# ![@lukemetals Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1274516228758032386.png) @lukemetals Luke Spencer

Luke Spencer posts on X about $aec, $ccj, $uuuu, stocks the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1274516228758032386/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1274516228758032386/c:line/m:interactions.svg)

- [--] Week [---] +318%
- [--] Month [-----] -18%
- [--] Months [------] +1,747%
- [--] Year [------] +232%

### Mentions: [--] [#](/creator/twitter::1274516228758032386/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1274516228758032386/c:line/m:posts_active.svg)

- [--] Month [--] -65%
- [--] Months [--] +1,975%
- [--] Year [--] +115%

### Followers: [---] [#](/creator/twitter::1274516228758032386/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1274516228758032386/c:line/m:followers.svg)

- [--] Week [---] -0.25%
- [--] Month [---] +2%
- [--] Months [---] +6.70%
- [--] Year [---] +7.50%

### CreatorRank: undefined [#](/creator/twitter::1274516228758032386/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1274516228758032386/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  39% [countries](/list/countries)  13% [stocks](/list/stocks)  7% [cryptocurrencies](/list/cryptocurrencies)  6%

**Social topic influence**
[$aec](/topic/$aec) #2, [$ccj](/topic/$ccj) #47, [$uuuu](/topic/$uuuu) #56, [stocks](/topic/stocks) 10%, [ai](/topic/ai) 10%, [silver](/topic/silver) 10%, [in the](/topic/in-the) 9%, [$vand](/topic/$vand) 8%, [$lgo](/topic/$lgo) 8%, [future](/topic/future) 8%

**Top accounts mentioned or mentioned by**
[@quakes99](/creator/undefined) [@swedishuranium](/creator/undefined) [@energy](/creator/undefined) [@secretarywright](/creator/undefined) [@zerohedge](/creator/undefined) [@unusualwhales](/creator/undefined) [@wallstreetmav](/creator/undefined) [@slocan68](/creator/undefined) [@capital10x](/creator/undefined) [@bidbird10](/creator/undefined) [@capnek123](/creator/undefined) [@stokdog](/creator/undefined) [@jenstilmanydots](/creator/undefined) [@tonesancanes](/creator/undefined) [@steverodio](/creator/undefined) [@leggettjohn](/creator/undefined) [@northstarcharts](/creator/undefined) [@badcharts1](/creator/undefined) [@goldseek](/creator/undefined) [@ninoplava](/creator/undefined)

**Top assets mentioned**
[Cameco Corporation (CCJ)](/topic/$ccj) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Argentine Football Association Fan Token (ARG)](/topic/$arg) [MP Materials Corp. (MP)](/topic/$mp) [Freeport-McMoRan Inc (FCX)](/topic/$fcx) [Bitcoin (BTC)](/topic/bitcoin) [Oklo Inc. (OKLO)](/topic/$oklo) [Denison Mines Corp (DNN)](/topic/$dnn) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [Centene Corp (CNC)](/topic/$cnc) [Teck Resources Limited (TECK)](/topic/$teck) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [Eaton Vance Senior Floating-Rate Fund (EFR)](/topic/$efr) [Cheniere Energy, Inc. (LNG)](/topic/$lng) [Brookfield Business Partners L.P.Limited Partnership Units (BBU)](/topic/$bbu) [Uranium Energy Corp. (UEC)](/topic/$uec)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@quakes99 The Project Vault announcement was a good catalyst for a #uranium stocks recovery. Builds confidence in a long term rally despite the drop in the markets. $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/2019840801891840460)  2026-02-06T18:29Z [---] followers, [---] engagements


"@ENERGY If America is going tot lead in "energy and emerging technologies" a key nuclear energy and #uranium production at home. The largest companies are already building towards this to provide the kind of baseload power needed for the big AI push. $CCJ $AEC $UUUU"  
[X Link](https://x.com/lukemetals/status/2020943021957939563)  2026-02-09T19:28Z [---] followers, [----] engagements


"@zerohedge Companies are evolving into energy utilities product and service providers. Massive investments in computing infrastructure & AI models outspending competition. This requires huge investments in nuclear / #uranium and as much energy as possible to fuel demand. $CCJ $AEC $UUUU"  
[X Link](https://x.com/lukemetals/status/2020948541712236808)  2026-02-09T19:50Z [---] followers, [----] engagements


"@SloCan68 The nuclear trade is on track. $UUUU $AEC and licensed permitted #uranium hard rock miners and others close to production are key stocks to pick up at these low prices. Showing a lot of strength this year"  
[X Link](https://x.com/lukemetals/status/2021635902578340334)  2026-02-11T17:22Z [---] followers, [---] engagements


