I continue to like uranium, says 'Fast Money' trader Tim Seymour

Market Trends & Investment Opportunities - Brookfield Asset Management is in talks to acquire two reactors from South Carolina, indicating growing interest and potential valuation increases in the uranium sector [1] - Limited assets and a handful of key players characterize the uranium market, with names like Centric Oaklo uranium Energy experiencing significant gains [2][1] - Government commitment to nuclear power infrastructure supports the demand for uranium [1][6] - Reactivation of abandoned reactors by Brookfield signifies strong demand for uranium [4] Company & Financial Performance - Mentions of specific companies like Centric Oaklo uranium Energy seeing "outsized gains" suggest potential investment opportunities, but also highlight volatility [1][5] - Kamo is noted as being very expensive and volatile, but trending higher [2] - URA ETF is presented as an option for broader exposure to the uranium market [2] Risks & Speculation - Uranium stocks are currently in a "very speculative" phase, with potential for rapid price drops, as exemplified by Oakland's 40% drop in 48 hours [5] - Transition from speculative to non-speculative hinges on the successful construction and operation of multiple reactors [6] - The timeline for achieving operational reactors remains uncertain [7] Demand Drivers - The need for uranium is expected to increase significantly in the future [3] - The demand for power, particularly to support AI, is a key driver for nuclear energy and uranium [6]