How do folks here feel about the Uranium trade (eg. Cameco, NXE, UUUU, etc.)? There’s some pretty solid DD over on the uranium squeeze sub, and I’ve heard a lot of people talking about this lately. Most definitely not an area I’m well versed in though.
Seems like an area of the nuclear energy trade that hasn’t gotten a ton of attention on this sub, though the stocks are doing great. Wondering if a mature player like CCJ is still a decent buy in this market, and maybe better than the super crowded trades like oklo and nuscale.