Thread by @financefelix

While everyone's chasing Nvidia or panicking because the S&P is down 1.8%, there's a $2 billion company quietly becoming America's only supplier of materials that power AI data centers.

99% of people have never heard of it:

First, here's what's happening:

AI is about to cause a huge energy problem.

Data centers will use 160% more power just to keep ChatGPT running (Goldman Sachs data).

Solar and wind can't handle it. AI needs power 24/7, not just when it's sunny or windy.

There's only one solution for this: Nuclear power.

It's the ONLY answer for constant energy.

And what does nuclear need? Uranium - lots of it.

This is why we're seeing big money move into this space.

Here's the proof:

↳ Microsoft: $1.6 billion to restart Three Mile Island for AI data centers
↳ Google: 500 megawatt nuclear deal (first corporate nuclear agreement ever)
↳ Amazon: Targeting 5 gigawatts (enough to power 4 million homes)

Enriched uranium just hit $190 per unit - highest ever.

Regular uranium has been going up for months.

This is the fuel that powers nuclear reactors, and everyone needs more of it.

This is where Energy Fuels (UUUU) comes in.

It's the only FULLY licensed uranium maker in America.

While competitors are stuck waiting for permits, UUUU is actually making uranium.

They just increased production plans by 59%.

And here's a bonus:

UUUU just became the first American company to make heavy rare earth materials.

This breaks China's 30-year control over these materials.

It's 99.9% pure dysprosium oxide.

Where does dysprosium go?

Every wind turbine, every electric car motor, every electric motor.

Look around your home - lots of electric motors. Planes, jets, submarines - all need this stuff.

You can't make them without it.

Their project could supply:

↳ 23% of terbium needs
↳ 34% of dysprosium needs
↳ 250% of America's samarium needs

Pretty big for just one company in an important supply chain.

The government is paying them a $1.9 million contract.

Why? It's a national security issue.

Strong finances: $253 million in cash, zero debt.

They can even buy competitors - already bought Base Resources for $178 million.

Now, let's look at the stock chart:

Jumped 10.2% yesterday while the market was down.

Support around $8.50, resistance at $10.

Better entry would be above $10.30-$10.40 (breaking recent highs).

My warning:

This is risky, so use very small positions.

But if it goes up 50-60%, that's still good gains.

Then you can slowly add more as it keeps going up.

Bottom line:

It's the only stock giving you both AI nuclear growth and America's rare earth independence.

But don't buy blindly - WAIT for the right setup.

But this story is just starting.

Now, there's a 3-Step Trading Protocol that Wall Street doesn't want you to know about.

It's helping regular people trade quality stocks confidently without any background experience.

Access the simple framework: felixfriends.org/x

Disclaimer: This is not financial advice.

Do your own research before making investment decisions.

Past performance doesn't guarantee future results.

About me:

Ex-investment banker who learned Wall Street's dirty secret - schools creates worker bees, not investors.

I’m doing the opposite:

Teaching 313k+ everyday investors how to invest like Wall Street veterans through my YouTube.

Interested in hearing more? Follow me.