Boiler Room: The Official Stock Market Discussion
BlaxOps
Pro
Shares of BigBear.ai Holdings Inc (NYSE:BBAI) are trading sharply higher Tuesday afternoon, up some 21% to $5.06. The rally comes without any new company-specific announcements, suggesting the upward momentum is potentially building upon recent positive developments and overall market strength.
What To Know: Last week, the AI solutions provider confirmed it had deployed its biometric passenger processing software at major U.S. and international airports, including JFK, LAX and Chicago O’Hare.
The technology, developed by its recent acquisition Pangiam, aims to streamline international arrivals and enhance security in partnership with U.S. Customs and Border Protection.
Earlier in the month, on June 11, BigBear.ai announced a strategic partnership with Easy Lease PJSC to accelerate AI development and deployment in the United Arab Emirates. CEO Kevin McAleenan called the collaboration a “major first step” in the company’s international expansion plans.
What Else: According to data from Benzinga Pro, Tuesday’s trading volume eclipsed 219 million shares, far surpassing its 100-day average of approximately 78.6 million. This buying frenzy is particularly noteworthy given the stock’s significant short interest.
With over 29% of the company’s available shares sold short, Tuesday’s sharp price increase may be intensified by a short squeeze as bearish investors rush to cover their positions.
What To Know: Last week, the AI solutions provider confirmed it had deployed its biometric passenger processing software at major U.S. and international airports, including JFK, LAX and Chicago O’Hare.
The technology, developed by its recent acquisition Pangiam, aims to streamline international arrivals and enhance security in partnership with U.S. Customs and Border Protection.
Earlier in the month, on June 11, BigBear.ai announced a strategic partnership with Easy Lease PJSC to accelerate AI development and deployment in the United Arab Emirates. CEO Kevin McAleenan called the collaboration a “major first step” in the company’s international expansion plans.
What Else: According to data from Benzinga Pro, Tuesday’s trading volume eclipsed 219 million shares, far surpassing its 100-day average of approximately 78.6 million. This buying frenzy is particularly noteworthy given the stock’s significant short interest.
With over 29% of the company’s available shares sold short, Tuesday’s sharp price increase may be intensified by a short squeeze as bearish investors rush to cover their positions.
This year definitely gotta be a lesson to brehs to turn the news off sometimes, touch grass, block the fear mongers and actually look at what you have and capitalize on the moments given. So much free game and money that coulda be made off the strength of this thread too. If you blocked the noise and bought the dip a few months back
BlaxOps
Pro
Short Article on Uranium and Nuclear - Read it! 
The U.S. is deregulating nuclear power and making it easier to build new reactors
New York plans to build America's first major nuclear plant in more than 15 years.
On Monday, New York Governor Kathy Hochul, leader of a state where bureaucracy moves like paperwork through a glue factory, stunned everyone by announcing plans to build America's first major nuclear-power plant in more than 15 years - 1 gigawatt of nuclear power, either in one big reactor or a herd of modular ones.
Why the sudden urgency? Hochul says it's about reliability, affordability and keeping New York attractive - code words for "the lights keep flickering since we closed Indian Point." Also, President Donald Trump recently streamlined nuclear permitting, turning a regulatory logjam into at least a trickle.
But investors see something else: Uranium's getting scarce. Last year, global production was roughly 150 million pounds; reactors consumed 165 million pounds. By 2030, they'll need 230 million pounds, creating shortages as soon as next year. Turns out uranium doesn't grow on trees - who knew?
China plans to overtake the U.S. as the world's largest nuclear-power producer by 2030.
Right now, America's nuclear plants are running on recycled spent fuel rods and leftover Soviet-era nuclear warheads. Yes, you heard that right. Americans are powering their homes with Cold War scraps - radioactive hand-me-downs courtesy of Russia.
How'd the U.S. wind up in this glow-in-the-dark thrift shop? Thank the brilliantly named "Megatons to Megawatts" deal. Since the 1990s, America has agreed to buy uranium fuel made from dismantled Russian nukes. By 2022, Russia was providing about a quarter of the nuclear fuel used in U.S. power plants. Trusting Russia to keep America's lights on - now there's a bright idea.