"@quakes99 #Uranium coming off the market puts more downward pressure on supply and is healthy for prices. More good news for nuclear this year. $CCJ $AEC $UUU"  
[X Link](https://x.com/lukemetals/status/2021659020399194311)  2026-02-11T18:54Z [---] followers, [---] engagements


"@jenstilmanydots This is going to be great for #vanadium investors - $VAND $LGO"  
[X Link](https://x.com/lukemetals/status/1571976261148495872)  2022-09-19T21:35Z [---] followers, [--] engagements


"@NinoPlava @jenstilmanydots To my understanding the initial V2O5 stored by $VAND (200mt) comes from $LGO. Moving forward they will also store #vanadium in electrolyte form as well and also actively use the stored metal in their VRFBs. https://capital10x.com/lpv-the-pure-play-vanadium-investment/ https://capital10x.com/lpv-the-pure-play-vanadium-investment/"  
[X Link](https://x.com/lukemetals/status/1574502847084838912)  2022-09-26T20:55Z [---] followers, [--] engagements


"3 Reasons Why VRFBs Aren't Mainstream Yet 🔋 #vanadium #stocks $LGO $VAND 1) Vanadium Cost Drives the Cost of VRFBs 💰 If VRFBs production increases dramatically the price of V205 goes up too material costs could go up 30% its happened before 💵 https://stockhead.com.au/resources/three-reasons-why-vanadium-redox-flow-battery-technology-has-not-hit-the-mainstream-yet/ https://stockhead.com.au/resources/three-reasons-why-vanadium-redox-flow-battery-technology-has-not-hit-the-mainstream-yet/"  
[X Link](https://x.com/lukemetals/status/1577322687302549504)  2022-10-04T15:40Z [---] followers, [--] engagements


"VRFB Market will Grow Grow Grow 🔋 💸 #vanadium $LGO $VAND #StockMarkets The market was US$194.2 Million in [----] projected to a size of US$734.9 Million by [----] 🌎 growing at a CAGR of 20.9% from 2020-2027 📊"  
[X Link](https://x.com/lukemetals/status/1579882591121199104)  2022-10-11T17:12Z [---] followers, [--] engagements


"@Paul39078971 @BigBiteNow @BushveldMin_Ltd @cellcube @Mustang_Plc @InvinityEnergy Don't forget about $LGO $VAND nice outlook for the entire industry"  
[X Link](https://x.com/lukemetals/status/1580276074394501121)  2022-10-12T19:15Z [---] followers, [--] engagements


"$LGO $VAND is one of the best pure #vanadium mining plays. Largo's Maracs Menchen Mine in Brazil contains some of the highest percentages of vanadium in the world. Reserve grade is twice as high as industry avg. & it carries one of the lowest costs to mine. #stocks"  
[X Link](https://x.com/lukemetals/status/1580944727259504641)  2022-10-14T15:32Z [---] followers, [--] engagements


"Battery Metals - set to grow🚀 Vanadium (VRFBs) $LGO $VAND ✅ Lithium $GRDM $SRA ✅ Nickel $QNI $CNC ✅ #StockMarket"  
[X Link](https://x.com/lukemetals/status/1611060335305232392)  2023-01-05T18:01Z [---] followers, [---] engagements


"@capital10x For investing in vanadium you can't beat the pure-play trio: $LGO #BMN $VAND"  
[X Link](https://x.com/lukemetals/status/1677365342169964552)  2023-07-07T17:13Z [---] followers, [---] engagements


"@CopperBullish Shortages from $FCX & now $TECK are pulling forward the lack of supply we knew as coming. Bullish for LT #copper prices. Big recovery from the tariff drop. $HCH $ARG $PNPN"  
[X Link](https://x.com/lukemetals/status/1976329727540359344)  2025-10-09T16:51Z [---] followers, [---] engagements


"@BidBird10 True -investors are probably reacting to the China and US trade talks announcement. $UUUU & $AEC have the licensed #uranium mills in the U.S. For $UUUU patience is key as they develop their REES"  
[X Link](https://x.com/lukemetals/status/1982828998385438793)  2025-10-27T15:17Z [---] followers, [----] engagements


"@Swedish_uranium [--]. Amerigo Resources $ARG (producing from #copper tailings). [--]. Hot Chili Ltd. $HCH (developer: [------] t annual production expected in 2028.🔥"  
[X Link](https://x.com/lukemetals/status/1983169725061575125)  2025-10-28T13:51Z [---] followers, [---] engagements


