Feb. 4 at 10:19 AM
$CCJ,
$UUUU,
$DNN,
$OKLO US-Iran uranium talks (Oman, Feb 6) offer some hope for de-escalation, but Trump insists on “zero enrichment”, while Iran refuses to give ground on missiles + proxies.
Investor implications:
Breakthrough → uranium stocks & miners drop 10–20% (less demand for enrichment).
Breakdown/escalation → uranium prices surge, stocks easily +30–50%.
High risk. Watching closely Feb 6–7. #Uranium #IranTalks