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8 investor calls on URA in the last 90 days (6 bullish, 1 bearish). Follow URA free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Mkt cap $4.6B (11/2)β 2.6852w $33–58Shares 139.1MNYSE Arca since 2010
The tape, with the calls on it
Who said what, and what URA did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talkingIdea Scout · free
Who’s talking about URA
58 long1 neutral1 shortlatest 2026-10-22
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-22 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bearish | Macro Voices | Uranium stocks have been incorrectly categorized alongside AI trades and are being sold in sympathy with the… |
| 2026-10-07 | Justin HuhnFounder & Publisher, Uranium Insider | Bullish | Wealthion | A structural supply-demand imbalance — depleted above-ground inventories, 18-month-plus mine lead times, and… |
| 2026-09-21 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Nuclear power demand is rising structurally because AI data centers and digitization are growing electricity… |
| 2026-09-18 | Mark SkousenEditor, Forecasts & Strategies; professor, Chapman University | Bullish | Wealthion | Nuclear power is a superior alternative to wind and solar, smaller modular reactors are being developed, and… |
| 2026-09-10 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | Macro Voices | U3O8 near $90 continues to trend higher and uranium miners are breaking out while correlating with gold… |
| 2026-09-03 | Carly AndersonCo-Founder & Managing Partner, Timescale Ventures | Bullish | Macro Voices | US uranium conversion capacity is old and heavily concentrated in Russia; executive orders mandate exiting… |
| 2026-08-21 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Uranium is a core energy-transition and nuclear-power play that Wellum's firm has deliberately concentrated… |
| 2026-08-05 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Neutral | Wealthion | Uranium at $85–95 is still roughly 5x its lows of ~$18 a few years ago and does not meet the buy-low… |
| 2026-07-10 | Unnamed Speaker | Bullish | Wealthion | The uranium supply challenge is structurally daunting — the world needs 11 new Cigar Lake-equivalent deposits… |
| 2026-06-19 | Erik TownsendHost, MacroVoices podcast | Bullish | Macro Voices | Long-term nuclear demand fundamentals remain intact driven by AI data center power needs; seasonal summer… |
Show all 60 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-06-04 | Steven FeldmanCo-Founder & CEO, GBI | Bullish | Wealthion | AI data centers need co-located reliable power and small nuclear reactors are emerging as the solution… |
| 2026-06-04 | Erik TownsendHost, MacroVoices podcast | Bullish | Macro Voices | The long-term structural bull case for uranium is fully intact but near-term faces a seasonally weak period… |
| 2026-05-28 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | Macro Voices | The Strait of Hormuz energy shock is accelerating a strategic shift from hydrocarbon dependency ('molecules')… |
| 2026-05-28 | Erik TownsendHost, MacroVoices podcast | Bullish | Macro Voices | Long-term structural demand for uranium is intact driven by accelerating nuclear build-out via small modular… |
| 2026-05-07 | Erik TownsendHost, MacroVoices podcast | Bullish | Macro Voices | Allo Atomic received its DOE operating license (DSA approval) validating the company's reactor ahead of… |
| 2026-04-16 | Luke GromenMacro strategist — founder, FFTT | Bullish | Macro Voices | Energy supply crisis from Hormuz closure accelerates the nuclear renaissance against a backdrop of… |
| 2026-04-16 | Luke GromenMacro strategist — founder, FFTT | Bullish | Macro Voices | Nuclear renaissance accelerates as Hormuz supply shock highlights energy security vulnerabilities and forces… |
| 2026-04-09 | Adam RozencwajgManaging Partner, Goehring & Rozencwajg | Bullish | Macro Voices | Current mine supply is already insufficient to meet existing reactor demand, the post-Fukushima Japanese… |
| 2026-04-09 | Erik TownsendHost, MacroVoices podcast | Bullish | Macro Voices | War-related nuclear fears are creating a buy-the-dip opportunity in uranium; weekly stochastics have turned… |
| 2026-02-19 | Erik TownsendHost, MacroVoices podcast | Bullish | Macro Voices | Swing low appears to be in place and the daily stochastics are set up for a swing trade higher, with the base… |
| 2026-02-19 | Patrick Ceresna (Macro Voices)Co-host, MacroVoices & Market Huddle | Bullish | Macro Voices | Bull trend technically intact with dips consistently bought, retracements holding moving averages and prior… |
| 2026-01-20 | Luke GromenMacro strategist — founder, FFTT | Bullish | Natalie Brunell | The US has effectively removed free markets from uranium and is discussing price floors on various… |
| 2026-01-16 | Bon | Bullish | CNBC Fast Money Final Trade | Uranium/nuclear names are on a tremendous run and likely headed higher, with recent news reinforcing the… |
| 2025-12-10 | Lyn AldenIndependent macro strategist | Bullish | interview | Uranium is a scarce, hard-to-reproduce commodity where Alden prefers owning the underlying over producers to… |
| 2025-10-24 | David WargoCEO & Head of Investment Banking, SCP Resource Finance | Bullish | Wealthion | AI-driven doubling of the US power grid will increase nuclear fuel demand and drive primary uranium supply… |
| 2025-10-15 | Peter TchirHead of Macro Strategy, Academy Securities | Bullish | Wealthion | Nuclear is the only credible long-term solution to AI-driven electricity demand and is inevitable at scale… |
| 2025-09-11 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Nuclear is experiencing a global renaissance driven by base-load energy needs for AI data centers… |
| 2025-08-08 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | Same power-demand driver as utilities: all US reshoring investment and the AI race with China requires more… |
| 2025-07-22 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | Uranium industry pricing is structurally migrating from the spot market to long-term contracts with… |
| 2025-07-18 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | Nuclear power development is a paradigm shift driven by AI/data-center electricity demand, making uranium… |
