@convertbondMay 23, 2026 · 7:16 PM

$CCJ Power is everything for AI - A strong @BearTrapsReport high conviction buy in 2020-2022, an important focus in our book “When Markets Speak” in 2024. You can fit 114 Cameco’s into Nvidia, yet all the growth assumptions for $NVDA largely depend on power, much of that nuclear.

@jasonl_capitalMay 22, 2026 · 12:41 PM

Everyone's chasing the next $MU, but the real bottleneck is and will continue to be energy security. Nuclear is the only baseload source that can scale fast enough to meet what's coming. Here are 11 companies across the nuclear energy stack: 1. $CCJ - Cameco Largest publicly traded uranium producer in the world. Q1 revenue $845M, adjusted EBITDA up 44% to $509M. Owns a stake in Westinghouse, which contributed $122M in adjusted EBITDA this quarter alone. If nuclear scales, Cameco fuels it.

@uraniuminsiderMay 20, 2026 · 6:22 PM

While the spot market is quiet, the LT market is active. If we include the Indian contracts with $KAP and $CCJ, we're close to replacement rates YTD. I have followed this market for a very long time – these quiet periods with ↓ sentiment are where you can make a lot of money.

@convertbondOct 28, 2025 · 11:50 AM

Uncle Sam is getting Nervous. It's Panic Time - "Cameco, Brookfield Asset Management Strike Partnership with U.S. Government to Deploy Westinghouse Nuclear Reactors." $CCJ +12%