[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Bubble Trader [@ChainTrust0103](/creator/twitter/ChainTrust0103) on x 14.3K followers Created: 2025-07-16 17:15:54 UTC Yesterday, a highly unusual options trade appeared on $CCJ: a deep out-of-the-money $XX put expiring August 29, with a notional value of $629,000, roughly XX% below spot. This type of positioning is often used either as a directional bearish bet or as structured downside protection ahead of a potentially disruptive catalyst. Remember, we are in bull market for all nuclear name! At the same time, $NXE (NexGen Energy) has seen a consistent buildup in bullish call flows. This kind of flow happens everday in $NXE The two companies share critical strategic overlap: both are headquartered in Saskatchewan, Canada, and both operate in the uranium mining space with overlapping geological interest in the Athabasca Basin. Importantly, Cameco ($CCJ) has a history of transformative deals — most notably its 2022 announcement to acquire a XX% stake in Westinghouse Electric, which triggered a ~15% drop in its stock price on October 12, 2022, largely due to equity dilution concerns. Putting this together, there’s a growing case to be made that Cameco could be preparing a bid for NexGen. If true, the $XX put could be preemptive protection against a post-announcement dip in CCJ (due to capital raise/dilution), while the surge in NXE calls may reflect speculation on a premium buyout offer. The synchronized nature of these flows, their scale, and the structural logic make this a potential deal setup worth watching closely.  XXXXX engagements  **Related Topics** [type of](/topic/type-of) [bearish](/topic/bearish) [bubble](/topic/bubble) [$ccj](/topic/$ccj) [Post Link](https://x.com/ChainTrust0103/status/1945532859286261788)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Bubble Trader @ChainTrust0103 on x 14.3K followers
Created: 2025-07-16 17:15:54 UTC
Yesterday, a highly unusual options trade appeared on $CCJ: a deep out-of-the-money $XX put expiring August 29, with a notional value of $629,000, roughly XX% below spot. This type of positioning is often used either as a directional bearish bet or as structured downside protection ahead of a potentially disruptive catalyst. Remember, we are in bull market for all nuclear name!
At the same time, $NXE (NexGen Energy) has seen a consistent buildup in bullish call flows. This kind of flow happens everday in $NXE
The two companies share critical strategic overlap: both are headquartered in Saskatchewan, Canada, and both operate in the uranium mining space with overlapping geological interest in the Athabasca Basin.
Importantly, Cameco ($CCJ) has a history of transformative deals — most notably its 2022 announcement to acquire a XX% stake in Westinghouse Electric, which triggered a ~15% drop in its stock price on October 12, 2022, largely due to equity dilution concerns.
Putting this together, there’s a growing case to be made that Cameco could be preparing a bid for NexGen. If true, the $XX put could be preemptive protection against a post-announcement dip in CCJ (due to capital raise/dilution), while the surge in NXE calls may reflect speculation on a premium buyout offer. The synchronized nature of these flows, their scale, and the structural logic make this a potential deal setup worth watching closely.
XXXXX engagements
