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Strategies & Market Trends : Humble1 and Swing Trading Friends

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To: techtrader73 who wrote (41026)	11/7/2025 12:35:17 AM
From: nicewatch	Read Replies (1) of 41190

Total bubble stock on U and now AI. Had my fun with it. :-) Its biggest problem may be its heavy weighting in a U etf and the liquidation that may come. I'm still somewhat bullish on uranium on the IT-LT. Even if you cancel out the AI nonsense there is a compelling argument for reliable baseload power generation that few, if any, sources can reliably supply. Also there is a western utility global re-buying cycle that is primed. The major utilities have been acting like cheapskates and exercising all options with their term contracts they established a decade ago at much lower prices. Those are now finishing. Tick Tock. But the U term market is so opaque and by far the the smallest of any energy market. We might as well count how many hundreds of thousands of acres of timberland that equates to cords of wood to burn in our wood-fired stoves! :-)

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