Published 6 May 2026, 18:12 UTC · fetched 15 Oct 2026, 05:05 UTC
🐧
@Pentosh1
Quoting · 4 May 2026, 17:38 UTC · context given to the AI
$UUUU The future, is nuclear just hopefully not in the war sense US based critical minerals company with strong macro tailwinds. Especially with AI data center buildouts and diversifying into rare earths and a strong balance sheet. I view this one as a longer term play, not one that is going to provide multiples like we are seeing in many of the AI sectors fwiw. We will get some more guidance on this shortly. and hopefully some more government support for domestic supply chains$URA is another great one that is looking primed for a breakout. It continues to knock at this resistance with higher lows, feel its just a matter of days or weeks until we see a strong move higher. Only started building a position in the past week or so. I do think with the energy/nuclear plays you need to take more of a longer term thesis though as opposed to what we've seen in the "ai bottlenecks". As the nuclear sector in general is going to take some time. AI is a huge tailwind of this obviously but the entire global sector is expected to expand with over 30 countries planning to triple nuclear capacity in the decade + ahead. Not to mention there's been a huge structural deficit. Supply can't respond quick enough so there is a multi-year or decade shortfall. We know two things. It is coming, and it will take time.View original on X ↗
Deterministic: the same prices and policy always give the same result
unresolved Price missing or stale within toleranceNo price is estimated or interpolated. The outcome stays unresolved until a valid observation exists.
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
Uses only text available at publication time
Think the interpretation or outcome is wrong? Sign in with X to request a correction, so reviewers know who is asking.
Sign in to request a correction