Energy Fuels — US uranium and rare earths
| Filed | Insider | Role | Shares | Value | |
|---|---|---|---|---|---|
| 2026-07-09 | Bhappu Ross R. | officer | 74,000 | $967,920 | Form 4 |
“Companies like $NBIS or $CIFR are high conviction for 2026. But it’s not the same as a small $50m niche company, suddenly being in over-demand from $NVDA or $MSFT stockpiling inventory. You might get a 2-3x 1Y re-rating with DCs but it’s a different story than 2000%+ information discovery of a new bottleneck. Same with known bottlenecks like $UUUU or $MP That being said I also misspelled ind…” post →
| Date | Tweet |
|---|---|
| 2026-01-19 | Companies like $NBIS or $CIFR are high conviction for 2026. But it’s not the same as a small $50m niche company, suddenly being in over-demand from $NVDA or $MSFT stockpiling inventory. You might get a 2-3x 1Y re-rating with DCs but it’s a different story than 2000%+ information discovery of a ne… → · 72 likes · 19,791 views |
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