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CCJNEUTRALNXENEUTRALDNNNEUTRALBULLISHCore thesis · 5/5

Buy physical uranium now, rotate to miners post-selloff

The speakers argued that a severe structural supply deficit will drive physical uranium higher, but high-beta mining equities should be bought only after potential market volatility clears weak retail hands.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE