A love story 4U (UUUU - NYSE)
UUUU is building a critical minerals and uranium supply chain (White Mesa processing, ASM metals/alloys, VAC permanent magnets) aligned with bipartisan energy security and AI infrastructure demand. Despite near-term macro headwinds (financing costs, energy shock), the long-term buildout and uranium market fundamentals (spot prices above $89/lb, historical energy crisis precedent, oversold technicals) support significant upside over five years.