The YouTuber suggests Cameco (CCJ) as a buy, highlighting uranium's strong performance and increasing demand due to global nuclear expansion, especially for AI data centers. He emphasizes that CCJ, as the world's largest uranium producer, is well-positioned to supply this critical fuel, which the US has classified as a national security asset.
“My stock pick there is Kamiko. CCJ is the ticker symbol and it's flying under the radar. Uranium is up 21% compared to a year ago. The world's going nuclear, right?” — ▶ 12:20