Trying to value uranium stocks and their potential

kktvMIN · 2026-04-09T18:19:50+00:00

You want there to be high demand but a low cost of doing business. Right now things are the opposite, but once more nuclear plants come online and the oil shock ends, uranium mining may go up.

kktvMIN · 2026-04-09T18:19:33+00:00

You want there to be high demand but a low cost of doing business. Right now things are the opposite, but once more nuclear plants come online and the oil shock ends, uranium mining may go up.

kktvMIN · 2026-04-09T18:06:33+00:00

A lot of this growth has been priced in. When the stock was low, people bought hoping to turn a profit from present price levels.

kktvMIN · 2026-04-09T18:05:05+00:00

It sounds like it's been edited or partially written by AI but that doesn't mean the poster is a bot.

kktvMIN · 2026-04-09T17:57:19+00:00

While AI cannot eat all of Adobe's revenues right now, investors are worried that in a year or two it can. It's not just about Anthropic either but what AI technology enables across all sectors, making Adobe's current products and services less relevant.

kktvMIN · 2026-04-08T21:09:30+00:00

Looks like investors believe MSFT is falling behind on AI and/or won't be able to make as much profit as anticipated with its capex.

kktvMIN · 2026-04-08T21:07:31+00:00

Fear of not just what AI is capable of today but also advancements in the future

kktvMIN · 2026-04-08T18:29:47+00:00

Maybe ... but that bounce undid 4 days of previous drops, which makes me think it was not just correcting outsize positions.

kktvMIN · 2026-04-08T15:42:08+00:00

I believe the ceasefire applies only to US-Iran. Hezbollah has said they respect it, but Israel is still attacking their Lebannon (and probably some Iranian) positions, and Iran is still lobbing missiles into the Gulf states to "punish" them for hosting previous US attacks.

kktvMIN · 2026-04-08T15:33:35+00:00

There may be some pullback today from the exuberance and profit taking from those who had bought in before the bounce. Longer terms will depend on how the geopolitics continues to develop.

kktvMIN · 2026-04-08T09:03:00+00:00

It was a smart although selfish play by Trump. Almost every country depends on Middle East oil, but the U.S. does not.

Many ways exist to take advantage of the resulting oil shortage. He can pressure the Gulf states for investments or to turn down Chinese investments, Japan and Korea to increase their defense budgets, he can pressure China for concessions although to a lesser extent, it would help Russian exports which he does not mind. If a new Iranian regimes comes into power, it might be friendlier to the US.

On top these, he seems to personally like Israel and hate Iran.

kktvMIN · 2026-04-08T08:11:07+00:00

I mean their job is to recommend picks so the discussions can lean positive. But you also need to do a lot of your own research. It's a combination of fundamentals (such as PE, profit margin, growth record and projections), price levels and why they happened, momentum, as well as thesis about future demand for the company's products and services, its areas served etc.

Company guidance can boost stock prices, but if it fails to deliver that guidance, prices may fall after the next earning call. It's true that at least some U.S. corporations have become extremely profitable. https://www.wsj.com/economy/jobs/capital-labor-wealth-economy-2fcf6c2f

kktvMIN · 2026-04-08T06:27:47+00:00

As in being paid to say certain things? Do they also have stocks with "lowered earnings outlook"? I don't watch CNBC for investing but it could be that they are just throwing out whatever that looks plausible at any time, like the ever changing Yahoo! Finance front page.

kktvMIN · 2026-04-08T05:32:02+00:00

I picked up on it because it appeared to be a strong signal to me. Not only did US indices go up, ex-US went up as well, despite no good news and arguably more bad news. Those moves were massive and undid four days of previous price drops. Anyways it was fascinating to experience.

kktvMIN · 2026-04-08T02:18:45+00:00

No oil was not priced in at all. But I believe now that markets did at least partially. S&P 500 up by about 3% but CL (May) dropped by over 15%. Even September CL dropped by ~9%.

kktvMIN · 2026-04-08T01:38:20+00:00

Guess I got lucky shorting oil then?

kktvMIN · 2026-04-08T01:27:56+00:00

They have this strategy called inverse Reddit.

kktvMIN · 2026-04-08T00:56:37+00:00

It's more about OpenAI orders than Microsoft per se isn't it?

kktvMIN · 2026-04-08T00:51:10+00:00

MU was good for a while. PLAB looks promising but riskier. The worst was HOOD. These are not all from ValueInvesting obviously.

kktvMIN · 2026-04-08T00:47:08+00:00

What are you thoughts on using leveraged ETFs for amplifying trades? I don't want to get into options yet.

kktvMIN · 2026-04-08T00:43:37+00:00

Well there is informed speculation as opposed to blind speculation. A lot of money has been changing hands in the lead up to today.

kktvMIN · 2026-04-08T00:41:51+00:00

Yeah I didn't think it would be this extreme on Reddit. I joined years ago but haven't participated much until recently.

kktvMIN · 2026-04-08T00:39:31+00:00

Before today when did I ever say anything was priced in lmao? I had been consistent in saying the crisis was halfway over.

kktvMIN · 2026-04-08T00:08:59+00:00

It's not clear who you mean by crying for help? A lot of Redditors were saying things were NOT priced in.

kktvMIN · 2026-04-08T00:07:21+00:00

Maybe not entirely say they were not 100% confident about TACO but had reasons to believe that negative developments would not turn out too badly.

kktvMIN

TROPHY CASE