Uranium’s Still Climbing — And It’s Not Just AI
Uranium’s breakout is no longer just about AI — heat waves, grid stress, and a negative GDP print are fueling a second wind.
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Tag: energy – nuclear
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The Uranium Trade Isn’t Done Yet
Uranium is breaking out — and the AI revolution may be the reason why. Geof Smith reports.
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Market Radar: Pork’s Breaking Out — and So Are the Markets
Food prices are rising, oil’s bouncing, and Amazon may disrupt credit cards next. Geof Smith breaks down what’s behind the market’s latest moves.
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De-escalation… or just a Pause?
Markets rise on signs of Middle East de-escalation — but can Iran be trusted? Geof weighs in on crude, gold, and what tomorrow’s retail sales might reveal.
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Market Radar: Oil’s Climb, Iran’s Threats, and What Markets Are Missing
Crude oil is spiking as Iran tensions rise. Geof unpacks what’s driving markets — plus inflation, rare earth deals, and a surprising silver breakout.
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Market Radar: Amazon’s Energy Shift, Iran’s Uranium Standoff & the Pork Price Pop
Amazon eyes nuclear power, pork prices are rising, and Iran’s back in the news — Geof explains how these stories connect and what they mean for the markets.
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Amazon’s Quiet Bet on Nuclear Power
Amazon is putting new AWS data centers near nuclear plants — and that might say more about energy’s future than any headline. Geof breaks it down.
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AI Can’t Eat If the Grid’s Starving
AI needs power — and lots of it. Geof explains why the real winners of the AI boom might not be tech stocks at all… but something far more elemental.
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Market Radar: AI, Aluminum & Uranium — The Power Problem No One’s Ready For
Geof explains how AI, aluminum, and uranium are converging into a power-hungry trifecta — and why it’s moving markets in unexpected ways.
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Germany’s Nuclear Reboot Could Spark a Uranium Boom
Germany just did a nuclear 180 — and it could supercharge uranium demand. Geof explains what this energy pivot means and how he’s positioning for it.
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Market Radar: Germany Goes Nuclear, Oil at a Crossroads, and Moody’s Sparks Gold
Germany stuns with a nuclear pivot, oil sits at a tipping point, and Moody’s shakes up the bond market — Geof Smith breaks it all down in this week’s Market Radar.
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Market Radar: Gold’s $100 Rebound, Tariff Warnings from Walmart, and TEX as a “Pick & Shovel” Play
Gold surged $100 overnight — and that’s just the start. Geof Smith breaks down the market’s reaction to this morning’s data and the “pick & shovel” play he’s eyeing now.
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