周叔的半生
2026.07.17 10:36

$Energy Fuels(UUUU.US) dropped nearly 8 points, and $Centrus Energy(LEU.US) also fell by 6 points.

The long-term logic of the uranium sector is unquestioned—nuclear power restarts, AI electricity demand, and supply bottlenecks are all tailwinds—but with such frequent drawdowns in stock price, holders are getting shaken out to the point of dizziness.

How to handle the mismatch between long-term logic and short-term volatility? My approach is to treat it as a three-year position and view the drawdown as cost. Those who cannot tolerate this kind of volatility are actually not suitable for trading uranium.

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