"@PauloMacro The #uranium bull market is just starting. Future demand outstrips supply & is being pulled towards us. US energy will take priority and the government will take more stakes. $AEC $CCO $UUUU"  
[X Link](https://x.com/lukemetals/status/1983211730088939623)  2025-10-28T16:38Z [---] followers, [---] engagements


"@unusual_whales More power = nuclear / #uranium LNG and any other energy we can harness quickly and efficiently. The U.S should have been building their infrastructure years ago. Ironic that the U.S is now competing with China to build things. This will pump the sector. $AEC $UUUU"  
[X Link](https://x.com/lukemetals/status/1985420514731434248)  2025-11-03T18:55Z [---] followers, [----] engagements


"@unusual_whales One Bitcoin transaction can consume about [----] kWh of electricity. This is enough to power an average U.S. home for +45 days. We need #NuclearPower to push our mining and AI construction. Hard rock #uranium all of sudden got more valuable $AEC $UUUU"  
[X Link](https://x.com/lukemetals/status/1986119771080040534)  2025-11-05T17:13Z [---] followers, [---] engagements


"@Tone_San_Can_Es Every region will try to build a #nuclear energy arsenal - less than half of the Europeans have reactors but this will change. #Uranium production is coming home to the US in order to catch China. $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/1986141308419805345)  2025-11-05T18:39Z [---] followers, [---] engagements


"@capital10x Big expectations for $AEC - a no-brainer American #uranium pick. +42% YTD 🔥"  
[X Link](https://x.com/lukemetals/status/1988990987629101317)  2025-11-13T15:22Z [---] followers, [---] engagements


"@mining The supply deficit problem can't be solved overnight. Build build build will be the story at least until [----]. #uranium $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/1989007162073575751)  2025-11-13T16:27Z [---] followers, [---] engagements


"@W_Nuclear_News @Anfield_Energy Congratulations to Anfield $AEC one of the strongest projects with upcoming production. [--] Million pounds of #uranium per year can fly off the market fast"  
[X Link](https://x.com/lukemetals/status/1989009072826515772)  2025-11-13T16:34Z [---] followers, [---] engagements


"@Tone_San_Can_Es Thanks for the heads up - I'll take a look. $DMX may be one to add to $AEC $CCJ and the rest of the #uranium basket"  
[X Link](https://x.com/lukemetals/status/1989009630500913545)  2025-11-13T16:37Z [---] followers, [---] engagements


"@unusual_whales Bubble or not - we can't deny the underlying demand for energy. Construction #copper #uranium supply growing into a power hungry market. $AEC $CCJ $GLO"  
[X Link](https://x.com/lukemetals/status/1989374023118327979)  2025-11-14T16:45Z [---] followers, [---] engagements


"@graddhybpc The #uranium bull run is far from over - $UUUU $AEC are in a good spot with permits on the hard rock side with pounds soon to move as prices go up. Big gap in supply for many years"  
[X Link](https://x.com/lukemetals/status/1990424695464726634)  2025-11-17T14:20Z [---] followers, [----] engagements


"@capnek123 Anfield Energy's $AEC Institutional Ownership solid as well. Both of these stocks in the portfolio for US #uranium assets"  
[X Link](https://x.com/lukemetals/status/1990431579064185096)  2025-11-17T14:47Z [---] followers, [---] engagements


"@aeberman12 @ChrisMartzWX I appreciate your point but I disagree. Looking at the Chinese "fast" build Saudia Arabia acquiring #uranium assets and the U.S. investing in $OKLO $AEC and other parts of the supply chain - nuclear is going to be a growing part of the future energy mix"  
[X Link](https://x.com/lukemetals/status/1990433011616162288)  2025-11-17T14:53Z [---] followers, [----] engagements


"@stokdog #Nuclear is very capital intensive at the start - but once its up and running the EROEI rises quick. #Uranium supply chain will be a part of the energy mix for most major countries. The U.S has a lot of catching up to do but they'll get there with government $$. $CCJ $AEC $EFR"  
[X Link](https://x.com/lukemetals/status/1990436196942528738)  2025-11-17T15:05Z [---] followers, [---] engagements


"@simonmaechling Waste storage isn't really a huge hurdle for nuclear. #uranium waste can be stored forever (mountains) or even recycled. The technology keeps improving - the US can learn from France (Orano). $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/1990857685256769699)  2025-11-18T19:00Z [---] followers, [--] engagements


"@SteveRodio Supply / Demand will eventually catch up with price -the same thing occurred in #copper (+$5 today). #Uranium is still a key part of the portfolio. $AEC $UUUU $CCJ etc"  
[X Link](https://x.com/lukemetals/status/1990860250832949515)  2025-11-18T19:10Z [---] followers, [---] engagements


