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
Mentions
Any time FuSiOn EnErGy comes up, it's a fantastic time to buy the uranium dip that follows the headlines And no, I don't mean pre-revenue dreams like OKLO. Majors/big ETFs: CCJ, URA, and URNM High-risk High-reward: LEU, UUUU (rare earth exposure), and URNJ (Jr. Miner ETF) ^(yes, it's AI) Names like SMR and UEC can definitely pan out, but to me they carry more execution risk than the names above. https://preview.redd.it/3301lkrqcr7h1.jpeg?width=1080&format=pjpg&auto=webp&s=674b3c3e3bd21e9aa8444d0f8151b52115eee78d
Need UUUU to go back up
All my stocks are literally flying even dogshit UUUU and Uber. This cannot end well, I hope it does but damn
I hold 600 shares of SLS and I have no idea what's gonna happen. But I also own UUUU, NUAI, MNOV and SRXH so I've got long shots all over the place
Nuclear energy URA UEC UUUU OKLO
I'm looking at CCJ and UUUU as uranium plays. Nuclear energy will become more valuable in the future as we move away from fossil fuels. Solar and wind power cannot support the majority of our base load power due to their inherant intermittentancy. Nuclear is well positioned to fill some of this gap left by fossil fuels. Solar and wind power becomes more useful when paired with battery energy storage systems. I have also started a position in Invinity Energy systems, who specialise in 8hour storage batteries. These will be utilized more the more wind and solar is relied upon and Integrated.
UUUU. They also have REE coverage as well. They’re the largest and lowest cost uranium manufacturer in the US.
Paper handed my UUUU QCOM IAG shares and a few others, all for small gains. Can't risk it, mayn. Tryna buy a house.
Fuk it bro buying UUUU. Can't see how we manage all this shit without nuclear.
I flip options for premium, but there is a basic strategic purpose for them too. Puts, in general, are the option (but not the duty) to sell 100 shares at the strike price. If you buy a put, you're making a bet that the price will go down. If you sell a put, you're making a bet that the price will go up. ALSO Some people sell puts, expecting the stock to reach the strike price, and are happy with owning the stock anyways, so they sell puts every week until they get assigned and can own the shares. That way, they collect the premium for selling the put, on top of purchasing the stock they wanted. It'a how I made my long entries into UUUU and LAC. :) As far as flipping options for their premiums goes, there is a lot of math happening in the background. Volatility (Vega) and Time-until-expiry (Theta) will have an effect on the premium, and a lot of plays are made taking that into account. LFVN is a good example. It's very volatile, and our calls expire on the 18th. So the premium will be swayed very greatly by changes in price (and could be worth selling a small amount of them to secure your buy-in) well before the stock reaches $15. That's known as an IV-spike, and it's a huge part of why options chains go crazier than the underlying in a squeeze. On the flipside, we are close enough to the expiration date that you will see the value of the premium creeping down as the stock moves sideways. Called Theta Decay, it's just the value of the remaining time leaving the premium. This accelerates as we approach expiration. Personally, i'm making this play for the volatility, and as i've already recovered my initial investment through other means i'm fine holding until the day-of. Might even consider rolling to 7/17 if we don't see anything pop friday. Nice to see the short interest data. And another member mentioned a commitment to delivery by June 30, or so? I'll see if I can find the post again. But anyways, math math math, numbers numbers numbers, shit's magic.
I'm looking to invest in CCJ for uranium and UUUU for uranium+rare earth's but wondering if now is a good time for this Maybe a bit early?
I think I managed to buy the top in Marvell and UUUU and couple others, too. Good job to me
I am well aware. I'm good at picking options (long dated of course) but I fucking suck at selling lol. Watching my RCAT and UUUU Jan 2027 calls fall from 300% to 100% up while everything gets pummeled. At least I have 6 months left.
$UUUU gonna need my number for this margin call soon
Long UUUU, UEC for high risk high reward, long OKLO and CCJ for lower risk but higher entry
Any words of encouragement for UUUU bag holders? spare some change kind sirs
you’ll see $19 on $UUUU before the end of the month
I've got 4 grand at stake on my puts 😅😅 if nothing else i'm grabbing LEAPs on UUUU and LAC after they fucking died this past week. I'm already long on both and ideally we'll see $19 and $5 again before 2028.
I texted a girl literally saying “PLEASE PLEASE PLEASE COME SEE ME I REALLYYYY MISS UUUU” and it worked. She said let me know what time tomorrow
AVGO MU MRVL SLV UUUU IAG mainly. Some smaller bets as well, but I think those were the main ones.
I had been dabbling in rare earths for a while after Steve came through here, but they seem to have cooled off for the time being. Still like UUUU and Talon but have moved on from most. Any ideas?
They didn’t mention UUUU?
I’m in UUUU also, it’s not like it’s up 400% in 12 months or anything lol
I just opened a position in UUUU at $15. If it keeps dipping I’ll keep adding
Holy shit. I bought a fuckton of AVGO MU MRVL UUUU IAG SLV SETM and a little bit of this n that. Sold off all my ZSL.
AVGO MU MRVL UUUU SETM SLV are my main pickups today. Some others in smaller amounts.
I have UUUU, MU and AMD. This is fantastic
UUUU trading like nuclear winter is coming
Picked up UUUU yesterday. Wish I had waited😩
Nice! I've been out of nuclear-related names for a while. I used to own AMTM, CEG, BWXT, and UUUU. Perhaps it's time to take another look!
Is UUUU gonna go up ever again?
i’m bullish on them as about 75% of my portfolio is $UUUU right now, but you’re ignoring that it’s till up over 200% in a year when you call 11% gain a recovery and saying it’s not speculative. everyone and their dog knows it’s speculative, no solidly valuated company has volatility like this and it’s ridiculous to think otherwise
>it’s not a recovery when the run is speculative. if you did any research you would’ve seen yesterdays drop was triggered by Roth capital updating their price point to $17 which is technically an upgrade from the previous level but obviously below where it was/is trading. they also maintained a Neutral rating Nice asspull using the [absolute lowest target in existence](https://www.marketbeat.com/stocks/NYSEAMERICAN/UUUU/forecast/), but consensus price target is closer to $26. I could use $30 (the highest) since you used $17 (the lowest), but I'm not that intellectually dishonest.
Interesting to see that this does not go towards UUUU, which has already established operations. This budget should allow usar to scale 2-3x vs UUUU, although first production is expected in 2028 the earliest
IBM, HPE, UUUU 2028 calls and I take a break the remainder of the year
Sounds about right lol well I think I need to take a break from trading for awhile. I’m going to load up UUUU, HPE and IBM mid 2027 or early 2028 futures and call it a year lol
Next short term speculative rotation is uranium: OKLO/OKLL, CCJ, SMR, some junior miners, UUUU. Loaded up on calls.
yesterday i bookmarked LEU and bought UUUU GRRR sounds like a scam tho
AR, NXE, UUUU, LEU, for energy plays — GRRR for software / AI infra — ERO, HBM, IE, FCX, SCCO, FQVLF for copper. I’m bullish on commodities producers for grid electrification, energy production, etc, that have moats and/or large pools of potential output. Position: in with shares in all these.
They make 10% moves the day before big news. UMAC did it last week. Got my eye on UUUU right now. Up 10% on nothing.
I could also have bought $UUUU and be +10% in 1 hour
Meanwhile uranium value plays UUUU and Denison +11,65 and +5,86 respectively. Back to reason. Bye SPCE. You were above average and worth a fuck.
Why is UUUU up 10%? Not complaining, I just didnt see anything
Been holding UUUU for a while now. Nice Green Day today but it’s been struggling
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