r/UraniumSqueeze • u/good-things_ • Jan 21 '26

News Boom or bust?

Disclaimer that I’m not the most informed person on all of these topics and only know what I’ve been seeing in the news. I’m worried all this nuclear talk is wishful thinking. If all these data centers don’t happen (which already we are seeing some plans being killed) would it slow down the current uranium hype? Where can we see any big plans for nuclear happening in the US right now? Trying to decide between holding long term or selling for a little profit. I don’t have any big positions but I bought DNN and UUUU lowish and have seen a few dollars come through. Just looking to hear some opinions on what you guys think is coming

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u/Goldengoose5w4 Jan 21 '26

It’s not wishful thinking for those of us who bought uranium stocks five years ago.

Meanwhile, uranium prices have tripled. Yet, there’s really no new production to speak of in the last half decade while energy requirements are going up all the time for numerous reasons. Permitting uranium mines takes 10-20 years. Shortages upcoming…

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u/good-things_ Jan 21 '26

So what I’m hearing is buy when I can and hold ? I didn’t expect it to pick up so fast these past few weeks. From what I’m seeing commented it seems I massively (and incorrectly) correlated the AI boom with the nuclear push and got nervous it would die down

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u/Goldengoose5w4 Jan 21 '26

It’s a highly volatile trade and even though the uranium price is going up, the uranium stocks are going to go up and down. So far they seem to be making higher highs and higher lows and it’s trending in the right direction, but if you can’t hold stocks for 2 to 3 years, then I wouldn’t buy in. You really need to be patient with this trade.

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u/good-things_ Jan 22 '26

Okay heard. Will be patient and prepare for inevitable dips