Company Research

Great Question on Uranium and $SRUUF

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Great question today from Ben about uranium and $SRUUF: I am wondering whether you can comment on SRUUF. According to Cameco’s website, it seems, year-to-June, Uranium spot price is trending lower and is converging to the steady rising long-term price. What factors are driving that trend and what implications those factors might have on SRUUF … Read more

WSJ Highlights the Danger of AI Attacks

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Today, the WSJ published an article titled “AI is Helping Scammers Outsmart You – and Your Bank” highlighting the new sophisticated techniques being used by people committing fraud. If we remember back to the early days of internet-enabled fraud, the scammers liked to use the Nigerian Prince approach where you’d get an email claiming you … Read more

Guest Post on Talen Energy $TLNE

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A few weeks ago, I had the opportunity to do a webinar with Enrique Abeyta of HX Research on Talen Energy $TLNE. Enrique did a fantastic job making the case for why Talen could double from current prices. That video is linked in the piece below. This morning, HX Research published an update on Talen … Read more

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