$Global X Uranium ETF (URA.US)$ well I believe that if there...
$Global X Uranium ETF (URA.US)$ well I believe that if there is to be any bubble within the AI sector it is ground zero here with uranium companies. most of these companies are pre-revenue trading at 3 to 4 years forward valuations.. this is the example of the coms not in Nvidia right here.
HOWEVER..
this is a Trump trade
as recently as yesterday he talked and said that the energy dependence upon this country is nowhere is near the requirement level and that we will need to expand the energy production and natural gas is clean and nuclear is clean and this is what I will do under my administration.
I know the individual stocks move dramatically because I follow them.. but I also know it's extremely risky to buy a pre revenue company it's like buying a biotech you're hoping all testing goes as planned all approvals through FDA goes as planned hope hope all along the way it's not a good way to invest.
this ETF is probably the safest way to play the uranium companies to provide all of the energy requirements to the data centers going forward.
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35+ yrs in the trenches, raised tens of millions for start ups, syndicate ipo's, yrs on trading desk mkt maker.
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