itsbigmikey

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

Just bought some 2027 calls. Know what you own fellas!

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!

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

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Anyone have conviction with UUUU?

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LINK

Linked above is another substack article talking about the recent EF offering. The main takeaway from it is this quote in my eyes:

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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.

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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.

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

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

I think UUUU does for sure. Uranium + rare earths exposure gives this stock a lot of torque

SPUT has been on fire. If it maintains momentum look out. Consistently raising money and sequestering pounds. Feels squeezy in the short term

Didn’t say he called a perfect game. I think the offense that is installed has all of the facets of being elite. No more of just having nuss gunslinging everywhere. Time will tell but I feel like our weapons will shine and if a defense takes something away we’ll exploit them another way

We were just behind the chains too much. Ball didn’t bounce our way all night