
My speculative uranium / AI power picks
TMQ, QUBT, BTO, and GPH are older positions that I’ve already de-risked.
My newer speculative positions are STND, SASK, and SYH.
The reason I picked these is because AI data centers are driving massive power demand, and if nuclear expands meaningfully, uranium demand should rise with it.
Would you buy these? And what are you currently holding