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While I wait for Uranium to do its thing $META has caught my attention. 2015 valuation today although they are still bringing in $100 billion more dollars a year vs 2015. lowest price to discounted cash of the future ;)Long shares & Long Call Options. #uranium #stock #stockmarket
$XE Buying X energy today feels like buying $LEU in 2023 or 2022 when it crashed under $20. Great news for XE & $AMZN today. X-Energy will have parabolic revenue growth soon, I wonder what the algos will do when this happens & nuclear unyokes from the market? Meanwhile Dogecoin is 3x the market cap of XE lol. I bought a lot today near the lows but probably not the bottom yet...
Uranium & Nuclear stocks have had such a volatile 18 months. I have been buying the last 24 hrs but it might not be the bottom yet. I think the sector can unyoke from the market. Very bullish outlook but you don't get 1500% run ups in these stocks in 6 months without major drawdowns & capitulation. Most are up today which is an interesting sign. $LEU $UEC $OKLO
The scale of the coming energy boom bull market is hard to comprehend & Nuclear Energy & Uranium will be leading it. The IEA now projects global electricity consumption will reach roughly 33,600 TWh annually by 2030.
To put that into nuclear terms, a typical 1 GW nuclear reactor operating at 92% capacity produces about 8 TWh of electricity per year.
33,600 TWh = the equivalent annual output of roughly 4,170 1-GW nuclear reactors.
And AI/data centers are a small part of the coming demand.
The IEA projects global data-center electricity consumption alone will reach over 500 TWh with some sources over 945 TWh by 2030, more than double today's level. That would require the annual output equivalent of roughly 117 additional 1-GW nuclear reactors if nuclear supplied all of it.
But look at everything else driving electricity demand, industry, EVs, appliances, air conditioning, heating & the broader electrification of the global economy.
The IEA expects global electricity consumption to rise from approximately 28,200 TWh in 2025 to 33,600 TWh in 2030, an increase of roughly 5,400 TWh in only five years.
That incremental 5,400 TWh alone is equivalent to the annual output of roughly 670 1-GW nuclear reactors.
Then comes the fuel.
Goldman Sachs estimates a cumulative uranium supply deficit of approximately 2.3 BILLION pounds of U₃O₈ through 2045, as reactor requirements increasingly outrun projected supply.
The parabolic demand along with carbon goals from the biggest companies in the world is why today we are see companies like Google make a massive 3.6 GW power deal with constellation energy.
Remember Nuclear requires uranium. The nuclear renaissance may ultimately be much bigger than the AI boom that helped ignite it and some of the largest U.S. Nuclear and uranium stocks combined are still smaller than meme coin market caps like Dogecoin.
I still believe this Nuclear & Uranium stock run up will be historical, the sector is so tiny that even if a fraction of the market enters the trade we could see parabolic moves like last year during the 6 month run many nuclear stocks ran up 1000s of %.
Source IEA CC BY 4.0 Goldman Sachs Global Investment Research; Google/Constellation Energy $LEU $XE $UEC
Uranium & nuclear energy stocks look to have found bottom after Google enters massive 3.6-GW power deal with Constellation Energy. This is only the beginning, as I said AI will need Nuclear Energy in record number to meet coming demand & carbon goals. Fall is generally the best month for uranium & nuclear because of refueling... Double bottom on the technicals too. Last October after a 6 month run many Nuclear stocks were up over 1000% during that time. $LEU $UEC $XE
The top 3 most important stocks for Nuclear & Uranium in the U.S. $LEU $XE $UEC COMBINED have a smaller market cap than DOGECOIN. The last 6-12 months have given a major discount from when funds were buying last year at the peak. Remember last years run for nuclear took less than 6 months and some stocks ran up 1400%. Few can hold on for the brutal volatility and won't have the guts to buy here. Massive upside for these critical AI bottleneck stocks.
$NVO Novo stocks price action has been brutal. -75% from the peaks 2 years ago, but -29% since July highs. Still reminds me of $META which had a similar drop but happened over 14 months. The 2+ year drop really destroys sentiment especially when the news is so good. I do not believe the company is broken. I do think a U.S. listing would be wise on the big boards, a potential deal with the U.S. for production in the states, and record buybacks at these prices vs a dividend could provide the biggest value.
At $164 B market cap Novo is now ranked 11th vs the top big pharma stocks yet ranks 1st now in almost every financial metric. It is the biggest deep value play I have seen in a while. I guess the $11.8 billion in free cash flow means nothing to the market, analysts still want to compare them to $LLY which is up 400%+ the last 5 years when NVO is down 24% over that period, the analysts also likely have big financial ties to LLY.
