URA - Global X Uranium ETF

Small allocation for energy transition

Described as proof that the critical minerals investment playbook works, but the host notes the market has already figured it out — stock is up about 90% year-to-date and the company is worth 3-4 times the other two companies. Suggests it may be too late to buy at current levels.

Host acknowledges uranium prices are very high right now and is not buying directly. He is looking for opportunities in the uranium space but is cautious at current levels.

The host mentions he is looking at uranium as a potential investment opportunity alongside energy stocks and copper.

Mentioned as one of the big uranium ETFs with 0.69% fees. Felix notes he made money on uranium stocks last year and believes the theme is worth looking at, with a potential second spike coming after consolidation.

Uranium stocks booming, URA approaching major resistance at $59, potential breakout coming, up 21% since April 15 big money trade

URA was up over 6% and mentioned as part of the uranium and rare earth momentum theme.

Uranium is mentioned as a hard asset that cannot be redefined, suitable for protection against dollar debasement.

Large trader placed $499K call debit spread (65/75 strikes, July 2026 expiry) targeting $2.7M profit. Uranium sector benefiting from Strait of Hormuz blockade, high oil prices, and shift to alternative energy. Technicals show stair-step higher low pattern with momentum.

Bullish both long and short term; owns a position, and the recent sell-off created an entry opportunity