LTBR
Lightbridge Corp.
stock NASDAQ

[00:00](https://www.youtube.com/watch?v=vTDqLAYhry0) – [10:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=600s) — Market Discussion
The group dives into market trends, focusing on Jackson Hole. Matthew notes the market anticipates a hawkish FED stance. Larry agrees, expecting volatility and no rate cuts. Patrick asks about home builder numbers, and Larry highlights a strong trend, referencing the $XHB chart.

[10:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=600s) – [14:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=870s) — Portfolio Drivers
Matthew asks Larry about macroeconomics and fundamentals. Larry emphasizes technicals backed by strong fundamentals, but will trade strong charts with weak fundamentals if the trend is robust. He mentions his research firm focuses on equities favored by institutional advisors.

[14:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=870s) – [19:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1140s) — Market Forecasting
Patrick asks Larry about the bull market’s stage. Larry admits uncertainty, suggesting it’s in the 6th or 7th inning of a secular trend. Matthew advises trading based on visible trends, not speculation. Jeremy agrees, noting $SPY chart technicals indicate uncertainty.

[19:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1140s) – [23:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1410s) — Preferred Moving Averages
Patrick inquires about the group’s preferred moving averages for chart analysis. Larry favors the 50-day moving average, while Matthew uses a combination of averages for analysis.

[23:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1410s) – [24:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1440s) — Live YouTube Question
Jeremy relays a viewer question on identifying sector leaders. Larry suggests using a screener to find stocks with strong relative strength near 52-week highs, then focusing on the strongest stocks in those sectors.

[24:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1440s) – [27:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1650s) — IPO Strategies
Patrick asks Larry about trading IPOs. Larry notes the lack of historical data but suggests waiting for a 10-day moving average to identify trade signals. Matthew agrees, stating IPOs offer no trading edge. Jeremy uses an 8-period moving average for day trading but prefers naked charts for price action.

[27:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1650s) – [32:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1920s) — Nuclear Sector
Patrick explores Larry’s positions in the nuclear theme, specifically $NLR. Larry says it was a long position but was removed from his buy list after breaking below the 50-day moving average. Matthew asks about $BWXT, which Larry favors for its nuclear and defense sector strength. Matthew and Jeremy discuss trading $LTBR earlier, while Jeremy prefers $SMR for lower volatility. Larry sees potential in $OKLO despite its lack of sales.

[32:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1920s) – [33:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2010s) — European Aerospace & Defense
Patrick discusses the $EUAD ETF. Larry confirms it’s a long-term hold, with $RYCEY as his top pick.

[33:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2010s) – [35:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2100s) — Semiconductors
Patrick asks about $TSM. Larry, long since April, remains bullish but has trimmed his position.

[35:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2100s) – [37:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2220s) — Market Pullback?
Patrick notes bearish chart patterns. Matthew remains neutral, citing uncertainty until J Powell’s Jackson Hole statement.

[37:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2220s) – [40:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2430s) — Palantir ($PLTR)
Patrick asks about $PLTR. Larry shares he started a position in September 2024, trading around a core holding.

[40:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2430s) – [42:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2520s) — Position Sizing
Patrick explores position sizing. Larry allocates 3% per trade, while Matthew trades options with a 20% portfolio risk limit, hedging the rest in $TBIL.

[42:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2520s) – [46:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2760s) — Tobacco Stocks
Patrick asks about $BTI. Larry went long on $BTI and $CRWD, selling $CRWD at break-even but finding $BTI a steady winner. He notes $MO’s slow, strong trend. Matthew mentions nicotine’s emerging medical applications.

