Gerardo Del Real,
Editor
Jan. 23, 2025
President Trump says he will lower interest rates. He also says we’re going to get the biggest tax cut America has ever seen (spoiler alert: it won’t include everyone!), and tech billionaires simply can’t get enough of giving the president money.
Everything is awesome!
The new administration is off to the races on multiple fronts. Agree or disagree with policy decisions, the country sent the president to act, and the velocity with which the administration is operating cannot be ignored.
Gold likes it, copper likes it, silver likes it, the overall indices like it, and even Bitcoin — $TRUMP and $MELANIA coins — like it.
Uranium also likes it. A few months back, I wrote to you urging you to position for the next leg up in the uranium space. Since then, there has been a flurry of bullish news contributing to what was already a robust setup.
The most recent announcement is a joint venture investing up to $500 billion for infrastructure tied to artificial intelligence by a new partnership formed by OpenAI, Oracle, and SoftBank. That’s $500 billion with a “B” and that’s not going to be the last announcement we hear from tech companies investing trillions of dollars in AI.
All of which is bullish for many commodities including uranium.
The new entity, Stargate, will start building out data centers and the electricity generation needed for the further development of AI in my backyard of Texas. The initial investment is expected to be $100B and could reach five times that sum.
Sam Altman of OpenAI Said, “This will be the most important project of this era.”
The initiative is a clear message to China that the race to develop technology essential to the future of business is not only China's to win. For those of us paying attention, it’s also a clear message that there’s going to be an exponential need for clean energy.
Think uranium.
This at a time where uranium is already set to increase supply deficits.
I’ve spent the last several years warning of this deficit and warning that the uranium space would be a very profitable one for those patient enough to let the thesis play out. That thesis is playing out now, and I couldn’t be more excited.
The producers and developers are already catching substantial bids. The explorers, however, are just now lining up for spectacular gains.
Two of my favorite uranium explorers, which are a core part of the Junior Resource Speculator portfolio, have barely moved.
That’s about to change.
It’s a new day in America and a new day in the uranium space.
Let’s get it!
Gerardo Del Real
Editor, Daily Profit Cycle