Uranium Stocks Are Rallying. Why 1 Got Initiated At Overweight. - Investor's Business Daily
Uranium Stocks Are Rallying. Why 1 Got Initiated At Overweight. Investor's Business Daily
Resolver-driven radar and ticker monitoring with null-safe catalyst hooks for the later 4B merge.
WATCHING: 1 active source(s), catalyst support 1.00.
Uranium Stocks Are Rallying. Why 1 Got Initiated At Overweight. Investor's Business Daily
From finance system to nuclear tech: Inside Russia's secret plan for sanctions-proof ties with Iran The Times of India
Alphabet (GOOGL)’s Google Bets on Finland’s Cold Weather and Nuclear Power for its Next AI Buildout Yahoo Finance
EXCLUSIVE: Russian document reveals sweeping Iran plan spanning nuclear, finance and aviation WFIN
EXCLUSIVE: Russian document reveals sweeping Iran plan spanning nuclear, finance and aviation Fox News
Got $1,000? 2 No-Brainer Nuclear Stocks to Buy Right Now. Yahoo Finance
Brookings researchers in the US and China are urging Washington and Beijing to agree to keep humans in control of nuclear weapons.
Uranium Energy stock may move 1.5% on Sept. 24 earnings Investing.com
The Nuclear Stock Boom Could Keep Decaying WSJ
Anchorage Digital Bank added custody support for Etherlink and several Etherlink-based assets, including xU3O8, a token representing physical uranium.
Guys, slowing down AI to build more safeguards around it means that you need MORE AI To audit the other AIs. If anything, this is an exponential increase in capex because one model working on hacking for the CIA (for example) will need other AI models to check that the job is being done properly and against the proper targets and then ai did not go rogue. Only an AI can check another AI, a human could never check and validate that fast. This means more computing power spent to check on main AIs. Nobody said Capex is slowing down, they are saying to slow down the release of new models that could potentially be used for nefarious purposes in order to build the guardrails. I believe all of this panic is baseless, POs are there, contracts are signed, already booked until 2028-2030. This is an arms race for dominance in this technology, the nuclear/space race did not stop in the 70's because of the oil shock, actually they started printing money and removed the gold standard to save the system (as usual). We are arguably nearing a huge QE event because of the liquidity drain that the Iran war will continue to aggravate. The future is EXTREMELY bullish and inflationary. Please correct me if I am wrong but I am not seeing this race slowing down, quite the opposite, China just said they are not slowing but accelerating, the USA already declared the AI to be a matter of national security in 2024 or earlier if memory serves me well. Nobody can stop this train. Lastly, debasement/devaluation are inevitable in the future so locking prices now for future delivery is smart as it offsets billions in future costs while revenues will proportionally grow nominally (after the 2008 oil crisis that provoked the great financial crisis, the dollar dropped to 0.6 against the euro, this means international revenue skyrocketed nominally). I also believe the FED will hold because the 10yrs at 5% already means that financial conditions are tightening. Debate me. submitted by /u/Conscious-Jicama2274 [link] [comments]
Nuclear Stocks Are Still Too Hot to Handle. How to Play It Safe. Barron's
USAR, MP, UUUU, CRML Stocks Drop Overnight: Why China's Threat To Scrap Trump-Xi Summit Matters finance.yahoo.com
USAR, MP, UUUU, CRML Stocks Drop Overnight: Why China's Threat To Scrap Trump-Xi Summit Matters finance.yahoo.com
Breaking News: "Iran wants to test nuclear weapons" "But how does this affect the stock market?!" Surely there are bigger concerns 😭 submitted by /u/HailX3 [link] [comments]
Six Days After Cramer Warned Nuclear Is Too Hard to Build, Google Signed Its First Nuclear Deal Ever 24/7 Wall St.
