Jun. 12 at 8:36 AM
$CCJ Breaking
$100 could easily be a classic bear trap before the next leg higher. The setup still looks incredibly strong underneath.
I’m very bullish on Cameco. Westinghouse already has nearly 1,000 job openings posted, which signals that engineering and project execution are ramping up fast after the announced
$80B+ nuclear investments. That kind of hiring momentum doesn’t happen without real demand behind it.
The Brookfield–Cameco–Westinghouse deal in the U.S. could turn into a major bullish catalyst for
$CCJ. We’re potentially looking at an
$80B+ nuclear buildout, increasing U.S. participation, and AI-driven power demand accelerating the need for baseload energy.
If this plays out, Westinghouse could evolve into a strategic infrastructure asset — and eventually be valued more like a technology platform than a traditional industrial business.
Stay focused on the bigger picture.
