itsbigmikey
| Favorite team: | LSU  |
| Location: | NASHVILLE |
| Biography: | |
| Interests: | |
| Occupation: | |
| Number of Posts: | 374 |
| Registered on: | 8/23/2018 |
| Online Status: | Not Online |
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re: Uranium>Silver
Posted by itsbigmikey on 5/27/25 at 6:36 am
Anybody home?
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re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 4/2/25 at 5:54 am
I’m assuming y'all saw that coreweave move… 40%+ day yesterday is wild. Hopefully our baby gets some sympathy
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 3/27/25 at 9:20 am
*COREWEAVE TO DOWNSIZE ITS IPO, CUT VALUE TO $23B: SEMAFOR
Meh probably not helpful. Still holding and selling puts down here. If it goes under $20 I’ll own a lot
Meh probably not helpful. Still holding and selling puts down here. If it goes under $20 I’ll own a lot
re: What is your #1 dividend stock?
Posted by itsbigmikey on 3/12/25 at 7:12 am
^this. Be mindful in taxable accounts with these covered call ETF’s. I like SCHD though
re: ANET - Arista Networks
Posted by itsbigmikey on 3/5/25 at 9:00 am
“ARISTA NETWORKS $ANET upgraded to 'Buy' (from Neutral) at UBS, with a $115 price-target (from $112)”
Anybody nibbling at these levels? Just started a position
Anybody nibbling at these levels? Just started a position
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 2/27/25 at 8:15 am
Anybody looking to get into coreweave as well? I’m at the tip of the iceberg on researching this topic so don’t know the fundamental differences very well
re: Nebius - NBIS - AI Infrastructure Company
Posted by itsbigmikey on 2/24/25 at 9:03 am
If nothing has changed with the thesis, we (longs) should all be happy about this. I’ve been DCA’ing all morning
re: BBAI - BigBear.ai
Posted by itsbigmikey on 2/12/25 at 10:05 am
Feels like this thing wants to run. Not a large position because I was late but I’m looking to add
re: Uranium>Silver
Posted by itsbigmikey on 10/17/24 at 7:01 am
quote:
There will be an oh shite moment and it will be crazy. Ofcourse I have predicted 12 out of the last 0 of those lol
It's coming and demand 10 years from now is tomorrow in uranium land. The rubberband is being pulled tighter and tighter. That said, inevitably this will cool off and we'll have another dip buying opportunity (this is my mindset to help me stomach the volatility anyway) so I don't think it's smart to chase. I'm just adding on dips and holding on for dear life until your oh shite moment comes.
re: Uranium>Silver
Posted by itsbigmikey on 9/23/24 at 7:05 am
Not a subscriber to UI but I keep an eye on their stuff. Added a little to my ETF positions on this drawdown but still sitting on a lot of SPUT. Term price has finally caught the spot price and looks to have set a floor for this thing.
Still think there is plenty of upside left but the timing is murky. All I know is the news flow is amazing for this sector and you add the impending AI/data center energy demand to the yearly supply deficits... A when not if story IMO
Still think there is plenty of upside left but the timing is murky. All I know is the news flow is amazing for this sector and you add the impending AI/data center energy demand to the yearly supply deficits... A when not if story IMO
re: Uranium>Silver
Posted by itsbigmikey on 2/28/24 at 7:32 am
This sector is extremely volatile. I personally like URNM and URNJ better than URA just because they're uranium pure-plays while URA isn't. URA has more liquidity and a better options chain which is nice though.
This is all about your risk appetite. IMO the surest bets are U.UN (Sput), CCJ, KAP, URNM, URA, URNJ. After that maybe UEC and NXE. Going to be a lot of small guys that rocket and a lot that go to zero, and I don't have the risk appetite or diligence to try to find out. I own some EU, UUUU, and DNN but am letting my URNJ position get me the exposure to the juniors.
Been an interesting couple of weeks. These dips are hard to stomach but in the end the fundamentals haven't changed. Higher prices will unlock some supply but in the end more of the stuff needs to be mined/produced and that can't happen with the flip of a switch. Holding on tight
This is all about your risk appetite. IMO the surest bets are U.UN (Sput), CCJ, KAP, URNM, URA, URNJ. After that maybe UEC and NXE. Going to be a lot of small guys that rocket and a lot that go to zero, and I don't have the risk appetite or diligence to try to find out. I own some EU, UUUU, and DNN but am letting my URNJ position get me the exposure to the juniors.
Been an interesting couple of weeks. These dips are hard to stomach but in the end the fundamentals haven't changed. Higher prices will unlock some supply but in the end more of the stuff needs to be mined/produced and that can't happen with the flip of a switch. Holding on tight
re: Uranium>Silver
Posted by itsbigmikey on 2/15/24 at 6:54 am
Not a bad idea. The volatility in this sector is no joke but allows for great DCA opportunities. I'm having to build some cash currently but would probably be joining you if I wasn't.
re: Uranium>Silver
Posted by itsbigmikey on 2/1/24 at 12:49 pm
Looks like spot starting to get frisky again too. Ask at $108
re: Uranium>Silver
Posted by itsbigmikey on 2/1/24 at 12:43 pm
I think you're right. All about our appetite for volatility at this point with equities. Downward pressure on the spot price seems like a fairytale with what is happening currently. Really anticipating what Cameco comes out with during earnings on the 8th. $KAP's "bad news" raised their stock price 10% today. Hoping for more "bad news" on the 8th
re: Uranium>Silver
Posted by itsbigmikey on 2/1/24 at 11:17 am
$KAP (world's largest producer) announcing shortfall in production. More bullish news for the sector. $CCJ may be saying the same thing in a week's time. What a setup
re: Uranium>Silver
Posted by itsbigmikey on 1/12/24 at 7:21 am
Spot Price just hit $100! Things might get wild out there. Equities still lagging significantly but SPUT has continued to be a monster. Spot price more than doubled in a year and I don't know what it will take to get more u308 on the market.
Crazy times but it seems like we're close to entering the mania phase of this market. When SPUT's share price matches $100 spot-equivalent I'm selling 1/4 of my SPUT holdings as planned. If flows come to this sector there could be fireworks in short order. Bring it on
Crazy times but it seems like we're close to entering the mania phase of this market. When SPUT's share price matches $100 spot-equivalent I'm selling 1/4 of my SPUT holdings as planned. If flows come to this sector there could be fireworks in short order. Bring it on
re: Uranium ETFS/Niger Coup
Posted by itsbigmikey on 1/10/24 at 7:06 am
URA has a better options market but if you want pure-play uranium I'd go URNM and/or URNJ
re: What is your largest stock holding in your portfolio
Posted by itsbigmikey on 1/9/24 at 8:38 am
SRUUF. Sprott Physical Uranium Trust
re: Buying new home - Renting current townhouse
Posted by itsbigmikey on 12/29/23 at 8:33 am
Interesting thought. Thank you
re: Buying new home - Renting current townhouse
Posted by itsbigmikey on 12/29/23 at 6:25 am
quote:
Why an 800k house?
I think something got lost in translation here. I would be looking for something probably in the mid 600K's and would max go 750k if the money worked. I appreciate all of the input though!
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