"Take a simple idea and take it seriously." – Charlie Munger "Diversification? More like worsification." – Charlie Munger The past two years I have probably researched 2800 tickers. I've done 1,482 fills with a 48% winrate and a +$50,285.02 return. That all stops today. Everything I've read has an upside and a downside. For the most part, there's an unknowable bull and an unknowable bear. I don't see that with $UUUU. For a little context, read the $500k bet on it before mine . I treat investing as a Keynesian beauty contest with reflexivity as its primary profit scorekeeper. That doesn't mean I ignore Buffett style valuations because fundamentals are an input to reflexivity. I make my money when I'm first and I wait. That is why I am closing my trading for the year, or forever, and going all-in on my retirement money into $UUUU. The idea is dead simple: Set up my traveling carny stand, be ready to sell my tickets, and collect tendies on the only American Uranium mill and feasible domestic Rare Earth Elements play. "Don't trade the future, trade the shortages on the way there!" – SuperBrazilNuts. Our future is compute (crowded), and energy uranium/batteries/magnets (relatively empty in the domestic sphere). One is post-reflexivity, the other is coming to a theater near you, and coming soon. Half of mined uranium and closer to two-thirds of enrichment capability comes from Russia, Kazakhstan, and China. If you haven't turned on the news in a decade, you probably recognize these are horrible geopolitical countries for the United States to be dependent on for scarce and precious resources. The asymmetric upside is enormous: all it takes is a single late night tweet from a dick-flexing prez, a public scoff between Xi and Putin on REEs, or an escalating International conflict that impacts the uranium trade for this stock to 2-10x over a week. It is a baby Oklo, what you saw you in October 25 and January this year is just the beginning for $UUUU. American production was under 1% of world output through 2022. That difference between what America burns and acquires is what will make us money. Financing is Daddy-backed and US Gov won't let it fail, as long as 🥭 is in office. $725 million conditional loan from the Pentagon in 2025 for expanded rare earth processing at White Mesa, and a new US rare earth metals-and-alloys plant. Russian enriched uranium import was banned in 2024 and remains through 2028 through the Prohibiting Russian Uranium Imports Act . Section 232 proclamation, mid-January 2026, reduces foreign dependencies on processed critical minerals and derivative products. $UUUU is also a strategic uranium reserve, ready to unleash supply under international conflict or nuclear energy needs (for data centers or anything else). Operations are quite mature while expanding: uranium is mining at ~2.0 million lbs of contained uranium per year. August 2025 — first kilogram of 99.9% dysprosium oxide, March 2026 — first 99.9% terbium oxide, the first US primary heavy rare earth oxide production in decades, both qualified to permanent-magnet manufacturer specification. Commercial-scale Dy/Tb/Sm possible from the existing Phase 1 circuit as early as Q4 2026. You are buying permits, a licensed mill nobody can replicate, and optionality on the heavy rare earth circuit scaling from pilot to commercial. The Pentagon loan is a bet on the same thing. They have two producing domestic sites in Arizona and Utah, two more in Colorado/Utah under dewatering, a ranch in Wyoming, and four sites on standby in Arizona, New Mexico, Utah and Wyoming. They also get heavy mineral sands and rare earth feedstock from Madagascar, Australia, Brazil and Kenya. As all this international war and inflation continues, UUUU is a protected bet, as uranium and rare earth minerals can thrive in a strangled, conflicted world. No need to stress about war on this one: a bad headline is a bull setup here. VIX has been low and stable for quite a while now: this puppy should play with upcoming volatility. Warsh and his hawkish agenda can also constrain growth stocks leading to a squeeze on important commodities and materials. Anyway, I will not bore you any longer. At least ride this one to 200%. I am full-porting and not considering selling until 300-400% gain, hopefully realized within the first half of 2027, but I could see an 8x. They have a mature commercial book, government favor, relevancy in international conflict, and now hyperscalers and now additional connections in defense, electric vehicles, robotics and data centers with their rare earth minerals. Position attached. I know it is a small port, I am a broke Wendy's tendies boy. This is all my retirement that I worked for for many years. submitted by /u/SuperBrazilNuts [link] [comments]
"Take a simple idea and take it seriously." – Charlie Munger "Diversification? More like worsification." – Charlie Munger The past two years I have probably researched 2800 tickers. I've done 1,482 fills with a 48% winrate and a +$50,285.02 return. That all stops today. Everything I've read has an upside and a downside. For the most part, there's an unknowable bull and an unknowable bear. I don't see that with $UUUU. For a little context, read the $500k bet on it before mine . I treat investing as a Keynesian beauty contest with reflexivity as its primary profit scorekeeper. That doesn't mean I ignore Buffett style valuations because fundamentals are an input to reflexivity. I make my money when I'm first and I wait. That is why I am closing my trading for the year, or forever, and going all-in on my retirement money into $UUUU. The idea is dead simple: Set up my traveling carny stand, be ready to sell my tickets, and collect tendies on the only American Uranium mill and feasible domestic Rare Earth Elements play. "Don't trade the future, trade the shortages on the way there!" – SuperBrazilNuts. Our future is compute (crowded), and energy uranium/batteries/magnets (relatively empty in the domestic sphere). One is post-reflexivity, the other is coming to a theater near you, and coming soon. Half of mined uranium and closer to two-thirds of enrichment capability comes from Russia, Kazakhstan, and China. If you haven't turned on the news in a decade, you probably recognize these are horrible geopolitical countries for the United States to be dependent on for scarce and precious resources. The asymmetric upside is enormous: all it takes is a single late night tweet from a dick-flexing prez, a public scoff between Xi and Putin on REEs, or an escalating International conflict that impacts the uranium trade for this stock to 2-10x over a week. It is a baby Oklo, what you saw you in October 