# ![@UpdateNuclear Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1793905061174644736.png) @UpdateNuclear Nuclear Update

Nuclear Update posts on X about $ccj, link, stocks, longterm the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1793905061174644736/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1793905061174644736/c:line/m:interactions.svg)

- [--] Week [-----] +317%
- [--] Month [------] -66%
- [--] Months [------] +29%
- [--] Year [-------] +1,529%

### Mentions: [--] [#](/creator/twitter::1793905061174644736/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1793905061174644736/c:line/m:posts_active.svg)

- [--] Month [--] -9.10%
- [--] Months [--] +38%
- [--] Year [--] +372%

### Followers: [-----] [#](/creator/twitter::1793905061174644736/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1793905061174644736/c:line/m:followers.svg)

- [--] Week [-----] +0.37%
- [--] Month [-----] +1.10%
- [--] Months [-----] +22%
- [--] Year [-----] +78%

### CreatorRank: [---------] [#](/creator/twitter::1793905061174644736/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1793905061174644736/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29% [stocks](/list/stocks)  20% [countries](/list/countries)  14% [technology brands](/list/technology-brands)  9% [travel destinations](/list/travel-destinations)  2% [social networks](/list/social-networks)  2% [luxury brands](/list/luxury-brands)  1% [automotive brands](/list/automotive-brands)  1% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[$ccj](/topic/$ccj) #22, [link](/topic/link) 10%, [stocks](/topic/stocks) 9%, [longterm](/topic/longterm) 7%, [$oklo](/topic/$oklo) 6%, [ai](/topic/ai) 6%, [$cco](/topic/$cco) #7, [$ceg](/topic/$ceg) 5%, [$smr](/topic/$smr) 4%, [investment](/topic/investment) 4%

**Top accounts mentioned or mentioned by**
[@capnek123](/creator/undefined) [@sprott](/creator/undefined) [@cameconews](/creator/undefined) [@wecnuclear](/creator/undefined) [@nackazatomprom](/creator/undefined) [@casperj33081634](/creator/undefined) [@capnek123s](/creator/undefined) [@cleantechctv](/creator/undefined) [@sstapczynski](/creator/undefined) [@zerohedge](/creator/undefined) [@kobeissiletter](/creator/undefined) [@goldmansachs](/creator/undefined) [@uofillinois](/creator/undefined) [@nrcgov](/creator/undefined) [@meta](/creator/undefined) [@atomiccorp](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@energy](/creator/undefined)

**Top assets mentioned**
[Cameco Corporation (CCJ)](/topic/$ccj) [Oklo Inc. (OKLO)](/topic/$oklo) [Clear Channel Outdoor Holdings, Inc. (CCO)](/topic/$cco) [Constellation Energy Corp (CEG)](/topic/$ceg) [NuScale Power Corporation (SMR)](/topic/$smr) [NexGen Energy Ltd. (NXE)](/topic/$nxe) [Energy Fuels Inc. (UUUU)](/topic/$uuuu) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Denison Mines Corp (DNN)](/topic/$dnn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Microsoft Corp. (MSFT)](/topic/microsoft) [Goldman Sachs (GS)](/topic/goldman-sachs) [Eaton Vance Senior Floating-Rate Fund (EFR)](/topic/$efr) [BWX Technologies, Inc. (BWXT)](/topic/$bwxt) [Bloom Energy Corporation (BE)](/topic/$be) [Centrus Energy Corp. (LEU)](/topic/$leu) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Bitcoin (BTC)](/topic/bitcoin) [Uranium Energy Corp. (UEC)](/topic/$uec) [IsoPlexis Corporation (ISO)](/topic/$iso) [TALEN ENERGY CORP  (DE) (TLN)](/topic/$tln) [Vistra, Corp. (VST)](/topic/$vst) [Public Service Enterprise Group, Inc. (PEG)](/topic/$peg)
### Top Social Posts
Top posts by engagements in the last [--] hours

"⚛Financial Post reports Canada's mining is the hottest its ever been but skilled labour shortage is tapping the brakes especially for trades like mechanics and electricians. The article even flags Cameco ( $CCO $CCJ) which said development delays partly linked to labour shortages forced it to cut McArthur River/Key Lake guidance. https://twitter.com/i/web/status/2011719792533913927 https://twitter.com/i/web/status/2011719792533913927"  
[X Link](https://x.com/UpdateNuclear/status/2011719792533913927)  2026-01-15T08:39Z [----] followers, [---] engagements


"🎯Last weeks uranium price targets: $DNN $DML National Bank raised to C$6.00 (from C$4.85) $NXE National Bank raised to C$19.00 (from C$18.00) $CCJ $CCO National Bank raised to C$175 (from C$145) Bernstein raised to C$201 (from C$139) $BOE Morgan Stanley cut to A$2.00 (down 2.4%) $LOT Ord Minnett cut to A$4.20 (down 2.6%) https://twitter.com/i/web/status/2021199791871623306 https://twitter.com/i/web/status/2021199791871623306"  
[X Link](https://x.com/UpdateNuclear/status/2021199791871623306)  2026-02-10T12:29Z [----] followers, [----] engagements


"🧾Last weeks insider transactions in #uranium and #nuclear names. $OKLO $AEC"  
[X Link](https://x.com/UpdateNuclear/status/2021581083339375048)  2026-02-11T13:44Z [----] followers, [----] engagements


"⚛Last week in Premium I published a [--] page deep dive on Cameco @cameconews $CCJ $CCO. I just made it free for everyone to read. Inside: -#Uranium mining and mills production exploration -Fuel Services and non-Russian conversion leverage -Westinghouse @WECNuclear and the reactor build pipeline -GLE the enrichment and #HALEU wildcard -Contract book and pricing structure -Financials and fundamentals -Valuation whats priced in and whats not Read it here: https://nuclearupdate.com/p/cameco-the-backbone-of-the-western-fuel-cycle-dd7a"  
[X Link](https://x.com/anyuser/status/2006006375542095891)  2025-12-30T14:16Z [----] followers, 40.4K engagements


