Posts
enCore Energy at 52-Week Lows
It's hard buying large chunks of a uranium stock when it's going straight down, but EU keeps getting cheaper and cheaper. It's almost at book value, but what is even more attractive is that enCore Energy is possible one of the most undervalued stocks in the sector now. As it …
More Potential Uranium Demand in the Face of Short Supply
[https://www.cnbc.com/2026/05/04/nuclear-energy-europe-trump-iran-war.html?&qsearchterm=nuclear%20option](https://www.cnbc.com/2026/05/04/nuclear-energy-europe-trump-iran-war.html?&qsearchterm=nuclear%20option)
Is Genius Sports (GENI) a Hidden Gem?
https://preview.redd.it/tny51ylsyjwg1.png?width=973&format=png&auto=webp&s=3226ace65eb565c7231846088a6ef60883fca5f0 The market is still expensive, and it’s been tough trying to find a bargain. Uranium stocks still look attractive, and in recent days, I’ve picked up a little Oracle and Fermi. Fermi got too political and got whacked, but it’s cheap enough now that anyone with a pulse should …
Are 30,000 Marines Preparing to Take Islands in Strait of Hormuz?👀
From my perspective, the market is offsides. The odds seem to point toward Iran playing hardball, which would give Trump the green light to use US ground troops for the first time since the war’s beginning….acceptable reason in the court of public opinion, if I were running a White House …
Why Shooting Patriot Missiles at Iranian Nuclear Plants Might Backfire☢️🧨☢️
And yet the media is not covering this….. I guess we’ll see tonight when the President pushes the red button on live TV.
When Uncertainty Magnifies Downside Risk
https://preview.redd.it/0piv4jusy6sg1.png?width=1009&format=png&auto=webp&s=3cf20dce3dc2c6fc93030996a4915ab5ab98eb35 For the last month, I've been fairly quiet as I watch the latest developments in Iran continue to roil markets. I'm not an economist, war expert, or fortune teller, but history does tell us that those who engage in home-turf holy wars in the Middle East tend to look …
Oil is not the problem; it’s sulfuric acid🧨⚠️🧨
This issue could wreck my juniors portfolio. I’ll be doing a lot more research on it over the next few days. Have you found any good sources discussing the impact a sulfuric acid shortage could have on uranium and copper miners? I’d like to see it.
enCore Energy interview
A little explanation on the relationship between enCore Energy and Verdera. Hope this helps. \-Tweedle
Data Center Capex Forecast for Hyperscalers
https://preview.redd.it/fzojkfffjvlg1.png?width=637&format=png&auto=webp&s=fe901be4d11f0615973b9566e3b497a38cf58cb1 What's it all mean? I'm guessing the next move will be Big Tech buying their own domestic uranium mines to sure up supply to power all their data centers. Just a guess. Who knows?
Data center expansion reaches an ‘inflection point’
Source: CNBC A good read involving uranium demand.