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

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 

Nuclear power is the long-term answer to AI's energy needs, best owned in tiers by risk. Constellation, with 20-year Microsoft and Google contracts, and BWX Technologies, a 2.6 book-to-bill reactor servicer, offer steady 15-30% a year. Cameco, Centrus, Oklo and X-Energy target 2-5x; Oklo and X-Energy are pre-revenue bets on 14GW and 5GW pipelines. Uranium Energy, US uranium independence, ASP Isotopes, HALEU enrichment for SMRs, and Ur-Energy, pure uranium leverage, are 10x-or-zero bets. x.com 

Uranium Energy Corp stands to benefit as US nuclear fuel demand grows, because it is unhedged to rising uranium prices and future contracting and carries no debt. Urenco announced plans to expand capacity by nearly 50% at the only commercial uranium enrichment facility in the US, a multibillion-dollar investment driven by a growing order book. That creates immediate and long-term demand across the fuel chain, from mined uranium to conversion and enrichment, as domestic production ramps. x.com  … Show more

Uranium miners capture fuel demand from the AI data center nuclear buildout regardless of which SMR developer survives. Hyperscalers need clean 24/7 power, and small modular reactors are the only design that can sit next to a data center; once plants are built, uranium demand comes first. NuScale's 96% Q1 revenue drop does not kill that thesis. Cameco, Uranium Energy and NexGen are clustering in hedge fund 13Fs, and Ur-Energy is an obscure junior with US reserves and signed utility contracts. … Show more

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 

Energy Fuels is the critical-minerals play as the US needs domestic uranium and rare-earth supply while nuclear demand accelerates globally. It runs the only licensed and operating uranium mill in the US and the only facility able to produce separated rare earths domestically. It mined 1.72 million pounds of uranium in 2025 and just produced the first US terbium oxide in decades. Consensus sees 2026 revenue of $147 million, up 123%. x.com 

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 

Nuclear energy will be the only option as data centers rise from 4% to 8.5% of US peak power demand by 2027, supporting uranium and nuclear-power exposure. x.com 

Energy Fuels is expensive against its earnings, trading about 30% above fair value. It sits at about 20x forward earnings while uranium miners usually get 14x; 14x next year's $0.48 a share, give or take 12%, implies $5.98-7.60. The valuation also leans on the forecast, with forward earnings 117% above trailing. This is a valuation read only, based on reported earnings and revenue estimates. x.com