"This week's newsletter: ⚛DOE Just Fast-Tracked Advanced Reactors ⚔NextEra Just Became #Nuclear Mercenaries Uzbekistan to Pour #SMR Concrete ☢ Gamma Sensors Made From Plastic Beads Link in replies #Uranium"  
[X Link](https://x.com/anyuser/status/2018344502692634899)  2026-02-02T15:23Z [----] followers, [---] engagements


"⚛This week in Premium: #Macro: participation is thinning and leadership is splitting even as recession risk stays contained. #Uranium: Kazatomproms @NAC_Kazatomprom 4Q25 update shows strong volumes but more supply on paper doesnt comfort the market. February DCA: how we dollar-cost average into the portfolio through volatility. Link in replies"  
[X Link](https://x.com/UpdateNuclear/status/2020155573711564859)  2026-02-07T15:19Z [----] followers, [---] engagements


"Read it here: https://nuclearupdate.com/p/nuclear-update-premium-february-7-2026 https://nuclearupdate.com/p/nuclear-update-premium-february-7-2026"  
[X Link](https://x.com/UpdateNuclear/status/2020155800258228627)  2026-02-07T15:20Z [----] followers, [--] engagements


"This week's newsletter: ⚛Britain Launches Nuclear Pipeline ⚙NRC Adapts for the Nuclear Buildout ♻DOE Revives Cold War Sites for HALEU ✉Radiation Sterilizes Your Mail Link in replies #nuclear #smr #uranium #haleu"  
[X Link](https://x.com/UpdateNuclear/status/2020871705372107228)  2026-02-09T14:45Z [----] followers, [---] engagements


"Read it for free here: https://nuclearupdate.com/p/britain-launches-nuclear-pipeline https://nuclearupdate.com/p/britain-launches-nuclear-pipeline"  
[X Link](https://x.com/UpdateNuclear/status/2020871709012676790)  2026-02-09T14:45Z [----] followers, [---] engagements


"This is what we track in Premium plus the model portfolio weekly portfolio updates and macro and uranium commentary. Check it out: https://upgrade.nuclearupdate.com https://upgrade.nuclearupdate.com"  
[X Link](https://x.com/UpdateNuclear/status/2021200916272250930)  2026-02-10T12:33Z [----] followers, [---] engagements


"Every week I break down the nuclear sector for everyday investors including the model portfolio (updated every Saturday) plus macro and uranium commentary. Check it out: https://upgrade.nuclearupdate.com https://upgrade.nuclearupdate.com"  
[X Link](https://x.com/UpdateNuclear/status/2021582030438301926)  2026-02-11T13:48Z [----] followers, [--] engagements


"This week's newsletter (Link in replies): 🚀Facebooks Nuclear Megadeal 🏗Westinghouse Wants to Build [--] Nuclear Reactors Across the U.S 🗻Japan Lifts Cap on Reactors 🌌 Terraforming Mars. with Nukes Enjoy"  
[X Link](https://x.com/UpdateNuclear/status/1932057435029840287)  2025-06-09T12:49Z [----] followers, [--] engagements


"🚨 The latest Nuclear Update Premium just dropped. Built with insight from @capnek123 this weeks edition covers: How to dollar-cost average into the Premium Portfolio This months tactical portfolio moves Macro tailwinds + uranium sector sentiment 🔗 Link in replies"  
[X Link](https://x.com/UpdateNuclear/status/1941485136178184557)  2025-07-05T13:11Z [----] followers, [----] engagements


"India's locking down African #uranium supply to fuel its energy transition ⚛ Smart move for long-term security. If the US did this uranium stocks would rip. $GLO $BMN $LOT $PDN"  
[X Link](https://x.com/UpdateNuclear/status/1942809322095890868)  2025-07-09T04:53Z [----] followers, [----] engagements


"📊Seeking Alpha readers' top nuclear picks: $OKLO [--] GW in orders and aiming to power an Air Force base by [----] $CEG Supplying META and MSFT data centers with Americas largest nuclear fleet $CCJ Uranium leader with Westinghouse exposure and long-term supply tailwinds $SMR Momentum builds as it targets first SMR deployment by [----] All four are outperforming the S&P this year. The nuclear thesis is heating up. #uranium #nuclear #smr"  
[X Link](https://x.com/UpdateNuclear/status/1943529107150770553)  2025-07-11T04:33Z [----] followers, [----] engagements


"🐂Uranium bulls vs. 🐻bears. Where will spot price be by end of [----] #Nuclear #Uranium $75/lb $75$85 $95 $85$95 $75/lb $75$85 $95 $85$95"  
[X Link](https://x.com/UpdateNuclear/status/1943652134811041835)  2025-07-11T12:42Z [----] followers, [---] engagements


"Two key takeaways that hint at where the nuclear fuel cycle is headed: At 1:56:22: "I have heard of big tech companies reaching out to both reactor vendors to ask for basically what would the terms look like if they were to buy a reactor and also to fuel suppliers what would it look like to directly purchase nuclear fuel" At 1:59:59: "We heard Cameco had their marketing team in China and they were talking to all the big Chinese utilities and they were discussing term contracts that stretched out until 2050." Things are getting serious. #Nuclear #Uranium #CCJ"  
[X Link](https://x.com/UpdateNuclear/status/1944390886990704977)  2025-07-13T13:38Z [----] followers, [----] engagements


"A new report from financial research firm Ned Davis (via Barrons) says #nuclear is one of the biggest winners from Trumps Big Beautiful Bill 💰. Their top ETF pick is $URA which holds $CCJ $Oklo $SMR and $NXE. #uranium"  
[X Link](https://x.com/UpdateNuclear/status/1946387827182166361)  2025-07-19T01:53Z [----] followers, [----] engagements


"This is so cool: Bags of radioactive waste from Fukushima were delivered to Japans Prime Ministers office in Tokyo. The soil stored since [----] will be reused in flower beds 🌸 as part of a public trust campaign to show its safe. #Fukushima #Nuclear #Radiation"  
[X Link](https://x.com/UpdateNuclear/status/1946732371459326370)  2025-07-20T00:42Z [----] followers, [---] engagements