Looks like someone at the White House finally realized Russian President Vladimir Putin isn't exactly Mr. Rogers, Moscow isn't America's best friend and, given the mess in Ukraine, counting on Russia for nuclear fuel probably wasn't a genius-level strategy. On June 14, Trump jumped in, invoking the Defense Production Act and classifying uranium as a critical mineral.
The order demands quick action: Federal bureaucrats have 10 days to point out promising projects (good luck), and the U.S. Interior Department must cough up lists of uranium-rich federal lands within a month. Meanwhile, the Export- Import Bank must negotiate secure supplies from abroad for home refining. Imagine: Uncle Sam, uranium tyc00n.
Financial markets, generally good at sniffing out moneymaking opportunities, have barely priced in these new developments. And that is your chance, because the uranium sector just got greenlit by bipartisan panic about energy independence, strategic competition and that evergreen investment rationale: scarcity.
Speaking of competitors, while America has been busy debating pronouns, pipelines and paperwork, China has skipped ahead by about 15 years. Right now, the Chinese are building 30 reactors - half of the global total under construction - and have plans to overtake the U.S. as the world's largest nuclear-power producer by 2030.
China isn't just laying concrete faster; it's a decade ahead technologically. China is working on all six types of Generation IV reactors, including a molten-salt design that recently was refueled without shutting down. Imagine changing tires on a moving Ferrari, and you'll understand what a feat that is. A 10-megawatt demonstration reactor based on this nifty trick will be online by 2030.
And, being China, they have also cornered a fat slice of the uranium market itself. They are staking claims in Namibia's big three Rossing, Husab and Langer Heinrich mines. China controls almost 30% of Kazakhstan's uranium exports. And just recently, Chinese geologists struck yellowcake gold with 30 million new tons of uranium reserves in Inner Mongolia.
Even better - or worse, depending on where you live - China has cooked up a way to yank uranium from seawater 40 times more efficiently. Forget terrestrial sources; soon China will just vacuum it up from the ocean and bill the rest of the world later.
The contrast with the U.S. could not be sharper. America imports nearly all of its uranium, and domestic mining permits take longer to complete than a Ph.D. in philosophy.
Last month, after eight years of bureaucratic gymnastics, the U.S. Army Corps of Engineers finally gave the green light to Idaho's Stibnite Gold Project. That means America can soon stop importing antimony - a critical mineral that the nation needs to make bullets, missiles, body armor and those specialized alloys that keep nuclear reactors from turning into oversized microwaves.
Trump's recent policy shift is promising, but anyone betting on immediate results from federal agencies probably also bets on the Washington Commanders winning the next Super Bowl.
Climate events, ironically, are only piling onto supply anxieties. Heavy rains early this year shuttered Namibia's Langer Heinrich, forcing its operator, Paladin Energy Ltd. (AU: PDN) (PALAF), to retract earnings guidance.
Uranium is back - not just as fuel, but as strategic leverage.
So here's the investment rundown for your portfolio - seven investments stripped of fluff:
-- For wide uranium exposure, there is the Global X Uranium ETF URA, stuffed with miners, processors and nuclear- adjacent businesses.
-- Pure commodity bulls can buy Sprott Physical Uranium Trust SRUUF, which gives direct exposure minus the hassle of physically handling radioactive elements.
-- Stock pickers who prefer mature companies have Cameco Corp. CCJ CA:CCO - safe enough, large scale, Canada-based. Meanwhile, Kazakhstan's Kazatomprom NATKY KZ:KZAP, the world's largest uranium miner, offers low costs and geopolitical spice, courtesy of Russian and Chinese stakes.
-- American uranium hopefuls include Uranium Energy Corp. UEC and Energy Fuels Inc. UUUU - best positioned to ride the U.S. policy gravy train.
-- Speculators chasing innovation bets can gamble on NuScale Power Corp. SMR - small modular reactors that promise scalability and flexibility. It is risky but potentially transformative.
Investing in uranium now is not a contrarian bet; it is common sense.
America is finally waking up to reality. Nuclear is not optional. It is necessary. Renewable resources are lovely, but the sun sets and wind calms, and power grids hate unpredictability. Nuclear reactors run rain or shine, churning out carbon-free electrons. China figured this out years ago. America is catching up, which means uranium is back - not just as fuel, but as strategic leverage.
