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[@AlLouigi](/creator/twitter/AlLouigi)
"#uranium $aec"  
[X Link](https://x.com/AlLouigi/status/1973402688495783966) [@AlLouigi](/creator/x/AlLouigi) 2025-10-01T15:00Z XXX followers, XXX engagements


"The uranium safety net is gone. ⚛ For decades secondary sources stockpiles downblends recycled fuel kept the illusion of plenty. Now Depleted restricted or strategic only. That leaves U.S. miners like $UEC $URG $AEC $UUUU at the front line of energy security. When the DOE and utilities cant rely on hidden inventory they turn to real ore real production real jurisdictional control. This isnt a supply chain anymore its a supply reckoning. #Uranium #EnergySecurity #NuclearFuel #U3O8 #MiningStocks #FortressAmerica"  
[X Link](https://x.com/AlLouigi/status/1976234767885426953) [@AlLouigi](/creator/x/AlLouigi) 2025-10-09T10:34Z XXX followers, 6637 engagements


"Bloomberg: The U.S. could have up to XX large nuclear power plants under construction within X years per Bechtel aligning with Trumps new build-target and DOE fast-track licensing push. Thats a major policy-to-steel pivot for the nuclear cycle demand tailwind for uranium enrichment and construction supply chains. ⚛📈 $LEU $UEC $URA $CCJ $SMR #Nuclear #Uranium #EnergySecurity"  
[X Link](https://x.com/AlLouigi/status/1976706346444542040) [@AlLouigi](/creator/x/AlLouigi) 2025-10-10T17:48Z XXX followers, XXX engagements


"When a $150B+ trader like Mercuria steps into uranium its not about chasing todays $77/lb price. Its about positioning for a market where secondary supply is vanishing and demand is set to double by 2040. From oil & gas windfalls now nuclear fuel. Thats the tell. ⚛📈 #Uranium #EnergySecurity #Nuclear"  
[X Link](https://x.com/AlLouigi/status/1969065540485300708) [@AlLouigi](/creator/x/AlLouigi) 2025-09-19T15:46Z XXX followers, 11.3K engagements


"⚛ Joule Physical Uranium Fund LP. Reg D filing ✔ $50M+ raised ✔ Branding itself as physical uranium ✔ Questions: Is this the next $SPUT / $YCA Or just a shell waiting to deploy Another sign of Wall St. circling #Uranium. $UUUU $DNN $URG $AEC $CCJ"  
[X Link](https://x.com/AlLouigi/status/1973141446401106396) [@AlLouigi](/creator/x/AlLouigi) 2025-09-30T21:42Z XXX followers, 2021 engagements


"KAZATOMPROM just said the quiet part out loud: a structural #uranium deficit into the mid-2030s and the era of cheap U is over. Worlds #1 producer signaling supply discipline + Kazakhstan NPP plans = tighter seaborne supply & firmer term pricing. Bullish. $URA $CCJ $KAP #URANIUM"  
[X Link](https://x.com/AlLouigi/status/1974480339440488945) [@AlLouigi](/creator/x/AlLouigi) 2025-10-04T14:22Z XXX followers, 3287 engagements


"Kazatomprom just confirmed its cutting uranium output by XX% in 2026 ⚛📉 The worlds largest producer is shifting from volume to value a clear signal that supply discipline is back in play. 📊 Output: 32777 29697 tons 🔥 Demand: +28% expected by 2030 (WNA) 🏦 Sprott & Yellow Cake keep absorbing supply 🌐 Cameco also cutting production This isnt a bear move its the OPEC moment for uranium. With AI-driven energy demand surging and nuclear back in the spotlight tight supply + long-term contracts = explosive setup. ⚛ #Uranium #Commodities #AI #EnergySecurity #Nuclear"  
[X Link](https://x.com/AlLouigi/status/1975169004508524715) [@AlLouigi](/creator/x/AlLouigi) 2025-10-06T11:59Z XXX followers, 67.3K engagements


"The wild card isnt just utilities anymore. Hyperscalers + a U.S. stockpile bid on one side KAP/CCJ output risks on the other. Thats not a trade; thats a repricing of fuel security. ⚛ #NuclearFuel $CCJ $KAP $U.U #Uranium"  
[X Link](https://x.com/AlLouigi/status/1976399302928060703) [@AlLouigi](/creator/x/AlLouigi) 2025-10-09T21:28Z XXX followers, XXX engagements