"This week's free newsletter: 🥳Rolls-Royce to Build [--] SMR in Czechia 🎉DOE Launches Program to Rebuild Nuclear Supply Chain 🌴Thailand Is Going Nuclear 🧬 Neutrons That Solve Crimes Link in replies. Enjoy #Nuclear #Uranium"  
[X Link](https://x.com/UpdateNuclear/status/1947287921012146686)  2025-07-21T13:29Z [----] followers, [----] engagements


"Link: https://nuclearupdate.com/p/rolls-royce-to-build-6-smr-in-czechia https://nuclearupdate.com/p/rolls-royce-to-build-6-smr-in-czechia"  
[X Link](https://x.com/UpdateNuclear/status/1947287924782854221)  2025-07-21T13:29Z [----] followers, [--] engagements


"Zacks Equity Research just flagged Cameco as one of two basic materials stocks most likely to beat earnings with a +25.7% Earnings ESP ahead of its July [--] report. #uranium #CCJ #CCO #nuclear"  
[X Link](https://x.com/UpdateNuclear/status/1947317477840441567)  2025-07-21T15:27Z [----] followers, [---] engagements


"Macro: Powell will speak today at a regulatory capital framework conference. Expect volatility. 👀 Will he announce his retirement #Fed #Macro #Uranium #Markets"  
[X Link](https://x.com/UpdateNuclear/status/1947569122264682759)  2025-07-22T08:07Z [----] followers, [---] engagements


"🔥 Business Wire reports BWXT has fired up a new furnace to mass-produce advanced TRISO nuclear fuel boosting the U.S. supply chain for SMRs and microreactors. #nuclear #uranium $BWXT #TRISO #SMR #ARDP #DOE"  
[X Link](https://x.com/UpdateNuclear/status/1947660337999917421)  2025-07-22T14:09Z [----] followers, [----] engagements


"⚡ Bloomberg reports PJM the largest US grid operator managing power for 65M people will charge a record $16.1B in capacity costs to meet exploding demand mostly from AI-driven data centers. New plants are coming. 21% of future supply: nuclear. #AI #energy #nuclear #uranium"  
[X Link](https://x.com/UpdateNuclear/status/1947891045720785048)  2025-07-23T05:26Z [----] followers, [----] engagements


"Investors Business Daily highlights Oklo ($OKLO) Bloom Energy ($BE) and Centrus Energy ($LEU) as top movers on its MarketSurge Growth [---] list. Gains: 12% 24% and 5% Thursday as nuclear and clean energy ride the AI power demand wave. #nuclear #uranium #AI #energy"  
[X Link](https://x.com/UpdateNuclear/status/1948460663883407589)  2025-07-24T19:09Z [----] followers, [---] engagements


"Zacks Investment Research picks Energy Fuels ($UUUU) over Cameco ($CCJ) as the better uranium stock right now. -Stronger growth outlook -Rare earths exposure -YTD: +84.8% vs. +54.1% Zacks gives UUUU a Buy rating while CCJ sits at Sell Do you agree #uranium #nuclear"  
[X Link](https://x.com/UpdateNuclear/status/1948462414539960674)  2025-07-24T19:16Z [----] followers, [----] engagements


"🤣 Who is this with uranium Babe I cant sell now we havent even hit $100/lb. #uranium #nuclear #hodl literally https://t.co/R8pTuqhvOL literally https://t.co/R8pTuqhvOL"  
[X Link](https://x.com/UpdateNuclear/status/1948721135933423889)  2025-07-25T12:24Z [----] followers, [---] engagements


"@casperj33081634 Only true if salaries rise as fast (or faster) than inflation"  
[X Link](https://x.com/UpdateNuclear/status/1949394094096089355)  2025-07-27T08:59Z [----] followers, [--] engagements


"The new U.S.-EU trade deal includes a $750B commitment to replace Russian energy with American LNG and. nuclear fuel. Its a win for European Energy security and uranium suppliers. #Nuclear #Uranium #TradeDeal"  
[X Link](https://x.com/UpdateNuclear/status/1949717286484345055)  2025-07-28T06:23Z [----] followers, [----] engagements


"☢ enCore Energy ($EU) doubles uranium output at Alta Mesa hitting 204k lbs in Q2. [--] rigs now active in South Texas with [--] expected in August. #uranium #nuclear #eu"  
[X Link](https://x.com/UpdateNuclear/status/1949790098293162456)  2025-07-28T11:12Z [----] followers, [----] engagements


"India approves [--] new nuclear reactors to add [--] GW of capacity targeting 22+ GW by [----]. The push includes PHWRs fast breeder tech and $2.3B for small modular reactors to power decarbonization and industry. #Nuclear #Uranium #India #EnergyTransition #LetsGo"  
[X Link](https://x.com/UpdateNuclear/status/1950200518883561873)  2025-07-29T14:23Z [----] followers, [----] engagements


"📈 Forbes highlights [--] top nuclear picks for the AI energy era: 🔹 Stocks: Constellation ($CEG) Cameco ($CCJ) NuScale ($SMR) 🔹 ETFs: VanEck ($NLR) Global X ($URA) Range Nuclear ($NUKZ) Nuclear demand is rising fast. Do you own any of these #nuclear #uranium #AI #stocks #etfs #Forbes"  
[X Link](https://x.com/UpdateNuclear/status/1950583129150009612)  2025-07-30T15:43Z [----] followers, [----] engagements


"The new U.S.South Korea trade deal includes $350B in Korean investment into the U.S. with $200B allocated to projects like semiconductors batteries and. nuclear power. Another big win for nuclear. Is this the new standard #nuclear #uranium #energysecurity"  
[X Link](https://x.com/UpdateNuclear/status/1950741276577423515)  2025-07-31T02:12Z [----] followers, [----] engagements


