Uranium and nuclear stocks look to have bottomed as AI drives record demand for nuclear power and carbon goals. Google signed a major power deal with Constellation Energy, adding 890 MW of nuclear capacity in PJM, and France expects EU approval to subsidize six new reactors totaling about 10 GW. The IEA sees global electricity use rising about 5,400 TWh by 2030, and Goldman Sachs estimates a 2.3 billion-pound uranium deficit through 2045. Fall seasonality and a double bottom add support. x.com  … Show more

Uranium stocks remain attractive even in an equities bear because commodities and equities tend to alternate leadership over long cycles, while uranium's projected supply deficit extends into the 2040s. Commodities had reached historically undervalued levels against equities when last checked and are due for a major relative resurgence, probably as equities blow off then crash. Uranium is even more bullish than the broader commodity case: a major equity crash would not erase its deficit. x.com 

Uranium has been trading terribly, and many longs are true believers who need to be disappointed before it has its time, even as energy security grows more important. x.com 

A new uranium rally looks set to start soon. Per Goldman Sachs, uranium is another commodity bull market, driven by about 20 new US reactors over the next two decades, reactor restarts and longer reactor lives, while supply keeps disappointing and a 32% supply deficit is expected by 2045. x.com  x.com 

The uranium bull market is continuing, as Energy Fuels draws sudden aggressive buyers on top of its breakout. x.com  x.com 

The Global X Uranium ETF looks primed for a breakout, backed by a nuclear buildout that supply cannot keep up with. It keeps knocking at resistance with higher lows, and a strong move higher feels just days or weeks away. Over 30 countries plan to triple nuclear capacity in the decade-plus ahead, with AI a huge tailwind, while a huge structural deficit leaves a multi-year or decade-long shortfall. It needs a longer-term view than AI bottleneck plays; the expansion is coming but will take time. … Show more

Rising uranium prices and the Westinghouse IPO, which retail has largely not been tracking, make the uranium sector very attractive right now, and uranium names are already running. x.com 

Uranium is a conviction trade, so short-term price action should be ignored. Demand for new nuclear power keeps building: per @quakes99, Amazon signed a $3B, 20-year power purchase agreement with Constellation Energy that adds 190 MW of new nuclear generation at Calvert Cliffs in Maryland. x.com 

Uranium's shortage is only going to get worse in the coming years, making it one of the most interesting investment trends for the next few years. An AI system flagged the trend and identified three public companies set to benefit. x.com 

Nuclear stocks could create generational wealth for early investors, with six names covering different parts of the build-out. Vistra sells existing nuclear power, including 1,200 MW to AWS from Comanche Peak for 20 years. Oklo's small reactors run on spent fuel. Cameco sells uranium and owns 49% of Westinghouse. BWX Technologies is among the few firms cleared to build nuclear parts. NuScale holds the first US SMR design approval yet trades under $9. Centrus has a $3 billion enrichment backlog. … Show more