25 and January this year is just the beginning for $UUUU. American production was under 1% of world output through 2022. That difference between what America burns and acquires is what will make us money. Financing is Daddy-backed and US Gov won't let it fail, as long as 🥭 is in office. $725 million conditional loan from the Pentagon in 2025 for expanded rare earth processing at White Mesa, and a new US rare earth metals-and-alloys plant. Russian enriched uranium import was banned in 2024 and remains through 2028 through the Prohibiting Russian Uranium Imports Act . Section 232 proclamation, mid-January 2026, reduces foreign dependencies on processed critical minerals and derivative products. $UUUU is also a strategic uranium reserve, ready to unleash supply under international conflict or nuclear energy needs (for data centers or anything else). Operations are quite mature while expanding: uranium is mining at ~2.0 million lbs of contained uranium per year. August 2025 — first kilogram of 99.9% dysprosium oxide, March 2026 — first 99.9% terbium oxide, the first US primary heavy rare earth oxide production in decades, both qualified to permanent-magnet manufacturer specification. Commercial-scale Dy/Tb/Sm possible from the existing Phase 1 circuit as early as Q4 2026. You are buying permits, a licensed mill nobody can replicate, and optionality on the heavy rare earth circuit scaling from pilot to commercial. The Pentagon loan is a bet on the same thing. They have two producing domestic sites in Arizona and Utah, two more in Colorado/Utah under dewatering, a ranch in Wyoming, and four sites on standby in Arizona, New Mexico, Utah and Wyoming. They also get heavy mineral sands and rare earth feedstock from Madagascar, Australia, Brazil and Kenya. As all this international war and inflation continues, UUUU is a protected bet, as uranium and rare earth minerals can thrive in a strangled, conflicted world. No need to stress about war on this one: a bad headline is a bull setup here. VIX has been low and stable for quite a while now: this puppy should play with upcoming volatility. Warsh and his hawkish agenda can also constrain growth stocks leading to a squeeze on important commodities and materials. Anyway, I will not bore you any longer. At least ride this one to 200%. I am full-porting and not considering selling until 300-400% gain, hopefully realized within the first half of 2027, but I could see an 8x. They have a mature commercial book, government favor, relevancy in international conflict, and now hyperscalers and now additional connections in defense, electric vehicles, robotics and data centers with their rare earth minerals. Position attached. I know it is a small port, I am a broke Wendy's tendies boy. This is all my retirement that I worked for for many years. submitted by /u/SuperBrazilNuts [link] [comments]
Take the Zacks Approach to Beat the Markets: Oportun Financial, Uranium Royalty & Amgen in Focus Yahoo Finance
BWX Technologies Already Builds Reactors for the Navy. Why Is It Still the Cheapest Nuclear Stock? Currently.com
Uranium Stocks Are Rallying. Why 1 Got Initiated At Overweight. Investor's Business Daily
From finance system to nuclear tech: Inside Russia's secret plan for sanctions-proof ties with Iran The Times of India
Alphabet (GOOGL)’s Google Bets on Finland’s Cold Weather and Nuclear Power for its Next AI Buildout Yahoo Finance
EXCLUSIVE: Russian document reveals sweeping Iran plan spanning nuclear, finance and aviation WFIN
EXCLUSIVE: Russian document reveals sweeping Iran plan spanning nuclear, finance and aviation Fox News
Got $1,000? 2 No-Brainer Nuclear Stocks to Buy Right Now. Yahoo Finance
Brookings researchers in the US and China are urging Washington and Beijing to agree to keep humans in control of nuclear weapons.
Uranium Energy stock may move 1.5% on Sept. 24 earnings Investing.com
The Nuclear Stock Boom Could Keep Decaying WSJ
Anchorage Digital Bank added custody support for Etherlink and several Etherlink-based assets, including xU3O8, a token representing physical uranium.
Guys, slowing down AI to build more safeguards around it means that you need MORE AI To audit the other AIs. If anything, this is an exponential increase in capex because one model working on hacking for the CIA (for example) will need other AI models to check that the job is being done properly and against the proper targets and then ai did not go rogue. Only an AI can check another AI, a human could never check and validate that fast. This means more computing power spent to check on main AIs. Nobody said Capex is slowing down, they are saying to slow down the release of new models that could potentially be used for nefarious purposes in order to build the guardrails. I believe all of this panic is baseless, POs are there, contracts are signed, already booked until 2028-2030. This is an arms race for dominance in this technology, the nuclear/space race did not stop in the 70's because of the oil shock, actually they started printing money and removed the gold standard to save the system (as usual). We are arguably nearing a huge QE event because of the liquidity drain that the Iran war will continue to aggravate. The future is EXTREMELY bullish and inflationary. Please correct me if I am wrong but I am not seeing this race slowing down, quite the opposite, China just said they are not slowing but accelerating, the USA already declared the AI to be a matter of national security in 2024 or earlier if memory serves me well. Nobody can stop this train. Lastly, debasement/devaluation are inevitable in the future so locking prices now for future delivery is smart as it offsets billions in future costs while revenues will proportionally grow nominally (after the 2008 oil crisis that provoked the great financial crisis, the dollar dropped to 0.6 against the euro, this means international revenue skyrocketed nominally). I also believe the FED will hold because the 10yrs at 5% already means that financial conditions are tightening. Debate me. submitted by /u/Conscious-Jicama2274 [link] [comments]
Nuclear Stocks Are Still Too Hot to Handle. How to Play It Safe. Barron's
USAR, MP, UUUU, CRML Stocks Drop Overnight: Why China's Threat To Scrap Trump-Xi Summit Matters finance.yahoo.com
USAR, MP, UUUU, CRML Stocks Drop Overnight: Why China's Threat To Scrap Trump-Xi Summit Matters finance.yahoo.com
Breaking News: "Iran wants to test nuclear weapons" "But how does this affect the stock market?!" Surely there are bigger concerns 😭 submitted by /u/HailX3 [link] [comments]
Six Days After Cramer Warned Nuclear Is Too Hard to Build, Google Signed Its First Nuclear Deal Ever 24/7 Wall St.
