THE NEXT
GOLD.
Can't believe this hasn't ran yet. Due to the massive power demands of AI, uranium is being talked about like “the next gold” — it's already up 300% in the last couple months and only getting higher.
The perfect narrative. Never done properly. Until now.
Uranium_Ingot x192
GET INTO $URANIUM EARLY
AI NEEDS POWER.
Every AI model, every GPU cluster, every data center needs one thing above all else: reliable, massive, baseload energy. There's only one source that scales.
The Energy Problem
A single AI data center consumes as much electricity as a small city. Solar and wind can't deliver the consistent baseload power these facilities require 24/7/365. Nuclear is the only viable answer at scale.
The Uranium Squeeze
After decades of underinvestment, uranium supply is critically low. 67 reactors are under construction globally, with hundreds more planned. Demand is exploding while mines take 10+ years to develop.
Sources & Research
“Uranium's Next Decade: From Tight Supply to a Broader Mining Boom”
The definitive institutional research on why uranium supply can't keep up with the nuclear renaissance.
“Nuclear Energy Is Having a Moment”
The uranium narrative is everywhere. Hundreds of articles covering the nuclear renaissance driven by AI's insatiable power demands.
Why This Hasn't Been
Done Properly — Until Now
The AI Power Crisis
Every major tech company is scrambling for energy. Microsoft, Google, and Amazon have all signed nuclear power deals in the last 12 months.
AI doesn't run on vibes. It runs on gigawatts.
Decades of Underinvestment
After Fukushima, the world turned its back on nuclear. Mines closed. Exploration stopped. Now demand is surging and there's nowhere near enough supply. New mines take 10-15 years to develop.
The deficit is structural.
The Perfect Storm
Governments are reclassifying nuclear as "green energy." AI is eating the grid. Uranium is up 300% and the fundamentals say it's just getting started.
There's literally hundreds of articles about this.
$URANIUM
Can't believe this hasn't ran yet. The narrative is perfect, the timing is perfect, and it was never done properly.
$URANIUM is the play.
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The next gold. Powered by AI. Never done properly — until now.