Posts
Uranium Bull Market Isn’t Over, but Volatility Lies Ahead
A long, but good read.
CNBC: Alphabet resets the bar for AI infrastructure spending
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 job of explaining where all the AI money is expected …
Uranium War Erupts at International Airport in Niger
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 is not being widely reported yet, but it's hard to …
Department of Energy announces new efforts to boost nuclear fuel supply chain
It appears the uranium trade is about to get hot.
URNJ Sprott Junior Uranium Miners
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.
Métis Nation Signs Deal for Wheeler River Uranium Project
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 the natives are approving the new mine on their land …
Uranium & Copper: Playing the Long Game
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 1,000 data centers at 1,000 megawatts each. So if a …
My Copper Play🧐
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 will generate any returns or create more losses for the …
Everyone is Waiting for a 2026 Bubble Pop….⏳
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.