"Take a simple idea and take it seriously." – Charlie Munger "Diversification? More like worsification." – Charlie Munger The past two years I have probably researched 2800 tickers. I've done 1,482 fills with a 48% winrate and a +$50,285.02 return. That all stops today. Everything I've read has an upside and a downside. For the most part, there's an unknowable bull and an unknowable bear. I don't see that with $UUUU. For a little context, read the $500k bet on it before mine . I treat investing as a Keynesian beauty contest with reflexivity as its primary profit scorekeeper. That doesn't mean I ignore Buffett style valuations because fundamentals are an input to reflexivity. I make my money when I'm first and I wait. That is why I am closing my trading for the year, or forever, and going all-in on my retirement money into $UUUU. The idea is dead simple: Set up my traveling carny stand, be ready to sell my tickets, and collect tendies on the only American Uranium mill and feasible domestic Rare Earth Elements play. "Don't trade the future, trade the shortages on the way there!" – SuperBrazilNuts. Our future is compute (crowded), and energy uranium/batteries/magnets (relatively empty in the domestic sphere). One is post-reflexivity, the other is coming to a theater near you, and coming soon. Half of mined uranium and closer to two-thirds of enrichment capability comes from Russia, Kazakhstan, and China. If you haven't turned on the news in a decade, you probably recognize these are horrible geopolitical countries for the United States to be dependent on for scarce and precious resources. The asymmetric upside is enormous: all it takes is a single late night tweet from a dick-flexing prez, a public scoff between Xi and Putin on REEs, or an escalating International conflict that impacts the uranium trade for this stock to 2-10x over a week. It is a baby Oklo, what you saw you in October 25 and January this year is just the beginning for $UUUU. American production was under 1% of world output through 2022. That difference between what America burns and acquires is what will make us money. Financing is Daddy-backed and US Gov won't let it fail, as long as 🥭 is in office. $725 million conditional loan from the Pentagon in 2025 for expanded rare earth processing at White Mesa, and a new US rare earth metals-and-alloys plant. Russian enriched uranium import was banned in 2024 and remains through 2028 through the Prohibiting Russian Uranium Imports Act . Section 232 proclamation, mid-January 2026, reduces foreign dependencies on processed critical minerals and derivative products. $UUUU is also a strategic uranium reserve, ready to unleash supply under international conflict or nuclear energy needs (for data centers or anything else). Operations are quite mature while expanding: uranium is mining at ~2.0 million lbs of contained uranium per year. August 2025 — first kilogram of 99.9% dysprosium oxide, March 2026 — first 99.9% terbium oxide, the first US primary heavy rare earth oxide production in decades, both qualified to permanent-magnet manufacturer specification. Commercial-scale Dy/Tb/Sm possible from the existing Phase 1 circuit as early as Q4 2026. You are buying permits, a licensed mill nobody can replicate, and optionality on the heavy rare earth circuit scaling from pilot to commercial. The Pentagon loan is a bet on the same thing. They have two producing domestic sites in Arizona and Utah, two more in Colorado/Utah under dewatering, a ranch in Wyoming, and four sites on standby in Arizona, New Mexico, Utah and Wyoming. They also get heavy mineral sands and rare earth feedstock from Madagascar, Australia, Brazil and Kenya. As all this international war and inflation continues, UUUU is a protected bet, as uranium and rare earth minerals can thrive in a strangled, conflicted world. No need to stress about war on this one: a bad headline is a bull setup here. VIX has been low and stable for quite a while now: this puppy should play with upcoming volatility. Warsh and his hawkish agenda can also constrain growth stocks leading to a squeeze on important commodities and materials. Anyway, I will not bore you any longer. At least ride this one to 200%. I am full-porting and not considering selling until 300-400% gain, hopefully realized within the first half of 2027, but I could see an 8x. They have a mature commercial book, government favor, relevancy in international conflict, and now hyperscalers and now additional connections in defense, electric vehicles, robotics and data centers with their rare earth minerals. Position attached. I know it is a small port, I am a broke Wendy's tendies boy. This is all my retirement that I worked for for many years. submitted by /u/SuperBrazilNuts [link] [comments]
