2D·

Energy Fuels (UUUU) – Analysis & Outlook📈

Current Price: $20.51

⭐ Analyst Rating: Strong Buy

📊 1-Year Performance: +236%

⚠️ Estimated Risk: 40%High volatilityRecent net loss18% short interest

🚀 Investment Potential: 60%Growing demand for uranium and rare earthsPositive technical trendSupport level at $8.63

📅 Next event: Earnings on Nov 3, 2025👇 Suitable for risk-tolerant investors, great for medium to long-term strategies in nuclear energy and critical materials sectors.

What do you think?

Thomas

@farlys

2Wk·

🚨 Morgan Stanley just dropped a list of 39 “National Security” stocks

This isn’t your typical watchlist — it’s a who’s who of the companies the U.S. needs to stay ahead in energy, defense, and AI supply chains.

Let’s break it down 👇

⚛️ Nuclear Energy & Uranium:

The U.S. wants energy independence — and that means uranium.

Names like $UUUU (-15.11%) , $LEU (-7.75%) , $CCO (-0.58%) , and $NXE (-6.34%) are at the center of the nuclear revival. Even micro-reactor plays like $OKLO are making noise as America rebuilds its atomic backbone.

🔋 Batteries & Energy Storage:

$TSLA (+3.46%) is still here, but the real upside could come from lesser-knowns like $AMPX (next-gen lithium-ion) and $MVST (+0.21%) (solid-state tech).

These are the quiet enablers of the EV and grid storage boom — and every megawatt stored is national security now.

🪨 Rare Earths & Strategic Metals:

China controls 70%+ of this market — and the U.S. wants out.

Morgan Stanley highlights $MP (-9.27%) , $CRML (-15.09%) , $IVN (-3.23%) , and $WPM (+0.45%) as key players in securing rare earth supply chains critical for chips, missiles, and EVs.

⚡ Lithium:

Without lithium, there is no clean energy transition.

Watch $ALB (-1.98%) , $LAC (-7.59%) , $SGML (-17.14%) , and $SLI (-4.6%) — these are the lifelines for the world’s next battery superpowers.

💡 The takeaway:

This “National Security Index” isn’t just about defense — it’s about control of the future’s raw power: energy, data, and materials.

And the firms on this list aren’t just suppliers — they’re the gatekeepers of U.S. sovereignty in a world of rising geopolitical tension.

If you’re betting on where the big government money flows next… this might be your roadmap.

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3 Comments

Martin P.@Marpo

2Wk

This ETF $NUKL for Uranium and Nuclear intersting. Many continue to rely on nuclear power to power data centers.

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Chris

@Multibagger

2Wk·

Protection?

As regular writers with many followers, we want to set a good example here, as we have already done today. @BamBamInvest I would like to inform you that today I have set SL or TSL prices for all positions that I consider vulnerable and that are more than 100% up.

These include

$IREN (+13.23%) TS limit 48€

$UUUU (-15.11%) Stop limit 18,5€

$ONDS (-4.5%) Stop limit 7$

$NBIS (-7.08%) TSL 93€

$USAR Stop Limit 28$

I have not used chart marks as a guide, as I believe that they are not meaningful after these brilliant rises.

Instead, I have set myself minimum profit levels that I would like to secure.

I am still convinced of all these stocks, but I don't want to end up empty-handed at some point.

61

51 Comments

BamBamInvest@BamBamInvest

2Wk

Thanks for the contribution, as you rightly say, you should think about it before and not afterwards, you need a strategy to avoid realizing losses 👍

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Show answer

nicolas B.

@nicolasb00

1Mon·

Energy Fuels - uranium + rare earths = pure future power.

In with it

03.10

Energy Fuels

Bought x283.54 at $17.19

$4,874.00

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3 Comments

Chris@Multibagger

1Mon

I am also invested in good value.

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Chris

@Multibagger

1Mon·

I'm a fan of raw materials

as some of you here already know. These stocks have played a large part in the good performance of my portfolio.

Today, after $UUUU (-15.11%) , $MP (-9.27%) and $PPTA (-5.64%) with $MTM (-4.97%) the next stock cracked the 100% mark. It took a little longer here at 3 months, but I can live with that.

