Cameco/energy supercycle (my gains)

u/goldstan · Reddit — r/UraniumSqueeze · January 27, 2026 at 23:30 · ⬆ 33 pts · 💬 12 comments  | View on Reddit ↗
AI Summary

Original Reddit post

Author is bullish on Cameco as a tariff-resistant uranium play in an AI-driven energy supercycle.

CCJ — LONG The author argues Cameco is positioned for a multi-year, potentially decade-long uranium supercycle driven by AI power demand that has grown eight-fold since 2023. Goldman Sachs describes the market as in the first inning of a 15-20 year supercycle. The company's partnership with the United States Government provides tariff resistance.

Power demand for AI has grown eight-fold since 2023.

Score 33
Comments 12
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Ideas
u/goldstan Reddit r/UraniumSqueeze
Cameco benefits from AI-driven uranium supercycle and US partnership.
The author argues Cameco is positioned for a multi-year, potentially decade-long uranium supercycle driven by AI power demand that has grown eight-fold since 2023. Goldman Sachs describes the market as in the first inning of a 15-20 year supercycle. The company's partnership with the United States Government provides tariff resistance.
CCJ HIGH
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This Reddit post, published January 27, 2026, features u/goldstan discussing CCJ. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/goldstan  · Tickers: CCJ