"Take a simple idea and take it seriously." – Charlie Munger "Diversification? More like worsification." – Charlie Munger The past two years I have probably researched 2800 tickers. I've done 1,482 fills with a 48% winrate and a +$50,285.02 return. That all stops today. Everything I've read has an upside and a downside. For the most part, there's an unknowable bull and an unknowable bear. I don't see that with $UUUU. For a little context, read the $500k bet on it before mine . I treat investing as a Keynesian beauty contest with reflexivity as its primary profit scorekeeper. That doesn't mean I ignore Buffett style valuations because fundamentals are an input to reflexivity. I make my money when I'm first and I wait. That is why I am closing my trading for the year, or forever, and going all-in on my retirement money into $UUUU. The idea is dead simple: Set up my traveling carny stand, be ready to sell my tickets, and collect tendies on the only American Uranium mill and feasible domestic Rare Earth Elements play. "Don't trade the future, trade the shortages on the way there!" – SuperBrazilNuts. Our future is compute (crowded), and energy uranium/batteries/magnets (relatively empty in the domestic sphere). One is post-reflexivity, the other is coming to a theater near you, and coming soon. Half of mined uranium and closer to two-thirds of enrichment capability comes from Russia, Kazakhstan, and China. If you haven't turned on the news in a decade, you probably recognize these are horrible geopolitical countries for the United States to be dependent on for scarce and precious resources. The asymmetric upside is enormous: all it takes is a single late night tweet from a dick-flexing prez, a public scoff between Xi and Putin on REEs, or an escalating International conflict that impacts the uranium trade for this stock to 2-10x over a week. It is a baby Oklo, what you saw you in October 25 and January this year is just the beginning for $UUUU. American production was under 1% of world output through 2022. That difference between what America burns and acquires is what will make us money. Financing is Daddy-backed and US Gov won't let it fail, as long as 🥭 is in office. $725 million conditional loan from the Pentagon in 2025 for expanded rare earth processing at White Mesa, and a new US rare earth metals-and-alloys plant. Russian enriched uranium import was banned in 2024 and remains through 2028 through the Prohibiting Russian Uranium Imports Act . Section 232 proclamation, mid-January 2026, reduces foreign dependencies on processed critical minerals and derivative products. $UUUU is also a strategic uranium reserve, ready to unleash supply under international conflict or nuclear energy needs (for data centers or anything else). Operations are quite mature while expanding: uranium is mining at ~2.0 million lbs of contained uranium per year. August 2025 — first kilogram of 99.9% dysprosium oxide, March 2026 — first 99.9% terbium oxide, the first US primary heavy rare earth oxide production in decades, both qualified to permanent-magnet manufacturer specification. Commercial-scale Dy/Tb/Sm possible from the existing Phase 1 circuit as early as Q4 2026. You are buying permits, a licensed mill nobody can replicate, and optionality on the heavy rare earth circuit scaling from pilot to commercial. The Pentagon loan is a bet on the same thing. They have two producing domestic sites in Arizona and Utah, two more in Colorado/Utah under dewatering, a ranch in Wyoming, and four sites on standby in Arizona, New Mexico, Utah and Wyoming. They also get heavy mineral sands and rare earth feedstock from Madagascar, Australia, Brazil and Kenya. As all this international war and inflation continues, UUUU is a protected bet, as uranium and rare earth minerals can thrive in a strangled, conflicted world. No need to stress about war on this one: a bad headline is a bull setup here. VIX has been low and stable for quite a while now: this puppy should play with upcoming volatility. Warsh and his hawkish agenda can also constrain growth stocks leading to a squeeze on important commodities and materials. Anyway, I will not bore you any longer. At least ride this one to 200%. I am full-porting and not considering selling until 300-400% gain, hopefully realized within the first half of 2027, but I could see an 8x. They have a mature commercial book, government favor, relevancy in international conflict, and now hyperscalers and now additional connections in defense, electric vehicles, robotics and data centers with their rare earth minerals. Position attached. I know it is a small port, I am a broke Wendy's tendies boy. This is all my retirement that I worked for for many years. submitted by /u/SuperBrazilNuts [link] [comments]
Take the Zacks Approach to Beat the Markets: Oportun Financial, Uranium Royalty & Amgen in Focus Yahoo Finance
BWX Technologies Already Builds Reactors for the Navy. Why Is It Still the Cheapest Nuclear Stock? Currently.com
2 Nuclear Energy Stocks to Buy in September Yahoo Finance
enCore Energy’s (EU) Uranium Sales Are Costing More Than They Earn Yahoo Finance
Elite Nuclear Power Stocks To Own In September 2026 simplywall.st
3 Nuclear Stocks to Buy With $2,000 After One Fell 83% The Motley Fool
3 Nuclear Stocks to Buy With $2,000 After One Fell 83% Yahoo Finance