New York's nuclear project is important and overdue. The nuclear pivot - fueled by political will, security considerations and sheer necessity - is what savvy investors watch. The uranium sector has not seen a structural tailwind this strong in decades. And when uranium moves, it usually moves dramatically: The last bull market saw prices spike nearly tenfold. The early bird gets the yellowcake.
Investing in uranium now is not a contrarian bet; it is common sense. Nuclear is returning because it must. Investors who see this reality, this confluence of geopolitics, policy, technology and basic economics, have a great opportunity. Nuclear's future is bright. Uranium's is brighter still. The wise investor sees this now, buys now - and enjoys the ride. After all, opportunities this clear come along about as often as common sense in politics - which is to say, almost never.
The U.S. is deregulating nuclear power and making it easier to build new reactors
New York plans to build America's first major nuclear plant in more than 15 years.
On Monday, New York Governor Kathy Hochul, leader of a state where bureaucracy moves like paperwork through a glue factory, stunned everyone by announcing plans to build America's first major nuclear-power plant in more than 15 years - 1 gigawatt of nuclear power, either in one big reactor or a herd of modular ones.
Why the sudden urgency? Hochul says it's about reliability, affordability and keeping New York attractive - code words for "the lights keep flickering since we closed Indian Point." Also, President Donald Trump recently streamlined nuclear permitting, turning a regulatory logjam into at least a trickle.
But investors see something else: Uranium's getting scarce. Last year, global production was roughly 150 million pounds; reactors consumed 165 million pounds. By 2030, they'll need 230 million pounds, creating shortages as soon as next year. Turns out uranium doesn't grow on trees - who knew?
China plans to overtake the U.S. as the world's largest nuclear-power producer by 2030.
Right now, America's nuclear plants are running on recycled spent fuel rods and leftover Soviet-era nuclear warheads. Yes, you heard that right. Americans are powering their homes with Cold War scraps - radioactive hand-me-downs courtesy of Russia.
How'd the U.S. wind up in this glow-in-the-dark thrift shop? Thank the brilliantly named "Megatons to Megawatts" deal. Since the 1990s, America has agreed to buy uranium fuel made from dismantled Russian nukes. By 2022, Russia was providing about a quarter of the nuclear fuel used in U.S. power plants. Trusting Russia to keep America's lights on - now there's a bright idea.
Looks like someone at the White House finally realized Russian President Vladimir Putin isn't exactly Mr. Rogers, Moscow isn't America's best friend and, given the mess in Ukraine, counting on Russia for nuclear fuel probably wasn't a genius-level strategy. On June 14, Trump jumped in, invoking the Defense Production Act and classifying uranium as a critical mineral.
The order demands quick action: Federal bureaucrats have 10 days to point out promising projects (good luck), and the U.S. Interior Department must cough up lists of uranium-rich federal lands within a month. Meanwhile, the Export- Import Bank must negotiate secure supplies from abroad for home refining. Imagine: Uncle Sam, uranium tyc00n.
Financial markets, generally good at sniffing out moneymaking opportunities, have barely priced in these new developments. And that is your chance, because the uranium sector just got greenlit by bipartisan panic about energy independence, strategic competition and that evergreen investment rationale: scarcity.
Speaking of competitors, while America has been busy debating pronouns, pipelines and paperwork, China has skipped ahead by about 15 years. Right now, the Chinese are building 30 reactors - half of the global total under construction - and have plans to overtake the U.S. as the world's largest nuclear-power producer by 2030.
China isn't just laying concrete faster; it's a decade ahead technologically. China is working on all six types of Generation IV reactors, including a molten-salt design that recently was refueled without shutting down. Imagine changing tires on a moving Ferrari, and you'll understand what a feat that is. A 10-megawatt demonstration reactor based on this nifty trick will be online by 2030.
And, being China, they have also cornered a fat slice of the uranium market itself. They are staking claims in Namibia's big three Rossing, Husab and Langer Heinrich mines. China controls almost 30% of Kazakhstan's uranium exports. And just recently, Chinese geologists struck yellowcake gold with 30 million new tons of uranium reserves in Inner Mongolia.