"@disclosetv Government participation in the nuclear mark is just starting - there's too much energy demand on the line. Revitalizing U.S. #uranium is going a multi-year plan. Expect the next President to push for major investments too. $CCJ $AEC $UUUU"  
[X Link](https://x.com/lukemetals/status/1991188812249137518)  2025-11-19T16:56Z [---] followers, [---] engagements


"@capital10x Good progress $AEC to production next year - lots of US based demand for #uranium pounds will get easily absorbed by the market. ⚛"  
[X Link](https://x.com/lukemetals/status/1991206787064951048)  2025-11-19T18:07Z [---] followers, [---] engagements


"@TBirdV $CCJ is thought of as a proxy for #uranium - investors should notice other momentum equities which have a lot more room to run - $AEC $UUUU $GLO etc. that will outperform with a focus on U.S. production"  
[X Link](https://x.com/lukemetals/status/1991529080509067746)  2025-11-20T15:28Z [---] followers, [---] engagements


"@WallStreetMav Energy ( #uranium ) may sus out which EU country is the real leader and has the power to dictate policy. France is in the best position by far [------] GWh 67% of their energy. $AEC $UUUU $CCJ"  
[X Link](https://x.com/lukemetals/status/1991535631781228687)  2025-11-20T15:54Z [---] followers, [--] engagements


"@Swedish_uranium Looking institutional interest / ownership this isn't an issue at all. Pullbacks in #uranium stocks shouldn't worry investors - volatility is a part of the larger price movement. $UUUU $AEC"  
[X Link](https://x.com/lukemetals/status/1991921101690278124)  2025-11-21T17:26Z [---] followers, [----] engagements


"@SloCan68 Red or green is ok. Long term #uranium prices should rise - long term nuclear supply thesis is intact. $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/1991938121718751354)  2025-11-21T18:33Z [---] followers, [---] engagements


"@capnek123 Good price action today on the fundamental side - the road to #uranium production for small caps is volatile. H2 [----] will be much better as more projects get off the ground. $AEC $UUUU $CCJ"  
[X Link](https://x.com/lukemetals/status/1993086161204732163)  2025-11-24T22:35Z [---] followers, [---] engagements


"@ENERGY This part caught my eye. There's no AI revolution without major investments in #NuclearPower. If you don't have a position in the U.S. #uranium supply chain you're missing a great long term trend. $AEC $CCJ"  
[X Link](https://x.com/lukemetals/status/1993102881487270070)  2025-11-24T23:42Z [---] followers, 17.5K engagements


"@SecretaryWright @ENERGY The need for domestic energy is understated. Every country is going to race to provide the resources for AI grid and related industries. This is a multi-year battle for the economy of the future. #uranium #copper etc. are the bridge. $AEC $CCJ $PNPN https://x.com/lukemetals/status/1993102881487270070 @ENERGY This part caught my eye. There's no AI revolution without major investments in #NuclearPower. If you don't have a position in the U.S. #uranium supply chain you're missing a great long term trend. $AEC $CCJ https://t.co/v4lyIPqjY5"  
[X Link](https://x.com/lukemetals/status/1993382339599315122)  2025-11-25T18:12Z [---] followers, [---] engagements


"@capnek123 There isn't a lot of #uranium in "our" world from a N. American perspective. The government wants a strategic resource - in order to maintain it we'll need more domestic resources. $AEC $CCJ"  
[X Link](https://x.com/lukemetals/status/1994108729621713285)  2025-11-27T18:19Z [---] followers, [---] engagements


"@Swedish_uranium One of my favorites you didn't mention is Anfield Energy $AEC. They're one of three licensed and built conventional uranium mills in the U.S and will have production online next year. The stock is up 11% in the past week 35% year-to-date"  
[X Link](https://x.com/lukemetals/status/1995165023405236331)  2025-11-30T16:16Z [---] followers, [----] engagements


"@WallStreetMav #China does have the most rare earth reserves and other nations have their own supply - but extraction isn't always economical. The US government providing a floor price for $MP Materials supports the industry similar to the strategic reserve in #uranium $AEC $CCJ etc"  
[X Link](https://x.com/lukemetals/status/1995168598617358635)  2025-11-30T16:30Z [---] followers, [---] engagements


"@BidBird10 #Uranium miners $URN $URNJ outperforming spot - as we approach $80+ look out for individual miners to shine. $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/1995559139620290906)  2025-12-01T18:22Z [---] followers, [---] engagements


