The creator may gradually sell off uranium mining and milling holdings due to large stockpiles addressing shortfalls.
Source Post
A Stock a Day Until I Can Quit My Job: Day 31
Jul 21, 2025
The creator discusses the nuclear energy sector, noting it's generally expensive with some names trading above fundamentals. They compare it to the EV craze and solar energy's past, highlighting execution risk. The creator plans to hold Brookfield Renewable due to clean energy demand from Big Tech and gradually sell uranium mining holdings due to large stockpiles.
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The creator plans to hold Brookfield Renewable as clean energy is in demand from Big Tech.
First Solar is presented as an example from the solar energy sector's past, which took a decade to recover, suggesting a cautious or hold sentiment.
Tesla is noted as the only stock that made it out of the EV craze alive, mainly due to its robotaxi potential, suggesting a hold or neutral stance.
Chargepoint is mentioned as a high-flyer in the EV sector that saw big drops when reality settled, implying a sell sentiment.
Lucid is mentioned as a high-flyer in the EV sector that saw big drops when reality settled, implying a sell sentiment.
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