I’ve been following $UUUU for a while.
Most people still think of it as just a uranium stock.
But they’re building one of the only rare earth supply chains in the U.S. — while China tightens control on critical minerals.
Here’s why I’m paying attention:
Oil’s at $58 and falling.
Trump says “drill, baby, drill,” but OPEC’s pumping and U.S. drillers are tapping out.
India/Pakistan shipping lanes are sketchy as hell.
$USO $OXY $MRO $SLB $STNG
Choose your fighter 🫵
India–Pakistan war just broke out. Hoping for peace.
But the market doesn't hope. It moves.
Larry Big Bucks just bought.
Did you?
Here’s where capital is flowing before the headlines catch up:
PAKISTAN: IMF DEAL IN JEOPARDY
This breaks the bailout math.
Reserves were already low. Add conflict, and it’s cliff edge.
$PAK ETF = signal, not a trade
Watch for rating downgrades next
Oooo that blue man was cooking when he wrote today’s daily market summary…
Almost as hard as Cole when he came up with his slaw.
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Everyone’s waiting for a housing crash.
It hasn’t happened.
But something deeper is breaking: sales, affordability, margins.
Here’s what’s actually going on - and which stocks are most exposed.
(Big Short Mode, 2025 edition)
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