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Gold/Mining/Energy : Uranium Stocks

URNM 64.41

-2.0%

4:00 PM EDT

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From: ItsAllCyclical	10/22/2025 11:01:19 AM
	2 Recommendations Recommended By nicewatch sixty2nds Read Replies (1) of 30065

Been adding more URNM. I don't know if nuke tech will continue to take us lower overall. CCJ could also break 80 at some pt on broad market weakness or URA selling. But KAP looks pretty good on a 5 year backtest. SRUUF looks pretty bombed out as well. Still like the components overall in URNM the best for the next 1-2 years. Eventually URNJ will do quite well but how many of those names are making any money? I still own some due to LT shares in my taxable acct, but otherwise I'd rather keep on improving the quality/stability of my portfolio on these pullbacks. Due to URNM rebalance I've already reduced or elimated a number of names under 100 mil market cap. I still like SRUUF a lot and it's still the safest play ST, but w/URNM back at these levels I like the diversity and upside potential if/when spot starts getting over 83+ again. Megatons to megawatts 2 announced (to a degree) this morn and spot is yawning. Story could still cause further weakness at some pt due to headlines, but so far I like this action. Even if we rally from here I would still expect sideways chop overall for the next few weeks baring a news catalyst.

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