$UUUU Rockets on Nuclear & AI Data Center Demand

AfraSimon
03-03 15:53

Potential trade of the year can be $Energy Fuels(UUUU)$ ...and I've been aggressively adding.

Here's what I'm seeing.

The world is fighting over uranium (and nuclear capabilities) right now.

> One year ago, UUUU's CEO was openly talking about "working together" with the new administration (Trump2).

Gov't admin's goal has clearly been to "reshore critical minerals".

> Department of Energy announces $2.7B in funding to strengthen American uranium enrichment in January.

This is HUGE (and recent).

> USA / Iran negotiations remain deadlocked... specifically on uranium enrichment + stockpiles, both sides are using enrichment as leverage. It's becoming strategic again.

> Just a year ago, kobeissiletter also reported that "ai demand is driving uranium prices".

Interest in nuclear power has rapidly increased as companies + gov'ts search for carbon-free sources to service datacenters.

$Amazon.com(AMZN)$ $Microsoft(MSFT)$ have been confirmed to be looking at nuclear fuel to power their AI data centers.

My first PT for a swing trade is $30+ by June (or earlier).

Perfect theme(s), catalysts, macro tailwinds, strong price action...I love UUUU in the low $20s.

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