Just bought all three today — UEC, AMPX, and LUMN — sitting at or near one-year lows. Here's why: $UEC Uranium. AI data centers are about to need absurd amounts of power, and nuclear is the only serious answer. Buying the fuel at the bottom feels right. $AMPX Next-gen batteries — silicon anode tech with way more energy density than standard lithium. Data centers, drones, EVs... everything electric needs better batteries. $LUMN The fiber backbone. All this AI traffic has to move through somebody's network, and Lumen is sitting there at a discount. Three different angles on the same bet: the AI buildout needs power and pipes ⚡ How you feel about these?
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