Jason Luongo — My 10 favorite stocks to sell options on right now:
- $IREN
- $TE
- $HOOD
- $RKLB
- $UUUU
- $NOK
- $SMR
- $PLTR
- $INFQ
- $NBIS
These stocks have been money printers for selling…↗
Jul 1
Jason Luongo — 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 kilog…↗
June 2026 · 7 mentions
Jun 29
Jason Luongo — Pullbacks are where long-term portfolios are built.
While everyone panics, I'm looking to add to these 8 stocks:
1. $IREN - IREN
2. $TE - T1 Energy
3. $ONDS - Ondas Holdings
4. $…↗
Jun 20
Mike Investing — There is quite literally generational wealth awaiting in front of you right now…
If you invest $200K correctly then you will never have to work again.
This is what you need to be…↗
Mike Investing — The $NVDA CEO is literally telling you to buy energy stocks.
Jensen is calling for demand to 1,000x
“This is the best time ever in the history of humanity to go & invest into sus…↗
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…↗
Chris Ray — Names I don’t own that I’m at least vaguely interested in:
Defense:
$LPTH
$SPAI
$KRKNF
Critical Minerals/Rare Earths:
$USAR
Uranium/Nuclear Energy:
$UEC
$UUUU
$LEU
$XE
Space:
$…↗
Apr 29
Jason Luongo — 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…↗
Apr 27
Chris Ray — A look at the portfolio heading into this week.
Wouldn't mind getting $OUST up to 1000 shares, but won't trim any more $RKLB until we head back to the $90-$100+ area.
Expecting a…↗
Jason Luongo — If you're under 35 this correction is a gift.
I'm looking to buy...
$NVDA below $170, AI compute demand sold out through 2027
$AMZN below $200, AWS is the backbone of every AI co…↗
Mar 23
Serenity — Normally this goes in shower thoughts but will post main timeline today.
$ALOY - Rare earth powders -> high-purity metals. Magnets used in the liquid cooling pumps
$NB - Scandium,…↗
Black Panther Capital — The hyperscalers and government are telling you exactly where to invest:
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI…↗
Feb 25
Black Panther Capital — 👀7 sectors and 27 stocks to add to your watchlist:
Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Data Center: $IREN, $CIFR, $NUAI, $WULF
S…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Midas — Rare mineral stocks are getting cooked in AH:
$USAR down 11%
$UAMY down 7%
$CRML down 10%
$AREC down 7%
$MP down 8%
$TMQ down 5%
$UUUU down 9%
However, $MP said that the Reute…↗
Jan 29
Jason Luongo — Pretty crazy that Reuters just spreads these BS headlines and dumps every rare earth stock for no reason.
Criminal honestly
$MP $UUUU $CRML $USAR↗
Jan 28
Midas — BREAKING 🚨
Trump is stepping back from plans to guarantee a minimum price for U.S. critical mineral projects.
Rare minerals crash in afterhours:
$TMQ down 4%
$UAMY down 5%
$CR…↗
Jan 28
Shay Boloor — DOE is moving to strengthen the nuclear fuel supply chain by launching “Nuclear Lifecycle Innovation Campuses.”
States will be asked to host sites supporting the full fuel cycle i…
December 2025 · 5 mentions
Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 25
mon — List of stocks to add to your watchlist, heading into 2026.
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $CIFR, $NBIS, $SLNH
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $N…↗
Dec 21
Black Panther Capital — 24 GROWTH STOCKS TO WATCH IN 2026:
Datacenter:
$IREN
$NBIS
$CIFR
$WULF
$HUT
$BITF
Robotics:
$ONDS
$SERV
$KRKNF
Energy:
$TE
$EOSE
$FLNC
$UUUU
Space:
$RKLB
$PL
$ASTS
$LUNR
Other…↗
— 4. $UUUU - Energy Fuels
The largest U.S. uranium producer. Q1 revenue $35.7M, up 112% YoY. Delivered 510,000 lbs of uranium concentrate at $70.04/lb. Went from zero uranium revenu…
Jason Luongo — 10 stocks I will continue to invest in long term:
$NVDA - AI chips
$SOFI - digital banking
$IREN - AI data centers
$HOOD - retail brokerage
$NOK - telecom and networking
$OSS - ru…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 1
Jason Luongo — 10 stocks I wish I owned more of:
$TE - solar manufacturing
$ONDS - autonomous defense systems
$NBIS - AI cloud infrastructure
$NOK - telecom and networking
$MP - rare earth mater…↗
— Every correction is a buying opportunity if you have a plan. Here's my watchlist:
$NOK - Nokia
$TSLA - Tesla
$TE - T1 Energy
$AMZN - Amazon
$MP - MP Materials
$NBIS - Nebius Group…
Mike Investing — The literal White House is telling you to prioritize these 5 sectors amongst your portfolio…
1. Space ~ $RKLB, $ASTS, $RDW, $PL
2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR
3. Rare E…↗
May 26
Jason Luongo — These 10 companies will make millionaires by 2030:
1. $IREN - IREN
2. $AMZN - Amazon
3. $TE - T1 Energy
4. $MP - MP Materials
5. $NBIS - Nebius Group
6. $UUUU - Energy Fuels
7. $O…↗
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 $…↗
Mike Investing — The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…
1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NB…↗
May 22
Jason Luongo — 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 Whit…↗
May 21
Antonio Costa — $UUUU Hourly time-frame. https://t.co/cluASCKItd↗
May 18
Chris Ray — @Oliver_Night_ I’m not in these sectors right now but just watching them all closely.
If any, I like:
$MP & $USAR for rare earths
$UUUU, $LEU, and $URAA for uranium/nuclear↗
May 18
Jason Luongo — 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 l…↗
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
Chris Ray — @Spaceillionare Kinda like $URAA but carries leverage risk.
Also $LEU and $UUUU↗
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 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
Mike Investing — In 2025 I called out to buy rare earths & nuclear. Many got rich from this…
Now in 2026, I am calling for strong buys on Nuclear & rare earths again. Over 10x potential.
These st…↗
May 8
Mike Investing — Rotation within the markets is silently happening…
Money is flowing from Semis, Memory, & Photonics into:
AI infrastructure ~ $IREN, $CRWV, $NBIS
Rare earths ~ $USAR, $MP, $UUUU…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 5
Jason Luongo — @TedHZhang I’m in $IREN $MP and $UUUU pretty heavily.↗
May 4
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
May 4
Jason Luongo — 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 fa…↗
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
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 — 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…↗
Apr 22
InvestmentGuru — Nuclear energy stocks are all up today
$OKLO
$SMR
$NNE
$LEU
$UUUU
$LTBR↗
Apr 22
Antonio Costa — $UUUU Flagging nicely here. Breakout watch over 21.94 https://t.co/wjNIlpOuYU↗
Apr 22
Michael Sikand 🦑 — CRITICAL MINERALS: $48.8B
Breaking China's grip on the minerals in every US weapon. Rare earths, titanium, gallium, graphite. Mine to metal strategy.
$USAR, Oklahoma rare earth m…↗
Apr 18
Shay Boloor — AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cy…↗
Apr 16
Shay Boloor — The White House said NASA will work with the DoD & DoE to deploy nuclear reactors in orbit by 2028 while also targeting nuclear power systems on the Moon by 2030.
Bullish for nucl…↗
Apr 16
InvestmentGuru — 𝗥𝗮𝗿𝗲 𝗘𝗮𝗿𝘁𝗵𝘀 are started moving
$NB $UAMY $TMRC $TMC $USAR $UUUU
→ Supply chain independence + geopolitics driving the bid↗
Apr 15
Black Panther Capital — @WheepProfit We need Them all without doubt. Only highlighted $USAR since their market cap is a lot lower than $UUUU found it interesting.↗
Apr 15
Black Panther Capital — NEW Long Idea: $USAR (+96% upside)
China just weaponized 7 rare earth elements.
Everyone bought $MP. $UUUU. $LYSCF.
They’re all wrong layer.
Here’s why, and what the actual pla…↗
Apr 15
Jason Luongo — 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…↗
Apr 14
Antonio Costa — $UUUU breaking out of a large flag formation. https://t.co/xxE4mNmHIg↗
Jason Luongo — 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 domes…↗
Apr 7
Jason Luongo — I'm only going to say this once.
These 12 stocks have the potential to create millionaires by 2028:
$NVDA at $175 → Avg PT $266 (+52%)
$AMZN at $212 → Avg PT $281 (+33%)
$IREN at…↗
Apr 2
Jason Luongo — 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 domesticall…↗
— These are my 5 favorite sectors
1️⃣ Photonics / Optical Technology
The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…
Dustin — $UAMY is at NYSE by Wednesday. This is a big move and catalyst!
$UUUU $CRML $MP https://t.co/3f3mcyKXPA↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 5
InvestmentGuru — Nobody talks about the boring stuff that makes everything work.
Here’s where I’d put $10K today across the next decade.
THE BRAIN → $NVDA $AVGO $AMD
THE PLATFORMS → $AMZN $GOOG $…↗
Mar 5
InvestmentGuru — Momentum Is Back Across Disruptive Themes
Strong risk appetite returned today as multiple high-growth themes moved higher together across the market.
Crypto & Blockchain
$GEMI +…↗
— THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…
Dustin — $UUUU $USAR $MP $UAMY
You cannot have a credible trading bloc without a tariff for non-members of the proposed critical minerals/rare earth bloc of countries. Otherwise, the Chi…↗
Feb 2
Jason Luongo — @zerohedge Some critical metal stocks incase your wondering👇
$MP
$FCX
$UUUU
$USAR
$COPX
$UAMY
$LAC
$TMX↗
Leveraged Cat — the last time we had a massive reversal in the rare earth grifts was Oct 14th/15th 2025 $MP $UAMY $AREC $METC $UUUU
definitely one of numerous flashing red lights my brain is pic…↗
Jan 26
InvestmentGuru — Overnight trading
Rare-earth stocks surged after reports of a $1.6B U.S. investment in $USAR (+~20%). $CRML, $MP, and $UUUU also moved higher.
Silver stocks caught a bid too: $A…↗
Midas — Rare earth stocks are going to go parabolic in 2026:
$USAR
$CRML
$UAMY
$NVA
$IONR
$MP
$UUUU
$AREC
$UEC
Like if you agree.↗
Jan 25
Jason Luongo — @investingluc $UUUU is my favorite of the bunch.↗
Jan 25
Mike Investing — Critical metals are already facing shortages, & this will continue to worsen until 2030…
These stocks below will be directly benefited.
Copper:
- Freeport McMoRan ~ $FCX
- Hudbay…↗
Jan 24
Shay Boloor — $NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
NUCL…↗
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
Shay Boloor — President Trump said the U.S. is going heavy into nuclear energy citing major safety advances.
He argued nuclear is now both reliable & cost-competitive for powering the economy.…↗
Jan 20
Paola Rojas 🐝 — BREAKING: Energy Fuels to buy rare earths developer Australian Strategic Materials in a $300M deal per @ReutersCommods ▣ $UUUU $EFR $ASM↗
Jan 19
InvestmentGuru — Critical minerals- stocks
$MP – The only major rare earth mining operation in the U.S., supplying critical materials for EV motors, wind turbines, and defense systems.
$UUUU – A…↗
Jan 19
Serenity — @platochi Companies like $NBIS or $CIFR are high conviction for 2026.
But it’s not the same as a small $50m niche company, suddenly being in over-demand from $NVDA or $MSFT stock…↗
Shay Boloor — NATIONAL SECURITY CHEAT SHEET
Nuclear
• $MIR building radiation detection & nuclear safety systems
• $LTBR redesigning nuclear fuel to extend reactor efficiency
• $NXE developing…↗
Jan 15
InvestmentGuru — Critical Minerals Stocks to Watch as Supply Chains Go Strategic.
Rare Earth Elements & Multi-Resource
$MP, $IDR, $USAR
$CRML, $TMC, $TMRC, $UAMY, $NB, $UUUU, $AREC, $PPTA, $IPX
G…↗
Jan 13
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
Jan 10
InvestmentGuru — 15 Names to Watch — Power, Nuclear & Compute Stack
These names deepen exposure across fuel → reactors → grid → data centers,
1. $OKLO
2. $LEU
3. $CCJ
4. $UUUU
5. $GEV
6. $EOSE…↗
Jan 8
Shay Boloor — Another trend I didn’t mention was how every new AI data center is a power plant disguised as compute & the grid is becoming the permanent bottleneck in AI scale.
10 names to watc…↗
Jan 7
Shay Boloor — $NVDA CEO Jensen Huang said AI’s biggest bottleneck is energy where compute, cooling & networking can be sourced in months but power takes years.
That gap forces massive investmen…↗
Jan 7
InvestmentGuru — 𝗧𝗵𝗲 𝗟𝗲𝗮𝗱𝗶𝗻𝗴 𝗦𝘁𝗼𝗰𝗸𝘀 𝗶𝗻 𝟮𝟬𝟮𝟲
Markets in 2026 are being driven by AI infrastructure, semiconductors, energy transition, aerospace, automation, and digital plat…↗
Jan 5
Black Panther Capital — 🚨HERE IT COMES. TRUMPS NEXT MOVE:
Here 20 companies to look out for if Trump sits down to negotiate with Greenland.
$CRML, Mining $MP, Materials $UUUU, Mining $LMT, Aerospace &…↗
Jan 5
Shay Boloor — THE U.S. DEPARTMENT OF ENERGY ANNOUNCES $2.7B TO STRENGTHEN AMERICAN URANIUM ENRICHMENT
That money supports the entire nuclear stack:
• Upstream uranium miners & fuel processors…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 3
Shay Boloor — AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging d…↗
— List of stocks to add to your 2026 watchlist. 👀
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $DGXX, $NUAI, $CIFR
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $NAK, $USAR
AI…
Shay Boloor — A reminder that $NVDA is hosting a power summit this week because AI data centers are projected to face a 44 gigawatt power shortfall by 2028.
• At the top of the stack are the co…↗