Is this the next big investment?
Uranium and nuclear stocks just had one of the most violent green days the sector has ever seen.
Names up 10%, 11%, 14%, 16%, 23% in a single session.
There’s something nobody is talking about.
The entire US uranium mining sector is still tiny.
You could buy every single US uranium producer combined for a fraction of what one mid-cap tech stock is worth.
Meanwhile every hyperscaler on Earth is racing to lock in nuclear power for their AI data centers.
– Microsoft restarted Three Mile Island
– Amazon bought Talen's nuclear-powered campus
– Google signed an SMR deal with Kairos Power
– Oracle is building three small modular reactors for 1GW
The supply of uranium is constrained.
The demand from AI just went parabolic.
The sector is still small compared to where the money is flowing.
When real capital rotates in here the moves could be violent.
Tickers worth knowing: LEU, UUUU, UEC, SMR, OKLO, LTBR, CCJ, URA
Smart money is already positioned, but retail hasn't even shown up yet.
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@joeorrico @NoExpertFF I get to keep five for next year and this would be the round I get them in. Who makes the cut?
Gibbs 1st rd
Hubbard 12th rd
Terry Mclaurin 12th
McBride 11th
Mahomes 5th
CD lamb 13th
Nabers 4th
Flowers 8th
@ohiotate Go through full adult catechism classes to completion (called Right of Christian Initiation for Adults). 7-8 month program with weekly classes at a local parish.
@CrakRok What’s the residual impact of the PR comments compared to Bidens “garbage” comments yesterday? Different bc Biden is alienating a base that wasn’t voting KH anyways? Or Sam effect as Hinchcliffe’s comments during his stand up set?