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Feb 18
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$52.99
$52.99
+0.0%
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WATCH
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News Reporter
Anchor/Journalist
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"It's Europe's biggest power plant... Ukraine is heavily reliant upon nuclear energy for its electricity generation. So this was a huge loss for them." The focus on Zaporizhzhia highlights the critical strategic value of nuclear baseload power in the region. The "fragility" of the grid underscores the scarcity of stable energy. While the immediate news is about risk/safety, the macro implication reinforces the importance of nuclear assets and uranium supply security. Watch Uranium miners and ETFs (URA) for volatility driven by geopolitical headlines surrounding nuclear infrastructure. A nuclear accident or safety incident at the plant would be catastrophic for the sector's sentiment. |
Bloomberg Markets
Zelenskiy Says Ukraine, Russia to Discuss Zap...
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Feb 13
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$51.91
$52.99
+2.1%
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LONG
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Peter Tchir
Head of Macro Strategy, Academy Securities
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Tchir states, "I still love Uranium... I don't see a world that doesn't realize they need nuclear anymore." He emphasizes companies producing "real tangible things, pulling things out of the ground." As AI data centers demand massive electricity, nuclear/uranium becomes a critical bottleneck. Additionally, in a geopolitical fragmentation scenario ("Greenland," "China"), domestic resource production becomes a premium asset. LONG Uranium and physical commodities. Regulatory hurdles or a sudden drop in energy prices. |
Bloomberg Markets
Bloomberg Surveillance 2/13/2026
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Feb 12
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$51.75
$52.99
+2.4%
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LONG
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Avi Felman
Principal at GoldenTree / Crypto Portfolio Manager
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Avi identifies a "geopolitical mega trend" and notes "Uranium... is going to be very critical to powering the next stage of energy production." The convergence of AI (massive energy demand) and Geopolitics (US isolationism/supply chain security) creates a bottleneck for power and critical minerals. Nuclear (Uranium) and domestic sourcing of Rare Earths are the only viable solutions to power data centers independent of foreign reliance. Long Uranium and Rare Earth miners. Regulatory hurdles for new nuclear plants or environmental pushback on mining. |
1000x Podcast
What Does AI Mean For Your Future?
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Feb 03
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$56.28
$52.99
-5.8%
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LONG
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Jonah Van Bourg
Global Head of Trading at Cumberland (Implied role based on context/history)
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Uranium (URA) is at $53 and Rare Earths (REMX) at $85. These assets plummeted alongside Gold and Silver during the recent crash. This is a "correlation failure." Retail and algos treated these assets as high-beta plays on Gold. When Gold crashed, these were sold indiscriminately. However, their fundamentals (nuclear energy ramp-up) are uncorrelated to Gold's monetary premium. The sell-off is technical, not fundamental. Buy the "unfairly dragged around" assets. The "Mega Trend" (nuclear/critical minerals) timeline exceeds the short-term volatility of the metals crash. Continued broad market "risk-off" flows could suppress all commodities regardless of fundamentals. |
1000x Podcast
Is BTC A Buy, Metals Crash, Hyperliquid RWAs,...
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Feb 02
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$53.27
$52.99
-0.5%
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LONG
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Jonah Van Bourg
Global Head of Trading at Cumberland (Implied role based on context/history)
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Uranium (URA ETF at $53) and Rare Earths (REMX at $85) have sold off aggressively alongside Gold and Silver. This is a correlation dislocation. Retail and algos sold "all metals" blindly. However, Uranium and Rare Earths are driven by a "mega trend" (nuclear energy ramp-up) and are not monetary assets like Gold. The sell-off is a liquidity event, not a fundamental one. Buy the dip. These assets were "unfairly dragged around" and offer a better entry than the crowded precious metals trade. Continued broad market risk-off sentiment could suppress all commodities regardless of fundamentals. |
1000x Podcast
Metals Crash & Bitcoin Breaks $80k
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Jan 27
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$57.85
$52.99
-8.4%
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LONG
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Avi Felman
Principal / Portfolio Manager at GoldenTree (Implied role based on context/history)
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Avi states that unlike Silver, assets like Rare Earths (REMX), Copper, and Uranium have genuine industrial and national security demand. He explicitly mentions the US will likely increase investment in domestic mining in the next 6-12 months. In a "fractured, multipolar world," nations must secure their own supply chains for energy and defense. This creates a structural supply deficit for these specific commodities that does not exist for speculative metals like Silver. LONG. These are "buy the dip" assets because they are supported by a multi-decade secular trend of deglobalization. A global recession could dampen industrial demand for Copper specifically. |
1000x Podcast
When Will Metals Top?
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