| 2025-07-08 | Peter BoockvarCIO, OnePoint BFG Wealth Partners | Bullish | Wealthion | A very wide spread between projected demand growth (hyperscaler AI power needs + grid buildout) and… |
| 2025-07-02 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | AI-driven data center buildout is creating a large secular increase in electricity demand requiring grid… |
| 2025-06-11 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | Structural shift: long-term offtake contracts with investment-grade counterparties (Southern Company, Duke… |
| 2025-06-04 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Bullish | Wealthion | AI data centers require 24/7 baseload power that intermittent renewables cannot supply, driving corporate… |
| 2025-05-22 | Nick LawsonExecutive Chairman, Ocean Wall | Bullish | Wealthion | Structural deficit since 2018, Russia's stranglehold on conversion and enrichment (prices up 500%) must… |
| 2025-03-11 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | Uranium producers are locking in 15-20 year term contracts making spot price increasingly irrelevant to their… |
| 2025-02-05 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | AI data center power demand is structurally large and growing, nuclear is the only scalable carbon-light… |
| 2025-02-04 | Tony GreerFounder, TG Macro | Bullish | Wealthion | A uranium-friendly energy secretary with an SMR board seat will materially expand nuclear's share of the US… |
| 2025-01-25 | Scott SchwartzPrincipal, OnePoint BFG Wealth Partners | Bullish | Wealthion | AI energy demand requires a nuclear buildout, creating structural demand for uranium that cannot be met by… |
| 2025-01-25 | Thomas LaffontCo-founder, Coatue Management | Bullish | All-In Podcast | Nuclear capacity is the binding constraint on the global AI arms race — China has been aggressively adding… |
| 2025-01-02 | Jonathan WellumCEO & CIO, RockLinc Investment Partners | Bullish | Wealthion | Nuclear energy is a structural beneficiary of AI-driven electricity demand growth, making uranium producers a… |
| 2024-12-24 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Bullish | Wealthion | Kazatomprom is producing materially less uranium than originally guided (5% increase vs. planned 10%, and now… |
| 2024-12-07 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Bullish | Wealthion | New mine restarts are running behind schedule, Kazatomprom (world's largest and lowest-cost producer) is… |
| 2024-12-04 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Bullish | Wealthion | Mine restarts are almost universally behind schedule and even Kazatomprom — the world's largest, lowest-cost… |
| 2024-11-23 | Gordon JohnsonFounder & CEO, GLJ Research | Bullish | Wealthion | A structural 40M lb/yr supply deficit is widening as Russia restricts exports, Australia limits mining… |
| 2024-11-19 | Gordon JohnsonFounder & CEO, GLJ Research | Bullish | Wealthion | A structural supply deficit of ~40M lbs/year, Russian export restrictions, Kazatomprom committing over half… |
| 2024-11-09 | John CiampagliaCEO, Sprott Asset Management | Bullish | Wealthion | Supply constraints from Kazakhstan missing production targets and Russian import disruption collide with… |
| 2024-11-07 | John CiampagliaCEO, Sprott Asset Management | Bullish | Wealthion | Utilities cannot substitute uranium for any other fuel and must buy regardless of current price standoff —… |
| 2024-10-24 | Larry McdonaldFounder, The Bear Traps Report | Bullish | Wealthion | AI data center build-out requires massive new power generation, and the entire uranium sector is only ~$45B… |
| 2024-10-23 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | Emergence of a multi-decade uranium term market (5–20 year price/volume lock-ins) structurally lowers cost of… |
| 2024-10-18 | David FriedbergCEO, Ohalo; co-host, All-In | Bullish | All-In Podcast | GDP-per-capita growth drives energy-per-capita growth, and even pre-AI there was no path to meet electricity… |
| 2024-10-12 | Chris VermeulenFounder & Chief Investment Strategist, The Technical Traders | Bullish | Wealthion | Monthly chart shows a textbook bull-flag with a Fibonacci extension projecting 60%+ upside to the… |
| 2024-10-09 | Michael GayedPublisher, The Lead-Lag Report | Bullish | Wealthion | AI data centers' electricity demands cannot be met by wind or solar, making nuclear the unavoidable… |
| 2024-09-07 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Bullish | Wealthion | Kazatomprom's production increases are coming in far below original guidance and the company is petitioning… |
| 2024-09-03 | Lobo TiggreFounder & Editor, IndependentSpeculator.com | Bullish | Wealthion | Kazatomprom is producing well below its original guidance and is now lowering permitted targets due to… |
| 2024-08-23 | Josh WolfeCo-founder, Lux Capital | Bullish | The Logan Bartlett Show | Nuclear is objectively the highest energy-density fuel on the directional arc from carbohydrates to… |
| 2024-08-22 | Rick RuleFormer CEO, Sprott US Holdings | Bullish | Wealthion | A structural production deficit, accelerating Japanese restarts, Chinese new-build program, and — most… |
| 2024-07-25 | Erik TownsendHost, MacroVoices podcast | Bullish | Marko Papic | Uranium shares are pricing below the long-term contracting price (SPUT implies ~$74-75 vs $83 spot) and the… |
| 2022-11-09 | Luke GromenMacro strategist — founder, FFTT | Bullish | ForexAnalytix | Peak cheap energy structurally pushes Europe and Japan—normally current account surplus nations recycling… |
| 2021-06-29 | David RosenbergEconomist — Rosenberg Research | Bullish | Real Vision Presents | The global pivot toward cleaner energy is driving a structural increase in nuclear power adoption outside the… |
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The options tape
Notable options days
Sessions in the last 120 where URA’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 14 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
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| 2026-06-05 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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The Wheel · put-selling
URA on the Wheel
URA passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2020–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
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