What do you think about the Uranium Bull Thesis? For those Who havent heard, is a thesis that states that the Big increase in energy demand produced among other things by the AI, is going to increase the need of nuclear energy because of its eficiency and the fact that is considered Green energy. But the supply IS not enough so the price of Uranium is going (already is) to skyrocket, producing some sort of "squeeze" (Im trying not to Sound like an APE).
Im not selling this to you, I genuinely want to know some outside inputs, since the specific subs and all the Uranium information sources are very hyped, and It might be echochambering a bit.
Stocks I own: Paladin, Cameco, Atha Energy, Denison, Península, Encore Energy, Fission, Nextgen and Deep Yellow.
Thanks in advance!