"☢ Cameco Q2 results are in: Strong uranium and fuel services performance $308M in adjusted earnings and a big boost from Westinghouses Czech reactor project. Their expected average realized uranium price for [----] is now $87/lb (up from $84). #uranium #nuclear $CCJ $CCO"  
[X Link](https://x.com/UpdateNuclear/status/1950893570753192377)  2025-07-31T12:17Z [----] followers, [----] engagements


"🚨 This weeks Nuclear Update Premium runs [--] pages deep. Macro melt-up uranium divergence and how to dollar-cost average into the portfolio right now. If you're in this cycle you need this issue. As always big thanks to @Capnek123 Link in replies 👇 #Nuclear #Uranium"  
[X Link](https://x.com/UpdateNuclear/status/1951646915851858064)  2025-08-02T14:10Z [----] followers, [----] engagements


"📉Amazon stock dropped 8% after AWS growth fell short of rivals. Forbes says power bottlenecks are holding Amazon back while Microsoft and Google are solving it with small nuclear reactors to fuel their AI ambitions. Amazon has nuclear plans too but is this the first time a company got slammed for not having enough nuclear #nuclear #AI #cloud $AMZN $AWS #uranium"  
[X Link](https://x.com/UpdateNuclear/status/1952252432223707235)  2025-08-04T06:17Z [----] followers, [----] engagements


"Frances nuclear surplus is going crypto A new bill from Frances far-right Rassemblement National party would use excess nuclear energy for Bitcoin mining. Crypto Bros werent the nuclear allies we expected but well take it. #nuclear #bitcoin #uranium $BTC"  
[X Link](https://x.com/UpdateNuclear/status/1952328342293860862)  2025-08-04T11:18Z [----] followers, [---] engagements


"📈 How To Tap The AI Nuclear Bonanza For 10%+ Dividends according to Forbes Forbes says the smarter AI play isnt NVIDIA. Its nuclear. The article highlights high-yield funds tied to nuclear power and infrastructure with 10%+ dividends and long-term upside as AI energy demand surges. #nuclear #AI #uranium #investing #dividends #Forbes"  
[X Link](https://x.com/UpdateNuclear/status/1952830182395633667)  2025-08-05T20:32Z [----] followers, [---] engagements


"✈ Denver Airport is eyeing nuclear. A $1.25M study will explore if an SMR can power future growth at DIA potentially making it the first airport with on-site zero-emissions nuclear. Did we see this kind of stuff last cycle #nuclear #uranium #SMRs #energytransition #colorado"  
[X Link](https://x.com/UpdateNuclear/status/1953316508890693907)  2025-08-07T04:45Z [----] followers, [----] engagements


"⚛According to Heatmap the U.S. nuclear deal boom is real. From fusion VC rounds to AP1000 restarts and hyperscaler SMR deals [----] is shaping up to be the biggest year for nuclear since the 1970s. #nuclear #uranium #AI #energy #HeatmapNews"  
[X Link](https://x.com/UpdateNuclear/status/1953321377429114930)  2025-08-07T05:04Z [----] followers, [----] engagements


"📊 Tariffs make investing tricky but there are still lots of opportunities according to CNBC. They note nuclear is benefiting from policy support and growing demand for stable power with nuclear ETFs gaining traction. #nuclear #uranium #etfs #energy #investing #cnbc"  
[X Link](https://x.com/UpdateNuclear/status/1953667706798108724)  2025-08-08T04:00Z [----] followers, [---] engagements


"💰 Goldman Sachs has initiated coverage on Uranium Energy Corp ($UEC) with a Buy rating and a $13 target (30% upside). They cite UECs debt-free balance sheet largest licensed US processing capacity and leverage to rising uranium prices. #uranium #nuclear #UEC #investing"  
[X Link](https://x.com/UpdateNuclear/status/1955101389975326754)  2025-08-12T02:57Z [----] followers, 12.1K engagements


"⚛ Penns Northeast the economic development agency for NE Pennsylvania calls data centers a 4th Industrial Revolution. They say AI growth cheap natural gas nuclear power and cooler temps make the region a prime spot. #nuclear #energy #datacenters #AI #uranium"  
[X Link](https://x.com/UpdateNuclear/status/1955113449853423715)  2025-08-12T03:45Z [----] followers, [---] engagements


"🤑 Stifel Canada initiated coverage on IsoEnergy ($ISO) with a Buy and C$22 target 126% upside from yesterdays close. Cites rare near-term U.S. production via Tony M mine and high-grade Canadian upside at the Hurricane deposit with U.S. policy tailwinds and Athabasca consolidation as catalysts. #uranium #nuclear #energy #ISO"  
[X Link](https://x.com/UpdateNuclear/status/1955252132283814132)  2025-08-12T12:56Z [----] followers, [----] engagements


"📈 Morgan Stanley recommends Talen ($TLN) Vistra ($VST) & PSEG ($PEG) as top US plays for the nuclear renaissance. It has boosted its nuclear investment forecast to $2.2T by [----] citing AI-driven demand tight capacity & policy support. #nuclear #uranium #energy #AI #stocks"  
[X Link](https://x.com/UpdateNuclear/status/1955873557613043990)  2025-08-14T06:06Z [----] followers, [---] engagements


"📰 Wall Street Journal: Nuclear power is having a pop culture moment from TikTok influencers and viral ESPN signs to tech giants like Microsoft and Meta. US public support has surged to 60% fueling policy shifts and new project momentum. #nuclear #energy #uranium"  
[X Link](https://x.com/UpdateNuclear/status/1955890518053020164)  2025-08-14T07:13Z [----] followers, [----] engagements


"During his Aug [--] Independence Day speech PM Modi announced India will boost nuclear power capacity tenfold by [----] 🤯 with [--] new reactors already in the works. 10x. Let that sink in. #nuclear #India #energy #uranium"  
[X Link](https://x.com/UpdateNuclear/status/1956346148316168588)  2025-08-15T13:24Z [----] followers, [----] engagements