Today’s jobs report created exactly the kind of risk-off environment that should pressure volatile mining and development stocks. Yet, at the time of writing, $MP is up approximately 2.3%, $UUUU 1.3% and $USAR remains positive. I don’t think that divergence is accidental and I’m making a 500k bet on it. Reuters reported today that some Chinese rare-earth suppliers have stopped shipments to U.S. customers because they fear punishment from Beijing. The market is beginning to realize that the U.S.–China truce may already be failing operationally—even if it technically remains intact. China does not need to announce a formal export ban. It can quietly restrict supply through licensing delays, supplier intimidation and end-user scrutiny. Between now and the September 24 talks, every delayed licence, refused shipment and hostile political headline could increase anxiety that targeted restrictions are becoming something broader. That anxiety itself may be the near-term catalyst. Investors could begin assigning a growing geopolitical scarcity premium to domestic alternatives before any formal decision is announced. The trade: $MP: Cleanest and most established U.S. rare-earth play. Probably the most direct near-term beneficiary. Least torque. $UUUU: Producing NdPr in Utah and building commercial dysprosium/terbium separation capacity. Also has the uranium angle. My pick. $USAR: Highest-risk/highest-beta option based on its planned mine-to-magnet supply chain. If China formally restricts heavy rare earths or lets the trade agreement deteriorate, ex-China prices could spike and these names could reprice violently. Previous Chinese controls sent some rare-earth prices up multiples—not percentages. Also will throw LYSDY into the mix but it’s not American. The asymmetric setup: The market is beginning to recognize that the U.S.–China truce may already be failing operationally. As the September 24 talks approach, I expect that anxiety to magnify with every delayed licence, refused shipment and hostile political headline. The opportunity is not simply betting on an official ban. It is positioning for the geopolitical scarcity premium that could build during the next several weeks as investors recognize how exposed the United States remains. Article : Reuters: https://www.reuters.com/business/aerospace-defense/china-rare-earth-firms-halt-some-us-shipments-over-geopolitical-worries-sources-2026-09-04/ Position: 37,000 shares of UUUU @ 14.94 Not financial advice. This is a high-volatility geopolitical catalyst trade. submitted by /u/nickman23 [link] [comments]
Today’s jobs report created exactly the kind of risk-off environment that should pressure volatile mining and development stocks. Yet, at the time of writing, $MP is up approximately 2.3%, $UUUU 1.3% and $USAR remains positive. I don’t think that divergence is accidental and I’m making a 500k bet on it. Reuters reported today that some Chinese rare-earth suppliers have stopped shipments to U.S. customers because they fear punishment from Beijing. The market is beginning to realize that the U.S.–China truce may already be failing operationally—even if it technically remains intact. China does not need to announce a formal export ban. It can quietly restrict supply through licensing delays, supplier intimidation and end-user scrutiny. Between now and the September 24 talks, every delayed licence, refused shipment and hostile political headline could increase anxiety that targeted restrictions are becoming something broader. That anxiety itself may be the near-term catalyst. Investors could begin assigning a growing geopolitical scarcity premium to domestic alternatives before any formal decision is announced. The trade: $MP: Cleanest and most established U.S. rare-earth play. Probably the most direct near-term beneficiary. Least torque. $UUUU: Producing NdPr in Utah and building commercial dysprosium/terbium separation capacity. Also has the uranium angle. My pick. $USAR: Highest-risk/highest-beta option based on its planned mine-to-magnet supply chain. If China formally restricts heavy rare earths or lets the trade agreement deteriorate, ex-China prices could spike and these names could reprice violently. Previous Chinese controls sent some rare-earth prices up multiples—not percentages. Also will throw LYSDY into the mix but it’s not American. The asymmetric setup: The market is beginning to recognize that the U.S.–China truce may already be failing operationally. As the September 24 talks approach, I expect that anxiety to magnify with every delayed licence, refused shipment and hostile political headline. The opportunity is not simply betting on an official ban. It is positioning for the geopolitical scarcity premium that could build during the next several weeks as investors recognize how exposed the United States remains. Article : Reuters: https://www.reuters.com/business/aerospace-defense/china-rare-earth-firms-halt-some-us-shipments-over-geopolitical-worries-sources-2026-09-04/ Position: 37,000 shares of UUUU @ 14.94 Not financial advice. This is a high-volatility geopolitical catalyst trade. submitted by /u/nickman23 [link] [comments]
Today’s jobs report created exactly the kind of risk-off environment that should pressure volatile mining and development stocks. Yet, at the time of writing, $MP is up approximately 2.3%, $UUUU 1.3% and $USAR remains positive. I don’t think that divergence is accidental and I’m making a 500k bet on it. Reuters reported today that some Chinese rare-earth suppliers have stopped shipments to U.S. customers because they fear punishment from Beijing. The market is beginning to realize that the U.S.