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Uranium Sqeeze

About Uranium Sqeeze

Picking diverse uranium stocks, some being producers, explorers, developers, miners and ETFs. Uranium is considered a promising long-term investment due to the growing global demand for nuclear power as a clean energy source, coupled with a projected supply shortage, which is expected to drive uranium prices higher as countries increasingly turn to nuclear energy to meet their decarbonization goals; this creates a compelling investment case with potential for significant price appreciation, particularly considering the limited new uranium production capacity coming online to meet this rising demand.

About the Creator

Alpha Hunter is a research-driven investor with an institutional background across finance, real assets, and energy adjacents. He specializes in identifying asymmetric, high-conviction opportunities rooted in long-cycle fundamentals and structural supply-demand imbalances, positioning capital, seeking alpha, before the herd arrives, with a current focus on uranium and the global nuclear fuel cycle.

Activity

Total Rebalances5
Last RebalanceJan 22, 2026

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Changes:OKLO +9.0%UEC +1.1%NXE +0.7%URNM +0.3%URA -4.5%

$URANIUM U.S. government, primarily through the Department of Energy (DOE), is heavily invested the newly added company through significant partnerships, contracts, and program selections to advance domestic advanced nuclear fuel supply chains and reactor development. Adding substantial position.

Changes:CCJ +8.4%UUUU +3.8%UEC -10.9%URNM -0.6%NXE -0.4%

Changes:UEC +5.0%UUUU +2.2%NXE +1.0%SMR -5.3%CCJ -1.5%

Made a portfolio rebalance in light of the past 10 days of market developments and reporting.