"⚒ enCore Energy ($EU) just acquired [----] acres at Tacubaya right next to its Alta Mesa ISR Uranium Project in Texas. The land will extend feed for the 1.5M lb/yr Alta Mesa CPP with drilling set to begin Oct [----]. #uranium #nuclear #energy #Encore"  
[X Link](https://x.com/UpdateNuclear/status/1957677622516937123)  2025-08-19T05:34Z [----] followers, [----] engagements


"📈 Who Won and Who Lost in Nuclear Energys Q2 Earnings according to MarketBeat 🏆 Winners: $CEG analyst upgrades keep momentum strong $OKLO surges on DOE pilot wins. 📉 Losers: $NNE hit by bearish downgrade $SMR mixed after miss despite NRC nod. Which one do you own #uranium #nuclear #stocks"  
[X Link](https://x.com/UpdateNuclear/status/1958392316437413909)  2025-08-21T04:54Z [----] followers, [---] engagements


"📊 Scotiabank views Kazatomproms [----] production cut as supportive for uranium. They recommend exposure to uranium and nuclear stocks on improving fundamentals driven by Western agendas of decarbonization energy independence and power security. They favor $CCJ for lower-risk exposure while $DML and $NXE offer higher-risk torque. #uranium #nuclear #stocks"  
[X Link](https://x.com/UpdateNuclear/status/1958982546366079151)  2025-08-22T20:00Z [----] followers, [----] engagements


"⚛This week in Premium: Powell handed markets a sugar rush at Jackson Hole but cracks remain with sticky inflation stretched valuations and geopolitical risk. Uranium got the real adrenaline shot: Kazatomprom yanked 8M lbs from [----] supply utilities are scrambling and the floor just moved higher. Valuable insights from @Capnek123 on Kazatomproms 1H2025 update in this weeks report. #Nuclear #Uranium #Macro https://nuclearupdate.com/p/nuclear-update-premium-august-23-2025 https://nuclearupdate.com/p/nuclear-update-premium-august-23-2025"  
[X Link](https://x.com/UpdateNuclear/status/1959254919745253528)  2025-08-23T14:02Z [----] followers, [----] engagements


"Canadian Prime Minister Mark Carney is touring Europe to deepen energy defense and critical minerals partnerships with a particular push on nuclear energy reports Bloomberg. Hes trying to loosen Canadas dependence on the U.S. and build tighter links with Europe as the geopolitical winds shift. #Canada #energy #defense #nuclear"  
[X Link](https://x.com/UpdateNuclear/status/1959516577172222268)  2025-08-24T07:22Z [----] followers, [---] engagements


"⚛ This week in Premium: Camecos 34M lb shortfall and what it means for supply lessons from past WNA Symposiums and what to expect this year. Plus: an exclusive pre-release of @Capnek123s interview with enCore Energys Bill Sheriff watch it here before everyone else. #Nuclear #Uranium https://nuclearupdate.com/p/nuclear-update-premium-august-30-2025 https://nuclearupdate.com/p/nuclear-update-premium-august-30-2025"  
[X Link](https://x.com/UpdateNuclear/status/1961797548869615966)  2025-08-30T14:25Z [----] followers, [----] engagements


"⚛ This week in Premium: Fed cuts loom but credit cracks show producers stumble while uranium demand accelerates and we break down the latest portfolio moves + insider action. #Nuclear #Uranium #Macro https://nuclearupdate.com/p/nuclear-update-premium-september-13-2025 https://nuclearupdate.com/p/nuclear-update-premium-september-13-2025"  
[X Link](https://x.com/UpdateNuclear/status/1966911872839675976)  2025-09-13T17:08Z [----] followers, [---] engagements


"⚛ Normally Premium-only but free this week because the uranium market is heating up fast: Powells cut and what it means for markets (and uranium) hint: cash is trash. SPUT stacks 950k lbs Russia unveils [--] new reactors + fresh sanctions big traders enter uranium and @Capnek123 breaks down the US strategic uranium reserve. #Uranium #Macro #Nuclear https://nuclearupdate.com/p/nuclear-update-premium-september-20-2025 https://nuclearupdate.com/p/nuclear-update-premium-september-20-2025"  
[X Link](https://x.com/UpdateNuclear/status/1969406330256429137)  2025-09-20T14:20Z [----] followers, [----] engagements


"⚛ This week in Premium: The melt-up rolls on. Stocks keep climbing volatilitys asleep and anyone waiting for a correction is still waiting even a government shutdown couldnt shake markets. In uranium: the term price just hit a 17-year high SPUT keeps stacking and new builds + U.S. life extensions are rewriting the demand outlook. Its a new month and were showing how to dollar-cost average into our highest-conviction names right now. 👉 #Uranium #Macro #Nuclear https://nuclearupdate.com/p/nuclear-update-premium-october-4-2025 https://nuclearupdate.com/p/nuclear-update-premium-october-4-2025"  
[X Link](https://x.com/UpdateNuclear/status/1974479314948419642)  2025-10-04T14:18Z [----] followers, [---] engagements


"This week's free newsletter: ⚛U.S. Extends Life of [--] Nuclear Reactors 💰Sweden Offers $23B to Finance Nuclear Power Construction ☀Germany Goes All-In on Fusion 🚗Radiation in Car Manufacturing Link in replies Enjoy #Nuclear #Uranium #Reactor #Energy"  
[X Link](https://x.com/UpdateNuclear/status/1975198926413467698)  2025-10-06T13:58Z [----] followers, [----] engagements


"📈 IBD names Constellation Energy ($CEG) as one of [--] top stocks riding the AI data center boom. 12+ nuclear plants powering the grid PJM auction boosts earnings outlook UBS hikes target to $385 ahead of Aug [--] earnings Do you own it #nuclear #AI #datacenters #CEG #uranium #IBD"  
[X Link](https://x.com/UpdateNuclear/status/1949324870614982860)  2025-07-27T04:24Z [----] followers, [---] engagements


