What Per Jander is saying
Director, Nuclear Fuel & Investor Services, WMC
3 dated public stances tracked since 2025-06-03, most recently 2025-06-03. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Per Jander's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Per Jander is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Returns 90d +11.2% (n=5) · 180d +22.0% (n=5) · 1y +32.6% (n=5)
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-06-03
SPUT
bullish
Wealthion · video
Uranium supply deficit persists through at least 2030 with no new mines coming on while AI/data-center demand and global nuclear expansion drive incremental demand; current spot ~$71 is below where it needs to be, with major bank targets in the $120–130 range
“there is a supply deficit and there is demand around the corner”
90d +5.2% · 180d +9.9% · 1y +18.8%
Per Jander: Uranium’s Big Moment - AI Demand, Nuclear Expansion & Why Prices Must Rise
2025-06-03
CCJ
bullish
Wealthion · video
Cameco is the only major uranium pure-play that also has downstream exposure via conversion, enrichment projects, and the Westinghouse reactor-component investment, making it a uniquely diversified nuclear value chain bet
“Cameco is really the only play that is not just on uranium itself”
90d +26.4% · 180d +46.9% · 1y +92.3%
Per Jander: Uranium’s Big Moment - AI Demand, Nuclear Expansion & Why Prices Must Rise
2025-06-03
VST
bullish
Wealthion · video
Vistra, as a large nuclear utility operator, benefits directly from AI hyperscaler demand for 24/7 baseload clean power and rising uranium asset valuations
“big US utilities like a Constellation or a Vistra — they're all part of this story”
90d +5.7% · 180d -1.1% · 1y -12.2%
Per Jander: Uranium’s Big Moment - AI Demand, Nuclear Expansion & Why Prices Must Rise
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