28.06

MTM

Metallium Limited

Bought at €0.34

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26 Comments

Lorlen@Lorlen

1Mon

$LYC also made good gains today. Rare earths run

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Dirty30

@Dirty30

1Mon·

New 52-week highs

While Villariba is still washing up, the following shares are already celebrating:

$URA 52 week high

$UUUU (-15.11%) 52 weeks high

$SOFI (+3.15%) 52 weeks and ATH

$CPNG (+0.22%) 52 weeks high

$NU (+0.07%) 52 weeks and ATH

$RIOT (+4.65%) 52 weeks high

$BITF (+4.69%) 52 weeks high

Also close to 52-week highs:

$SE (+0.55%)

$SHOP (+0.59%)

$UEC (-7.26%)

Feel free to post more values here in the comments. There should be a few more that you might not have on your screen.

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6 Comments

Bene@bene87

1Mon

$QBTS also ATH

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Tobi

@Tobiwankenobi500

1Mon·

Energy from the ground!!!1

$UUUU (-15.11%)

Purchased 400x at ~€6.00

@Multibagger

Not quite such a nice entry price, but I'm happy - good thing I didn't listen to our hydrogen government back then 😅✌️

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Chris

@Multibagger

1Mon·

Another new ATH

With $UUUU (-15.11%) . Has now become my best commodity stock. And that is by no means the end of the story. Compared to $CCO (-0.58%) , $UEC (-7.26%) they also have the advantage of producing rare earths in addition to uranium.

They are now up 150% since the end of June, i.e. 10 weeks. Such shares are what I look for in my strategy. I also like to hold them for longer.

27.06

Energy Fuels

Bought at €4.819

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5 Comments

Timo@Aktienorang-Utan

1Mon

Top! Really.

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Tenbagger2024

@Tenbagger2024

2Mon·

Successful together

#momentumstrategie

As promised, I have listed the monthly performance of the reported stocks.

I hope it will inspire you to find new companies.

And a little added value.

1 to 10

$ONDS (-4.5%) 172,70 %. $IREN (+13.23%) 79 %

$NB (-10.95%) 67,48 %. $LMND (+2.7%) 37,24 %

$BMNR (-6.5%) 28,85 %. $UUUU (-15.11%) 24,70 %

$NBIS (-7.08%) 23,64 %. $GILT (-1.98%) 22,64 %

$UNH (-2.35%) 20,74 % $VLA (-2.14%) 19,61 %.

$ETH (+1.14%) 19,05 %

10 to 20

$APP (-0.19%) 18,69 %. $RDDT (+0.01%) 18,41 %

$MP (-9.27%) 13,81 %. $HOT (+2.57%) 13,37 %.

$9868 (+1.02%) 13,18 %. $XPEV 12,87 %

$LOTB (-1.65%) 12,78 %. $CWCO (+2.05%) 11,76 %

$TUI1 (-0.03%) 9,41 %. $AHT (-0.87%) 7,66 %

Remainder

$PRY (-1.23%) 7,47 %. $MU (+5.49%) 6,82 %

$AAPL (-0.02%) 6,87 %

Tenbagger2024

@Tenbagger2024

2Mon·

Momentum strategy, being successful together.

Hello my dears,

What do you think of the idea that we might share our weekly winners once a week.

This way we discover all the stocks that are currently showing high momentum.

These might be suitable for a short-term trade.

But we might also discover a long-term investment.

Stocks that are just breaking out due to a story, good figures, new innovations, approvals, etc

And are perhaps not yet on the radar of the community.

What do you think of my idea?

Who's in and which day do you think makes sense?

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25 Comments

TotallyLost@TotallyLost

2Mon

Here is the whole thing through macro glasses:
1. world small cap value $AVWS +8.19%
2. world value $XDEV +5.49%
3. world small caps $WSML +5.19%
4. Japan $LCUJ +4.71%
5. emerging markets small caps $SPYX +4.06%

It can be seen that small companies outperformed large ones around August and cheaper ones outperformed expensive ones:
And cheap small companies did best. 😁

Bonus:
Gold/USD +3.49%
ETH/BTC +35%
SOL/BTC +30%

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Chris

@Multibagger

2Mon·

And again 100% with

of a rare earth share

After $MP (-9.27%) also made it yesterday $UUUU (-15.11%) and added another one today. Here, too, it only took 2 months. But there is still more to come than the 120%. Even if there will be some profit-taking for the time being.