Reddit Posts
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
Why I Think Chemours Could be the Next Big Mineral Play
Mentions
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
Anyone praying for OKLO and UUUU?
UUUU almost $12 lol so many stocks near 52 week lows
Okay i get if the bubble is popping and tech is selling off but what does that have to do with Space and Uranium? Please stop the damn selling on RKLB and UUUU holy fuck
UUUU is by far and away the best way to play this trade. OP is a casual.
$13 UUUU with an rsi of like 32 seems pretty good to me
Bought 1000 shares of UUUU and 300 MP, i predict sometime late this year or next year China is going to do the rare earth threats again
$UUUU is the other major player here with hands in uranium as well. Full mine to magnet circle.
If you looking at the big players, then definitely look at UUUU homie. You missing out on the company that now has the full circle, including magnet.
I knew something was wrong yesterday, my stock port was green. UUUU and RKLB remembered they weren’t going bankrupt. No way that was going to continue today
UUUU under $14 is a buy
If you’re worried about being late maybe check out Energy Fuels - UUUU they mine and process uranium as well as rare earth
Im going in on rare earths again, smaller this time but doing UUUU MP and maybe USAR tomorrow
Bought some UUUU and MP, crazy cheap and unloved right now
Which one of you regards got me to buy UUUU leaps in February, down 90%
I agree 100%. But it's stock movement seems to show their is a thumb on the scale. If someone wants a reputable company to buy and hold, already in production, maybe $MP or $UUUU. But a meme stock that seems well connected at a time where that seems more important than anything else.... To get some quick cash. I had to check again if I was on WSB when you said "seriously"
Same premis but a bit further out, UUUU.
ah yes, the whole market is down 40%, but picking 1 stock out of all and saying it's down is briliant. How about ONDS? Or UUUU? Or MSFT? Or NVDA? Or MU?
Just delist KEEL, RKLB and UUUU holy fuck. Im down over 4k on just shares in a month between these stupid companies.
UUUU will go parabolic soon. Uranium is at an ever increasing shortage and not too many tickers in this space. and rally the current bottle neck I see is HIVE, KEEL, APLD, WULD etc. as these compute buildouts need Power and land now, just as the political environment and sentiment is worsening, these plays that have access to both (land, and power) will definitely fill their contracted data space and power.
Holy smokeswowsa almost 300 contracts what a load and great gains so far sell none yet or peel off a few contracts at a time to lock in some gains. I had 400 UUUU contracts $.30 for the $9 calls And .62 for the $10 calls , bought when stick jumped to $7 plus …..and I fucked up selling them. They went over $10 Your goal is max value, but otoh I curse myself for selling NVDA shares at $8.69 thst would be worth 17 million dollars… RKLB seems like a golden company hold for max value good luck with this whopper play and congrats for your nice gains so far, over $6 !!!
CEG UUUU KLAC TSM LRCX ASML GLW MU SNDK DRAM and a little APLD have been my recent purchases. I swing trade pretty aggressively and don't mind 50% drawdowns, so check yoself and proceed wit caution.
Energy Fuels (UUUU) is the largest uranium producer in the United States by a wide margin, and is now branching out mine-to-magnet critical minerals space. IMO, a ton more upside with UUUU than UEC, but either play will work if uranium spot price takes off due to increased nuclear demand.
Why UUUU and not UEC?
Not sure what MP has to do with nuclear, but yeah, UUUU and CCJ are solid plays in the uranium sector.
I like AVAV for a super hot knife UUUU has had some good news Crypto, as much as I hate to admit it, might thread the needle with clarity act news on lower than expected CPI data Trump has been giving drones and quantum a lot of gold dust. UMAC and INFQ are my faves I’m not convinced today is the bottom though. Going in halfsies
Same. I am fantastic at picking and shit at taking profits. Riding RCAT from $15 to $9 multiple times now (I keep buying on the way up and selling a few at highs, but I need to start selling like a 1/3rd or 1/2 of my position instead of trimming the ones I pick up on the way up). Same with ASTS and UUUU. Got in early, SUCK at taking profits. Mostly because I tend to have conviction in my picks and plan to ride em out for a while anyways... but you know, secure some profit and have some powder for the drops.
Remember when UUUU was all the rage?
Snagging more UUUU off todays dip
What are your power plays? UUUU? ETN? CCJ?
If you want to make some cash look into UUUU, it’s a longer term hold but you’ll make a nice chunk in time.
Keep my UUUU printing, bois!
Keep in mind that your employment doesn’t really give you any edge in predicting the market. “I think renewables and nuclear are going to pop off because I’m in the industry” isn’t too much of anything because like… yeah, everyone thinks that. They’ve been thinking it for 5-10 years. That being said there are a ton of renewable/clean energy ETFs, and you can just google that phrase to find them. They tend to preform worse than just the S&P500 because again, it’s not exactly a trade secret that energy production is a big market. Nuclear is a slightly different animal. A lot of nuclear production isn’t publicly traded. There are some nuclear mining related stocks like UUUU and some nuclear tech related stocks like Lightbridge, so you can cast a wide net by just investing a bit in many of them, but it’s pretty speculative. Mining stocks have historically been a great way for naïve investors lose money for the past 300 years - it’s just a really easy industry to promise big future results and then run away with the bag. GEV is something to look into, but it’s hard to say if it’s hit a peak. TL;DR you should probably just buy SPY/VT/VONG/VXUS like every other boring but practical person. You can put 20% into ICLN or whatever but you might want to compare the 5 year projections first
UUUU is doing its usual open fakeout pump
Not sure what to think about this new UUUU acquisition but they're issuing 65 million new shares to pay for it 😬
I swear UUUU is a psyop meant to bankrupt me, how is it everytime I start a new position in this POS is completely shits itself??????
Whatever it takes to pump UUUU please do so, fucking dogshit stock I got in at $8, sold at 17 bought back at 22 and have been averaging down since. I’m going to hold in long term but still
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.