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itsbigmikey
| Favorite team: | LSU  |
| Location: | NASHVILLE |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 452 |
| Registered on: | 8/23/2018 |
| Online Status: | Not Online |
Recent Posts
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re: Who is on Board the Nuclear Train?
Posted by itsbigmikey on 1/4/26 at 9:57 am to jerryc436
Nicely done. I’ve sold a few hundred shares over the past couple of months but have 800 left at $5.72 average.
The uranium + rare earth combo makes it feel like a must have in the portfolio. Wishing I trimmed more when it rocketed and reloaded when it dropped but learned a couple lessons which has it’s own value I guess
The uranium + rare earth combo makes it feel like a must have in the portfolio. Wishing I trimmed more when it rocketed and reloaded when it dropped but learned a couple lessons which has it’s own value I guess
1
re: Who is on Board the Nuclear Train?
Posted by itsbigmikey on 1/4/26 at 9:00 am to SquatchDawg
quote:
Thoughts
Don’t hate the nuclear infrastructure play and think it will work. That said, I think the leverage right now is in the price of the commodity which benefits the miners and SPUT (Sprott physical uranium trust).
To me SPUT and the ETF’s are the most secure way to play this sector. URA is a mix of miners and infrastructure. Urnm and URNJ are pure play miners.
If I were to pick individual companies I’d go:
SPUT (OTC ticker is SRUUF)
Cameco (CCJ)
Energy Fuels (UUUU)
Honorable mentions:
Denison mines (DNN)
Global atomic (OTC ticker GLATF)
Nexgen (NXE)
Uranium energy (UEC)
I could go deeper on these names and probably should but it’s a lot. UUUU is diversified in rare earths and I think it’s worth owning for exposure to both sectors. Global atomic has geopolitical risk but a lot of that is priced in and potentially could be getting to the other side of that.
There is a lot of discussion in the older uranium>silver thread as well. I’ve been long since 2020 and the S&D picture has only gotten more favorable to investors in this sector
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 12/12/25 at 6:19 am to Paul Allen
quote:
How is this for constructive info, mikey?
Good actually. Nice to see something that’s actually worth looking at
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 12/11/25 at 8:52 am to Paul Allen
Paul, bring something constructive in here man. If you’re bearish that’s fine but at least present some info instead of dancing on graves
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 11/13/25 at 9:41 am to Jax-Tiger
This may be rose colored glasses thinking, but besides sentiment what has actually changed. Is the AI thesis dead? Did Arkady all of the sudden lose our trust in his ability to execute?
I got caught up in the fomo of the short term options chase and paid a modest price for that too and that’s the risk you run when playing those games.
I remember when this dropped into the low $20’s and kicked myself for not heavily positioning for the rally that followed. Scaling in on some more LEAPS. Still long
I got caught up in the fomo of the short term options chase and paid a modest price for that too and that’s the risk you run when playing those games.
I remember when this dropped into the low $20’s and kicked myself for not heavily positioning for the rally that followed. Scaling in on some more LEAPS. Still long
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 11/13/25 at 9:21 am to igoringa
If there was ever a sentiment indicator…
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 11/12/25 at 11:05 am to Craft
Just bought some 2027 calls. Know what you own fellas!
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 11/7/25 at 8:42 am to Craft
Nibbling down here
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 10/31/25 at 1:32 pm to IT_Dawg
Not sure if it’s me you’re referring to about the comments on the margin stuff but I’m cheering you on big guy don’t worry!
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 10/22/25 at 7:09 am to bayoubengals88
Nov 11th boys. Buckle up
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 10/21/25 at 6:10 am to IT_Dawg
I have no business telling you what to do and don’t want it to come off that way at all IT but just be careful chasing or over trading man.
You’re killing it and in this headline driven market who knows what bs could drive short term volatility against you. I like the bullishness and think the fundamentals still point up in the short term but don’t want one of our own getting blown up on margin. In the end do you though just wanted to say that
You’re killing it and in this headline driven market who knows what bs could drive short term volatility against you. I like the bullishness and think the fundamentals still point up in the short term but don’t want one of our own getting blown up on margin. In the end do you though just wanted to say that
re: UUUU up 7.5%
Posted by itsbigmikey on 10/13/25 at 6:44 am to bayoubengals88
At least you didn’t buy 1500 shares at $1.90 and capitulate during the April sell off…. I can’t even look at that stock it makes me sick to think about that lol
re: Mining/Minerals Stocks Discussion
Posted by itsbigmikey on 10/5/25 at 7:30 am to bayoubengals88
quote:
Anyone have conviction with UUUU?