"@France24_en Using resources in politically friendly nations will be a big sticking point for #uranium #gold and other commodities. This incident and the issue in Mali makes US-based projects all the more important strategically. $AEC $CCJ"  
[X Link](https://x.com/lukemetals/status/1995560925450109076)  2025-12-01T18:29Z [---] followers, [---] engagements


"@ENERGY Another announcement to buildout the US supply chain. $MP $UUUU are in land to benefit from a #nuclearenergy #uranium mining renaissance. Uncle Sam is stepping up to support these industries - strategic defense national interest. $AEC $CCJ"  
[X Link](https://x.com/lukemetals/status/1995577108983414815)  2025-12-01T19:33Z [---] followers, [----] engagements


"@ENERGY The US Department of Energy and other governments around the world should arrange a "Energy Day" to bring attention to its importance. US-based #uranium supply chains (from extraction to milling etc.) are the key to energy security and industry for the future. $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/1995899562498654683)  2025-12-02T16:55Z [---] followers, [---] engagements


"@SaharasCharts Long term fundamentals are very good for nuclear - U.S based production can get absorbed by the domestic market place very fast when it comes online #uranium supply and demand favors higher prices. $AEC $CCJ etc"  
[X Link](https://x.com/lukemetals/status/1995931100443709528)  2025-12-02T19:00Z [---] followers, [---] engagements


"@SecretaryWright Expanding natural gas resources and #uranium mining is key to energy security - millions already depend on nat gas for heating cooking and getting small businesses up and running. $AEC $LNG $CCJ"  
[X Link](https://x.com/lukemetals/status/1996303145941467646)  2025-12-03T19:38Z [---] followers, [---] engagements


"@WECNuclear I'm not mad that this was it LOL. Anything to build #nuclear awareness. Westinghouse $BBU signed an MOU with PROMATION (Canada) to build #uranium projects. Each AP1000 unit built globally could generate ext. $1B of Canadian dollars in GDP through local suppliers. $AEC $CCJ"  
[X Link](https://x.com/lukemetals/status/1997016249256030407)  2025-12-05T18:52Z [---] followers, [---] engagements


"@Swedish_uranium Looking at SPUT's buying activity gives us the idea that the #uranium market is tightening. A pullback so far today but the long term fundamentals are sound. $AEC $URA $CCJ"  
[X Link](https://x.com/lukemetals/status/1998056751187272010)  2025-12-08T15:47Z [---] followers, [---] engagements


"@Swedish_uranium First mover advantage is big - Arizona/Utah are key states for #uranium development and we'll see the U.S. government bring investment here ex. Tony M mine which was operated by $DNN has similar mineralization to Anfield's $AEC's Frank M deposit in a nearby region"  
[X Link](https://x.com/lukemetals/status/1998100597615296785)  2025-12-08T18:41Z [---] followers, [---] engagements


"@WallStreetMav #Silver could be on track for a continued big move on rate cuts higher debts and international problems. #Uranium copper and other resources will move up as well - ATHs are coming for several metals. $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/1998454387765616862)  2025-12-09T18:07Z [---] followers, [---] engagements


"@SecretaryWright This isn't really a Blue vs. Red state issue. There are big factors are population density access to cheap coal (ex. Texas) - but stricter emissions rules do raise operating prices for utilities. More #uranium #oil etc. is needed to support grids with demand going up. $AEC $CCJ"  
[X Link](https://x.com/lukemetals/status/1998832899966251021)  2025-12-10T19:11Z [---] followers, [---] engagements


"@ENERGY There's a rising divergence between residential prices ( +7.4% on avg. this yea)r and commercial prices (+6.3% on avg. this year) for electricity. Gas prices down in many states but the AI build is putting stress on grids. #uranium mining/nuclear = LT solutions. $AEC $CCJ"  
[X Link](https://x.com/lukemetals/status/1999531209131425830)  2025-12-12T17:26Z [---] followers, [---] engagements


"@zerohedge If Industrial AI Energy Pragmatism and Geopolitical Security are major themes then all roads lead to #uranium #copper etc. to fuel American priorities moving forward. A big lead in energy and infrastructure is needed to fuel the rest of this century. $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/1999543434768470086)  2025-12-12T18:14Z [---] followers, [----] engagements


"@zerohedge Rising #lithium storage demand has already add an affect on prices recently with #BESS becoming 20% of the 1700GWh battery market. Spain China and others are experiencing EV growth #uranium and energy related markets will continue to boom. $AEC $LIRC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/1999568846722601168)  2025-12-12T19:55Z [---] followers, [---] engagements


"@unusual_whales If this AI demand is realized via construction and grid upgrades its nigh impossible for #uranium #copper and other metals prices to stay at levels today. A very strong commodity cycle will continue. $AEC $UUUU $HCH"  
[X Link](https://x.com/lukemetals/status/2000244081411436880)  2025-12-14T16:38Z [---] followers, [---] engagements


