Market Professional Buying Dips in Fundamental Uptrends since 2009
Joined April 2014
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May 12
My thesis for #uranium and nuclear power post 2022 when $nvda drove the AI narrative to the next level has a lot of similarities to the railroads being built in the 1800s at 1900s.
One of the greatest wealth periods in history which created Titans of industry had very similar themes.
The AI data center and semiconductor technological revolution will be a very similar investment cycle
When you have such clear demand, it’s easy to have extreme conviction like the Vanderbilts did
The uranium trade today is no different than investing in steel for the railroads
It’s the most clear and obvious investment I’ve come across in my life.
Those Titans built their fortunes by concentrating every penny they had into their highest conviction investments.
They knew without any doubt the long-term direction of their investments.
The uranium cycle works backwards and takes decades typically to build out. It is a slow process which requires more patience than brains.
It’s easy to get distracted by day to day things like inflation reports or war in Iran
but you must remember this is no different than investing in steel for the railroads in the 1800s
“Buy Dips in Fundamental Uptrends™️”
$ccj $nxe $ura $urnm
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Well said. Unbelievable moment for NY! Lets go knicks!
I’ve been a Knicks fan since 2011.
Many of you know this seeing the variation of Knicks hats I wear on stream.
I was born in NJ so our local cable package at the time only came with MSG Sports.
The only basketball games they showed were the Knicks, the New Jersey Nets weren’t really good enough to get their own station, so I ended up deciding I’d be a Knicks fan at the same time that I began playing basketball in Middle School. I grew up with Carmelo, Jeremy Lin, Steve Novak, etc. I quickly realized being a Knicks fan was not going to be fun.
I don’t talk much about sports anymore because over the past 10 years, I shifted my focus from sports to markets when I realized I wasn’t going to ever make the NBA. I just couldn’t dedicate the type of energy to caring about sports when I realized my core focus was going to shift on becoming a better investor. Jerome Powell became more relevant to me than LeBron James.
But last night was special.
I started crying on the couch when seeing Jalen Brunson win (which my sister made fun of me for) but it’s because Brunson is the epitome of never giving up and continuing to fight in the face of everyone doubting you.
“My confidence comes from my work ethic,” was the part that hit me the hardest that he said last night. It is a reminder that anything in life can be achieved if you are willing to do the work that most people cannot fathom doing.
And when you put in that work, the confidence in the big moments is just a reflection of all the time you put in.
Really happy for the City of New York and for a team for inspiring all of us to dream as big as possible.
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Jun 12
Yup easy fade been saying this for months
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TCS retweeted
Jun 12
In the WNA's 2025 "Reference Case" scenario, they see uranium demand more than DOUBLING to ~390 million lbs./yr. by 2040.
That is a 55Mlb. adjustment from the 2023 Fuel Report. 👀
If the supply response goes *perfectly*, maybe we see 250M lbs. ~2033. And that's a big 'maybe.'
I really do not know where the lbs. will come from – at any price – to meet this extraordinary demand.
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Yahoo and Amazon went public between 1996 and 1997.
The market did pretty well from 1997 through 2000.
The reality is that these IPOs are raising billions, not trillions. That amount of liquidity is a drop in the bucket for a market that trades $500B per day.
The narrative and sentiment surrounding the SpaceX IPO is creating enough fear that it’s becoming a perceived liquidity event even if the numbers don’t support that level concern.
Markets move on perception in the short term but when you zoom out, the idea that a $75B capital raise is going to structurally drain liquidity from a market this large feels overstated.
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TCS retweeted
Jun 11
🔴 Traders no longer fully price in a Fed rate hike this year.
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Jun 11
Big W potentially with huge upside potential still… after this last selloff if gas/diesel prices fall meaningfully this economy can absolutely take off and we should see risk on again because treasuries can come off in a big way, rates will get priced lower and corporate profits can bounce quickly
Sentiment was extremely low, we can rally to new highs fast and the majority will fight this move higher
Jun 11
🇮🇷🇺🇸 BREAKING: Trump just announced he has cancelled planned U.S. strikes and bombings on Iran.
The decision was approved at the highest levels of Iranian leadership and backed by Israel, Saudi Arabia, UAE, Qatar, Turkey, Pakistan, Egypt and others.
He added:
"The Naval Blockade will remain in full force and effect until this Transaction is finalized. Time and place of the signing to be announced shortly."
Writer: Oliver
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Jun 11
Lfg Knicks! One of the greatest comebacks in sports history
UNBELIEVABLE!!!
Jun 11
OMFG WHAT DID I JUST WATCH…
KNICKS CAME BACK FROM 29…..!?
WOWWOWOWOW
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Jun 10
The sentiment in #uranium right now has to be as low or lower than april 25’
I haven’t seen people this irritated in a very, very long time
Accumulate in fundamental uptrends and let time do the rest
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Jun 10
Today’s buys
$gev getting more aggressive in this name finally
$vst nuclear related sector getting thrown out w the bathwater
$vrt stepping up back in this name again, its been a great performing name for the last 18 months
$URAA 2x etf buy at bottom of the Bollinger range for a support bounce
$amzn feeling cheap again
$BABA china names at unbelievable discounts relative to their ai growth
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Jun 10
Another fugly day, we didnt see the bounce after 2pm i was looking for.
Wish i could say im super surprised at the risk off ahead of the ipo but after some data ive come across recently
I have shifted my viewpoint that this is setting up a lot of good new opportunities for the summer
Buying the dips while they last…
Sucks in the moment, it always does. Gotta just get through it and monitor things longer term
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Jun 10
If we rally hard after 2pm we should be in the clear and over the selling hump imo
Short term capitulation off ath’s is almost always a good dip to buy
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TCS retweeted
Jun 10
Do high inflation and a weakening job market point to a recession? Here's my take.
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Jun 10
The carnage in the #uranium sector over the last 2-3 weeks is unbelievable.
$ccj $nxe $uec $uuuu getting absolutely destroyed while fundamentals continue to improve month after month
Every catalyst seems to get ignored for reasons I can’t seem to comprehend
I imagine a lot of the selling is getting tied to other metals/commodities also getting crushed like gold/silver which is putting a drag on passive etf flows
If the price of gold was making new highs every month and the mining companies kept falling you would have no problem adding more shares
Uranium is the same thing right now, as long as the fundamentals keep improving and long term pricing keeps squeezing higher there is nothing to do but accumulate cheap shares and wait for the market to wake up to the reality that higher prices are necessary for secondary mines to come onboard so the supply deficit doesn’t grow far beyond the 2.5b lbs we are short into 2045
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Jun 9
$trin up there with some of the highest levels of selling ive witnessed. Someone big unloading as fast as they can, very unusual selling that seems more targeted at scaring short term investors vs a slow and consistent seller who wants to get out without tanking the market…
If you’re a major institution trying to lower risk, you would prefer to sell slowly into strength instead of hitting market orders to unload and collapse price on yourself
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Jun 9
Majority of the selloff bought back now, buy programs kicked in around 1pm lows right off daily bollinger bands 👀
Slow steady selloffs scare me more than quick violent ones… todays adds will likely pay off over the next few weeks
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Jun 9
$urnj off nearly 50% since January highs all while long term uranium continues grinding higher and making new highs every month… some serious alpha buying this disconnect long term
I continue to add on dips and go deeper into margin
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Jun 9
Outside of about 10 names its been a very trappy and dangerous market since may. Definitely not as easy as it was last year after april lows.
Staying patient through theses times is critial to saving mental capital so you can be aggressive when the opportunity presents itself down the line
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