Hey folks,
There’s a lot going on in the headlines right now — especially with Iran.
You’ve probably seen it by now: Iran is posturing hard again, saying they will cause “hell” in the region if the U.S. launches strikes against them.
Meanwhile, Trump is making it clear he’s not playing games. And all of this is putting the Middle East — and the energy markets — right back in the spotlight.
But here’s the part that isn’t getting enough attention: while all eyes are on oil, uranium has been steadily ripping.
One of the ETFs I’ve been watching — URA, which tracks uranium stocks — is now up nearly 36% in the past month. That’s no small potatoes… It’s a legitimate breakout!
And behind it all is the hottest tech trend of the last few years: AI and the endless amounts of power it needs.
And as I’ve been telling you all year: Companies are starting to catch on.
Microsoft is paying $100 per megawatt hour to get the decommissioned Three Mile Island nuclear plant back online. And just a little while ago, they signed one largest single energy purchases ever.
Amazon isn’t just building data centers anymore. They’re building them next to nuclear power plants — in Pennsylvania, North Carolina, and who knows where next.
Why? Because nuclear provides stable, uninterrupted base-load power. That’s exactly what AI infrastructure needs.
It’s not about PR stunts or anything like that. It’s a major shift in how big tech is thinking about energy.
And if Amazon’s doing it? You can bet they’re not the only ones. We may be seeing the early stages of a nuclear comeback — not just for energy policy, but for actual capital flow.
Add in the geopolitical tension, the push for energy independence, and global grid reliability issues… and suddenly uranium isn’t just a fringe story anymore.
It’s becoming part of the mainstream conversation — and part of the market.
Stay sharp,
—Geof
P.S. Lately I’ve been obsessed with the first 20 minutes the market is open… because it’s become one of the most consistent ways I can grab a quick profit in just a few minutes. Click here to see what I’m talking about.
