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![n_bancroft2 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::376363569.png) Nathan Bancroft [@n_bancroft2](/creator/twitter/n_bancroft2) on x 14.2K followers
Created: 2025-07-15 19:30:10 UTC

$SMR $LEU $OKLO 
Last two days highlighting why it's so important to be in the leader of the group. Which I did a piss poor job at.

LEU definitely the leader as it never broke the 20ema. Not too fussed about missing this as it can trade a bit thin (especially on my broker, spread betting). Although saying that I did highlight the multiple bounces off the 20ema which all would have been buyable. 
 No surprise though that this is back to highs first. 

What I did a bad job at was taking OKLO over SMR.

You could say it's easy in hindsight but I don't think that's the case here. 

SMR clearly stronger on the pull back as barely lost the 20ema and didn't close under the 6/23 low like OKLO did.

SMR also made a new high on the initial push on 5/28 whereas OKLO didn't. 

So it showed more strength on the way up and the way down.

Feel like the reason I bought OKLO was it made a more defined pivot for me to manage risk against. 
But a characteristic of the stronger stocks is that they are strong they often don't do this. 
I also failed to buy SMR when it set up a few days ago as I was watching my OKLO position stall. 

Annoying as I was spot on with my thesis on these stocks and how I thought they were still strong during the pullback with many saying they were weak. And they've now shown that strength. 

But then I've executed poorly. Something to learn from for sure.

![](https://pbs.twimg.com/media/Gv7A9kFWUAEHfSf.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945204261677105614/c:line.svg)

**Related Topics**
[stocks](/topic/stocks)
[playing](/topic/playing)
[$smr](/topic/$smr)
[$leu](/topic/$leu)
[$oklo](/topic/$oklo)

[Post Link](https://x.com/n_bancroft2/status/1945204261677105614)

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n_bancroft2 Avatar Nathan Bancroft @n_bancroft2 on x 14.2K followers Created: 2025-07-15 19:30:10 UTC

$SMR $LEU $OKLO Last two days highlighting why it's so important to be in the leader of the group. Which I did a piss poor job at.

LEU definitely the leader as it never broke the 20ema. Not too fussed about missing this as it can trade a bit thin (especially on my broker, spread betting). Although saying that I did highlight the multiple bounces off the 20ema which all would have been buyable. No surprise though that this is back to highs first.

What I did a bad job at was taking OKLO over SMR.

You could say it's easy in hindsight but I don't think that's the case here.

SMR clearly stronger on the pull back as barely lost the 20ema and didn't close under the 6/23 low like OKLO did.

SMR also made a new high on the initial push on 5/28 whereas OKLO didn't.

So it showed more strength on the way up and the way down.

Feel like the reason I bought OKLO was it made a more defined pivot for me to manage risk against. But a characteristic of the stronger stocks is that they are strong they often don't do this. I also failed to buy SMR when it set up a few days ago as I was watching my OKLO position stall.

Annoying as I was spot on with my thesis on these stocks and how I thought they were still strong during the pullback with many saying they were weak. And they've now shown that strength.

But then I've executed poorly. Something to learn from for sure.

XXXXX engagements

Engagements Line Chart

Related Topics stocks playing $smr $leu $oklo

Post Link

post/tweet::1945204261677105614
/post/tweet::1945204261677105614