Cameco. Every tracked FinTwit mention of $CCJ, newest first. 23 mentions since the first on Jul 25, 2025. See the price chart.
May 2026 · 14 mentions
May 31
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
May 30
CK Capital — Nuclear energy is the single most important unlock for the entire AI buildout and the federal government finally treats it that way. This is one of the biggest multi year tailwinds…↗
May 25
Uranium Insider — Uranium demand is structurally inflexible – consumption is "lumpy" due to refueling schedules but is completely predictable due to the baseload characteristics of nuclear generatio…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 23
Lawrence McDonald — $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…↗
May 22
Jason Luongo — 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…↗
May 20
Uranium Insider — 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 fo…↗
May 18
InvestmentGuru — Energy- 7 layers
AI Energy Bridge: Short-Term Stack
(Before nuclear comes online ~2030+)
Layer 1 — Solar Generation
→ $FSLR (First Solar) — domestic manufacturing moat
→ $ARRY (…↗
May 13
Mike Investing — The U.S. Energy Department just announced a plan to finance billions worth of nuclear reactor parts.
This is a MASSIVE buy signal for Uranian & Nuclear names.
If you want to capt…↗
May 12
Shay Boloor — The U.S. Energy Department is considering a plan to finance billions of dollars in long-lead nuclear reactor parts.
The goal would be to speed up reactor construction by funding c…↗
May 12
InvestmentGuru — WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…↗
May 11
Uranium Insider — A key bridge has been taken out by flood waters…doesn’t look like an overnight fix, but unsure if this will lead to prolonged reduced operations for $CCJ https://t.co/lQaOVyOnZU↗
May 10
InvestmentGuru — The market is up. Oil is at $100+. Inflation is sticky. And bonds are whispering something equities are ignoring.
Here’s what’s actually going on-
OIL SHOCK REALITY
➜ Geopolitic…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
April 2026 · 5 mentions
Apr 23
Jason Luongo — The nuclear buildout needs uranium mined, enriched, and fabricated into fuel before a single reactor produces a watt.
$CCJ mines it. $LEU enriches it. $UUUU mills it. $BWXT builds…↗
Apr 23
Jason Luongo — Everyone's chasing $SMR, $OKLO, and $NNE but the fuel chain is being completely overlooked.
No fuel means no reactors. 4 companies I'm watching:
1. $CCJ - Cameco
World's largest…↗
Apr 23
InvestmentGuru — THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗
Lawrence McDonald — 2025 Uranium 2x > Jensen's (Nvidia) Pump Show
$URA +110%
$CCJ +106%
$URNM +60%
$NVDA +52%
*Power is the trade, NOT chips!↗
Oct 28
Lawrence McDonald — 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%↗
September 2025 · 1 mention
Sep 3
Kuppy — @PauloMacro @mostly_agree These guys are literally too stupid to work for the Canadian govt, which is why they spun off $CCJ to actually improve the IQ of the govt…↗
— Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…
InvestmentGuru — NUCLEAR ENERGY — Buying Opportunity Right Now?
The setup is getting hard to ignore.
Why Nuclear, Why Now
- AI + data centers = massive, nonstop power demand
- Policy tailwinds bu…↗