"This week's free newsletter: ⚛Japan to Shut Oil Plants as Nuclear Reactors Restart 🌍Iran and Russia to Build [--] Nuclear Reactors in $25B Deal 🤝Turkey and US Sign Nuclear Energy Cooperation Agreement ✈Depleted Uranium in Aviation: Aircraft Counterweights Explained Link in replies #Nuclear #Uranium #Energy"  
[X Link](https://x.com/UpdateNuclear/status/1972653936235466866)  2025-09-29T13:25Z [----] followers, [---] engagements


"⚛ This week in Premium: Macro: The Fed cut rates and somehow made it sound restrictive. Powell trimmed [--] basis points while insisting future cuts are far from guaranteed. Tough talk soft policy. Uranium: Washington rolled out an $80B partnership with Westinghouse while Tokyo signed a $332B framework to fund new U.S. reactors and mineral projects. Add two fresh nuclear power deals stateside and it's clear: the U.S. isnt just talking energy security anymore its building it. Link in replies #Macro #Uranium #Nuclear"  
[X Link](https://x.com/UpdateNuclear/status/1984624544980590657)  2025-11-01T14:12Z [----] followers, [---] engagements


"This week's newsletter: ⚛U.S. to Build $80B in New Nuclear Reactors 🚀Google to Restart Duane Arnold Nuclear Power Plant 🔥The First Advanced Reactor Gets the Green Light ❤🔥Nuclear Powered Hearts Link in replies Enjoy"  
[X Link](https://x.com/UpdateNuclear/status/1985354895986241644)  2025-11-03T14:34Z [----] followers, [---] engagements


"Critical mineral status isnt just symbolic it unlocks funding streamline permitting and signal long-term policy support for the entire fuel cycle. The US added uranium copper and silver to a government list of critical minerals. The updated US Geological Survey list also adds metallurgical coal potash rhenium silicon and lead according to the list posted to the US government site https://t.co/isMTFPHRfY The US added uranium copper and silver to a government list of critical minerals. The updated US Geological Survey list also adds metallurgical coal potash rhenium silicon and lead according"  
[X Link](https://x.com/UpdateNuclear/status/1986464149728350533)  2025-11-06T16:02Z [----] followers, [---] engagements


"⚛This week in Premium: #Macro: A $2000 tariff dividend is about to hit US citizens. Thats $400B of fresh stimulus landing while the Fed cuts rates into a softening goods economy. In #uranium: The World Nuclear Outlook now shows [--] TW of capacity by [----] including a [---] GW gap that needs more builds more fuel and longer lifetimes. Equities fell on the week while spot ticked up. Link in replies"  
[X Link](https://x.com/UpdateNuclear/status/1989711532381671443)  2025-11-15T15:06Z [----] followers, [---] engagements


"Today's newsletter: ⚛The IEA Just Confirmed the Nuclear Supercycle 🚀Trump To Lend "Hundreds Of Billions" To Build Nuclear Power Plants Korea Extends Kori [--] Nine More Reactors Next Belarus To Build a Third Reactor ❄Glaciers on Borrowed Time Link in replies Enjoy #Nuclear #Energy #Power"  
[X Link](https://x.com/UpdateNuclear/status/1990422741447794873)  2025-11-17T14:12Z [----] followers, [---] engagements


"⚛Investors overlook it Washington needs it and the #nuclear fuel cycle literally cannot run without it. The Illinois-Kentucky #fluorspar belt is becoming strategic again and here is why. Link in replies. Sponsored by @CleanTechCTV #energysecurity #criticalminerals #nuclearenergy"  
[X Link](https://x.com/UpdateNuclear/status/1990791217378947113)  2025-11-18T14:36Z [----] followers, [----] engagements


"Article link: https://nuclearupdate.com/p/rebuilding-america-s-nuclear-foundation https://nuclearupdate.com/p/rebuilding-america-s-nuclear-foundation"  
[X Link](https://x.com/UpdateNuclear/status/1990791288560771103)  2025-11-18T14:36Z [----] followers, [---] engagements


"@SStapczynski Huge moment for #nuclear. Kashiwazaki-Kariwa coming back adds real baseload to Japans grid and tightens the fuel market further. Another tailwind for long-term #uranium demand. ⚛"  
[X Link](https://x.com/UpdateNuclear/status/1991035901552820255)  2025-11-19T06:48Z [----] followers, [---] engagements


"@zerohedge If true the #nuclear market just changed overnight. This kind of buildout forces a reprice of long-term #uranium demand and it puts Cameco $CCJ US miners and the entire fuel cycle on a very different trajectory. ⚛📈"  
[X Link](https://x.com/UpdateNuclear/status/1991341591060214060)  2025-11-20T03:03Z [----] followers, [---] engagements


"@KobeissiLetter The numbers line up with what were seeing across the #nuclear and #uranium space. AI isnt just a new load its a structural shift that forces real baseload real fuel and real buildout. A $350B nuclear spend is just the opening chapter uranium demand has to follow"  
[X Link](https://x.com/UpdateNuclear/status/1991963173809983802)  2025-11-21T20:13Z [----] followers, [----] engagements


"It isnt a $1T cheque its a multi-decade investment package that runs well into the 2040s. Saudi Arabias wealth fund is already near $1T their oil revenues run $200300B a year and their national balance sheet is one of the strongest in the world. They can easily fund this"  
[X Link](https://x.com/UpdateNuclear/status/1992310048673222763)  2025-11-22T19:11Z [----] followers, [--] engagements


"Today's newsletter: ⚛Worlds Largest Nuclear Plant to Restart 🚀Nuclear Sits at the Center of the $1 Trillion U.S.Saudi Deal 🥳Three Mile Island Gets a $1 Billion Restart Boost ⚡Radioactive Anti-Static Magic Link in replies #Nuclear #Uranium #Energy"  
[X Link](https://x.com/UpdateNuclear/status/1992958084818628899)  2025-11-24T14:06Z [----] followers, [---] engagements


"AI expansion is all about energy which is why this curve goes nowhere without a massive buildout of #nuclear. [--] million homes of load does not get powered by vibes and diesel backups. It needs baseload and baseload means #uranium demand that is only heading one direction. ⚛📈"  
[X Link](https://x.com/UpdateNuclear/status/1994631941933744235)  2025-11-29T04:58Z [----] followers, [---] engagements