"Policy tailwinds ✅ Tech-sector demand ✅ U.S. stockpile push ✅ Supply still structurally tight ⚠ The math hasnt changed U3O8 at $82/lb is just the prelude to a supply reckoning. #Uranium #NuclearFuel #Cameco $CCJ $UEC $UUUU $AEC $URG #EnergySecurity"  
[X Link](https://x.com/AlLouigi/status/1976583101267726830) [@AlLouigi](/creator/x/AlLouigi) 2025-10-10T09:38Z XXX followers, XXX engagements


"With Russian uranium shipments fading the Wests enrichment centers Centrus Urenco ConverDyn suddenly matter more than ever. This isnt noise. Its the start of a fuel-security repricing. ⚛ #Uranium #NuclearFuel #EnergySecurity $LEU $CCJ $UEC $URA"  
[X Link](https://x.com/AlLouigi/status/1977139886843982032) [@AlLouigi](/creator/x/AlLouigi) 2025-10-11T22:30Z XXX followers, 1862 engagements


"Shorts fading and the squeeze is setting in. At the same time $U.U and $SRUUF have seen steady inflows as physical uranium demand builds. Between SPUTs buying pressure and Yellow Cakes tighter float the spot market is getting squeezed from both ends. ⚛ #Uranium"  
[X Link](https://x.com/AlLouigi/status/1977153477441995191) [@AlLouigi](/creator/x/AlLouigi) 2025-10-11T23:24Z XXX followers, 2299 engagements


"Fantastic uranium deep dive supply deficits Chinas looming shortfall and long project timelines are setting the stage for explosive upside. ⚛📈 Cameco holds the cards and time is the weapon. #uranium"  
[X Link](https://x.com/AlLouigi/status/1977481341605195957) [@AlLouigi](/creator/x/AlLouigi) 2025-10-12T21:07Z XXX followers, 5205 engagements


"Noticing a few negative takes on $ASPI lately 😏 Lets be clear this isnt a #uranium play. Its an advanced isotope story built around quantum-grade Silicon-28 and radiopharma expansion. ⚛💉 Theyre not trying to be $CCJ theyre building the supply chain for quantum-grade Si-28 + medical isotopes ⚛💉 Modernized Aerodynamic tech + real facilities + growing contracts = innovation not hype. 💥 #ASPI #QuantumComputing #Radiopharma #Nuclear #Stocks"  
[X Link](https://x.com/AlLouigi/status/1977899569535987864) [@AlLouigi](/creator/x/AlLouigi) 2025-10-14T00:49Z XXX followers, 2118 engagements


"They call it Project JANUS but its really Project Catalyst. The U.S. Armys micro-reactors are the beta test for a nuclear-powered economy. Once these units run off-grid every data center #miner and industrial park will want one. The reactor is the new generator. ⚛ #Nuclear #SMR #Uranium"  
[X Link](https://x.com/AlLouigi/status/1978174792684462118) [@AlLouigi](/creator/x/AlLouigi) 2025-10-14T19:03Z XXX followers, 1713 engagements


"⚛ Kazatomprom CEO Yusupov: A structural uranium shortage could emerge by 2030. 📈 AI-driven energy demand + accelerated reactor builds = supply squeeze confirmed. Kazakhstan expanding exploration (6 sites 1000 km) as market cap hits $14B. 2035 2030 deficit window = the clock just sped up. #Uranium #Nuclear #AI #EnergySecurity $UUUU $UEC $DNN $LEU $CCJ"  
[X Link](https://x.com/AlLouigi/status/1978804150142931434) [@AlLouigi](/creator/x/AlLouigi) 2025-10-16T12:44Z XXX followers, XXX engagements


"🔥 Will Cameco or Orano go after NexGens Arrow 👀When the biggest uranium miners admit their best projects are fading they start eyeing the next monster deposit. Arrow isnt just another project it could be the crown jewel of the next uranium super-cycle. 💥⚛ #U3O8 $NXE $CCJ #URANIUM"  
[X Link](https://x.com/AlLouigi/status/1978980152206823761) [@AlLouigi](/creator/x/AlLouigi) 2025-10-17T00:23Z XXX followers, XXX engagements