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Dear Fellow Investor,
With Two Key Catalysts, These 3 Uranium Stocks Could Explode
Uranium stocks have been quietly heating up—and now they’re primed to erupt.
Just look at the Global X Uranium ETF (URA). Since early May, it’s soared from a low near $20 to over $38—a nearly 90% move in just a few weeks.
And this rally is far from over.
Behind the scenes, two powerful catalysts are converging—one political and one technological—positioning uranium for what could be a multi-year breakout.
Catalyst 1: Trump’s Push to Quadruple U.S. Nuclear Power
With the 2024 election cycle in full swing, energy policy is once again front and center. And should Donald Trump return to the White House, uranium could become one of the biggest beneficiaries.
According to a recent note from BMO Capital Markets, Trump’s team is proposing an aggressive plan to quadruple nuclear power capacity by 2050.
That’s a massive shift.
Even more telling, newly appointed U.S. Secretary of Energy Chris Wright issued an executive order emphasizing the administration's intent to kickstart what he called “America’s long-awaited nuclear renaissance.”
He stated:
“As global energy demand continues to grow, America must lead the commercialization of affordable and abundant nuclear energy… The Department will work diligently and creatively to enable the rapid deployment and export of next-generation nuclear technology.”
This kind of political backing isn’t just noise—it’s policy direction with serious funding behind it.
If enacted, this initiative could spark tens of billions in investment into nuclear infrastructure, driving massive demand for uranium and the companies that mine, refine, and supply it.
Catalyst 2: The AI Data Center Boom Needs Nuclear Power
The second major tailwind for uranium? The explosion of AI-powered data centers, which require enormous amounts of electricity—and they need that power to be clean and consistent.
Enter nuclear.
Recently, Meta Platforms signed a 20-year nuclear energy supply agreement with Constellation Energy, using the Clinton Clean Energy Center’s 1,121 megawatts of emissions-free power to support Meta’s AI operations.
This is just the beginning.
With Microsoft, Amazon, Google, and Nvidia all pouring billions into new AI server farms, the demand for reliable, carbon-free baseload power is skyrocketing—and that’s exactly what nuclear delivers.
As Morningstar noted:
“Meta will tap into Constellation's Clinton Clean Energy Center and its 1,121 megawatts of emissions-free nuclear energy to power its operations—and uranium is required to fuel the reactors.”
Between government support and industrial-scale demand, uranium is no longer a niche commodity—it’s becoming critical infrastructure.
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Big Lithium Backing. Small-Cap Price.
This growing NASDAQ-traded lithium firm that has assembled Brazil's largest portfolio of lithium mineral rights among publicly listed companies!
Electric vehicles (EVs) are driving a global surge in demand for lithium — the essential component in lithium-ion batteries. With automakers investing trillions in electrification and countries phasing out internal combustion engines, lithium is becoming a strategic resource.
Beyond EVs, lithium is also critical for grid-scale battery storage for renewable energy (solar/wind), consumer electronics (phones, laptops, power tools), and electric aircraft and drones.
Discover why this stock may be one of the most undervalued companies hiding in the Lithium boom.
3 Uranium Trades to Consider Now
If you want exposure to this surging trend, here are three uranium investments to consider right now:
Company: NexGen Energy (SYM: NXE)
NexGen Energy is a leading uranium exploration and development firm focused on Canada’s Athabasca Basin, home to some of the richest uranium deposits in the world.
Its flagship Rook I Project includes massive discoveries such as Arrow and South Arrow, positioning NexGen as a potential future powerhouse in global uranium supply.
What’s fueling the latest upside?
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The company secured its first uranium supply contracts with multiple U.S. nuclear utilities—totaling five million pounds of uranium.
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Analysts are turning bullish. RBC Capital Markets raised its price target from C$10 to C$15, citing strong fundamentals and “transformative” progress at Rook I.
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Raymond James and Scotiabank have also increased their price targets and maintain bullish outlooks.
With long-term contracts locked in, political tailwinds blowing, and development accelerating, NXE is a prime candidate for substantial upside.
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Company: Denison Mines (SYM: DNN)
Denison Mines is another key uranium play also operating in the Athabasca Basin, focused on the Wheeler River Project, one of Canada’s largest undeveloped uranium assets.
Why DNN is gaining momentum:
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Recently, both Scotiabank and National Bank raised their price targets.
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National Bank also reaffirmed its outperform rating, citing strong resource estimates and positive permitting momentum.
Denison’s ISR (in-situ recovery) mining strategy is also gaining attention for its cost-effectiveness and lower environmental impact—something investors and regulators are increasingly prioritizing.
For uranium exposure with significant production potential and institutional backing, Denison Mines offers a compelling case.
ETF: Global X Uranium ETF (SYM: URA)
If you prefer a diversified play on the entire sector, URA is your go-to ETF.
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Expense Ratio: 0.69%
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Holdings: ~50 uranium-focused stocks spanning mining, refining, exploration, and nuclear component production.
Top holdings include:
Thanks to its broad exposure, URA gives you a simple, one-ticker solution to ride the uranium wave—without having to pick individual winners.
After nearly doubling since May, it’s been one of the best-performing energy ETFs of 2025.
And if the macro catalysts play out as expected, URA could be headed much higher in the months ahead.
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Do you have your eye on any other energy stocks (uranium or otherwise)? Which ones? What sectors of the market do you think are on their way up right now? Hit "reply" to this email and let us know your thoughts!