"📈 Investors Business Daily (IBD) names Constellation Energy ($CEG) its "Stock of the Day" as AI-fueled power demand lifts nuclear stocks. CEG is investing billions into new nuclear in Pennsylvania and has broken out past key technical levels. #nuclear #AI #uranium $CEG #energy"  
[X Link](https://x.com/UpdateNuclear/status/1948096842732011922)  2025-07-23T19:04Z [----] followers, [----] engagements


"This week's transaction action across #nuclear and #uranium companies heres what insiders were doing: $AEC $UUUU $EFR $OKLO $URE $URG"  
[X Link](https://x.com/UpdateNuclear/status/1991883262135017510)  2025-11-21T14:55Z [----] followers, [----] engagements


"This week's newsletter: ⚛DOE to Finance the First [--] Reactors 🎉NRC Extends Life of [--] Reactors by [--] Years ⚓U.S Navy Wants $2.4B SMRs and Naval Reactors ⚡Electron Beam Wastewater Treatment Link in replies #Uranium #Nuclear"  
[X Link](https://x.com/UpdateNuclear/status/2000574424597287170)  2025-12-15T14:31Z [----] followers, [---] engagements


"For all the $GLO holders out there⚛ DFC just got reauthorized bigger stronger and ready to deliver results like never before. Heres whats new. 🧵 DFC just got reauthorized bigger stronger and ready to deliver results like never before. Heres whats new. 🧵"  
[X Link](https://x.com/UpdateNuclear/status/2001919939939307949)  2025-12-19T07:38Z [----] followers, [---] engagements


"This weeks #nuclear newsletter: ⚛ Trump Media Invests in #Fusion 🎉3 U.S. Reactors Get [--] More Years UK Starts Locking Away #Plutonium ☢5 Radioactive Products We Use Every Day Link in replies #Uranium"  
[X Link](https://x.com/UpdateNuclear/status/2003103523052171584)  2025-12-22T14:01Z [----] followers, [---] engagements


"⚛This week in Premium: #Macro: Volatility cooled and managers are leaning bullish but the leash is tight. The real risk is rates moving too fast plus a Treasury funding setup that can turn calm into chaos quickly. #Uranium: Spot is back at $81 @sprott is still buying and $URNM/ $URNJ issued new units to fund distributions instead of selling holdings. @GoldmanSachs is framing #nuclear fuel as a structural deficit story and the setup into [----] looks stronger than the equities suggest. Link in replies"  
[X Link](https://x.com/UpdateNuclear/status/2004933039089131752)  2025-12-27T15:11Z [----] followers, [---] engagements


"If you want more deep dives like this plus our live portfolio (holdings % allocations average entry prices) weekly where are we in the cycle indicators macro commentary insider transactions and more join Nuclear Update Premium here: https://upgrade.nuclearupdate.com https://upgrade.nuclearupdate.com"  
[X Link](https://x.com/UpdateNuclear/status/2006006378352288155)  2025-12-30T14:16Z [----] followers, [----] engagements


"⚛This week in Premium: #Macro: [----] is over and the Santa rally failed. Heading into [----] the macro setup is bullish long-term but choppy in the short term with sentiment fragile after the year-end close. #Uranium: The long-term price just hit a 17-year high @sprott is buying again and new policy is telling you the U.S. is willing to bend rules to rebuild the domestic #nuclear fuel chain. Link in replies https://twitter.com/i/web/status/2007448497717711127 https://twitter.com/i/web/status/2007448497717711127"  
[X Link](https://x.com/UpdateNuclear/status/2007448497717711127)  2026-01-03T13:46Z [----] followers, [---] engagements


"⚡On Monday CNBC reported that Google & Kairos Power will deploy the [--] MW Hermes [--] advanced reactor on the TVA grid by [----]. TVA is the first U.S. utility to sign a PPA with an advanced reactor helping power Googles AI-hungry data centers. #nuclear #uranium #AI #energy #Google https://twitter.com/i/web/status/1957673779519513080 https://twitter.com/i/web/status/1957673779519513080"  
[X Link](https://x.com/UpdateNuclear/status/1957673779519513080)  2025-08-19T05:19Z [----] followers, [---] engagements


"Wouldnt be surprising if some of that capital ends up in #nuclear just like Japans recent move into the Westinghouse partnership. $CCJ $CCO #Uranium President Trump says Saudi Arabia has agreed to invest $600B in the US a number he claims could go up and could even reach $1T $NVDA $AMD $TSM $AVGO $ASML https://t.co/irNMSgwcDp President Trump says Saudi Arabia has agreed to invest $600B in the US a number he claims could go up and could even reach $1T $NVDA $AMD $TSM $AVGO $ASML https://t.co/irNMSgwcDp"  
[X Link](https://x.com/UpdateNuclear/status/1990843968041418757)  2025-11-18T18:06Z [----] followers, [---] engagements


"This week's newsletter: ⚛University @UofIllinois Gets a #Microreactor 🤔@NRCgov Reflects on [----] Successes 📝Duke Energy Submits Site Application ☢#Nuclear Barcodes Link in replies Enjoy #Uranium"  
[X Link](https://x.com/UpdateNuclear/status/2008193869104710053)  2026-01-05T15:08Z [----] followers, [---] engagements


"⚛This week in Premium: #Macro remains bullish but expectations are high so small disappointments can trigger sharp pullbacks. #Uranium delivered the opposite setup: spot was calm but policy and hyperscaler demand were loud with $2.7B for enrichment $800M for SMR deployment and @Meta committing to #nuclear capacity at scale. Link in replies https://twitter.com/i/web/status/2009990025203900582 https://twitter.com/i/web/status/2009990025203900582"  
[X Link](https://x.com/UpdateNuclear/status/2009990025203900582)  2026-01-10T14:05Z [----] followers, [---] engagements


