"But if look beneath the surface retail investors on Reddit, X, and other forums are keeping their bullish tone. At least as of today, they're viewing the dip as a buying opportunity. While these groups can get a fever and momentum all their own the fundamental belief that nuclear energy is the comeback kid of 2025 and beyond seems valid."
"One comment gaining traction highlighted a key point many retail investors are making: "CCJ owns 50 percent stake in Westinghouse who recently signed 80 billion worth of commitment with US government and they build nuclear powerplants." This argument underscores how Cameco extends beyond uranium mining into the broader nuclear ecosystem, giving investors exposure to both fuel supply and infrastructure buildout."
"The bullish thesis here rests on three concrete pillars: Q2 earnings jumped 821% year-over-year with revenue climbing 46.5%, Cameco is translating uranium demand into real profits Global nuclear capacity is expanding as countries prioritize energy security and decarbonization Cameco operates the world's largest uranium mines What's notable is the absence of panic. Retail traders and investors are discussing the dip in terms of accumulation, not capitulation. So far, it's still viewed as a core holding."
Cameco shares fell nearly 6% today and over 15% in the past week from highs near $110. Retail investors on Reddit, X and other forums largely view the dip as a buying opportunity, with sentiment scores in the 62-81/100 range and high engagement on bullish posts. A common retail argument emphasizes Cameco's 50% stake in Westinghouse and exposure to both fuel supply and nuclear infrastructure. The bullish thesis cites Q2 earnings up 821% year-over-year, revenue up 46.5%, global nuclear capacity expansion, and ownership of the world's largest uranium mines. Absence of panic suggests accumulation, and analyst support remains solid despite valuation; the pullback likely reflects profit-taking after a strong rally.
Read at 24/7 Wall St.
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