Who mentions $UUUU most on Surfaced?

@stocksavvyshay (Shay Boloor) mentions $UUUU most — 31 mentions in the past 12 months.

When was $UUUU first mentioned on Surfaced?

The earliest tracked mention of $UUUU in the Surfaced archive was on Dec 15, 2025.

How many voices track $UUUU?

15 FinTwit voices have mentioned $UUUU 109 times in the past 12 months.

What kind of voices mention $UUUU most?

$UUUU is mentioned most by Long Research voices on Surfaced.

Last 12mo stats

109

mentions

voices

$UUUU

Energy Fuels

$UUUU

Energy Fuels

Past 12mo:109mentions15voices

All voices9 calls since Apr 2026show all

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About this stock

Energy Fuels $UUUU has been mentioned 109 times over the past 12 months by 15 distinct FinTwit voices, with the first mention appearing on 2025-12-15. The most active voices discussing the stock are @stocksavvyshay with 31 mentions, @jasonl_capital with 26 mentions, and @investmentguru_ with 15 mentions. Long research content represents the dominant category of discussion around this ticker. The most recent activity includes technical analysis and options trading commentary, with discussions centered on the company's rare earth and uranium production capabilities.

AI-generated from tracked posts · updated Sep 1, 2026

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Recent calls

9 calls

@jasonl_capitalJul 1, 2026 · 12:24 PM

10. $UUUU - Energy Fuels Energy Fuels became the first US producer of heavy rare earths in decades, turning out its first kilogram of 99.9% pure terbium oxide and roughly 30 kilograms of 99.9% pure dysprosium oxide at its White Mesa Mill. It's also on track to hit its 2026 uranium guidance of 1.5-2.5 million pounds of U3O8, with commercial-scale rare earth processing targeted for Q4 2026. It's the only US company producing uranium, rare earths, and medical isotopes from one facility.

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@jasonl_capitalMay 22, 2026 · 12:41 PM

2. $UUUU - Energy Fuels Only U.S. company producing both uranium and separated rare earth elements at commercial scale. Just produced 99.9% pure terbium oxide domestically at White Mesa Mill. Guiding for 2-2.5M lbs of uranium mined in 2026 with $957M in working capital. https://t.co/g9sWH1sPmg

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@jasonl_capitalMay 18, 2026 · 12:30 PM

2. $UUUU - Energy Fuels The only US company producing both uranium and rare earth elements at commercial scale. Q1 uranium revenue hit $35.7M from 510,000 lbs sold, with 790,000 lbs in finished production. Just produced 99.9% pure terbium oxide at pilot scale and is acquiring Australian Strategic Materials to vertically integrate rare earth processing. $957M in working capital to fund expansion.

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@jasonl_capitalMay 4, 2026 · 12:54 PM

3. $UUUU - Energy Fuels Most people know them for uranium. What they don't know is the White Mesa Mill in Utah is now producing separated heavy rare earth oxides - the first US facility to do so at specification-grade purity in decades. 99.9% purity dysprosium and terbium oxides, both confirmed. Targeting commercial-scale production of up to 48 metric tons of dysprosium and 14 metric tons of terbium per year. The Toliara project in Madagascar adds a massive monazite feedstock pipeline with a $1.8B NPV. They're building the mid-stream processing layer the entire domestic supply chain needs.

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@jasonl_capitalApr 29, 2026 · 12:27 PM

3. $UUUU - Energy Fuels America's largest uranium producer that's quietly building a rare earth business inside the same operation. White Mesa Mill in Utah now produces separated NdPr oxide and just produced its first kilogram of high-purity terbium oxide at 99.9% purity. Advancing a Phase 2 expansion to increase REE processing capacity. Up over 400% in the past year.

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@jasonl_capitalApr 23, 2026 · 11:59 AM

3. $UUUU - Energy Fuels Operates the only conventional uranium mill in the US at White Mesa, Utah. 780K-880K lbs of uranium contracted for delivery in 2026. But the story doesn't stop at uranium - Energy Fuels is ramping to commercial-scale production of heavy rare earths (dysprosium and terbium) at the same facility, the first in the US in decades. These are critical for defense systems and EV motors. Fuel cycle exposure across uranium, vanadium, and rare earths in one name.

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@jasonl_capitalApr 15, 2026 · 5:11 PM

4. $UUUU - Energy Fuels Energy Fuels is the only US company mining uranium AND producing rare earth elements. Dual exposure to nuclear fuel and the critical minerals supply chain in a single ticker. While everyone debates which reactor design wins, UUUU supplies the raw materials they all need.

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@jasonl_capitalApr 8, 2026 · 10:20 PM

5. $UUUU at $17.65 - The Critical Minerals Play Only licensed and operating uranium mill in the US. Also the only facility capable of producing separated rare earth elements domestically. Mined 1.72M lbs of uranium in 2025. Just produced the first US terbium oxide in decades. Nuclear power is the baseload energy source for AI data centers. And rare earths are essential for the magnets in every electric motor, wind turbine, and defense system. This is the supply chain play nobody is watching.

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@jasonl_capitalApr 2, 2026 · 2:25 PM

4. $UUUU at $17.81 - Uranium/Rare Earths Only licensed and operating uranium mill in the U.S. Also the only facility capable of producing separated rare earth elements domestically. Mined 1.72M lbs of uranium in 2025. Just produced the first U.S. terbium oxide in decades. Revenue consensus for 2026 is $147M, a 123% increase YoY. Nuclear energy demand is accelerating globally and the U.S. needs domestic supply. This is the critical minerals play.

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