Spot prices, long-term contracts, and the nuclear buildout: who is bullish, at what level, and why.
The count, last 30 days: 4 bull, 0 bear. The tape leans bull. A count, not a verdict.
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What the people who move markets are saying about this, in their own
words. These are views on the record, not scored bets: when a call here grows a number
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Bullleaning · 2026-07-22
On the reported 30-year US-Saudi civilian nuclear deal @1:20. He first questions the timing: 'Why would we do this deal right now?... Maybe there is something else going on we don't see. Maybe it's tied to the Iran operations' @1:31. Anchor notes Oklo and X-Energy shares (whisper: 'Aklo and ex-energy') rose on the news @1:59.
“But if you just looked at the merits of the deal, I'd rather Saudi Arabia be partnering with the United States in nuclear energy and not China, not Russia.”
Spot ~$85 has sat below the long-term contract price for months, which he calls the real price; would buy a dip 'this week' if he had no uranium; four advanced reactors brought online by Jul 4
Spot below long-term contract price for months, he notes
“So I think spot has another snapback coming, which would be upward, and that will be good for the stock. So I have high confidence in that, but it's not necessarily a huge move.”
“So yeah, I like uranium. I'm very bullish still on that thesis. It's just not super cheap and I own a bunch already. Most of my portfolio right now is uranium stocks.”