Scott Nolan

Managing Director, Founders Fund
· tracked since Apr 2026
Calls
1
Win Rate
0.0%
return
-27.5%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
URA Long -27.5%
Most Mentioned
URA ×2
Recent Calls
URANIUM Long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -27.5% Long Return -27.5% Short Return -
Average Return
7d +2.1%
30d -0.9%
90d -23.2%
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Thesis
Theme
Source
URANIUM Uranium Uranium
Long
Apr 14
$52.99
-27.5%
US uranium enrichment is a critical, urgent bottleneck.
The United States has zero domestic commercial uranium enrichment capacity, creating a critical bottleneck for nuclear energy and advanced reactors. There are three 'nuclear fuel cliffs': a near-term shortage of HALEU for advanced reactors, a 2028 ban on Russian uranium imports that will cut off 25% of supply, and a longer-term risk to the Navy's stockpile. Solving the enrichment bottleneck is urgent for energy security, AI data center power needs, and economic prosperity, as enrichment is the highest-cost segment of the fuel chain for advanced reactors.
Commodities
YOUTUBE
Showing 1 of 1 calls · sorted by mentions

Scott Nolan has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: URA.