$SRUUF

Uranium Update

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Previously, we’ve reported on Amazon $AMZN and Microsoft $MSFT contracting to use nuclear power for their AI datacenters. We’ve also written about the efforts to restart decommissioned nuclear plants. Within the last week, Google $GOOGL joined in and signed a nuclear power deal. Today, we got the news that Amazon is heading up an equity … Read more

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

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