The Uranium Bull Case $URA $URNM Long-term structural supply deficit. Demand is simply outpacing production. Massive Demand: > Nuclear renaissance > AI and data center demand ~ Immense and constant electricity needed. > Capacity expansion "The World Nuclear Association forecasts global nuclear capacity to increase by 87% by 2040." Strategic Uranium Reserve makes a lot of sense $CCJ Positive Catalyst for the Sector "$80 billion nuclear partnership with the U.S. government, Brookfield Asset Management, and Westinghouse." $URA vs $SPX Breaking out from a 10 Yr Base. Sprott Physical Uranium Trust is trading below 2007 highs and has a massive cup & handle base. $UUUU $UEC $CCJ $DNN $URG $UROY $NXE $LEU $ISOU