The author discloses a long-term allocation across uranium, nuclear, and rare earth names (CCJ, LEU, BWXT, UUUU, MP, CEG) based on U.S. policy support and China supply-risk geopolitics.
CCJ — LONG The author holds a long-term long position in Cameco (CCJ) because U.S. policy is bolstering domestic nuclear energy. The thesis is tied to geopolitical pressure from China's rare earth dominance.
I’ve put about 40k between these picks given the current geopolitics between China’s rare earth dominance and U.S. bolstering domestic nuclear and rare earths. I’m holding long on these let me know what you think:
LEU — LONG The author holds a long-term long position in Centrus Energy (LEU) because U.S. policy is bolstering domestic nuclear energy. The thesis is tied to geopolitical pressure from China's rare earth dominance.
I’ve put about 40k between these picks given the current geopolitics between China’s rare earth dominance and U.S. bolstering domestic nuclear and rare earths. I’m holding long on these let me know what you think:
BWXT — LONG The author holds a long-term long position in BWX Technologies (BWXT) because U.S. policy is bolstering domestic nuclear energy. The thesis is tied to geopolitical pressure from China's rare earth dominance.
I’ve put about 40k between these picks given the current geopolitics between China’s rare earth dominance and U.S. bolstering domestic nuclear and rare earths. I’m holding long on these let me know what you think:
UUUU — LONG The author holds a long-term long position in Energy Fuels (UUUU) because U.S. policy is bolstering domestic nuclear and rare earths. The thesis is tied to geopolitical pressure from China's rare earth dominance.
I’ve put about 40k between these picks given the current geopolitics between China’s rare earth dominance and U.S. bolstering domestic nuclear and rare earths. I’m holding long on these let me know what you think:
MP — LONG The author holds a long-term long position in MP Materials (MP) because U.S. policy is bolstering domestic rare earths. The thesis is tied to geopolitical pressure from China's rare earth dominance.
I’ve put about 40k between these picks given the current geopolitics between China’s rare earth dominance and U.S. bolstering domestic nuclear and rare earths. I’m holding long on these let me know what you think:
CEG — LONG The author holds a long-term long position in Constellation Energy (CEG) because U.S. policy is bolstering domestic nuclear energy. The thesis is tied to geopolitical pressure from China's rare earth dominance.
I’ve put about 40k between these picks given the current geopolitics between China’s rare earth dominance and U.S. bolstering domestic nuclear and rare earths. I’m holding long on these let me know what you think: