$OKLO $SMR $CCJ $UUUU $LEU | 霍爾泰克帕利塞茲核電廠即將迎來歷史性的重啟，並獲得15.2億美元的聯邦貸款支持。
作為美國史上首個重新投入營運的核電廠，這座777兆瓦的核電廠將於2026年起為超過80萬戶家庭提供無碳基礎負載電力。
Ticker Wire: $OKLO $SMR $CCJ $UUUU $LEU | Holtec Palisades is set for a historic restart, backed by a $1.52B federal loan.
As the first recommissioned nuclear plant in US history, the 777MW facility will provide carbon free baseload power for over 800,000 homes starting in 2026.
作為美國史上首個重新投入營運的核電廠，這座777兆瓦的核電廠將於2026年起為超過80萬戶家庭提供無碳基礎負載電力。
Ticker Wire: $OKLO $SMR $CCJ $UUUU $LEU | Holtec Palisades is set for a historic restart, backed by a $1.52B federal loan.
As the first recommissioned nuclear plant in US history, the 777MW facility will provide carbon free baseload power for over 800,000 homes starting in 2026.
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NEW Long Idea: $USAR (+96% upside)
China just weaponized 7 rare earth elements.
Everyone bought $MP. $UUUU. $LYSCF.
They’re all wrong layer.
Here’s why, and what the actual play is:
The supply chain looks like this:
Mine → Separation → Metallization → Magnet → Defense/EV/Robots
Everyone is focused on mining ($UUUU producing Dy/Tb oxide for the first time in US history, March 2026).
But none is talking about metallization.
Oxide is not metal. Magnet makers need metal. The step between separated oxide and magnet-grade metal is called metallization; reduction under high vacuum at extreme temperature using proprietary furnace technology.
There is exactly one company doing this in North America: $ALOY (REalloys Inc., Ohio).
And one company controlling the only US integrated mine-to-magnet stack: $USAR (USA Rare Earth, Texas).
$USAR controls Round Top, one of the few US deposits with meaningful dysprosium and terbium, and is commissioning the first domestic mine-to-magnet production in decades at Stillwater, OK.
$3.1B in government and private capital already closed.
First commercial magnets: Q2 2026.
Section 301 probe deadline: July 20, 2026.
If tariffs hit Chinese magnets, $USAR is the only US alternative at commercial scale.
Not $MP. Not $UUUU. $USAR.
Current market cap: $1.8B.
Analyst avg PT: $33 (+96% upside).
The obvious trade is mining. The real trade is the only integrated stack.
-BP
Please note: This is not financial advice.
China just weaponized 7 rare earth elements.
Everyone bought $MP. $UUUU. $LYSCF.
They’re all wrong layer.
Here’s why, and what the actual play is:
The supply chain looks like this:
Mine → Separation → Metallization → Magnet → Defense/EV/Robots
Everyone is focused on mining ($UUUU producing Dy/Tb oxide for the first time in US history, March 2026).
But none is talking about metallization.
Oxide is not metal. Magnet makers need metal. The step between separated oxide and magnet-grade metal is called metallization; reduction under high vacuum at extreme temperature using proprietary furnace technology.
There is exactly one company doing this in North America: $ALOY (REalloys Inc., Ohio).
And one company controlling the only US integrated mine-to-magnet stack: $USAR (USA Rare Earth, Texas).
$USAR controls Round Top, one of the few US deposits with meaningful dysprosium and terbium, and is commissioning the first domestic mine-to-magnet production in decades at Stillwater, OK.
$3.1B in government and private capital already closed.
First commercial magnets: Q2 2026.
Section 301 probe deadline: July 20, 2026.
If tariffs hit Chinese magnets, $USAR is the only US alternative at commercial scale.
Not $MP. Not $UUUU. $USAR.
Current market cap: $1.8B.
Analyst avg PT: $33 (+96% upside).
The obvious trade is mining. The real trade is the only integrated stack.
-BP
Please note: This is not financial advice.
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#NNE #LEU #NEE #CCJ #UEC #UUUU | ORANDO 公司提交了價值50億美元的田納西州濃縮鈾許可證申請，這對美國能源安全而言是重大的一步。
在能源部9億美元資金的支持下，IKE計畫將為美國海軍艦隊供應低濃縮鈾，從而在2031年前徹底擺脫對俄羅斯燃料的依賴。
Ticker Wire: $NNE $LEU $NEE $CCJ $UEC $UUUU | Orano submitted its $5B Tennessee enrichment license, a massive step for U.S. energy security.
Backed by $900M in DOE funds, Project IKE will supply LEU for the domestic fleet, ending reliance on Russian fuel by 2031.
在能源部9億美元資金的支持下，IKE計畫將為美國海軍艦隊供應低濃縮鈾，從而在2031年前徹底擺脫對俄羅斯燃料的依賴。
Ticker Wire: $NNE $LEU $NEE $CCJ $UEC $UUUU | Orano submitted its $5B Tennessee enrichment license, a massive step for U.S. energy security.
Backed by $900M in DOE funds, Project IKE will supply LEU for the domestic fleet, ending reliance on Russian fuel by 2031.
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$UEC $MP $UUUU $UAMY $USAR $CCJ | 美國鈾業公司 (American Uranium) 已將其 Lo Herma 礦區的資源量增至 945 萬磅，其中 43% 的資源量被評為高置信度的指示資源量。
該計畫預計將於 2026 年第三季進行初步評估，是懷俄明州鈾礦區的頂級礦區之一，採用高品位原地浸出法 (ISR) 開採。
Ticker Wire: $UEC $MP $UUUU $UAMY $USAR $CCJ | American Uranium has increased its Lo Herma resource to 9.45Mlbs, with 43% now in the high confidence Indicated category.
On track for a Q3 2026 Scoping Study, this high grade ISR project is a top tier play in Wyoming’s uranium district.
該計畫預計將於 2026 年第三季進行初步評估，是懷俄明州鈾礦區的頂級礦區之一，採用高品位原地浸出法 (ISR) 開採。
Ticker Wire: $UEC $MP $UUUU $UAMY $USAR $CCJ | American Uranium has increased its Lo Herma resource to 9.45Mlbs, with 43% now in the high confidence Indicated category.
On track for a Q3 2026 Scoping Study, this high grade ISR project is a top tier play in Wyoming’s uranium district.
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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 infrastructure in 2026 alone.
$AMZN — $200B
$GOOGL — $180B
$META — $125B
$MSFT — $117.5B
Morgan Stanley says $3 trillion in total data center capex is coming.
Less than 20% has been deployed.
And yet people are still asking if AI is overhyped.
This isn’t hype. This is the largest capital expenditure cycle in human history.
The money flows downstream.
Power: $IREN $CIFR $NBIS
Defense: $ONDS $OSS $KRKNF
Energy: $FLNC $BE
Rare Earth: $UAMY, $UUUU, $USAR
Photonics: $CIEN, $COHR, $LITE, $AAOI
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Follow the money.
Note: This is NOT financial advice
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI infrastructure in 2026 alone.
$AMZN — $200B
$GOOGL — $180B
$META — $125B
$MSFT — $117.5B
Morgan Stanley says $3 trillion in total data center capex is coming.
Less than 20% has been deployed.
And yet people are still asking if AI is overhyped.
This isn’t hype. This is the largest capital expenditure cycle in human history.
The money flows downstream.
Power: $IREN $CIFR $NBIS
Defense: $ONDS $OSS $KRKNF
Energy: $FLNC $BE
Rare Earth: $UAMY, $UUUU, $USAR
Photonics: $CIEN, $COHR, $LITE, $AAOI
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Follow the money.
Note: This is NOT financial advice
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👀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
Solar and energy: $ENPH, $TE, $EOSE, $FLNC
AI/Cloud: $ZETA, $NBIS, $AMZN
Rare Earth: $UAMY, $UUUU, $USAR
Defense: $ONDS, $KRKNF, $OSS
Save this list. Come back when needed.
Note: This is not financial advice.
Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Data Center: $IREN, $CIFR, $NUAI, $WULF
Solar and energy: $ENPH, $TE, $EOSE, $FLNC
AI/Cloud: $ZETA, $NBIS, $AMZN
Rare Earth: $UAMY, $UUUU, $USAR
Defense: $ONDS, $KRKNF, $OSS
Save this list. Come back when needed.
Note: This is not financial advice.
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盧比奧：“關鍵礦物對我們日常使用的設備至關重要。我們的目標是建立一個安全、持久且價格合理的全球市場，讓每個國家都能負擔得起。”
Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Secretary Rubio: "Critical minerals are vital to the devices we use every day. Our goal is to have a global market that's secure, enduring and available to every nation at an affordable price."
Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Secretary Rubio: "Critical minerals are vital to the devices we use every day. Our goal is to have a global market that's secure, enduring and available to every nation at an affordable price."
高盛對 #UUUU 的評級
“首次對UUUU進行評級，給予‘買入’評級，12個月目標價為30美元，這意味著較當前水平有32%的上漲空間。”
“UUUU擁有並運營美國品位最高的鈾礦床以及白梅薩選礦廠，這是該公司的一項關鍵競爭優勢，因為它是美國唯一一家能夠同時加工鈾和稀土元素的加工廠。”
“UUUU花費十多年時間構建了廣泛的資產組合，使其成為稀土和鈾的領先生產商。”
“UUUU在其三大業務部門——鈾、稀土和重礦砂——擁有並經營多項世界級資產。”
Steffan Szumowski: Goldman on $UUUU
"initiating coverage of UUUU with a Buy rating and a $30, 12-month price target implying 32% upside from current levels"
"UUUU owns and operates the highest-grade uranium deposit in the US as well as the White Mesa Mill, which is a key competitive advantage for
“首次對UUUU進行評級，給予‘買入’評級，12個月目標價為30美元，這意味著較當前水平有32%的上漲空間。”
“UUUU擁有並運營美國品位最高的鈾礦床以及白梅薩選礦廠，這是該公司的一項關鍵競爭優勢，因為它是美國唯一一家能夠同時加工鈾和稀土元素的加工廠。”
“UUUU花費十多年時間構建了廣泛的資產組合，使其成為稀土和鈾的領先生產商。”
“UUUU在其三大業務部門——鈾、稀土和重礦砂——擁有並經營多項世界級資產。”
Steffan Szumowski: Goldman on $UUUU
"initiating coverage of UUUU with a Buy rating and a $30, 12-month price target implying 32% upside from current levels"
"UUUU owns and operates the highest-grade uranium deposit in the US as well as the White Mesa Mill, which is a key competitive advantage for
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#MP #UUUU #UAMY #USAR #LAC #CRML | 財政部長斯科特·貝森特：“如果一個國家無法控制其關鍵礦產、鋼鐵生產和工業基礎，那麼這個國家就沒有主權。”
Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals, don't have control of our steel production, and our industrial base."
Ticker Wire: $MP $UUUU $UAMY $USAR $LAC $CRML | Treasury Sec. Scott Bessent: "A country does not have sovereignty if we don't have control of our critical minerals, don't have control of our steel production, and our industrial base."
Pay attention to this data...
🟢 TOP 3 SECTORS:
1. Materials (+9.9%)
Best: $WRK $FCX $BALL $EMN $NEM
2. Industrials (+9.1%)
Best: $FDX $HON $CAT $GWW $CMI
3. Nuclear & Uranium (+8.5%)
Best: $UUUU $UEC $DNN $CCJ $NXE
🔴 BOTTOM 3 SECTORS:
1. Software & Cloud (-17.6%)
Worst: $HUBS $TEAM $INTU $NOW $CRM
2. AI & Machine Learning (-15.2%)
Worst: $U $NOW $AI $PATH $SOUN
3. Electric Vehicles (-11.7%)
Worst: $FSR $GOEV $RIVN $CHPT $XPEV
🟢 TOP 3 SECTORS:
1. Materials (+9.9%)
Best: $WRK $FCX $BALL $EMN $NEM
2. Industrials (+9.1%)
Best: $FDX $HON $CAT $GWW $CMI
3. Nuclear & Uranium (+8.5%)
Best: $UUUU $UEC $DNN $CCJ $NXE
🔴 BOTTOM 3 SECTORS:
1. Software & Cloud (-17.6%)
Worst: $HUBS $TEAM $INTU $NOW $CRM
2. AI & Machine Learning (-15.2%)
Worst: $U $NOW $AI $PATH $SOUN
3. Electric Vehicles (-11.7%)
Worst: $FSR $GOEV $RIVN $CHPT $XPEV
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没想到，路透社也是 fake news
这篇文章被重写，“最低采购价格”依然成立，只不过美国联邦政府会使用 Section 232 的途径，并可能更有针对性
这下看看股价能不能反弹了
$CRML $USAR $TMC $UUUU ...