Even better - or worse, depending on where you live - China has cooked up a way to yank uranium from seawater 40 times more efficiently. Forget terrestrial sources; soon China will just vacuum it up from the ocean and bill the rest of the world later.
The contrast with the U.S. could not be sharper. America imports nearly all of its uranium, and domestic mining permits take longer to complete than a Ph.D. in philosophy.
Last month, after eight years of bureaucratic gymnastics, the U.S. Army Corps of Engineers finally gave the green light to Idaho's Stibnite Gold Project. That means America can soon stop importing antimony - a critical mineral that the nation needs to make bullets, missiles, body armor and those specialized alloys that keep nuclear reactors from turning into oversized microwaves.
Trump's recent policy shift is promising, but anyone betting on immediate results from federal agencies probably also bets on the Washington Commanders winning the next Super Bowl.
Climate events, ironically, are only piling onto supply anxieties. Heavy rains early this year shuttered Namibia's Langer Heinrich, forcing its operator, Paladin Energy Ltd. (AU: PDN) (PALAF), to retract earnings guidance.
Uranium is back - not just as fuel, but as strategic leverage.
So here's the investment rundown for your portfolio - seven investments stripped of fluff:
-- For wide uranium exposure, there is the Global X Uranium ETF URA, stuffed with miners, processors and nuclear- adjacent businesses.
-- Pure commodity bulls can buy Sprott Physical Uranium Trust SRUUF, which gives direct exposure minus the hassle of physically handling radioactive elements.
-- Stock pickers who prefer mature companies have Cameco Corp. CCJ CA:CCO - safe enough, large scale, Canada-based. Meanwhile, Kazakhstan's Kazatomprom NATKY KZ:KZAP, the world's largest uranium miner, offers low costs and geopolitical spice, courtesy of Russian and Chinese stakes.
-- American uranium hopefuls include Uranium Energy Corp. UEC and Energy Fuels Inc. UUUU - best positioned to ride the U.S. policy gravy train.
-- Speculators chasing innovation bets can gamble on NuScale Power Corp. SMR - small modular reactors that promise scalability and flexibility. It is risky but potentially transformative.
Investing in uranium now is not a contrarian bet; it is common sense.
America is finally waking up to reality. Nuclear is not optional. It is necessary. Renewable resources are lovely, but the sun sets and wind calms, and power grids hate unpredictability. Nuclear reactors run rain or shine, churning out carbon-free electrons. China figured this out years ago. America is catching up, which means uranium is back - not just as fuel, but as strategic leverage.
New York's nuclear project is important and overdue. The nuclear pivot - fueled by political will, security considerations and sheer necessity - is what savvy investors watch. The uranium sector has not seen a structural tailwind this strong in decades. And when uranium moves, it usually moves dramatically: The last bull market saw prices spike nearly tenfold. The early bird gets the yellowcake.
Investing in uranium now is not a contrarian bet; it is common sense. Nuclear is returning because it must. Investors who see this reality, this confluence of geopolitics, policy, technology and basic economics, have a great opportunity. Nuclear's future is bright. Uranium's is brighter still. The wise investor sees this now, buys now - and enjoys the ride. After all, opportunities this clear come along about as often as common sense in politics - which is to say, almost never.
BlaxOps
Pro
Circle (CRCL) shares were down about 23% over the past two trading days, while Coinbase shares were up almost 14% over the same stretch and nearly back at record territory, according to Dow Jones Market Data.
Coinbase Stablecoin announcement stole their shine.
Coinbase Stablecoin announcement stole their shine.
Same here
Blacklisted Chinese GPU makers line up to file for IPOs as US sanctions and trade war take toll on AI hardware market
Blacklisted Chinese GPU makers line up to file for IPOs as US sanctions and trade war take toll on AI hardware market
Some manufacturers opt to stay private, though.
BlaxOps
Pro
$RKLB hit ATH. 
I thought about you today!$RKLB hit ATH.
El_Mero_Mero
All Star
I keep buying in to lower my stock price with MRNA. My average is $34, and they've been hovering between that $25 and $28 line for a while. That's what I was doing early last year with PLTR, but then I stuck in their long enough that they turned it around. Now I'll probably never sell PLTR.