"This week's newsletter: ⚛Facebook Funds [--] SMRs 🤑DOE awards $2.7 Billion to #Uranium Enrichers Worlds First Commercial #SMR ☢ Quantum computing with neutral atoms Link in replies #Nuclear"  
[X Link](https://x.com/UpdateNuclear/status/2010715100794269843)  2026-01-12T14:06Z [----] followers, [----] engagements


"⚛Lots of talk about Global Atomic @AtomicCorp $GLO $GLATF and that rumored DFC approval. Lets crowdsource the timeline. When does DFC greenlight financing for $GLO January Febuary (Notational Vote) Never/Slips March January Febuary (Notational Vote) Never/Slips March"  
[X Link](https://x.com/UpdateNuclear/status/2011436979624497242)  2026-01-14T13:55Z [----] followers, [----] engagements


"⚛ Bloomberg reports Trump is holding off on new critical minerals import tariffs after a months long national security probe into foreign shipments. #uranium"  
[X Link](https://x.com/UpdateNuclear/status/2011741998596964729)  2026-01-15T10:07Z [----] followers, [---] engagements


"⚛ Trump is pushing PJM to run an emergency power auction that would have Big Tech fund $15B in new power plants so ratepayers do not eat the bill for AI demand. When Big Tech needs clean 24/7 power at scale whats the energy of choice #nuclear #uranium"  
[X Link](https://x.com/UpdateNuclear/status/2012003700617908621)  2026-01-16T03:27Z [----] followers, [----] engagements


"Link: https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auction https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auction"  
[X Link](https://x.com/UpdateNuclear/status/2012003703134568565)  2026-01-16T03:27Z [----] followers, [---] engagements


"⚛This week in Premium: #Macro data still points higher but expectations are high and @realDonaldTrump is escalating pressure on the Feds rate path. In #uranium spot price hit an 18-month high while an executive order opened the door to uranium price floors Big Tech is being told to fund new capacity and Canada and China put uranium explicitly back into energy diplomacy. Link in replies https://twitter.com/i/web/status/2012540620502712334 https://twitter.com/i/web/status/2012540620502712334"  
[X Link](https://x.com/UpdateNuclear/status/2012540620502712334)  2026-01-17T15:00Z [----] followers, [---] engagements


"This week's transaction action across #nuclear and #uranium companies heres what insiders were doing: $EFR $UUUU $AEC"  
[X Link](https://x.com/UpdateNuclear/status/1994439261517435284)  2025-11-28T16:12Z [----] followers, [---] engagements


"⚛Just sent a 25-page deep dive on Denison Mines ( $DNN / $DML) to Premium members. We cover the CNSC hearings the US$345M convertible and how Denisons moving to production while peers are diluting. Read it here: #Nuclear #Uranium https://nuclearupdate.com/p/denison-mines-funded-low-cost-and-ready-to-run https://nuclearupdate.com/p/denison-mines-funded-low-cost-and-ready-to-run"  
[X Link](https://x.com/UpdateNuclear/status/1978825573875995047)  2025-10-16T14:09Z [----] followers, [----] engagements


""For decades the American nuclear industry has been smothered by bureaucratic red tape. Thanks to President Trump the next American Nuclear Renaissance has arrived." https://t.co/TkKTNgtGTT https://t.co/TkKTNgtGTT"  
[X Link](https://x.com/anyuser/status/2013610379071349125)  2026-01-20T13:51Z [----] followers, [---] engagements


"⚛This week in Premium: The #macro trend is still up. Breadth is behaving credit is calm volatility has cooled but the market is relearning one thing: geopolitics move faster than fundamentals. In #uranium Trump talked #nuclear on a global stage Washington is putting $5B behind reactor development and Big Tech is starting to lock in strategic inputs for the data center buildout. Link in replies https://twitter.com/i/web/status/2015062765480845519 https://twitter.com/i/web/status/2015062765480845519"  
[X Link](https://x.com/anyuser/status/2015062765480845519)  2026-01-24T14:02Z [----] followers, [---] engagements


"Read this week's premium edition here: https://nuclearupdate.com/p/nuclear-update-premium-january-24-2026 https://nuclearupdate.com/p/nuclear-update-premium-january-24-2026"  
[X Link](https://x.com/UpdateNuclear/status/2015062997874749646)  2026-01-24T14:03Z [----] followers, [---] engagements


"This week's newsletter: ⚛DOE @ENERGY To Fund $5B for First-of-a-Kind Reactors ☀First Publicly Traded #Fusion Company S. Korea Resumes Construction of [--] #Nuclear reactors ☢When Camera Lenses Went Nuclear Link in replies #uranium #SMR"  
[X Link](https://x.com/UpdateNuclear/status/2015786638195240988)  2026-01-26T13:59Z [----] followers, [---] engagements


"Read it for free here: https://nuclearupdate.com/p/5b-for-first-of-a-kind-reactors https://nuclearupdate.com/p/5b-for-first-of-a-kind-reactors"  
[X Link](https://x.com/UpdateNuclear/status/2015786640552378508)  2026-01-26T13:59Z [----] followers, [--] engagements


"⚛This week in Premium: The #macro data still shows that risk-on conditions are in place. But rotation is rising and this is turning into a stock-picking market. #Uranium pushed to a new cycle high in both spot and long-term pricing SPUT stepped in aggressively and the updated ATM filing adds a new layer of firepower that you shouldn't ignore. Read it here: #nuclear #smr https://nuclearupdate.com/p/nuclear-update-premium-january-31-2026 https://nuclearupdate.com/p/nuclear-update-premium-january-31-2026"  
[X Link](https://x.com/anyuser/status/2017603993254695383)  2026-01-31T14:20Z [----] followers, [---] engagements


"Read it here: https://nuclearupdate.com/p/doe-just-fast-tracked-advanced-reactors https://nuclearupdate.com/p/doe-just-fast-tracked-advanced-reactors"  
[X Link](https://x.com/UpdateNuclear/status/2018344505309790519)  2026-02-02T15:23Z [----] followers, [--] engagements

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