TCS

Market Professional Buying Dips in Fundamental Uptrends since 2009

[TCS @TCSCAP1TAL]

My thesis for #uranium and nuclear power post 2022 when $nvda drove the AI narrative to the next level has a lot of similarities to the railroads being built in the 1800s at 1900s.
One of the greatest wealth periods in history which created Titans of industry had very similar themes.
The AI data center and semiconductor technological revolution will be a very similar investment cycle
When you have such clear demand, it’s easy to have extreme conviction like the Vanderbilts did
The uranium trade today is no different than investing in steel for the railroads
It’s the most clear and obvious investment I’ve come across in my life.
Those Titans built their fortunes by concentrating every penny they had into their highest conviction investments.
They knew without any doubt the long-term direction of their investments.
The uranium cycle works backwards and takes decades typically to build out. It is a slow process which requires more patience than brains.
It’s easy to get distracted by day to day things like inflation reports or war in Iran
but you must remember this is no different than investing in steel for the railroads in the 1800s
“Buy Dips in Fundamental Uptrends™️”
$ccj $nxe $ura $urnm

[TCS @TCSCAP1TAL]

Lfg Knicks! One of the greatest comebacks in sports history
UNBELIEVABLE!!!

[Heisenberg @Mr_Derivatives]

OMFG WHAT DID I JUST WATCH…

KNICKS CAME BACK FROM 29…..!?

WOWWOWOWOW

[TCS @TCSCAP1TAL]

@UrCakeDaddy Na ive been in this since 2019

[TCS @TCSCAP1TAL]

The carnage in the #uranium sector over the last 2-3 weeks is unbelievable.
$ccj $nxe $uec $uuuu getting absolutely destroyed while fundamentals continue to improve month after month
Every catalyst seems to get ignored for reasons I can’t seem to comprehend
I imagine a lot of the selling is getting tied to other metals/commodities also getting crushed like gold/silver which is putting a drag on passive etf flows
If the price of gold was making new highs every month and the mining companies kept falling you would have no problem adding more shares
Uranium is the same thing right now, as long as the fundamentals keep improving and long term pricing keeps squeezing higher there is nothing to do but accumulate cheap shares and wait for the market to wake up to the reality that higher prices are necessary for secondary mines to come onboard so the supply deficit doesn’t grow far beyond the 2.5b lbs we are short into 2045

[TCS @TCSCAP1TAL]

@MktMavPro @DeepValue47 Lot of blocking going on this week. The stupidity is really out of control today

[TCS @TCSCAP1TAL]

The sentiment in #uranium right now has to be as low or lower than april 25’
I haven’t seen people this irritated in a very, very long time
Accumulate in fundamental uptrends and let time do the rest

[TCS @TCSCAP1TAL]

@tomvincze @Mr_Derivatives Time for you to use your brain and look beyond first level thinking…

[TCS @TCSCAP1TAL]

@RetailMuppet It accounts for 10-15% its not that dramatic

[TCS @TCSCAP1TAL]

Added some more $URNJ $URNM on the close

[TCS @TCSCAP1TAL]

Today’s buys
$gev getting more aggressive in this name finally
$vst nuclear related sector getting thrown out w the bathwater
$vrt stepping up back in this name again, its been a great performing name for the last 18 months
$URAA 2x etf buy at bottom of the Bollinger range for a support bounce
$amzn feeling cheap again
$BABA china names at unbelievable discounts relative to their ai growth

[TCS @TCSCAP1TAL]

Another fugly day, we didnt see the bounce after 2pm i was looking for.
Wish i could say im super surprised at the risk off ahead of the ipo but after some data ive come across recently
I have shifted my viewpoint that this is setting up a lot of good new opportunities for the summer
Buying the dips while they last…
Sucks in the moment, it always does. Gotta just get through it and monitor things longer term

[TCS @TCSCAP1TAL]

@kane_what @TJ_Bongiorno @Jason______A @sellingwinnipeg Chill you nutjob

[TCS @TCSCAP1TAL]

If we rally hard after 2pm we should be in the clear and over the selling hump imo
Short term capitulation off ath’s is almost always a good dip to buy

[TCS @TCSCAP1TAL]

@BullandBaird Ragebait

[Ken Fisher @KennethLFisher]

Do high inflation and a weakening job market point to a recession? Here's my take.

[TCS @TCSCAP1TAL]

@avocadoking88 @AIInvestorHQ 30-40b net for mu vs 160+ goog

[TCS @TCSCAP1TAL]

Majority of the selloff bought back now, buy programs kicked in around 1pm lows right off daily bollinger bands 👀
Slow steady selloffs scare me more than quick violent ones… todays adds will likely pay off over the next few weeks

[TCS @TCSCAP1TAL]

$trin up there with some of the highest levels of selling ive witnessed. Someone big unloading as fast as they can, very unusual selling that seems more targeted at scaring short term investors vs a slow and consistent seller who wants to get out without tanking the market…
If you’re a major institution trying to lower risk, you would prefer to sell slowly into strength instead of hitting market orders to unload and collapse price on yourself

[TCS @TCSCAP1TAL]

$urnj off nearly 50% since January highs all while long term uranium continues grinding higher and making new highs every month… some serious alpha buying this disconnect long term
I continue to add on dips and go deeper into margin

[TCS @TCSCAP1TAL]

Some adds today on the volatile pullback