Categories: Energy Stocks / General Market Commentary
Topics: Investing in Energy / Uranium Stocks / General Market Commentary- DPC

Get "Texas Rich" on Uranium: 3 US-Focused Uranium Stocks You Can't Afford to Miss

The U.S. government is quietly building a national critical metals strategic reserve.

Yesterday evening, it announced it is looking into taking a 10% stake in Nevada lithium company Lithium Americas (NYSE: LAC). As a result, the stock is up some 90%.

It’s not the first time the U.S. government has taken a stake in a publicly traded company.

Back in August it took a 10% stake in Intel.

With the Department of Defense becoming the largest shareholder in its operator, MP Materials, the government aims to reduce reliance on China for rare earth elements, which are critical for national security and advanced technologies.

Lithium and rare earths won’t be the only sectors the government allocates capital to. 

It’s coming for uranium. Why?

Geopolitical tensions around the world are elevated, to say the least. 

There’s a not-so-quiet cold war to secure the metals of the future now.

“25% of US nuclear power plants are supplied with Russian uranium,” said Kirill Komarov, Russian atomic energy company Rosatom’s first deputy CEO for development and international business.

OpenAI CEO Sam Altman has announced that the Stargate AI data center in Texas will be joined by five more across the U.S. This expansion is part of a $500 billion infrastructure investment promoted by President Donald Trump.

The global data center market is conservatively expected to exceed $500 billion by 2030. That’s a lot of energy, and the government wants to source as much as it can from domestic sources.

Bank of America reports that nuclear energy represents a $10 trillion potential market opportunity "to answer the world's power shortages."

That opportunity will make us a lot of money.

Just this morning, uranium hit an 11-month high. I suspect shortages, production setbacks, and unexpected demand will force energy prices to rocket, higher taking uranium prices with it.

Which is why I put together a special report “How to Become Texas Rich.” 

I’ve identified three uranium companies that are positioned to capture the sweet part of the profit cycle. One could become America’s next producer. One is earlier-stage but may have the most explosive upside. The last is unhedged and production-ready.

Best of all, they’re all based here in the U.S., positioning these three to benefit from the strategic global rebalancing that’s underway.

Let’s get it!