u/Acceptable-Long2456

Over the last month or so, it's clear institutional and retail investor focus has be on the AI trade, space, memory, etc. vs. rare earths and uranium. Trump's China visit was non-conclusive, caused a slight cool off, but we find support at ~18/ share. It's seems investors eyes aren't on UUUU at the moment. Seems capital is waiting for milestone progress, profitability, government attention?

As a UUUU long, I know this trade will take patience and am confident my thesis will payoff. A non-China controlled rare earth supply chain and the roll-out / need for nuclear are still ever present, however, what needs to happen in the remaining months of the year for UUUU to get back or exceed it's previous ATHs?

Would appreciate this group's thoughts as I learn more about this space / company and its potential.

For what it's worth I also am long in UURAF in a similarly sized position.