Added to my $NNE position today
I’m still building my cash reserves, but I also see the recent market sell-off as an opportunity to selectively accumulate positions in companies I’m bullish on long term.
My thesis around nuclear hasn’t changed. AI-driven electricity demand, US energy security and the potential for microreactor technology remain compelling structural tailwinds.
It’s a high-risk position, but I’m comfortable with the volatility and taking a long-term view. Sometimes market uncertainty creates great entry points.
