Derek Quick

Stock Trader for 18 years finding 10-100 baggers $LEU my last 100 bagger |🎖@USCG Veteran | Uranium Nuclear & Value Stock Analyst Not Financial Advice.

[Derek Quick @derekquick1]

While I wait for Uranium to do its thing $META has caught my attention. 2015 valuation today although they are still bringing in $100 billion more dollars a year vs 2015. lowest price to discounted cash of the future ;)Long shares & Long Call Options. #uranium #stock #stockmarket

[Derek Quick @derekquick1]

@horizon1685 @ToxiqVowoVpixoT Yeah it can move very fast. Those Oct 2025 prices were outstanding , still not finished yet it seems.

[Derek Quick @derekquick1]

$XE Buying X energy today feels like buying $LEU in 2023 or 2022 when it crashed under $20. Great news for XE & $AMZN today. X-Energy will have parabolic revenue growth soon, I wonder what the algos will do when this happens & nuclear unyokes from the market? Meanwhile Dogecoin is 3x the market cap of XE lol. I bought a lot today near the lows but probably not the bottom yet...

[Derek Quick @derekquick1]

@horizon1685 There was a war in 2022 and record energy prices.... Anything can happen.

[Derek Quick @derekquick1]

@nitsuj2187 I wanted to see sub $100 again, they have the ATM and diluted more. Odd since they have billions in cash.

[Derek Quick @derekquick1]

@InterCeptorLOL Triso fuel meltdown proof is going to be big for AI.

[Derek Quick @derekquick1]

@horizon1685 Rates and risk off, has been a big issue with nuclear but I think soon it can unyoke from the market, similar to 2022.

[Derek Quick @derekquick1]

@ToxiqVowoVpixoT @horizon1685 You, the algos and every other fund. But it could make the move a lot faster and gap up.

[Derek Quick @derekquick1]

@solanle107 Cheers

[Derek Quick @derekquick1]

@ToxiqVowoVpixoT I am interested, especially if it drops below $100 but still hard for me to buy it here as my initial buys were in the $3 range lol.

[Derek Quick @derekquick1]

@SensibleSt36695 Yes, its a good company with history but not a stock chart history, typical chart for most companies that list within the year of an IPO tbh.

[Derek Quick @derekquick1]

@BambroughKevin Great book Kevin. Great to read during these times too for Nuclear & Uranium.

[Derek Quick @derekquick1]

@marcdekwar49628 I bought yesterday.

[Derek Quick @derekquick1]

Uranium & Nuclear stocks have had such a volatile 18 months. I have been buying the last 24 hrs but it might not be the bottom yet. I think the sector can unyoke from the market. Very bullish outlook but you don't get 1500% run ups in these stocks in 6 months without major drawdowns & capitulation. Most are up today which is an interesting sign. $LEU $UEC $OKLO

[Derek Quick @derekquick1]

@ResearchSfl Looks like it but I see value ;)

[Derek Quick @derekquick1]

@unusual_whales Military pay for an E6 has increased around 127% since 2000 but BAH pay for housing in San Francisco went up 300% so you could get a place there for far cheaper back then so yeah a salary went a lot further.

[Derek Quick @derekquick1]

@LewisMorganUK Going to be epic! The most important products.

[Derek Quick @derekquick1]

@TristanSchind11 No, not positioned anymore.

[Derek Quick @derekquick1]

$WEN Wendy's stock is still up 25% the last month even though it is down 16% the last week, it was up over 50% in the first 2 weeks of the squeeze, faster than $GME Started. As I said this will take time, WSB has left, this has always been a value play & buyout potential. Still at 1990s valuations ;)

[Derek Quick @derekquick1]

The scale of the coming energy boom bull market is hard to comprehend & Nuclear Energy & Uranium will be leading it. The IEA now projects global electricity consumption will reach roughly 33,600 TWh annually by 2030.
To put that into nuclear terms, a typical 1 GW nuclear reactor operating at 92% capacity produces about 8 TWh of electricity per year.

33,600 TWh = the equivalent annual output of roughly 4,170 1-GW nuclear reactors.
And AI/data centers are a small part of the coming demand.

The IEA projects global data-center electricity consumption alone will reach over 500 TWh with some sources over 945 TWh by 2030, more than double today's level. That would require the annual output equivalent of roughly 117 additional 1-GW nuclear reactors if nuclear supplied all of it.

But look at everything else driving electricity demand, industry, EVs, appliances, air conditioning, heating & the broader electrification of the global economy.

The IEA expects global electricity consumption to rise from approximately 28,200 TWh in 2025 to 33,600 TWh in 2030, an increase of roughly 5,400 TWh in only five years.
That incremental 5,400 TWh alone is equivalent to the annual output of roughly 670 1-GW nuclear reactors.
Then comes the fuel.

Goldman Sachs estimates a cumulative uranium supply deficit of approximately 2.3 BILLION pounds of U₃O₈ through 2045, as reactor requirements increasingly outrun projected supply.

The parabolic demand along with carbon goals from the biggest companies in the world is why today we are see companies like Google make a massive 3.6 GW power deal with constellation energy.

Remember Nuclear requires uranium. The nuclear renaissance may ultimately be much bigger than the AI boom that helped ignite it and some of the largest U.S. Nuclear and uranium stocks combined are still smaller than meme coin market caps like Dogecoin.

I still believe this Nuclear & Uranium stock run up will be historical, the sector is so tiny that even if a fraction of the market enters the trade we could see parabolic moves like last year during the 6 month run many nuclear stocks ran up 1000s of %.

Source IEA CC BY 4.0 Goldman Sachs Global Investment Research; Google/Constellation Energy $LEU $XE $UEC