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Global X Uranium ETF (URA). Since early May, it’s soared from a low near $20 to over $38—a nearly a multi-year breakout. Catalyst 1: Trump’s Push to Quadruple U.S. Nuclear PowerWith the 2024 election cycle in full swing, energy policy is once again front and center. And should BMO Capital Markets, Trump’s team is proposing an aggressive plan to Chris Wright issued an executive order emphasizing the administration's intent to kickstart what he called
spark tens of billions in investment into nuclear infrastructure Catalyst 2: The AI Data Center Boom Needs Nuclear PowerThe second major tailwind for uranium? The explosion of Meta Platforms signed a Constellation Energy, using the Clinton Clean Energy Center’s 1,121 megawatts of emissions-free power to support Meta’s AI operations. This is just the beginning. With reliable, carbon-free baseload power is skyrocketing—and that’s exactly what nuclear delivers. As Morningstar noted: “Meta will tap into Constellation's Clinton Clean Energy Center and its 1,121 megawatts of emissions-free nuclear energy to power its operations—and uranium is no longer a niche commodity—it’s becoming critical infrastructure. |
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Huge Alerts
Big Lithium Backing. Small-Cap Price.
This growing NASDAQ-traded lithium firm that has assembled Brazil's largest portfolio of lithium mineral rights among publicly listed companies!
Electric vehicles (EVs) are driving a global surge in demand for lithium — the essential component in lithium-ion batteries. With automakers investing trillions in electrification and countries phasing out internal combustion engines, lithium is becoming a strategic resource.
Beyond EVs, lithium is also critical for grid-scale battery storage for renewable energy (solar/wind), consumer electronics (phones, laptops, power tools), and electric aircraft and drones.
If you want exposure to this surging trend, here are three uranium investments to consider right now: Company: NexGen Energy is a leading uranium exploration and development firm focused on Canada’s Rook I Project includes massive discoveries such as
Analysts are turning bullish. C$15, citing strong fundamentals and “transformative” progress at Rook I. Company: National Bank also reaffirmed its Global X Uranium ETF (SYM: URA) If you prefer a diversified play on the entire sector,
Top holdings include:
Sometimes, the most exciting opportunities are hiding in plain sight. The numbers are clear, but the market hasn’t caught on yet. This undervalued company is taking on a sector with unlimited potential: public safety. Their technology is already deployed across schools, hospitals, and corporate campuses, cutting crime rates and enhancing security. And their subscription model is a game-changer, providing 24/7 service for as little as $0.75 per hour. That’s a fraction of the cost of traditional security services. With a low float of just 6 million shares, their shares are tightly held, creating the perfect conditions for big moves. Found this helpful? Share it with others. Written by Ian Cooper
3 Uranium Trades to Consider Now
Denison Mines is another key uranium play also operating in the Athabasca Basin, focused on the
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