Uranium Bull Market Isn’t Over, but Volatility Lies Ahead
A long, but good read.
A long, but good read.
Should be good for energy.
The energy trade has been getting smoked the last few days as copper and uranium trade in sympathy with other AI names. It appears the market has yet to differentiate “software” from “hardware.” I thought this article did a good …
There's a civil war happening in Africa over uranium. The French have been pushed out of Niger and their mines seized. Most all of France's energy comes from these mines. Now Russia is moving in on the bounty. This conflict …
It appears the uranium trade is about to get hot.
An easy way to sort through all the junk uranium miners.... If it's a high percentage in the Sprott ETF, I'm guessing there's a good reason.
Denison Mines is hoping to mine their new Wheeler River site by injecting chemicals into an underground aquifer to extract Grade-A uranium. I was concerned DNN would never get environmental approval to deploy an ISR-mining technique in Canada, but if …
https://preview.redd.it/b9z476g4ajdg1.png?width=384&format=png&auto=webp&s=6cf2ca7bc1499ea608ec32900971003cfd40f7ac There's a big problem in the energy sector, and everyone knows it. It's going to take a helluva lot of power to feed all these AI build outs and data centers. In the U.S. alone, Big Tech is projecting …
SMR and COPJ make up about 15% of my portfolio now. I’ve still got the majority of it squirreled away in dry powder where it’s earning about 3.75%. These two picks are data-center guesses. I have no idea if they …
Money market balances are up $1T in less than a year. I’m 95% (cash) on the sidelines and just waiting for stocks to fall. Could be a slow process.