerals summit meeting happening between major minerals execs and Trump in Washington, DC today. Should have bought more...
I read the rotation back into minerals well. Mp UUUU and NXE just started to run
The line moves in the shape of UUUU so you have to buy at $11 sell at $22 and repeat forever
uranium/rare earth stocks actually moving today, LFG UUUU
I made some good trades in 2026, but buying SMR and UUUU were not some of those. 🥴🥴
MP, UUUU, LDI, LAC, USAR, UAMY, WWR Feel like the hype for Rare Earth Minerals has died down, but looks like it's starting to pick up again. January 2027 cut off of Chinese Imports. Feel like these will be long term holds through the end of 2027 - Q2 of 2028 depending on what it's looking like then.
SNDK is parabolic holy THANK UUUU
Fuck me UUUU is gonna go under $10 isn’t it
ORCL may be the closest big name approaching it. Mining stocks may get there this year. Rare earth stocks like CRML and UUUU. Stuff no one gives a shit about anymore and either avoids or doesn't even think about
I get to be Eiffel Towered by UUUU and MP on Thursday.
What clowns are getting excited to see UUUU with a 10 handle?
Overall a solid foundation for 28. 401k fully in S&P 500 index is exactly right at your age, no notes there. The brokerage is where I'd push back a little. 25% in a single stock (NVDA) is a lot of concentration risk even if the thesis is right. A 40% drawdown in NVDA alone would take a meaningful chunk out of your total portfolio. Worth thinking about whether you'd be comfortable holding through that, because it has happened before and will happen again. The smaller positions like SLS, UUUU, RKLB, ASTS add up to about 13% in relatively speculative names. Nothing wrong with that at your income and age but worth being intentional about whether those are conviction bets or positions that grew from small experiments and never got trimmed. The 65k sitting in cash is the thing I'd actually address first. At your income level that's probably 6-7 months of expenses which is fine as an emergency fund, but if it's beyond that it's just eroding to inflation. Even moving half of it into your brokerage over the next few months would put it to better use.
I’d call it a barbell portfolio: the retirement accounts are textbook-solid, and the taxable brokerage is a high-conviction, high-risk bet. The 401k in 100% S&P 500 index is about as clean and low-cost as it gets for that account type, and the Roth’s core FZILX allocation gives you real international diversification, so those two accounts together form a genuinely sound foundation. The brokerage account is a different story. Nvidia alone is a quarter of that account, and Nvidia plus Micron is nearly 38%, which means your single biggest risk isn’t “stocks in general” but the semiconductor cycle specifically. Layer in Google and Caterpillar showing up again here on top of the Roth, and your true aggregate exposure to those names is higher than the brokerage percentages alone suggest. Beyond the concentration, a meaningful chunk of the account sits in names that are genuinely speculative or thesis-dependent rather than blue chip: SLS, RDDT, UUUU, ASTS, and RKLB together are close to a quarter of the brokerage, and those are the kinds of positions that can see 50%+ swings on sentiment or a single earnings miss. Across the whole $570k picture, you also have zero bonds or fixed income, so basically all of your growth assets are levered to equity and tech risk, cushioned only by a very healthy 65k cash position. None of this is unreasonable for 28 with a long runway and high risk tolerance, but it’s worth being honest that this isn’t a “boring compounding machine” portfolio, it’s a semiconductor-and-speculative-growth bet with two well-built retirement accounts underneath it. I’m not a financial advisor, so treat this as a structural read rather than a recommendation on what to buy or sell.
All the DD posts I buy into always pump a little, and then dump. 6 months to a year later their theories fly out of the window and are proven wrong. UUUU, SLS. You can make money on the momentum trades but I feel like selling for gains is the best move. No one knows anything for certain
My port of RKLB, KEEL, NOK and UUUU might legitimately go to zero. On shares, holy fuck it’s endless
UUUU is speedrunning bankruptcy holy shit it’s literally every day at this point
I bought in on UUUU, URAF, CRMLW, ABAT, LAC, PEGZF… all last August Hit +200% in October, I hit -5% Friday… I expect China to lock down critical materials again, so I guess I’ll hold it for a bit. I think it’s going to go down a bit more over the next 6 months. Ironically, I bought that instead of Micron, and I was in semiconductor at the time and figured it would pop (not that much). Micron is up 700% since I bought into rare earths…
I'm in UUUU (375 shares), UEC (2000 shares), DNN (2200 shares), & NXE (250 shares). I'd just dollar cost average on the way down though. Uranium prices spiked in January and have cooled off quite a bit and have remained flat since then. I'm hoping Uranium prices surge back upwards with the chaos in the Strait that's going on.