LINK
Linked above is another substack article talking about the recent EF offering. The main takeaway from it is this quote in my eyes:
quote:
What really makes the difference and helps to offset the total cost of deal, is the interest rate. Coupon at 0.75% per annum is something to be proud of. EF was able to secure big tech type of rates, when the peers like Denison Mines’ and EnCore Energy’s got 4.25% and 5.5% respectively.
Buyers ate the offering up. So hard not to be mega bullish at this point. Would love some smarter people’s input but I think we’re going higher. Been in uranium long enough to know there will probably be more volatility but I welcome it at this point. Trim a little at highs and reload lower. The structural deficit remains and u308 is going higher.
I’m being wishful here but the rare earths + uranium combo has to at least entertain a look from this resource hungry administration. Don’t think we need it for EF to perform well but it’s worth considering as an investor imo.
re: Mining/Minerals Stocks Discussion
Posted by itsbigmikey on 10/2/25 at 6:46 am to RollTide4Ever
quote:
Oil and gas.
I like the offshore names. Valaris (VAL) in particular. Also own Noble (NE) and some transocean (RIG)
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 10/2/25 at 6:41 am to bayoubengals88
My brother and I constantly talk about why we didn’t load the boat in the low $20’s. I sold puts down there that were nickels away from executing.
Happy with my 235 shares at $36 average but kicking myself for not following y'all into calls. This thing still has legs in the short, medium, and long term imo. Not selling anytime soon
Happy with my 235 shares at $36 average but kicking myself for not following y'all into calls. This thing still has legs in the short, medium, and long term imo. Not selling anytime soon
re: Mining/Minerals Stocks Discussion
Posted by itsbigmikey on 10/1/25 at 9:27 am to RollTide4Ever
Uranium or O&G?
re: Mining/Minerals Stocks Discussion
Posted by itsbigmikey on 10/1/25 at 6:33 am to RollTide4Ever
Uranium will overshoot based on the supply deficit. Still think it’ll be volatile though until it does due to the size of the market. It’s great to swing trade. I agree with you on oil and natural gas. Hoping for some more capitulation to add to longs
re: Mining/Minerals Stocks Discussion
Posted by itsbigmikey on 9/30/25 at 6:16 am to itsbigmikey
LINK
Here’s a link to substack. Pretty good deep dive into Energy Fuels. Feels like this another potential candidate for the Trump admin to take a stake in (one can hope). They’re pounding the table on nuclear energy and rare earths and that’s UUUU’s focus.
Been long since 2020. Sold a few hundred shares on this run up to free some capital (wanted more NBIS exposure) but have 1,000 shares left at $5.34 average. Might sell some puts after the offering
Here’s a link to substack. Pretty good deep dive into Energy Fuels. Feels like this another potential candidate for the Trump admin to take a stake in (one can hope). They’re pounding the table on nuclear energy and rare earths and that’s UUUU’s focus.
Been long since 2020. Sold a few hundred shares on this run up to free some capital (wanted more NBIS exposure) but have 1,000 shares left at $5.34 average. Might sell some puts after the offering
re: Mining/Minerals Stocks Discussion
Posted by itsbigmikey on 9/30/25 at 6:15 am to bayoubengals88
I think UUUU does for sure. Uranium + rare earths exposure gives this stock a lot of torque
re: Who is on Board the Nuclear Train?
Posted by itsbigmikey on 9/23/25 at 7:34 am to saderade
“ Absolutely incredible that yesterday we didn't just see SPUT stack another 264,000 pounds of uranium, but they also massively bolstered their cash position by over $44 million
They are now sitting on a ~$140 million cash position. Interesting time are ahead. Watch this space”
Saw this on X. Sput going to really push this thing higher in the short term. Looks like $80 spot is here
They are now sitting on a ~$140 million cash position. Interesting time are ahead. Watch this space”
Saw this on X. Sput going to really push this thing higher in the short term. Looks like $80 spot is here
re: Who is on Board the Nuclear Train?
Posted by itsbigmikey on 9/20/25 at 7:21 am to MekaWarriors
SPUT has been on fire. If it maintains momentum look out. Consistently raising money and sequestering pounds. Feels squeezy in the short term
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