CCJ
6 tracked calls · 6 long · 0 short · last 90d: 3L/0S
first called by All-In Podcast 6mo ago
LONG1w ago
“You could buy Kamako, uh, the second biggest but the largest producer of uranium.”Thoughtful Money · Adam Taggart | Thoughtful Money®
Cameco dominates global uranium production just as prices hit $90 a pound, making it the safest equity to ride the massive shift toward energy security.
CCJLONG@ $86.40
$85.21-1.38%
since call Jul 23
peak +3.0%
LONG1w ago
“Two companies most lover to that would be Kamico which owns 49% Brookfield 51%... when the Westinghouse comes public and it's deeply undervalued within Camo today.”Invest Like the Best
AI data centers are draining the power grid, forcing the US to fund 10 new nuclear reactors and handing Cameco's Westinghouse stake a massive windfall.
CCJLONG@ $89.97
$85.21-5.29%
since call Jul 21
peak +2.0%
LONG1mo ago
“the company that seems to be progressing the fastest in terms of nuclear technology is Canadian. It's Cameco, having bought Westinghouse.”Thoughtful Money · Rick Rule
Cameco is the fastest-progressing nuclear company having bought Westinghouse, leveraged to the uranium and reactor boom
CCJLONG@ $108.38
$85.21-21.38%
since call Jun 21
LONG3mo ago
“The second nuclear cliff, the nuclear fuel cliff, is 2028, when the US's ban on Russian uranium imports goes into full effect. January 1st, 2028, we are,…”Invest Like the Best
The 2028 Russian uranium import ban removes 25% of US supply, tightening enriched uranium markets.
CCJLONG@ $114.80
$85.21-25.78%
since call Apr 14
LONG6mo ago
“nuclear has uh over 20 or 30 years is vastly more efficient than any other power we know how to how to create... clearly we should be working on this”All-In Podcast
AI data-center power crunch makes nuclear the obvious long-term build; UAE already deploying modular reactors
CCJLONG@ $126.36
$85.21-32.57%
since call Jan 23
LONG6mo ago
“China's building out. I think they're, um, spinning up a a new, uh, nuclear power plant or, um, or coal plant, new energy every single week. And a lot of…”All-In Podcast
US grid has grown 2-3% in a decade vs China doubling; AI race becomes a power race forcing a nuclear scramble
CCJLONG@ $121.58
$85.21-29.91%
since call Jan 23