I don't think it's a matter of IF but WHEN. The Nuclear Reconnaissance is upon us.
I am extremely bullish on the Nuclear Power /Uranium sector given the demands that will be needed in the near future (AI and Data Centers). Nuclear technology has come a really long way. It's safe, efficient and scalable, especially with SMRs.
I am invested in URA, NLR, NUKZ, CCJ, SMR, NXE, DNN, LEU, URNJ, URNM.
Who else is along for the uranium ride? Am I missing any stocks?
https://www.forbes.com/sites/bobeccles/2024/08/31/microsoft-can-take-the-lead-in-small-modular-reactors-for-powering-ai/
Posted by jheffer44
16 Comments
Priced in
Good luck with that
The oil lobby wields immense power in the U.S. which makes up the bulk of the ai and data center market. Do you think the oil lobby will entertain the U.S. building reactors any time within the next 20 years? Highly doubtful.
The U.S. is also pumping more oil than ever and has become a net exporter. Nuclear is smart but the future of nuclear in the U.S. where it actually matters for these stocks is *bleak*.
You would really have to be holding long term (think decades) if you are waiting for the nuclear renaissance, at which point you’ll already have lost out to opportunity cost.
If you are truly that committed to investing in nuclear you should look to the Chinese market.
What kind of DD is this? I only see shilling ….
Callls 0dte
I’ve been putting like 5% of my IRA contributions into URNM as a wildcard, but that’s about all I’m willing to risk over VTI
Uuuu hasn’t done shit for me.
As
Much as I luv fission…. just to damn $$ to open a plant… look at the plant that was opened in georgia…
Unless the govt, takes the loss and just outright subsidizes majority of Kw hours, then fine…
UROY
By now nuclear is too expensive and even renewables with battery storage are cheaper and 5-10X quicker to build. fission is a dead end technology.
Fusion will be the next energy revolution but that’s not way off
Reconnaissance or Renaissance?
Capital intensive, low margin, commoditized by a competitive energy market. Perfect bull play!
Bro just buy the companies with $10B+ in profit, 20% growth YoY and stop opening the app. Use options for leverage, don’t hold positions close to earnings.
You’re gonna be put on a watch list.
Safe, efficient, scalable and expensive as fuck. You forgot that part. https://www.eia.gov/todayinenergy/detail.php?id=57280
It will take a long time
Oklo?
That’s it, I made a good decision buying Uranium ETFs because of that first post about nuclear reactors in China