"@Swedish_uranium Lots of upside left as production flows into a high demand $uranium market ready to absorb supply. $AEC $UEC $CCJ have more room to run as the public becomes more aware of the supply deficit"  
[X Link](https://x.com/lukemetals/status/2000336256233009199)  2025-12-14T22:45Z [---] followers, [---] engagements


"@Swedish_uranium Yes - I can still find content through #uranium and ticker names $AEC $UUUU $CCJ etc. but following the people that consistently post news and analysis is the best way. Is there a nuclear/uranium group or list on x"  
[X Link](https://x.com/lukemetals/status/2000339412786515970)  2025-12-14T22:57Z [---] followers, [---] engagements


"@JavierBlas The global energy mix is changing - we can see as nations advance they attempt to add nuclear /#uranium #SolarPower and other renewables etc. as they move up the value chain. Base metals will continue to rise as they further industrialize. $AEC $FCX $CCJ"  
[X Link](https://x.com/lukemetals/status/2000597456699220282)  2025-12-15T16:02Z [---] followers, [---] engagements


"@Swedish_uranium This chart from the article is key - with #uranium demand growing billions of dollars in investments and equities outpacing other commodities the nuclear story is just beginning. A lot of more upside with domestic miners. $AEC $CCJ"  
[X Link](https://x.com/lukemetals/status/2001008751739101465)  2025-12-16T19:17Z [---] followers, [---] engagements


"@jimcramer Will Inverse Cramer strike again $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/2001009273627947387)  2025-12-16T19:19Z [---] followers, [---] engagements


"@ekwufinance The #uranium supply/demand imbalance will be a major price driver in the coming years which will support nuclear builds in the industry. $AEC"  
[X Link](https://x.com/lukemetals/status/2001730926112317767)  2025-12-18T19:06Z [---] followers, [---] engagements


"@Yellowbull11 The speed at which pounds are being absorbed in the market let us know that demand won't be satisfied for years to come. A #uranium supply shock could easily spike prices faster than we think. $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/2001732059220603227)  2025-12-18T19:11Z [---] followers, [----] engagements


"@RapidResponse47 @SecretaryWright The reopening of Three Mile Island represents a sea-change in America's approach to nuclear energy. The US is well beyond the era of #uranim fear. With growing demand for energy - making big investments now will prove to be very cost effective in future. $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/2002058750090506422)  2025-12-19T16:49Z [---] followers, [---] engagements


"@SecretaryWright Lots of expansion for #NuclearEnergy in Genesis ex. Project Prometheus developing nuclear fission through AI digital platforms reactor deployment and INL working on"agentic AI" to speed up nuclear energy design. Billions of investment into domestic #uranium FTW. $AEC $CCJ"  
[X Link](https://x.com/lukemetals/status/2003136468471177400)  2025-12-22T16:12Z [---] followers, [---] engagements


"@zerohedge US nuclear made huge strides if we look at it in context. Government funding from [----] to [----] was about $60B. Over the past [--] years the US has pledged about $50B for #uranium investments (ex. loan guarantees supply chain etc.) Its all about abundant energy. $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/2003528050374508606)  2025-12-23T18:08Z [---] followers, [---] engagements


"@quakes99 @EIAgov High possibility the US govt provides a base price for #uranium similar to $MP's rare earth greenlight to produce as a matter of strategic significance. The supply deficit is 1/2 of the story. Domestic producers continue to rise in value. $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/2005683559629979656)  2025-12-29T16:53Z [---] followers, [---] engagements


"@WallStreetMav #Silver is in a structural deficit - like a lot of other metals. The jump in recent prices isn't the end its the start of a longer cycle of higher prices. [----] will be interesting $SIL $VIPR $PAAL"  
[X Link](https://x.com/lukemetals/status/2005708175153229890)  2025-12-29T18:31Z [---] followers, [---] engagements


"@zerohedge Growing demand for energy from AI is finding that #uranium supply in the US has been in a deficit for several years. Current supply won't meet 75% of future nuclear reactor requirements many due to years of underinvestment. $AEC $UUUU $CCJ"  
[X Link](https://x.com/lukemetals/status/2005721509218902492)  2025-12-29T19:24Z [---] followers, [---] engagements


"@SecretaryWright Nuclear Energy is America's #1 source of carbon neutral energy providing 20% of electricity. There's [--] licensed and permitted conventional #uranium mills in the US owned by $AEC and $UUUU. There isn't enough to fill the demand gap. Our nuclear supplies just got more valuable"  
[X Link](https://x.com/lukemetals/status/2006057731677913106)  2025-12-30T17:40Z [---] followers, [---] engagements


