URA Global X Uranium ETF

$URA pos tested and retested summer of 25', despite prices/demand hasnt held a bounce. I hope not to see those 33s.

$URA My average is in the low 50s, but I’m staying bullish and gradually increasing my exposure. The $36.5–37 zone looks like a key support area. If it holds, this pullback may simply be shaking out weak hands before the next move higher.

$URA Not what you wanna see after a breakout on massive volume...total reversal....this is a breakouts soup market.

The return of the electrification trade is enticing a bid in Uranium $URA stocks today, a group that we have been cautious on heading into their seasonally strong period. Double bottom patterns on the charts may require us to retract our negative view, a bias we had pegged against levels of resistance at 50-week moving averages. $CCJ bouncing strongly from the July low at $83; optimal holding period begins on October 14th. $UEC

$URA I’m a bit concerned here. Despite uranium holding ~$89–90/lb, rising global energy prices, growing AI/data-center power demand, continued nuclear investment, stronger long-term contracts ($95–110/lb reported with some miners), and the Oct–Jan contracting season approaching, $URA $UEC still aren’t gaining momentum.

$URA I still don't understand how a 6b diversified strategic mineral fund moves up to 8% in a single session. Even 4% is absolutely absurd. Literally no fundamentals change, and hundreds of millions of dollars suddenly change hands.

$URA has now swung 10% in 48 hours. And as far as I can tell, there's no particular catalyst. At least no negative catalyst. Bond yields, sure, but that was never a surprise. Is this just continued rotation into oil? Ideas?

THURSDAY MORNING FLOWBOARD 📋 $URA has the standout print: $933K in the Dec 18 $40 calls. At capture, contract volume was 15.9x standing open interest. Chart check: daily chart through Oct 7: last close $39.93, below its 20 and 50 day averages, with RSI at 41. The 3 month range is $37.18 to $50.09. The tell comes after settlement. Today's volume can be opening, closing, or spread activity; the next settled open interest grades what remained.

$URA How long can uranium stocks stay at these levels? The contract gap has been unfilled for over a decade. With the electrification of cars, AI, decarbonization, and the need for inertia and base load on the grid, nuclear is not going anywhere, no matter how much green energy you build. I'm also in hard on green energy, because it's quite cheap and extremely fast to build, but it's also taking a beating. That one is explained by rate hikes and international tensions, but uranium is a US/Canada problem. So what's the hold up? Someone educate me.

$URA options flow lesson: chart and flow can disagree. Options activity describes the derivatives tape while the daily chart describes price structure. A disagreement is information, not an error to hide. The alert snapshot shows $1M in the Jan 15 $45 calls. Volume was 0.3x standing open interest at capture. Intraday volume does not establish whether a position was opened or held; the next settled open interest is the check.

🟢 $URA 48C Sep 11 💰 $28,000 premium 💵 $0.4/contract 📊 28.1x Vol/OI 📍 Spot $45.87 🔥 28.1x Vol/OI | 🚨 Repeat sweep 🌊 Dark Flow | Options Flow