Uranium and nuclear energy is now a national security issue.
Small Modular & Micro Reactors
$XE X-energy
$GEV GE Vernova
$OKLO Oklo
$SMR NuScale
$NNE NANO Nuclear
$RYCEF Rolls-Royce
$BWXT BWX Technologies
Uranium Enrichers
$LEU Centrus Energy
$ASPI ASP Isotopes
Nuclear Fuel Technology
$LTBR Lightbridge
$XE X-energy
Uranium Producers
$CCJ Cameco
$UEC Uranium Energy
$BHP BHP Group
$URG Ur-Energy
$EU enCore Energy
Developers
$UUUU Energy Fuels
$NXE NextGen Energy
$DNN Denison Mines
$ISOU Iso Energy
Services and Equipment
$CW Curtiss-Wright
$MIR Mirion Technologies
$FLR Fluor
$BEPC Brookfield Renewables
$GEV GE Vernova
$BWXT BWX Technologies
Power Producers
$CEG Constellation Energy
$VST Vistra
$TLN Talen Energy
$PEG Public Service Enterprise Group
Uranium+Nuclear ETFs
$NLR VanEck Uranium+Nuclear ETF
$URA Global X Uranium ETF
$URNM Sprott Uranium Miners ETF
$NUKZ Nuclear Renaissance/ETF
One change that had a dramatic impact on my trading was changing the way I scanned the market.
Instead of screening for setups each day, I screened for strength (52 week highs, doublers over 52 weeks, volume & price pops).
These stocks create my universe list that I review each day for setups, in the stocks/groups that are the strongest.
No longer trade C+ stocks with quality setups, but instead stay patient for the A+ stocks setup.
Semiconductor sub-themes still in Stage 1 bases
10 names building massive Stage 1 bases
as semis pull back in the coming weeks, these are the names worth keeping on your watchlist
thread below 🧵 (a few names you’ve probably never heard of)