Jun. 10 at 1:47 PM
$CCJ Cameco sold off 9.2% in five days, yet the model lifted its score to 97 and now reads less of the move as priced in. That gap is the signal:
$UEC fell 21.6% over the same window, so the whole uranium cluster is down, but the speculative end is being dumped while the cashflow-backed name is treated as the one to hold. The invalidation is clean: if the Ukraine sanctions bill stalls in the Senate or baseload demand forecasts get marked down, the structural leg loses its catalyst and the 97 score looks rich.
