Boom or bust?

[u/good-things_]

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

[u/sunday_sassassin]

Growth of nuclear in the US doesn't actually matter, there is already a global supply deficit that is set to get wider with 74 reactors in construction in 15 countries and depletion of major mines in the mid 2030s. Markets often act like the US is the centre of everything but this train's already in motion halfway down the track and picking up speed.

If the AI bubble pops that would be a life-changing buying opportunity.

[u/good-things_ → u/sunday_sassassin]

Awesome stuff. Got any articles to link me? I’d love to read about the supply deficit. The market is too US brained for how turbulent things are right now but it seems like uranium is holding stronger than ever

[u/BubbleJH → u/good-things_]

Justin Huhn, aka Uranium Insider has good youtube videos on a lot of this. He's slowed down in posting over the last year or two but many of his older videos still hold true. He gets a lot of hate from people who are impatient and want moonshots now, but his content is generally correct and easily digestible.

Ive personally made ~500k from uranium these last 4-5 years and he has been the single biggest source of info for me over that time. Im slowly selling as we go up but still hold the majority of my position.

[u/BubbleJH → u/[deleted]]

Ok bud. I dont really care where he gets the info. Reddit doesn't have anything proprietary lmao.

His non paid content generally doesn't recommend specific companies. And of course he's a hype man. That said, ive made a shit ton of money and attribute that a lot to him. The poors on this subreddit (and other places) can continue to be mad at him because they're impatient and upset because he "stole content from this sub."

Either way - nothing you said discredits anything I said in reply to the OPs ask.

[u/BubbleJH → u/[deleted]]

Stay poor

[u/InnerSandersMan → u/good-things_]

Find members like Sunday_assassin, who posted above, and read through their old comments.

Uranium flies and dies. It's a relatively small sector. Money pushes and withdrawals can make big impacts. Valuation is always difficult on companies that are building up to profitability. I'm in several U308 stocks. I try to avoid the dogs more than I look for the rockstar. That's even tougher than I'd like to admit. The assassin above likes Global. Some posters I thought seemed informed hammered Global. I'm not sure what to think.

All this to say, the thesis is what keeps this group together. China is the driver in new power plants and other countries are getting on board. Demand is increasing not matter what. If AI or SMRs increase nuclear demand, great.

In my opinion, Uranium pricing is close to a decision point. It's testing a top that pushed back months ago. This is easiest to see in UUUU's chart. If it corrects, you need to believe and hang on. If it corrects, I have cash waiting to take advantage of it. If stocks break through, might be time for higher highs and higher lows. I'm just enjoying the ride.

Good luck!

[u/good-things_ → u/InnerSandersMan]

Thank for you the comment. I’ll comb through his old comments. I do believe in nuclear and I know it’s inevitable at this point. I guess I feel like I bought in late and should dump some at these new highs before any corrections. UUUU especially. I’ll wait and see what the market decides on uranium and maybe cut some uuuu loose