UUUU will be down another 12% on the news
I got excited I thought UUUU was up 341% after hours but it was 0.341% 🥲
**RKLB (Rocket Lab)** — down hard, trading around $66-67, roughly 55% below its May 2026 high of $150. • Shares fell about 11.7% after Piper Sandler initiated coverage with a Neutral rating, adding to existing investor anxiety, even as other analysts like Roth MKM stayed bullish, raising their price target to $130. • Market concern centers on the pending $8 billion acquisition of Iridium Communications — specifically dilution risk and the $3.6 billion in bridge financing needed — plus a wave of insider selling, including by CEO Peter Beck. • More broadly, it's part of a risk-off rotation hitting space stocks generally, despite strong operational results across the sector. • Fundamentals actually look solid — Q1 revenue was $200M, up 63% YoY, with a $2.2B backlog. Next catalyst: estimated August 6 earnings report, with revenue projected around $232 million. **UUUU (Energy Fuels)** — trading around $11.40, near the bottom of its 52-week range ($8.16–$27.90). • Big story is the pivot from pure uranium into rare earths/critical minerals: Energy Fuels is entering the critical minerals space as the U.S. seeks to secure domestic sources of these materials, highlighted by its $1.9 billion deal to buy German magnet maker Vacuumschmelze (VAC). • It also got conditional U.S. government support for rare earths growth in June, but analysts have been trimming price targets — Goldman Sachs cut theirs to $21 from $29 in June, while the CEO bought $968K of stock in late June. • Q1 2026 earnings missed estimates (EPS -$0.04 vs -$0.02 expected); next earnings due August 5. **SLS (SELLAS Life Sciences)** — this one's the wild card, up sharply, currently around $12-13, way up from single digits in June. • Stock jumped after Alliance Global raised its price target to $25 from $10, reaffirming a Buy rating, spotlighting the Phase 3 REGAL trial in second-remission acute myeloid leukemia. • Shares have run from the mid-$8s in late June to nearly $15 before settling near $13 — it trades like a classic high-beta, catalyst-driven biotech. • CEO Angelos Stergiou has been actively pushing back on trial criticism ("let's separate the noise from the data") and made media appearances (Fox & Friends) ahead of AML trial data, fueling retail speculation about a potential Big Pharma buyout. • Bottom line: this is a pure binary-catalyst trade — the whole move is speculation ahead of AML ( SLS009) readout data, so expect continued high volatility in either direction. Quick gut-check: RKLB's selloff is more sentiment/dilution-driven than fundamentals, UUUU is a strategic pivot story people are still digesting, and SLS is a straight-up biotech data gamble — very different risk profiles despite all three moving hard this week.
Did that guy who made a ton on UUUU cash out or nah?
Is holding $UUUU still a thing to do? Asking for a friend.
China tariff deal ends on the 24th, bought some rare earth's CRML and UUUU just in case they start doing the whole tariff fight again. Surprisingly cheap right now too almost 52 week lows
Buying CRML at 6.50 tomorrow, maybe UUUU. Rare earth's too cheap especially if china gets angry
Wow, that's actually been what I've been putting my money into for the last 1-1.5 years. UUUU very recently, just opened a position on URG, been long on DNN, NXE, just got into ASPI today and EU recently
I like alot of nuclear and rare earth's, especially at these prices. UUUU, MP, CCJ, DML. URA for the etf, URNM for the miners Heavy in mostly MP and CCJ
Just bought some UUUU CRML. Just going to hold it forever because it's been proven twice now that one mention of rare earths can send them up 50% in two days
Went from +220% on some UUUU LEAPs earlier this year to -25% on them now...I've officially become a community member.
🥭 starting to focus on China again while rare earths like UUUU and MP are giving a decent entry now 🤔
I should just start using puts for their intended purpose and get puts on my port. Been dogshit for a month now, I’m legitimately down more on shares this past month than I’ve ever lost on an options play before. Fuck you UUUU, KEEL, RKLB, NOK, MRVL and POET. Just utter dogshit
Didn’t that cuck leopold buy KEEL? Why is this shit down 5-8% every day holy shit make it stop already Between it, UUUU and RKLB my stock port has been red for a month straight fuck