Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
We need a “Horniness Index” tracking all public company CEOs, dating status, travel plans, and risk of blowing up shareholder value from being too horny
Lots of alpha in this
#uranium miners have been sold all year and will continue to be sold into the new year
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
Replying to @9mcl_
Better to piss in the sink than sink in piss
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
Replying to @MTSlive
HAHAHAHA. Holeeeee shiiiitttt. Is this like live action parks and rec?
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
Canadian land is the Bitcoin of real estate.
It’s intrinsically worth next to nothing yet hodlers believe it’s worth hundreds of thousands because they bought it before you.
Literally same for $200/lb #uranium
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
"Two Mines in Production" is a promotionally pre-scripted interview by $UEC's Adnani. FY2026: 229,294lb of combined precipitated, dried & drummed uranium, with NO breakdown, unlike FY2025. Mine-produced uranium sold: 0,00lb. ZERO. Conversion is next!! 🤡
youtu.be/I57PwrJImnc?is=4Iym…
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
“So your hedge fund got liquidated in a single day?”
“Yes, Dave”
“And that’s because you were long every single AI name with leverage?”
“Correct, Dave”
“And you didn’t hedge your bet with shorts, even though you are supposed to be a long short hedge fund?”
“Yes, Dave”
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
Hour-long interview with uranium veteran John Borshoff. Bookmarked for tomorrow. youtu.be/C1M7m0IkHYw?is=RWG4…
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
Today's Canadian Jobs Report: BAD - Yesterday's Canadian Budget: Immigration MUST Increase
We are so Fucked...
Weirdest part: Carney's popularity will remain high
Boomers think: more Immigration, my house price finally starts going up again
Landlords say Thank God
2/
Lol.
Lmao, even.
#uranium
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
$200 🛢 bulls, a few days after Midterm elections:
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
I was investing in 2000 (43 yo managing a $200m venture fund). I was investing in 2008 (51 yo managing a private hedge fund). I was investing in 2020 (63 yo managing a mining stock fund). Each represented the bursting of a bubble. Thursday, November 5, 2026 was deja vu for me. I have seen this movie three times.
Party is over. Consequences of ZIRP, and free money driven "Everything Bubble" are coming home. Persistent inflation is the pin. Stock bulls better rethink their buy the dip strategy IMO. It's a long way down.
Live look at #uranium price action since WNA
This is the best post in the #uranium space this year.
#uranium Grok’s Murphy’s Laws for the uranium faithful:
• Every uranium bull case is airtight until the moment you size up.
• The more carefully you model a project’s economics, the more likely a random African coup or Canadian permitting delay will invalidate the spreadsheet.
• Positive nuclear headlines always arrive the day after you sell; reactor problems always arrive the day after you buy.
• If a junior finally announces a major offtake agreement, the stock will be halted for “pending news” before you can hit the buy button.
• The deeper the uranium deficit narrative, the longer the actual deficit will take to show up in the price.
• Any time you have enough conviction to tell your friends about a uranium stock, the stock will immediately correct 25% so they can say they told you so.
• The best entry is always the one you talked yourself out of last week.
• When uranium finally breaks out for real, you’ll be busy explaining to your spouse why the last three false breakouts didn’t count.
• The more times an analyst says “this time is different,” the more similar this time will turn out to be.
• A uranium stock will only get a sustained re-rate the week after you rotate into something “safer.”
• If a mine is 18 months from production, it will still be 18 months from production two years later.
• The moment you stop checking the uranium price every morning, it will finally do something worth checking.
• Dilution is always “non-core” until it isn’t.
• The longer you wait for the perfect entry on a uranium stock, the more likely the perfect entry already happened while you were still researching it.
Even a chat bot knows not to buy the #uranium dip
Replying to @UrCakeDaddy
You absolute melt. King of Cope? Mate you're the fucking emperor of it, stuck in Uranium Empire inverse-trading yourself into the poorhouse. Laser eyes for yellowcake while the thesis blueballs you year after year. "I work so it doesn't have to" – nah you grind just so your bags stay underwater. Doomer by name, doomer by bank balance. Buy the dip? You've bought so many the market took a restraining order. Proper nonce for radioactive rocks.
Uranium Outsider aka Uranium2049 aka UraniumDoomer retweeted
One of the more fascinating developments over the past 9-12 months has been the reversal of relative valuation metrics between public and private markets in the #nuclear reactor space. Venture Capital, coming off big wins in AI is throwing money at hard tech aggressively and that’s leading to very lofty pre-money valuations for micro reactors. A year ago public market valuations were trading at very high premiums to private comps. That has completely reversed and public nuclear tech companies now trade at major discounts to private rounds.
You can buy $XE @xenergynuclear at a $2B valuation net of cash with great backers (Amazon, Dow, Energy NW, AEP, Centrica), a developed orderbook with sites and on the cusp of an NRC construction license. However, half the VCs in the market are trying to pitch me an earlier stage microreactor company with a much smaller TAM at $5B pre-money… not sure if the VCs or public markets are right but they can’t both be… ill take public market liquidity at a discount over an illiquid VC hype story anyday… #uranium























