Ted Zhang
Portfolio Manager of Turbotection at Revere Asset Management
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.comÂ
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.comÂ
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.comÂ
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 and rare earths are the next metals narrative after gold and silver, with strong growth potential in 2026 that retail investors still largely overlook. Uranium has momentum from the nuclear renaissance, while rare earths are becoming critical for green energy, chips and defense. Retail access has been hard, with about an $8 million minimum for uranium, limited hours and few exchanges, which tokenized metals platforms like Metals Official aim to remove through fractional, 24/7 trading. … Show more
Uranium Energy is a steal as a debt-free US uranium producer, and it is the kind of company a hyperscaler could buy to lock in power. Uranium is the best 24/7 power there is, needing no sun or wind. The shares trade around $9 after being above $20 earlier this year. x.comÂ
Uranium has a second window of opportunity because the Iran war showed energy-importing countries they must control their own power. The Hormuz crisis spiked energy prices worldwide, and Korea, Taiwan and even Germany are moving back to nuclear, which runs 24/7 with zero carbon and stores years of national power in a small space. After Fukushima, uranium fell to $16 a pound against roughly $40 production costs. Rick Rule says the war opened a new window, and the stocks have not caught up. x.com … Show more
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.comÂ
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.comÂ
The uranium bull market is continuing, as Energy Fuels draws sudden aggressive buyers on top of its breakout. x.com x.comÂ