The US stock market is rewriting every record in the financial history books:
The top 10 US stocks now have a combined market cap of $25.3 trillion.
If the top 10 were a stock market, they would be the 2nd-largest in the world, even exceeding China.
The top 10 US stocks' market value is also larger than China's GDP of $19.4 trillion, the world’s 2nd-biggest economy.
Together, these companies are now worth ~80% of US GDP.
Furthermore, the top 5 companies alone have a combined market cap of $18.6 trillion, exceeding the value of every global stock market outside the US.
Truly unprecedented numbers.
@chamath Solar is cheaper and easier to build and roll out fast but its intermittent. Nuclear / #uranium is much more expensive but the energy return is much higher. The energy mix will change in the US solar and renewables taking a back seat to $ coming to nuclear. $CCJ $AEC
Uranium.
Energy Fuels owns the only fully licensed and operating conventional uranium processing facility in the US
$UUUU @CNBCWEX @CNBC
https://t.co/Xw1COrja6F
@stats_feed China is years ahead. By 2030, they'll have way more reactors and electricity generated by them. Though its more expensive in China, they're using government $ to support the industry. The West is going to have to do the same to stay in the #uranium game. $AEC $CCJ
Please write this on a post it note, and stick on your fridge:
Every #uranium pullback must be bought aggressively.
Be greedy when others are fearful.
Buy red candles.
-signed, state your name ✏️
@SloCan68 Printing it out now LOL. Buying #Uranium dips make sense when the prices are rising and overall fundamentals are improving. There's far more demand than the market realizes, which outstrips supply by several years. $AEC $CCJ
📝Here are my top 10 #Uranium#stocks picks for 2026.👇🏆 IMHO, these are the premium, highest quality names listed in the US & Canada💎⚛️⛏️ that form a strong foundation for my overall portfolio.💪📁 As well, here's their 5-day, 1-month & YTD % performance.📈🎆😊 Cheers!🍻🤠🐂
@quakes99 Solid portfolio. North American names are a no-brainer. The market is screaming for more #uranium supply and higher prices call for higher prices! A bang up start to the new year. $CCJ $AEC $UUUU
@quakes99@Energy_Fuels Let the good times roll:
Anfield Energy $AEC +44%
Energy Fuels $UUUU +46%
Cameco $CCJ +23%,
A fantastic start for #uranium investors.
@RayDalio Fiat is ending, but there's a new beginning. In the meantime, we get exposure to hard assets to see us through. #Gold#silver#uranium etc. will all have a role and are needed for the future. $GLD $AEC $CCJ $PAAS $SLV
“Term pricing...moved higher on light contracting volumes, reflecting a market environment where key producers are...sold forward...years of production.
With policy uncertainty fading for utilities, they think rising in LT contracting volumes drive 2026. #uranium $AEC $URNM
@energyburrito The fundamentals as well as technicals look very strong - good prospects for a years long #uranium bull market. Hopefully, we all have a great story to tell at the end of the cycle. $AEC $UUUU