UUUU
Energy Fuels Inc.
stock NYSEAMERICAN

I DECIDED TO BUY KEEL AND UUUU BEFORE THEIR RESPECTIVE DROPS. WHAT DOES THAT MAKE ME GUYS?

Energy Fuels (UUUU) is the largest uranium producer in the United States by a wide margin, and is now branching out mine-to-magnet critical minerals space.
IMO, a ton more upside with UUUU than UEC, but either play will work if uranium spot price takes off due to increased nuclear demand.

Why UUUU and not UEC?

I DECIDED TO BUY KEEL AND UUUU BEFORE THEIR RESPECTIVE DROPS. WHAT DOES THAT MAKE ME GUYS?

Energy Fuels (UUUU) is the largest uranium producer in the United States by a wide margin, and is now branching out mine-to-magnet critical minerals space.
IMO, a ton more upside with UUUU than UEC, but either play will work if uranium spot price takes off due to increased nuclear demand.

Why UUUU and not UEC?

Different stocks. Honestly I am to risky probably because I go for the lower stocks with higher premiums. But I have been doing decent right now on GLXY, UUUU, I was doing good on UAMY but it just shit the bed. I am still way under with my dollar cost average but I still hate selling them under my true entry price, so I will hold it a little longer. Did decent on CIFR, CORZ and OUST. But I went ahead and just let them expire OTM and take my profits on those and kinda revamp and be careful for a little while. I still have a feeling the market may collapse at any time lol

Uranium. Either UUUU or UEC

Not sure what MP has to do with nuclear, but yeah, UUUU and CCJ are solid plays in the uranium sector.

UUUU ALL DAY

UUUU CCJ & MP

I know this sector has been painful. A lot of these names had big stories, big expectations, then nothing really happened for a while. Some got diluted. Some are still waiting for permits, funding, processing, offtakes, government help, all of it.
So I understand why people call it a dead trade.
But I keep thinking about it differently.
The wheel came before the car.
At the time, the wheel was not exciting because there were no highways, no gas stations, no auto industry, no global supply chain built around it. But once the world found more uses for it, everything changed.
That is kind of how I see rare earths and critical minerals right now.
Everyone is talking about AI, drones, robotics, EVs, defense, wind, chips, data centers and the next industrial boom. But all of those things still need physical inputs. Magnets. Metals. Processing. Refining. Supply chain security.
Nobody wants to talk about the boring part until the boring part becomes the bottleneck.
I am not saying every rare earth stock will win. Most probably will not. There are plenty of bad companies in this space. Bad management, dilution, weak projects, hype, all of that is real.
But companies like $MP or $USAR or $UUUU or $UAMY and more seem very promising to me.
I think people just got exhausted because the story is taking longer than expected.
Maybe that means the trade is over. Or maybe this is the part of the cycle where everyone gives up before the real money starts paying attention again.
Curious what people here think. Are rare earth stocks actually done, or is this one of those sectors that only looks dead because the timing has not caught up with the need yet?

Not great etfs that i know of though (REMX maybe), got to make your own.
I like UUUU, ALM, LYSDY, UURAF, PPTA, ALOY, COPJ, NB, NNE, LEU, ASPI, MP, USAR, UAMY, FLR, BWXT, VRT, VST, SMR, OKLO, NXE is a bit heavy with uranium/nuclear but it's close to my critical mineral basket that is basically self made ETF. Recently added the ETF TAN for Solar to diversify this area of my portfolio.