The Assembly@InTheAssembly
Is this the next big investment?
Uranium and nuclear stocks just had one of the most violent green days the sector has ever seen.
Names up 10%, 11%, 14%, 16%, 23% in a single session.
There’s something nobody is talking about.
The entire US uranium mining sector is still tiny.
You could buy every single US uranium producer combined for a fraction of what one mid-cap tech stock is worth.
Meanwhile every hyperscaler on Earth is racing to lock in nuclear power for their AI data centers.
– Microsoft restarted Three Mile Island
– Amazon bought Talen's nuclear-powered campus
– Google signed an SMR deal with Kairos Power
– Oracle is building three small modular reactors for 1GW
The supply of uranium is constrained.
The demand from AI just went parabolic.
The sector is still small compared to where the money is flowing.
When real capital rotates in here the moves could be violent.
Tickers worth knowing: LEU, UUUU, UEC, SMR, OKLO, LTBR, CCJ, URA
Smart money is already positioned, but retail hasn't even shown up yet.
When we make a new move in the market, we will let you know.
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