[46:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2760s) – [56:55](https://www.youtube.com/watch?v=vTDqLAYhry0&t=3415s) — Software Stocks
Patrick references Larry’s thoughts on $MSFT. The group discusses $MSFT, $ORCL, and $NVDA, agreeing $NVDA is the top choice for investing and trading, while $MSFT feels lackluster in the current market.
#

[00:00](https://www.youtube.com/watch?v=vTDqLAYhry0) – [10:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=600s) — Market Discussion
The group dives into market trends, focusing on Jackson Hole. Matthew notes the market anticipates a hawkish FED stance. Larry agrees, expecting volatility and no rate cuts. Patrick asks about home builder numbers, and Larry highlights a strong trend, referencing the $XHB chart.

[10:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=600s) – [14:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=870s) — Portfolio Drivers
Matthew asks Larry about macroeconomics and fundamentals. Larry emphasizes technicals backed by strong fundamentals, but will trade strong charts with weak fundamentals if the trend is robust. He mentions his research firm focuses on equities favored by institutional advisors.

[14:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=870s) – [19:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1140s) — Market Forecasting
Patrick asks Larry about the bull market’s stage. Larry admits uncertainty, suggesting it’s in the 6th or 7th inning of a secular trend. Matthew advises trading based on visible trends, not speculation. Jeremy agrees, noting $SPY chart technicals indicate uncertainty.

[19:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1140s) – [23:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1410s) — Preferred Moving Averages
Patrick inquires about the group’s preferred moving averages for chart analysis. Larry favors the 50-day moving average, while Matthew uses a combination of averages for analysis.

[23:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1410s) – [24:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1440s) — Live YouTube Question
Jeremy relays a viewer question on identifying sector leaders. Larry suggests using a screener to find stocks with strong relative strength near 52-week highs, then focusing on the strongest stocks in those sectors.

[24:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1440s) – [27:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1650s) — IPO Strategies
Patrick asks Larry about trading IPOs. Larry notes the lack of historical data but suggests waiting for a 10-day moving average to identify trade signals. Matthew agrees, stating IPOs offer no trading edge. Jeremy uses an 8-period moving average for day trading but prefers naked charts for price action.

[27:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1650s) – [32:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1920s) — Nuclear Sector
Patrick explores Larry’s positions in the nuclear theme, specifically $NLR. Larry says it was a long position but was removed from his buy list after breaking below the 50-day moving average. Matthew asks about $BWXT, which Larry favors for its nuclear and defense sector strength. Matthew and Jeremy discuss trading $LTBR earlier, while Jeremy prefers $SMR for lower volatility. Larry sees potential in $OKLO despite its lack of sales.

[32:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=1920s) – [33:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2010s) — European Aerospace & Defense
Patrick discusses the $EUAD ETF. Larry confirms it’s a long-term hold, with $RYCEY as his top pick.

[33:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2010s) – [35:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2100s) — Semiconductors
Patrick asks about $TSM. Larry, long since April, remains bullish but has trimmed his position.

[35:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2100s) – [37:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2220s) — Market Pullback?
Patrick notes bearish chart patterns. Matthew remains neutral, citing uncertainty until J Powell’s Jackson Hole statement.

[37:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2220s) – [40:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2430s) — Palantir ($PLTR)
Patrick asks about $PLTR. Larry shares he started a position in September 2024, trading around a core holding.

[40:30](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2430s) – [42:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2520s) — Position Sizing
Patrick explores position sizing. Larry allocates 3% per trade, while Matthew trades options with a 20% portfolio risk limit, hedging the rest in $TBIL.

[42:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2520s) – [46:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2760s) — Tobacco Stocks
Patrick asks about $BTI. Larry went long on $BTI and $CRWD, selling $CRWD at break-even but finding $BTI a steady winner. He notes $MO’s slow, strong trend. Matthew mentions nicotine’s emerging medical applications.

[46:00](https://www.youtube.com/watch?v=vTDqLAYhry0&t=2760s) – [56:55](https://www.youtube.com/watch?v=vTDqLAYhry0&t=3415s) — Software Stocks
Patrick references Larry’s thoughts on $MSFT. The group discusses $MSFT, $ORCL, and $NVDA, agreeing $NVDA is the top choice for investing and trading, while $MSFT feels lackluster in the current market.
#