Spot prices, long-term contracts, and the nuclear buildout: who is bullish, at what level, and why.
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
and a deadline, it moves to the scoreboard. Newest first.
Bull2026-07-10
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.”