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能源股票評價-從三心那裏抄來的

(2025-08-22 17:01:03) 下一個

VST, CEG ==== AI energy and electrcity company. They are not just nuclear , but rather the backbone of US's future energy suppliers. They are both very expensive now, and not a good time to buy

OKLO, NNE, SMR === small nuclear module provide. These are all pure nuclear energy provider but very speculative. A bear market could easily wipe out 80% of their value, but a FOMO market could easily pop them 2x,3x. They are only for trading

CCJ, LEU === providers of Uranium and a good bet for long term. LEU price is getting attractive and I plan to buy around 100-120. I may use Ratio put to catch the downtrend first

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