Yellowbull
@Yellowbull11
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Analyst focused on macro, uranium and commodities. Write ups, interviews and more at ➡️ https://t.co/7pEBExCINq Tweets not investment advice.
Joined August 2020
It's official, the Codex portfolio just recorded the first 10-bagger and it came in the form of the UUUU call options we purchased in Q2, which are now up 1056% For the portfolio, live buy/sell alerts and 50+ page biweekly reports, you can find it here ⤵️ https://t.co/QD1ibUJxrg
patreon.com
creating Information on contrarian investment opportunities
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The new Japan PM immediately makes it clear that nuclear power is a priority 🇯🇵 "Japanese Prime Minister Sanae Takaichi told parliament on Friday that homemade sources of energy like nuclear power and perovskite solar cells are important for the country" https://t.co/8UWr5yHkxE
reuters.com
Japanese Prime Minister Sanae Takaichi told parliament on Friday that homemade sources of energy like nuclear power and perovskite solar cells are important for the country.
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If they actually get these two AP1000s over the line in the coming years (btw, I don't think this is the end of new large reactor build announcements in the U.S.), this is marginally positive for uranium demand, but HUGELY positive in terms of the Western nuclear narrative.
Let's gooooooooo. More AP1000s incoming
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BREAKING: more support for US critical mineral companies is on the way The DFC joins the constortium and this commitment, which has been matched by both funds managed by Orion Resource Partners and ADQ, brings the current size to $1.8 billion in order to secure critical minerals
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Visit Espolòn Tequila at Family Style for signature cocktails, including spicy (& not so spicy) ‘margs and palomas. Powered by @EspolonTequila
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BREAKING: the construction of the V.C. Summer 2 and 3 plants may finally be finished This is massive for the US nuclear power industry, but also for uranium demand as this is 2.2 GW that will consume ~1 million pounds a year for 80+ years + initial load + ~2 years of inventory.
.@SanteeCooper advises members of the South Carolina Senate that it’s about to execute a contract with a consortium of private-sector companies to complete construction of two nuclear reactors at VC Summer — “a new model for nuclear construction that will protect ratepayers.”
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"...why I am very bullish on it. The most bullish I have ever been on anything, because it's an almost unfixable problem" In this 2+ hour long interview @JohnPolomny and I discuss the most interesting investment opportunities and positioning, all here ⤵️ https://t.co/ir1qztWbAS
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He's right...it is almost an unfixable problem. The price could be $200/lb. tomorrow and the deficit forecast into the 2030s will remain. Sure, higher prices will shake some lbs. out here and there, but the BIG projects will take time at any price. Buckle up for the coming years
"...why I am very bullish on it. The most bullish I have ever been on anything, because it's an almost unfixable problem" In this 2+ hour long interview @JohnPolomny and I discuss the most interesting investment opportunities and positioning, all here ⤵️ https://t.co/ir1qztWbAS
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"...why I am very bullish on it. The most bullish I have ever been on anything, because it's an almost unfixable problem" In this 2+ hour long interview @JohnPolomny and I discuss the most interesting investment opportunities and positioning, all here ⤵️ https://t.co/ir1qztWbAS
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DOE plutonium for [maybe] a couple of advanced reactor projects is a nothingburger, folks. Move along
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🔒 Security Update: 386 extensions analyzed, average risk score 30/100. Stay vigilant!
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This article is so stupid. Megatons? Really FT/Reuters regurg/Bloomberg regurg? That doesn’t even make sense as a measurement, either as 1 megaton = 1 million tons, or as explosive yield. The former would imply 160 million TONS equivalent of EUP from the perspective of energy
@TheNextBigRush The US faces a critical shortage of the special #uranium fuel required by new advanced reactors under development in support of Trump's May executive orders to quadruple US #Nuclear power. Russia holds a near monopoly on commercial production at scale. Trump back in May ordered
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Tough day today for various assets Buying the right equities is important, but knowing when to sell when things get overheated and taking profits is arguably even more important, otherwise you will just round trip back down with only a participation trophy Rinse and repeat 🗞⤵️
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India will be a massive buyer of uranium going forward and considering recent developments, Kazakhstan will be likely be the supplier of choice and this will result in an increasing number of pounds 'staying east' We need a lot more supply to even have a chance of meeting demand
🚨 BIG BREAKING India LAUNCHES a new NUCLEAR ENERGY Mission, aiming to ramp up NUCLEAR POWER capacity from 8.8 GW today to 100 GW by 2047 🔥
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I've always worried about people believing that a few sector analysts have the ability to move a ~$100+ billion sector to the tune of roughly 10% in just a few days based on a singular (and partial) sell alert That is, unequivocally, not what caused this sell off
@Yellowbull11 @uraniuminsider @UraniumCharts @quakes99 I’ve always worried about the newsletter writers issuing a sell alert & causing a mass sell off.
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The New Nuclear Arms Race: Mart Wolbert @Yellowbull11 on America’s Rush for Uranium Security
financialsense.com
Oct 17, 2025 – The world is in the midst of an energy transformation, and nowhere is this more apparent—or more urgent—than in the nuclear and uranium markets. In a recent conversation with Financial
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Rough end of the week for many of the assets that were running extremely hot for the past month On Tuesday I issued a sell alert as it felt lik 'peak hype' for those assets. Now we prepare for the rest of Q4 and I discuss that in this 60 page report 🗞⤵️ https://t.co/qOMWrNk6ru
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Mart Wolbert: Finding Opportunities that Return 2950% in this Market @Yellowbull11 #Uranium #NuclearPower #EnergyTransition #Nuclear #Energy #CommodityMarket #SupplyDemandGap #GeopoliticalRisks #MineralSupplyChain #TechDisruption #IndustryInsights #MacroAnalysis
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And here I thought the equity position in Energy Fuels was going to lock in second place in the YTD portfolio position ranking (first place is Andean, with an untouchable 565% run) Yet here we are as another US industrial play in the Codex portfolio has gone absolutely ballistic
Man I love it when a thesis plays out, this Codex holding is up nearly 300% in under a month and we took profits on it today after an incredible run The 'US reindustrialization' theme has been a key driver of the portfolio this year and it's time to prepare for 2026 Link in bio
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The recent movement in asset classes, not the least of which being the uranium sector, has been nothing short of incredible Now the question is, do we press the bid into Q4 to ride this into a blow-off top, or do we scale back? Here is what I am doing ⤵️ https://t.co/zSHGopSsV5
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Man I love it when a thesis plays out, this Codex holding is up nearly 300% in under a month and we took profits on it today after an incredible run The 'US reindustrialization' theme has been a key driver of the portfolio this year and it's time to prepare for 2026 Link in bio
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@clp923 I think this is as high as those calls will push it (hope I am wrong), hopefully a repeat next year to trade around the core long positioning in the sector
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