>>>Get our latest Friday Royalty Trade at 1:30 PM ET on Stonkamania — we’ll also prep for the FOMC tomorrow and dig into some high-powered lotto plays that could deliver big moves, and do some live trading!<<<
The nuclear renaissance isn’t just a headline anymore — it’s showing up in the order flow, and the moves are getting serious.
I’ve been tracking some major institutional accumulation in the uranium space, and names like Oklo (OKLO), Energy Fuels (UUUU) and Cameco (CCJ) have been moving very hot lately.
This isn’t your typical retail FOMO — this is big money positioning for what could be a generational shift.
The catalyst?
The U.S. is looking to build out its strategic uranium stockpile, and that’s sending shockwaves through these heavily shorted names. When institutions start accumulating in beaten-down growth stocks, you get the perfect squeeze setup.
The AI Power Problem No One’s Talking About
Here’s what’s driving this move — AI infrastructure needs massive amounts of reliable power, and nuclear is the only clean energy source that can handle that demand 24/7.
Solar and wind can’t run data centers around the clock, but nuclear can.
That’s why I’m seeing this convergence of multiple themes: clean energy transition, AI infrastructure needs, geopolitical security around uranium supply, and small modular reactor technology.
It’s not just one story — it’s four massive trends colliding.
Every day, stuff is moving in this space because institutions, trade desks and hedge funds are trading news-oriented plays. UUUU just got a massive pump on the strategic stockpile news, and that’s exactly the kind of catalyst-driven action I’m watching for.
Why This Could Define the Next Market Cycle
This isn’t a quick trade — this is a structural shift that could create generational wealth for early investors. The nuclear renaissance is being driven by real infrastructure needs, not hype.
These uranium names have been heavily shorted growth stocks, which makes them explosive when the institutional money shows up. The order flow I’m seeing suggests big players are positioning for a much bigger move ahead.
The geopolitical angle adds another layer — with uranium supply chain security becoming a national priority, these domestic plays become even more valuable. It’s the perfect storm of technological need, policy support and institutional accumulation.
I’m treating these as long-term structural plays rather than momentum trades. When you’ve got AI power demands, government policy and institutional flow all pointing in the same direction, you pay attention.
Order Flow:
This is for informational and educational purposes only. These are not official alerts issued by Lance, but rather some interesting orders picked by the team at Lance Ippolito Trading.
When you look at these plays, always take the market maker move into consideration.
You can be right on the direction but still lose money if the stock doesn’t move enough. That’s where the market maker move comes in clutch.
With puts, they’re often downside hedges in case a stock tanks, especially around earnings. The further out of the money they are, the more likely they are to be hedges.
Also be sure and check when the company’s earnings date is because many of the plays we post here are centered around earnings!
If a stock is really expensive, consider a spread to lower the cost.
And finally, always remember the golden rule when it comes to buying calls: Buy dips, sell rips — and don’t chase!
If a stock’s moved a ton already today, maybe wait for a pullback.
There is inherent risk in trading. Trade at your own risk.
Note: If no date is listed after the month, it’s the monthly expiration (third Friday).
The team at Lance Ippolito Trading
Lance doesn’t want the CCP spying on him, so you’ll never find him on TikTok. Same goes for other social media sites, which are filled with impersonators, scammers and crypto bros.
You can only find him on his personal YouTube Channel — smash that Subscribe button! https://www.youtube.com/@LanceIppolito
And in his private Telegram channel: https://t.me/+-gVwEIwGJhplMTgx
Important Note: No one from The TradingPub team or any of its associated brands will ever contact you directly on Telegram.
*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
P.S. See the Tickers Wall Street Is Going After Ahead of Wednesday’s Fed Decision
I just flagged tickers Wall Street already earmarked for massive buy orders ahead of Fed Chair Jerome Powell’s rate decision on Wednesday…
And I’m revealing them now to give you time to get in on them before the numbers hit!
