Chris

#uranium trading in a nutshell: --> "there's a 2Bn+ pound cumulative deficit from now through the 2040s + very little new supply before higher-price incentivization" --> wave of buying in physical and miners --> things cool off: spot trades sideways or drifts lower (despite LT price continuing to creep higher) and mining stocks chop around --> momo unwinds (hard sell-off) --> "omg this trade is so dead" --> "but wait, there's a 2Bn+ pound cumulative deficit from now through the 2040s + very little new supply before higher-price incentivization" --> wave of buying in physical and miners Repeat. In other words, buy the momo unwinds when building and trim on euphoric appreciation. Fast money exits first, leverage comes out of the system, retail panic sells (bottom), meanwhile longer-duration investors are accumulating. Or simply pick a spot and hold.

@KeithMcCullough I like the composition of $CQTM over $QTUM

Another great day (and week) for The Fam with our Secular Growth investments $QTUM $ROBO leading the way If you'd like to see ALL my ETF positions (re-ranked for position SIZE) daily, see Portfolio Solutions and/or Macro Pro

@HorribleDisgust @Conflurev Iran uncertainty = oil up = inflation up = yields up = violent momentum unwind = uranium buying opportunities starting to present themselves

@Conflurev rates

#uranium. What’s up ?

$ura ~38.2% retracement, $urnm ~50% retracement, $urnj ~50% retracement, $uraa ~61.8% retracement... (April '25 lows --> Feb '26 highs). Let's see if these hold. #uranium #fibonacci

@BidBird10 @Yellowbull11

@Yellowbull11 Rate this sale (red dot)

Uranium volatility makes it very tradeable and while the fundamentals remain strong, trading around core positions is a good way to ride this thesis For example, we sold part of Denison in January and Energy Fuels on October 14th for solid profits Will buy back soon, but no yet

@MarcosMillaYT 1) energy………………

The 3 AI Bottlenecks… 1) $DRAM (Memory) 2) $EUV (Photonics) 3) $NASA $MARS $UFO (Space)

@JekyllCapital bayonet.

Lotta ugly candles in #uranium land this week… no bueno

--> momo unwinds (hard sell-off) *YOU ARE HERE*

#uranium trading in a nutshell: --> "there's a 2Bn+ pound cumulative deficit from now through the 2040s + very little new supply before higher-price incentivization" --> wave of buying in physical and miners --> things cool off: spot trades sideways or drifts lower (despite LT price continuing to creep higher) and mining stocks chop around --> momo unwinds (hard sell-off) --> "omg this trade is so dead" --> "but wait, there's a 2Bn+ pound cumulative deficit from now through the 2040s + very little new supply before higher-price incentivization" --> wave of buying in physical and miners Repeat. In other words, buy the momo unwinds when building and trim on euphoric appreciation. Fast money exits first, leverage comes out of the system, retail panic sells (bottom), meanwhile longer-duration investors are accumulating. Or simply pick a spot and hold.

@TradingNomad101 @FirstSquawk Hormuz!

@FirstSquawk Opening of what?

TRUMP: SCHEDULED OPENING WILL BE AROUND SEPTEMBER OF 2028

@TaviCosta Uranium.

Copper. open.substack.com/pub/tavicosta/…

this is all my brain could come up with re: #uranium

@patmvcr @SloCan68 jitters wrt a US-China rare earth deal (despite having no impact on uranium deficit) prob dragging space lower led by the tourists... also maybe some correlation to oil weakness, use of funds to buy semis, data centers.. miners should hold support levels; if not, buy aggressively

@SloCan68 WTF... the Dow is up, NASDAQ is up.. I see no rhyme nor reason for this step backwards. Does a $0.25 drop in the price of #uranium represent the reason??

V at 11am 🕚? 🙏 #uranium

“sell.”

@DeItaone awwwwwww

IRAN CLAIMS IT DEPLOYED MINI SUBS IN STRAIT OF HORMUZ ESCALATION Iran says it has deployed Ghadir-class midget submarines in the Strait of Hormuz to act as an “invisible guardian” and disrupt shipping in the key oil chokepoint. The submarines, designed for shallow-water operations and carrying torpedoes or missiles, are part of Tehran’s broader effort to pressure vessels transiting the strait, alongside drones and fast-attack boats. Analysts note they are small but noisy and easier to detect, limiting their stealth advantage. The Strait of Hormuz, a critical route for global oil flows, has seen rising tensions as US-Iran maritime confrontation intensifies.

@TCSCAP1TAL $urnm bounced off the 200dma nicely.

@FL17112012 growing demand (data centers, chips, robotics, nickel batteries) starting to outstrip supply (slower growth, Indonesia prod. cuts, geopolitical risks) into 2030s and beyond; near-term looking like a bullish pennant set-up...

@_chris_ing_ Why Nickel?

Is #copper the next big thing after #silver !?

@CycleInvestor today's uranium weakness has nothing to do with uranium.

So…did a nuclear reactor melt down today? #uranium

@TCSCAP1TAL no. we can't have nice things.

Can trump just shut up for like two days while we have this #uranium rally? I swear every single time uranium starts moving big the market tops and stalls the momentum