Nuclear fuel: contracting reaches enrichment and supply · Campaigns
Nuclear fuel: contracting reaches enrichment and supply
monitoring · Energy · Nuclear
Ideas and calls
Long, bearish, hedge and relative-value ideas can coexist. Only explicitly issued calls enter the existing scoreboard; short and hedge performance is not graded.
Issued calls · returns compare the symbol with SPY after 30 and 90 days. Positive excess supports a BUY; negative excess supports TRIM or SELL. WAIT and research ideas have no score. These are call outcomes, not a campaign return.
reclaim the 20-day (~$256) with hyperscaler spending language intact on the Jul 29–30 prints
Invalidation: capex language softens and the July shelf breaks — then the contracted-electrons bid is repricing too
held the AI unwind at −5%; reclaim the 20-day (~$1,085) and print a higher low
Invalidation: loses the July low — the complement bid was narrower than the month suggested
first higher low after a clean Jul 29–30 capex read — the −18% month is a beta markdown, and the entry is print-gated, not chart-gated
Invalidation: lower lows after capex language holds firm — then the fuel-cycle derate is regime, not beta