Thoughts on $URA ETF? A lot of future power demand anticipated for AI infrastructure / data centers. Interesting deals (Microsoft / 3 Mile Island) to pave the way for more nuclear investment and potentially SMR advancements with a nuclear friendly Trump admin.

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Thought the same last October. Bought a June call and it’s been losing ever since. Maybe it will turn around now?

Chart looks pretty good with a run up to 30, but first a 24.50 retest after getting smacked down at 28? High OI on Jan 2026 calls at 30 and 40

SRUUF has physical uranium if you want a different option. I been holding that since it was $10 and adding on dips. I hold PHYS for gold exposure which also has physical bars. Do your own DD, not financial advice.

URNM looks interesting with spot/miners and URA with miners/construction/nuke tech.

I’m starting to average into a 50/50 long term position on URA/URNM and may buy leaps on URA. I like the SMR narrative

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