Energy/Commodity Thread

[TWI]

I have also been riding the Uranium bull and feel it has a lot further to go, it is linked directly to the vast energy requirements of the tech sector as they enable their AI compute. Metals seem to be a popular theme in my portfolio in recent months as also been in copper and platinum which have similar fundamental drivers. There is going to be a whole lot of new energy infrastructure projects being implemented. Please keep posting.

 

[Nowler]

Yeah the uranium story is unbelievable! Even without the recent realization how much power AI is going to require (which is A LOT!) the uranium thesis is solid as a rock! The thesis is nice and simple... supply and demand.

My favourite Uranium holdings are $DYL, $BMN, $DNN and $DEV.
I have a few others too but I reckon these will do a great job in helping get out of this rat race.

Copper and silver too! And of course Tin and other battery metals.
It's a great time to be long commodities and there are going to be fantastic opportunities to rotate into running out to the end of this decade!

I've been holding $DEF.v for 15 months and it's basically just been sideways until late March.
Got in at .145 and today it hit .54 before falling back to .425

I'm only a small-time investor though. Not quite at 30k yet.
But considering how little money I had when I opened up my first stocks and shares account in 2020, I'm doing quite well relatively speaking.