"@quakes99 @mikocryptonft Solid picks - conventional #uranium mills $UUUU $AEC ready to put pounds in the market"  
[X Link](https://x.com/lukemetals/status/2006079498509508793)  2025-12-30T19:06Z [---] followers, [---] engagements


"@quakes99 Great opportunity to gain or add to #uranium positions $U.UN producers will do well this year as spot prices rise bullish $AEC $CCJ 🔥"  
[X Link](https://x.com/lukemetals/status/2007144798290063398)  2026-01-02T17:39Z [---] followers, [---] engagements


"@uselinkinv Much more demand and US government support and investment than in previous cycles. #Uranium domestic supply is on the rise and production set to get absorbed fast - we can't lose this opportunity to rebuild the American supply chain. $AEC $CCJ $UUUU"  
[X Link](https://x.com/lukemetals/status/2007154162405130593)  2026-01-02T18:16Z [---] followers, [---] engagements


"@stokdog Anfield Energy $AEC up +13% today too. #Uranium stocks catching a strong bid today - nuclear energy could be on fire this year.🔥"  
[X Link](https://x.com/lukemetals/status/2007176019820851630)  2026-01-02T19:43Z [---] followers, [---] engagements


"@quakes99 A strong start to the year for #uranium stocks - ETF rebalancing high demand and supply in question. Great to be in this space as nuclear builds speed up. $AEC $CCJ"  
[X Link](https://x.com/lukemetals/status/2008221766783520776)  2026-01-05T16:59Z [---] followers, [---] engagements


"@quakes99 Thanks for posting this. The US is finally waking up to nuclear as "Energy Dominance" is now longer just a buzzword. The country needs reliable and "always on" power. The #uranium bull cycle is just getting started. $AEC $CCJ"  
[X Link](https://x.com/lukemetals/status/2008928388992364756)  2026-01-07T15:47Z [---] followers, [---] engagements


"@Swedish_uranium Good chance for a price floor coming on US #uranium similar to REEs with the government stake in $MP. Either way higher prices to meet the demand and nuclear build are coming. Domestic supply chain / infrastructure plays should do good. $AEC $UUUU $CCJ"  
[X Link](https://x.com/lukemetals/status/2008942156334211133)  2026-01-07T16:41Z [---] followers, [---] engagements


"@leggett_john In the future - put an SMR on a ship and you energy that can be leased/rented to other countries as they need it. The ship could travel to different customers at their peak times in the year. A good opportunity for Canada US or another country to take advantage of. $OKLO $AEC"  
[X Link](https://x.com/lukemetals/status/2010764364140126527)  2026-01-12T17:22Z [---] followers, [---] engagements


"@quakes99 @UraniumMarkets #Commodities prices will keep rising making domestic sources like #uranium deposits all the more valuable. positions $AEC $UUUU and others to well to improve margins in and out of a bull market"  
[X Link](https://x.com/lukemetals/status/2011877505301672251)  2026-01-15T19:05Z [---] followers, [---] engagements


"@SteveRodio May the trend continue to be our friend. There's a strong converge of fundamentals and price action in #uranium. Hopefully the long term domestic push lasts into the next decade and the roughly $100B US/Canada investment in the nuclear supply chain is realized. $AEC $UUUU $CCJ"  
[X Link](https://x.com/lukemetals/status/2011880482406076430)  2026-01-15T19:17Z [---] followers, [---] engagements


"@SloCan68 💥 Hopefully prices stay high so we can see improving margins for our #uranium favorites. $CCJ $AEC $UUUU"  
[X Link](https://x.com/lukemetals/status/2011881351054811153)  2026-01-15T19:21Z [---] followers, [---] engagements


"@stokdog I would like to see more cooperation with other countries for the #Nuclear energy build. Lessons and financing shared. This will help speed up the process since the West has big #uranium and energy needs. $AEC $CCJ"  
[X Link](https://x.com/lukemetals/status/2013335391227547971)  2026-01-19T19:38Z [---] followers, [---] engagements


"@lancefinlinson @leggett_john Yes. Domestic supply coming to the U.S It's a huge theme that is easy to understand"  
[X Link](https://x.com/lukemetals/status/2014396806474481683)  2026-01-22T17:56Z [---] followers, [--] engagements


"@jeffcomeau The pullback in #uranium stocks just give us more chances to buy. Early innings. $AEC $CCJ $UUUU etc"  
[X Link](https://x.com/lukemetals/status/2016954810872848699)  2026-01-29T19:21Z [---] followers, [----] engagements


