Our overweighted uranium ETF URA has had a volatile ride. Macro and China concerns saw the ETF correct 28% after our upgrade only to rebound 37% since September 6. Near-term, we remain positive as China stimulus could help improve energy (and nuclear) demand and the country is building more new reactors than anyone in the world. Longer-term, we are encouraged that nuclear is seen globally as a critical part of reaching zero-emission goals, especially by Big Tech. Small modular reactors (SMRs) aim to be part of the solution.
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