UUUU - Energy Fuels Inc.

Leading critical minerals company with uranium production and rare earth processing; White Mesa Mill is unique asset; strong government support and growing revenue.

Only fully licensed conventional uranium mill in the US; costs near historic lows, stock pricing low, critical for nuclear fuel supply.

Described as sitting on two of the hottest market themes — uranium and rare earths — with some of the lowest-cost NdPr production in the world and U.S. government now writing checks. The host notes it has been on his personal nuclear stock watch list for 2 years.

Received a fresh $725 million Pentagon loan to build a rare earth separation and metalization plant. Offers dual exposure to uranium and rare earths — two of the hottest themes in the market. Already producing separated NDPR since 2024, targeting heavy rare earth production by end of year, claims some of the lowest cost NDPR production in the world. Stock pulled back from $28 to ~$16, presenting a buying opportunity in the $13-18 support zone.

Long-term bullish on uranium; largest US producer; he is long. Short-term volatility expected but overall positive.

Falling on Friday. If it breaks under $15.58, watch for downside continuation.

Up 9.6% today, looking for breakout above $23.55 to the upside

Mentioned as a uranium stock that has been performing well recently. Joe is bullish on the uranium sector.

Still bullish on uranium and holding the stock.

Another growth stock that 'crushed it.' If it breaks the high of day around $18.55, watch for upside continuation.