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Maybe AI is not just a software story.
Maybe it’s also an energy story.
And perhaps the next decade won’t be defined solely by who builds the smartest models.
But by who can power them.
#AI#NuclearEnergy#Uranium#CCJ#StructuralAlpha
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This is one reason I’m studying companies such as CCJ.
Not because I expect a straight line higher.
But because uranium sits further upstream in a trend that may last much longer than the current AI headlines.
@MacroAlphaHQ Markets are not moved by lines on a chart.
They are moved by liquidity, incentives, and collective psychology.
Price is the final print.
Structure forms long before the breakout.
What interests me most here isn’t just uranium strength.
It’s the shift in dealer positioning once price reclaimed 108.
Feels like volatility is now supporting momentum instead of suppressing it.
Watching closely.
@beach_trades@beach_trades Nice $ASTI weekly chart. +26% on strong volume today looks solid. MA50 curling up and RSI ~59 are constructive. $12 would be a massive breakout. Any near-term catalysts?
Strongly agree! Sivers’ independent laser source positioning is truly unique, creating a real window amid IDM capacity bottlenecks. Silicon photonics is the core of AI cluster interconnects, and the CPO supercycle is just beginning. Tomorrow’s earnings + MSCI inclusion are key; PO conversion is the critical signal! Bullish.