Oral GLP1s Is where its at, I still believe they will prove the market wrong where Novo is leading still in numbers. You can bet I have been buying here, couldn't pass up $36 prices again.
Nuclear stocks saw the biggest gains in the market in 2025 some as high as 1400%+ from April lows yet after peaking most have dropped over 70% the last year resembling a 2022 like discount yet the outlook has never been better for nuclear. Just like the crypto peak and drop and recent recovery around the same time I think Nuclear will have its time again. I have been buying $LEU $XE Low prices cure low prices.
$LEU went up over 13,000% in the last 10 years and from where I started buying around $4 it has seen a massive move up. Everyone called it trash. I saw a potential 100-bagger. Now I’ve been buying $DK Delek US Holdings ,one of the most misunderstood energy plays in the market with a major coming catalyst $500m cash potential influx overnight, more on that later.
It’s a refiner. Not flashy. Not hyped. But it checks all the boxes I look for.
Technicals look great — just broke above the 200DMA.
Nearly 120% surge in institutional and professional trading volume over the past 30 days. With a record 115% Institutional and insider ownership, this is because nearly 18% of the float is shorted as well as derivatives. I love these plays for a short squeeze potential with the coming major catalyst.
- Strong free cash flow
- Smart capital return (buybacks + dividend)
- Heavy insider buying recently
- Nearly 20% of the float is short 115% of the float owned by institutions and insiders. Squeeze potential.
- Small float (~64M shares)
- Recently trading near lows
- Zero retail hype
- Undervalued vs forward earnings
- Clear catalyst most are missing
And here’s the overlooked upside:
Potential RIN refunds via the Small Refinery Exemption (SRE)
RIN = Renewable Identification Numbers — a regulatory cost refiners must pay. DK likely paid $75M–$100M/year at peak.
Back in 2016, the Trump admin created a similar environment that triggered a massive run in small refiners. Now, DK is seeking retroactive exemptions.
The CEO Avigal confirmed they’re actively pursuing $300M+ in cash refunds.
This is a massive catalyst — potentially adding up to 40% of its market cap in cash overnight.
My conservative estimate of refund potential:
2019: $90M
2020: $90M
2021: $100M
2022: $85M
2023: $75M
2024: $60M
= ~$530M total
DK’s market cap is ~$1.3B
- $225M = 17% of market cap
- $530M = 41% of market cap
- None of this is priced in
Recent insider buying backs the thesis:
• CEO Avigal Soreq bought multiple times between $13.95–$20.42
• COB Ezra Yemin added 10k+ shares in March 2025
• CFO and directors also bought
• No insider selling — just conviction
And the setup is even tighter when you look at ownership:
- Institutional ownership is over 115% (due to share lending + synthetic positions)
- Nearly 20% of the float is short
That means the float is locked up, and any surprise catalyst could spark a violent squeeze and institutional chase.
This is exactly how I found $LEU and other multibagger energy plays and LEU had far less institutional ownership, and far less rev and not as big of a cash influx catalyst.
could be next.
Ignore the noise. Imagine the future.
$DK Saw this coming last year. Would not be surprised to see triple digits. Delek was the new $LEU
xitter.cf/KobeissiLetter/status/…
BREAKING: Exxon Mobil has shut down one of the largest diesel refineries in the Midwest, which produces ~11 million gallons of gasoline and diesel fuel per day, due to outage issues.
This comes as diesel prices have already surged nearly 90% this year and the US has entered peak diesel demand season.
We expect to see diesel prices push toward $7.00/gallon.
Derek Quick retweeted
$SMR $LEU $UEC Uranium & Nuclear stocks doing well again today. Dogecoin market cap is still larger than the most important U.S. Uranium & Nuclear stocks combined! There has been a lot of bullish Uranium & Nuclear news the last year and the market still doesn't realize how undervalued these companies are.
$SMR $LEU $UEC Uranium & Nuclear stocks doing well again today. Dogecoin market cap is still larger than the most important U.S. Uranium & Nuclear stocks combined! There has been a lot of bullish Uranium & Nuclear news the last year and the market still doesn't realize how undervalued these companies are.
$GAP Gapped up 15% after ER. $ANF was up 40% after ER. I expect $AEO to do well on er too with tariff refunds, the GLP1 oral effect from weight loss. Also seems like a shift from gym clothes during the covid era and Nike is over. Millennial nostalgia too being adopted by Gen Z and A. I have been a buyer of American Eagle since last week along with Uranium and Nuclear stocks all month.