–China truce may already be failing operationally—even if it technically remains intact. China does not need to announce a formal export ban. It can quietly restrict supply through licensing delays, supplier intimidation and end-user scrutiny. Between now and the September 24 talks, every delayed licence, refused shipment and hostile political headline could increase anxiety that targeted restrictions are becoming something broader. That anxiety itself may be the near-term catalyst. Investors could begin assigning a growing geopolitical scarcity premium to domestic alternatives before any formal decision is announced. The trade: $MP: Cleanest and most established U.S. rare-earth play. Probably the most direct near-term beneficiary. Least torque. $UUUU: Producing NdPr in Utah and building commercial dysprosium/terbium separation capacity. Also has the uranium angle. My pick. $USAR: Highest-risk/highest-beta option based on its planned mine-to-magnet supply chain. If China formally restricts heavy rare earths or lets the trade agreement deteriorate, ex-China prices could spike and these names could reprice violently. Previous Chinese controls sent some rare-earth prices up multiples—not percentages. Also will throw LYSDY into the mix but it’s not American. The asymmetric setup: The market is beginning to recognize that the U.S.–China truce may already be failing operationally. As the September 24 talks approach, I expect that anxiety to magnify with every delayed licence, refused shipment and hostile political headline. The opportunity is not simply betting on an official ban. It is positioning for the geopolitical scarcity premium that could build during the next several weeks as investors recognize how exposed the United States remains. Article : Reuters: https://www.reuters.com/business/aerospace-defense/china-rare-earth-firms-halt-some-us-shipments-over-geopolitical-worries-sources-2026-09-04/ Position: 37,000 shares of UUUU @ 14.94 Not financial advice. This is a high-volatility geopolitical catalyst trade. submitted by /u/nickman23 [link] [comments]
Why Uranium Stocks Are Falling as U.S. Production Triples oilprice.com
India urged to review green finance rules, build workforce for nuclear expansion Reuters
The U.S. Army Will Spend $2.2 Billion on Micro Nuclear Reactors. These 2 Stocks Should Benefit. The Motley Fool
Nuclear Energy Stocks For AI Power Demand Including NuScale And Constellation simplywall.st
UUUU, LEU, CCJ, BWXT Stocks In Focus: Trump’s Saudi Nuclear Push Reportedly Faces Congress Debate And Israel Hurdle Yahoo Finance
UUUU, LEU, CCJ, BWXT Stocks In Focus: Trump’s Saudi Nuclear Push Reportedly Faces Congress Debate And Israel Hurdle Yahoo Finance
UUUU, LEU, CCJ, BWXT Stocks In Focus: Trump’s Saudi Nuclear Push Reportedly Faces Congress Debate And Israel Hurdle Yahoo Finance
Gather around, regarded people. Today I'm offering a life changing opportunity. To profit from the largest bubble in history of mankind. You think 1929 was bad? How about 1987? Maybe Dotcom? 2008? COVID? Well, it's going to be all of that together. Because this time the source if going to crash. I'm talking about the U. S. of A. Home of the AI bubble. So, if you reached this point reading, you might be wondering what's the supporting theory of this fucking idiot. How many times have you heard that the US Treasury bonds are the safest asset in the world? They're the benchmark to measure risk regarding (LOL) stonks. You compare the US10YT to other 10 year bonds, to evaluate risk premium. A little reminder about yield's physiology: in essence yields are a risk measurement. I'll give you my money in return of more money later. If you are a honest dude, you'll likely pay me back on time. On the other hand, if your a POS, you'll be less likely to pay me back. So what I'm going to do to make profit off of giving money to someone that I might never see again. I'm going to ask more money in return when he (if he does) pay back. I'm getting paid better to assume more risk. Right now the world is telling the USA that they're a risky play. You remember bonds, right? 5% yield. Your gramma boomer has them. Boring. But what if you create an instrument whose underlying asset are US bonds. Because, how's the US not going to pay its mortgage. US bonds are about to become junk. There's a little detail about the US: they print their own money, and they print a lot. The only way to get out of this mess is either with hyperinflation, which will push yields higher and devalue currency, currency on its way to lose reserve status, by the way; or with a depression that lowers interest rates. Either way, it's fucked. A little cocktail of shit: -1929: you had a lot of wealth inequality and shoeshine boy invested. Check. -1987: low ERP. Check. -Dotcom: thousands of companies without profit, burning money. PE in the sky. Check. -GFC: someone leveraged to the tits on AAA bonds that turned out gay? Check. -Covid: ok, we don't have a pandemic with an insta recession (yet). But, we do have a lot of money printed from then. Still circulating. Inflation still high and low GDP growth, with phony numbers, of course. -Since we're talking about GDP, let's remember grampa Buffet and his index: at 200%+. -You're a watching in real time the fall of an empire. The thing is that empires in decadence turn violent. Check. It's going to get fucking ugly. Depending on where you are on the K economy, will be your fate. And as always, immigrants and poor people will be blamed. So I'm leveraged 5xShort ETF for NASDAQ, DXY, TSLA, META. Long some Euro bonds, Euro Defence, Uranium and Nuclear Tech, Gold. I'm not going to post my positions because fuck you. Either believe me or don't. Look at the data yourselves. Thank you for your attention to this matter. Regards submitted by /u/Javier-AML [link] [comments]
Momentum, Not Earnings, Drives Uranium Stocks' 20% Rebound ChartMill
