Gold quietly builds momentum, breaks out to new highs, and suddenly the whole world starts paying attention.
Then Silver wakes up violently.
And the miners? They go vertical.
This playbook isn’t new. It’s just unfolding again.
Right now, Gold is trading at all-time highs, Silver is coiling under decade-long resistance, and Silver miners are showing early signs of a major trend reversal relative to the underlying commodity.
The stage is set, and the next act could be explosive.
The nuclear energy trade just got a massive jolt of energy.
Last Friday, Uranium stocks exploded higher after President Donald Trump signed executive orders to revitalize U.S. nuclear energy production.
The result? The VanEck Uranium & Nuclear Energy ETF $NLR had its best single-day performance since 2008.
But this move isn’t just about headlines. It's also about the strong fundamentals and technicals behind it.
The AI revolution is massively increasing global power demand, and everyone is turning to nuclear energy to scale their operations.
Top tech firms know this, and they’re investing heavily in small modular reactors (SMRs) and advanced nuclear infrastructure to power their data centers and server farms.
Meanwhile, geopolitical instability and the global push for energy security have made Uranium and nuclear development mission-critical for many countries.
That’s the story, and the market’s listening.
Here's the technical setup 👇
The VanEck Uranium & Nuclear Energy ETF holds the best names in the space, from heavyweights like Cameco $CCJ (~7%) and Constellation Energy $CEG (~8.7%) to fast-growing...