"@NorthstarCharts I see #silver bottoming at [--]. Silver generally trails #gold for some time then outperforms $SSVR"  
[X Link](https://x.com/lukemetals/status/1749432985143701564)  2024-01-22T14:05Z [---] followers, [---] engagements


"@badcharts1 #Silver miners are in position to move this year. Silver Institute is expecting to see $30 from industrial demand and build-out. $SSVR"  
[X Link](https://x.com/lukemetals/status/1756368200030138489)  2024-02-10T17:23Z [---] followers, [---] engagements


"@peter_krauth @silverguru22 @DanielaCambone @TaviCosta @ArcadiaEconomic @AuAgEric @goldseek @NewGen_Mindset @RonStoeferle @IGWTreport @wmiddelkoop #Gold jumps as well when the Fed cuts rates. No reason to believe that this changes in the future. LT miners should pick up with increasing silver demand 5X higher by [----]. $SSVR $KRI.v $WRLG"  
[X Link](https://x.com/lukemetals/status/1757837894268432660)  2024-02-14T18:43Z [---] followers, [---] engagements


"@TechCharts Agree $3K is in sight. Plus #gold safe haven appeal is too strong. Tariffs geopolitics remain hot. Have this space on your radar $AEM $FNM $KRI.v $GOLD"  
[X Link](https://x.com/lukemetals/status/1886449163774160997)  2025-02-03T16:18Z [---] followers, [---] engagements


"@marketplunger1 Can't complain. Good week. $GDXJ juniors have a long way to run should keep outdoing the underlying metal $AEM $FNM $GOLD"  
[X Link](https://x.com/lukemetals/status/1942281219212792227)  2025-07-07T17:55Z [---] followers, [---] engagements


"@RevereAsset @ConnorJBates_ #uranium could be the best running metal of the year big investments from the government coming. We could even get a base price. Add $AEC to the list - partnership with $UUUU and one of two licensed and permitted mills in the US"  
[X Link](https://x.com/lukemetals/status/2013312131664388433)  2026-01-19T18:06Z [---] followers, [----] engagements


"@quakes99 The pullback in #uranium stocks helps us accumulate at a discount vs. the value of the projects. As the spot price rises many of our favorites will be able to print $. $CCJ $AEC $DNN"  
[X Link](https://x.com/lukemetals/status/2016955395336466836)  2026-01-29T19:23Z [---] followers, [----] engagements


"@paola_rojas I like $ARG $ARREF strong #copper play without the operational risks"  
[X Link](https://x.com/lukemetals/status/1637895106089869312)  2023-03-20T19:13Z [---] followers, [---] engagements


"@BidBird10 Energy Fuels $UUUU Anfield $AEC etc. gains aren't priced in yet. There's a lot more movement in the next quarters as the USA builds up critical minerals supply"  
[X Link](https://x.com/lukemetals/status/1991154491844858048)  2025-11-19T14:39Z [---] followers, [----] engagements


"@hajiyev_rashad Debt is a bigger problem than most people realize. We see gold & silver reserves rising in many countries. Hard assets are key and investing in resources are critical today. #stockmarkets $SSVR $WRLG"  
[X Link](https://x.com/lukemetals/status/1757048977021608229)  2024-02-12T14:28Z [---] followers, [---] engagements


"@NorthstarCharts Also the Gold to #Silver ratio is on a [--] year uptrend. We should finally see a rotation into silver equities soon explorers/developers should have the most growth potential. #stockmarkets $SSVR"  
[X Link](https://x.com/lukemetals/status/1757429739747225683)  2024-02-13T15:41Z [---] followers, [---] engagements


"@badcharts1 The #gold to #silver ratio is pretty high right now silver is way undervalued. I'm betting on higher prices slowly then all at once $SSVR"  
[X Link](https://x.com/lukemetals/status/1760377914778927427)  2024-02-21T18:56Z [---] followers, [---] engagements


"@jameslavish I was expecting #Bitcoin to have this momentum when the ETFs came on the market. #Silver still has real utility as a industrial and precious metal and will move up too (the demand is too strong) just on a longer time scale. $SSVR"  
[X Link](https://x.com/lukemetals/status/1767238994130022587)  2024-03-11T17:19Z [---] followers, [--] engagements


"@goldseek Silver should perform well with industrial demand from solar eating up supplies. I think the Gold/Silver ratio will come down as regular folks buy more #silver as #gold's cheaper cousin. $SSVR"  
[X Link](https://x.com/lukemetals/status/1770530369797804210)  2024-03-20T19:18Z [---] followers, [---] engagements

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