OKLO Vs SMR Vs NNE: All Three Nuclear Stocks Got A Price Target Cut – But Here’s The One This Analyst Still Favors Yahoo Finance
What's up you beautiful degenerates, I just looked at the chart for enCore Energy ($EU) on the NASDAQ and my screen is bleeding harder than my portfolio on a leverage call. The stock just took an absolute dump, crashing straight into its 52-week lows and hitting an RSI that is so oversold it's practically digging a hole to China. Why did it crash? They dropped their Q2 earnings and reported a fat $41M net loss because they had to buy uranium on the open market to cover their contracts, and they announced a Controlled Equity Offering. Standard dilution garbage that scares away the paper hands. The Bull Case (Why I might actually make money for once): Wall Street Consensus: Analysts are still screaming "Strong Buy" with an average price target around $3.60. We are currently trading way below that. Uranium is the Future: The macro thesis for uranium hasn't changed. Nuclear energy demands are skyrocketing, and enCore is one of the top US-based producers. The Spring is Coiled: Short sellers and algorithms have driven this thing so far into the ground that any decent buying volume or a technical bounce is going to spark a massive relief rally. My cost basis is low and I’m holding 100 shares because I like the shiny radioactive rock. Is this a free money glitch at these prices or should I prep my application for Wendy's? Disclaimer: This is not financial advice. I eat crayons for breakfast. submitted by /u/Ok-Meat4595 [link] [comments]
Don’t bother asking. Whatever you’re thinking about, the market thought about it three quarters ago. Think Apple is about to crush earnings? Priced in. Think Tesla is secretly working on a flying car? Priced in. You work the night shift at Wendy’s and discover the Frosty machine is powered by a miniature nuclear reactor? Believe it or not, priced in. You really think some random piece of information has escaped the attention of millions of investors, hedge funds, algorithms, insiders, analysts, economists, and one unemployed guy with twelve monitors in his bedroom? The market knows. It knew you were going to read this post before you opened Reddit. Your future salary, your next impulse purchase, the car you’ll buy in six years, the three subscriptions you’ll forget to cancel, and the exact number of times you’ll order food because you’re too lazy to cook are already sitting somewhere inside a discounted cash-flow model. Nothing surprises the market. Aliens land tomorrow? Priced in. The moon explodes? Priced in. Scientists discover that the entire universe is actually running on a Dell laptop in some higher-dimensional office cubicle? The semiconductor exposure was priced in years ago. Your thoughts are not alpha. Your predictions are not unique. Somewhere, some quant has already converted your entire personality into a factor and backtested it against the S&P 500. So before you ask whether the next iPhone, election, recession, rate cut, product launch, scandal, breakthrough, apocalypse, or heat death of the universe is “priced in,” save yourself the trouble. Yes. It’s priced in. submitted by /u/WonderfulWorld3326 [link] [comments]
submitted by /u/WonderfulWorld3326 [link] [comments]
Short sellers reap $2bn profit as modular nuclear reactor stocks tumble Financial Times
Nuclear Earnings Season: A Tale of Two Markets – Profitable Operators vs. Speculative Start-Ups ChartMill
3 Nuclear Stocks With Real Revenue vs. 3 That Are Still Pre-Revenue. Here's Where the Money Actually Is. The Motley Fool
3 Nuclear Stocks With Real Revenue vs. 3 That Are Still Pre-Revenue. Here's Where the Money Actually Is. Yahoo Finance
2 Best Nuclear Power Stocks Right Now fool.com
Donald Trump has financial stake in the nuclear industry he is championing The Salt Lake Tribune
Donald Trump has financial stake in the nuclear industry he is championing The Salt Lake Tribune
Two Bitcoin Treasury Firms and a Uranium Company Face MSCI Index Removal Yahoo Finance
https://preview.redd.it/ep4ibelytyih1.png?width=474&format=png&auto=webp&s=723c9f5ea686ec064dab989817d7a76cb3898578 "Welcome to Wendy's! How's shorting WEN working out for you?" submitted by /u/NuclearPopTarts [link] [comments]
UUUU: Uranium Stocks Are Rallying. Why 1 Got Initiated At Overweight. - Investor's Business Daily (early_signal, score 0.54)
UUUU: From finance system to nuclear tech: Inside Russia's secret plan for sanctions-proof ties with Iran - The Times of India (early_signal, score 0.55)
UUUU: EXCLUSIVE: Russian document reveals sweeping Iran plan spanning nuclear, finance and aviation - WFIN (early_signal, score 0.50)
UUUU: Got $1,000? 2 No-Brainer Nuclear Stocks to Buy Right Now. - Yahoo Finance (early_signal, score 0.50)
UUUU: Security Experts Want the US and China to Promise Never to Let AI Control Nukes (early_signal, score 0.57)
UUUU: The Nuclear Stock Boom Could Keep Decaying - WSJ (early_signal, score 0.51)
UUUU: Anchorage expands institutional custody to Etherlink, tokenized uranium (early_signal, score 0.55)
UUUU: The Ai slowdown does not mean capex slowdown. It's the opposite (early_signal, score 0.54)
UUUU: Nuclear Stocks Are Still Too Hot to Handle. How to Play It Safe. - Barron's (early_signal, score 0.60)
UUUU: USAR, MP, UUUU, CRML Stocks Drop Overnight: Why China's Threat To Scrap Trump-Xi Summit Matters - finance.yahoo.com (early_signal, score 0.57)