$CCJ 0.36 Noisy

Notable posts

• @StockSavvyShay neutral 890 eng

  THE ELECTRICITY VALUE CHAIN • $CCJ uranium supply • $CEG nuclear baseload • $SMR modular nuclear reactors • $OKLO micro-nuclear generation • $EOSE zinc long-duration storage • $GEV power conversion hardware • $VRT power distribution & cooling • $VST flexible generation & storage • $TSLA utility-scale lithium storage • $FSLR thin-film solar for hyperscale • $NNE utility-scale renewable buildout • $TLN North American renewable generation • $BWXT nuclear components & specialty fuel

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• @StockSavvyShay neutral 664 eng

  NEXT WEEKS EARNINGS ARE MASSIVE • Monday | $APLD, $NVTS, $CDNS, $AMKR • Tuesday | $BE, $KLAC, $PYPL, $V, $TER, $ENPH • Wednesday | $MSFT, $META, $HOOD, $ARM, $QCOM, $SOFI, $VRT, $LMND, $LRCX, $VKTX, $FTNT, $CVNA • Thursday | $AAPL, $AMZN, $COIN, $RBLX, $RDDT, $TEM, $RIVN, $FSLR, $MA, $PGY, $MSTR, $AXTI, $NXT • FRIDAY | $CVX, $XOM, $ABBV, $CCJ, $MRNA

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• @StockSavvyShay neutral 243 eng

  NASA’s nuclear powered Mars spacecraft is estimated to cost $2.1B. Space Reactor 1 Freedom is targeting a late 2028 launch with the full mission cost expected to rise further once the three SkyFall helicopters are included. $OKLO, $CCJ, $UUUU, $SMR, $BWXT, $LEU https://t.co/RLhVye9Sgj

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• @LeifInvests neutral 126 eng

  🇺🇸 Government-Backed Stocks & Possible Future Investment Sectors 👀 (FULL GUIDE) 👇 Since January 2025, the U.S. has announced up to $27B in strategic investments. Current holdings: 👇 Critical Minerals🪨
• $MP — 15% stake
• $LAC — 5% stake
• $TMQ — 10% stake
• $USAR — 8% stake Semiconductors
• $INTC — 9.9% stake
• $GFS — $375M Quantum Computing
• $IBM — $1B (Quantum Foundry)
• $QBTS — $100M
• $RGTI — $100M Defense
• $LHX — $1B (Rocket Motor Unit) Indirect exposure: 
Critical minerals processing
• $AREC (ReElement Technologies) Nuclear ☢️ 
• $CCJ (Westinghouse exposure)
• $BAM (Westinghouse exposure) 👀 Possible future sectors: 👇 Drones 🚁 (Pentagon exploring debt & equity investments to strengthen domestic manufacturing.) • $AVAV • $ONDS • $UMAC • $RCAT • $KTOS Artificial Intelligence 🤖 Trump has said the U.S. is exploring investments in leading AI companies. • OpenAI • $GOOGL • $META • $SPCX (xAI) • Anthropic How are you positioning yourself with government backed stocks?

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• @wallstengine neutral 52 eng

  Today's Key Events (All EST) — 07/31/2026 06:00: $ARES 06:00: Patria $PAX 06:00: Proto Labs $PRLB 06:00: Perimeter Solutions $PRM 06:05: AngloGold Ashanti $AU 06:10: Carter’s $CRI 06:15: Chevron $CVX 06:30: Exxon Mobil $XOM 06:30: Eaton $ETN 06:30: Lear $LEA 06:30: LyondellBasell $LYB 06:30: nVent Electric $NVT 06:30: Newell Brands $NWL 06:35: Cameco $CCJ 06:45: Brookfield Business $BBUC 06:55: AutoNation $AN 06:55: Church & Dwight $CHD 06:55: Colgate-Palmolive $CL 06:55: Brookfield Renewable $BEP 07:00: Balchem $BCPC 07:00: TransAlta $TAC 07:00: T. Rowe Price $TROW 07:00: WisdomTree $WT 07:30: Dominion Energy $D 07:30: Ballard Power Systems $BLDP 07:30: Federal Realty $FRT 07:30: Cboe Global Markets $CBOE 07:30: Gates Industrial $GTES 07:45: AbbVie $ABBV 07:55: Moog $MOG.A 08:00: Nano-X Imaging $NNOX 08:00: RBC Bearings $RBC 08:20: Franklin Resources $BEN 08:30: Arbor Realty Trust $ABR 08:30: iRadimed $IRMD

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• @wallstengine neutral 40 eng

  $CCJ temporarily suspended mining at Cigar Lake after Orano’s McClean Lake mill shut down because of a sulfuric acid plant issue. Cigar Lake ore is processed at McClean Lake. With the mill unable to process ore and limited storage capacity at the mine, Cameco paused mining until acid supply is restored. Cameco expects McClean Lake to resume operations in about two weeks and says it does not currently expect an impact to its 2026 Cigar Lake production outlook.

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• @StockOptionCole neutral 32 eng

  Massive week ahead Wednesday • 2:00 PM – FOMC Interest Rate Decision • 2:30 PM – Fed Chair Press Conference (Kevin Warsh) Mon: $APLD $AMKR $CLS $RMBS Tue: $V $BE $KLAC $GLW $STX $NXPI Wed: $MSFT $META $VRT $ARM $QCOM $LRCX Thu: $AAPL $AMZN $COIN $MSTR $RDDT $RBLX Fri: $CVX $XOM $CCJ $ETN $ABBV AI CapEx • Cloud Growth • GPU Demand • Memory • Data Centers • Infrastructure Watch for read-throughs into $NVDA $MU $MRVL $AVGO $AMD $NBIS $DELL $TSM $QQQ $SMH

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• @ArkkDaily neutral 33 eng

  Here is every stock currently in Cathie Wood and Ark Invest's Autonomous Technology & Robotics ETF $ARKQ: Tesla $TSLA 10.56% weighting Advanced Micro Devices $AMD 6.96% Teradyne $TER 5.88% SpaceX $SPCX 5.86% Kratos Defense & Security $KTOS 5.15% Google (Class C) $GOOG 4.80% Deere & Company $DE 4.31% Rocket Lab $RKLB 3.81% Palantir $PLTR 3.76% Taiwan Semiconductor $TSM 3.46% Amazon $AMZN 3.15% L3Harris Technologies $LHX 2.97% NVIDIA $NVDA 2.93% Caterpillar $CAT 2.56% AeroVironment $AVAV 2.47% Archer Aviation $ACHR 2.13% Trimble $TRMB 1.93% Komatsu $KMTUY 1.80% Aurora Innovation $AUR 1.61% Broadcom $AVGO 1.59% BWX Technologies $BWXT 1.58% Baidu $BIDU 1.56% Cameco $CCJ 1.55% Elbit Systems $ESLT 1.54% Intuitive Machines $LUNR 1.46% Symbotic $SYM 1.38% DoorDash $DASH 1.36% Joby Aviation $JOBY 1.33% Iridium Communications $IRDM 1.28% Intuitive Surgical $ISRG 1.25% Teledyne Technologies $TDY 1.09% Synopsys $SNPS 0.96% WeRide $WRD 0.90% BYD $BYDDY 0.89% X-Energy $XE 0.89% Kodiak AI $KDK 0.85% Oklo $OKLO 0.85% Pony AI $PONY 0.67% Google (Class A) $GOOGL 0.29% Strata Critical Medical $SRTA 0.23% Also worth noting: Goldman Sachs Financial Square Treasury Obligations Fund - 0.42% (cash/treasury sweep position, not a stock)

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