Jimmy狐狸: 今天的矿产股票集体狂泻
主要原因是一则路透社消息，称美国政府放弃了“垫底采购价”的政策，就是说，政府不会担保矿产公司的利润了。
之前因为中国矿产（包括稀土）的低成本，西方采矿公司在市场竞争下无法获利。川普政府承诺会设置最低采购价，帮助重建美国的关键矿产供应链。
这篇文章被重写，“最低采购价格”依然成立，只不过美国联邦政府会使用 Section 232 的途径，并可能更有针对性
这下看看股价能不能反弹了
$CRML $USAR $TMC $UUUU ...
Jimmy狐狸: 今天的矿产股票集体狂泻
主要原因是一则路透社消息，称美国政府放弃了“垫底采购价”的政策，就是说，政府不会担保矿产公司的利润了。
之前因为中国矿产（包括稀土）的低成本，西方采矿公司在市场竞争下无法获利。川普政府承诺会设置最低采购价，帮助重建美国的关键矿产供应链。
The Thematic Supercycle of 2026:
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
Show More
RT TacticzHazel
The Thematic Supercycle of 2026:
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
The Thematic Supercycle of 2026:
AI / Compute / Semicon
$ASML • $SSNLF • $NVDA • $MU • $AMD • $TSM
Nuclear & Power
$CEG • $VST • $GEV • $OKLO
Data Centers & Power Infrastructure
$NBIS • $IREN • $VRT • $CRWV • $CIFR
Batteries & Storage
$FLNC • $EOSE • $TE
Defense & Aerospace
$KRKNF • $RHM • $LMT • $BA • $LHX • $RTX
Drones & Autonomous Systems
$AVAV • $RCAT • $ONDS
Space
$RKLB • $ASTS • $LUNR
Copper
$FCX • $RIO • $TECK • $IE
Rare Earths
$MP • $UUUU • $CRML • $TMC • $IDR
Quantum
$QBTS • $IONQ • $RGTI
Crypto
$BTC • $ETH
Emerging markets
$DLO • $MELI • $SE
Healthcare
$NVO • $LLY
What is your favorite theme for 2026?
Show More
2 more high-conviction themes to CRUSH the rest of 2026:
4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC
5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP
Which new themes are you stacking?
RonnieV: 3 Big Themes that will CRUSH 2026 all Year:
1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE
2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN
3. Defense / Aerospace
4. Materials & Critical Commodities:
$FCX $SCCO $BHP $RIO $LAC $NB
$CCJ $UEC $CRML $USAR $UUUU $COPX
$ALB $SQM $MP $LYSCF $DTREF $TMRC
5. Reshoring / Infrastructure Buildout:
$CAT $DE $VMC $PWR $OII $ACM $NEE
$ETN $EMR $NUE $STLD $MTZ $DY $HUBB $TPC $GEV $ENS $VMI $RRX $BIP
Which new themes are you stacking?
RonnieV: 3 Big Themes that will CRUSH 2026 all Year:
1. Nuclear + Power
$CEG • $CCJ • $VST • $BWXT • $FLNC
$OKLO • $SMR • $UEC • $LEU • $EOSE
2. AI Compute & Infrastructure
$NVDA • $AMD • $MU • $AVGO • $ASML
$TSM • $VRT • $NBIS • $CIFR • $IREN
3. Defense / Aerospace
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10 BIGGEST WINNERS FROM AI INFRA BOOM
1. $VRT cooling solutions for overheating data centers
2. $CEG nuclear energy providers for stable baseload
3. $NEE renewables integrating with AI grids
4. $IREN bitcoin miners pivoting to AI compute
5. $CIFR high-performance mining rigs for dual use
6. $NBIS AI utilities optimizing resource allocation
7. $GEV advanced turbines for efficient power gen
8. $UUUU uranium suppliers fueling nuclear revival
9. $LEU enriched fuel for next-gen reactors
10. $CRWV water management for data center sustainability
Infrastructure is key—who's missing?
1. $VRT cooling solutions for overheating data centers
2. $CEG nuclear energy providers for stable baseload
3. $NEE renewables integrating with AI grids
4. $IREN bitcoin miners pivoting to AI compute
5. $CIFR high-performance mining rigs for dual use
6. $NBIS AI utilities optimizing resource allocation
7. $GEV advanced turbines for efficient power gen
8. $UUUU uranium suppliers fueling nuclear revival
9. $LEU enriched fuel for next-gen reactors
10. $CRWV water management for data center sustainability
Infrastructure is key—who's missing?
Show More
