The nuclear energy trade just got a massive jolt of energy.
Last Friday, Uranium stocks exploded higher after President Donald Trump signed executive orders to revitalize U.S. nuclear energy production.
The result? The VanEck Uranium & Nuclear Energy ETF $NLR had its best single-day performance since 2008.
But this move isn’t just about headlines. It's also about the strong fundamentals and technicals behind it.
The AI revolution is massively increasing global power demand, and everyone is turning to nuclear energy to scale their operations.
Top tech firms know this, and they’re investing heavily in small modular reactors (SMRs) and advanced nuclear infrastructure to power their data centers and server farms.
Meanwhile, geopolitical instability and the global push for energy security have made Uranium and nuclear development mission-critical for many countries.
That’s the story, and the market’s listening.
Here's the technical setup 👇
The VanEck Uranium & Nuclear Energy ETF holds the best names in the space, from heavyweights like Cameco $CCJ (~7%) and Constellation Energy $CEG (~8.7%) to fast-growing...
We love it when sentiment for an asset is down in the dumps like it is now!
While Gold and Silver have stolen all the attention lately, Platinum’s been quietly coiling just below the surface, building pressure for what could be its biggest move in decades.
We’re not just seeing a bullish chart setup...
We’re seeing a perfect storm of technicals, fundamentals, and sentiment pointing in the same direction.
The last time Platinum looked like this, it rallied nearly 500% in nine years.
Yes, the U.S. had a rough 20-year auction. Yields on the 30-year almost retested their October highs, touching 5.15%. But that’s not the real story.
The real bond crisis is in Japan.
This week, Japan saw its worst 20-year bond auction since 1987. Long-end JGBs—30s and 40s—are ripping to all-time highs. Not because of inflation or growth. Because no one’s buying.
Life insurers, once the backbone of demand, are out. Solvency regulations crushed their appetite. Reinsurers are selling. The market is flooded with supply, and demand is structurally broken.
Now add fiscal stress, political risk, and an election promising tax cuts—and the bond vigilantes are wide awake.
This isn’t a local issue. Goldman says Japan’s long-end move added 80 bps of pressure to global yields. What’s happening in the U.S. isn’t just about the Fed. It’s about Japan breaking.
When the most conservative central bank starts losing control, that’s not background noise. That’s the alarm bell.
Bond dysfunction doesn’t just mean volatility.
It means inflation.
Because when buyers disappear… you print. And when you print into a supply-constrained world…...
