Group 1 - Energy Fuels Inc. (UUUU) is the only operating conventional uranium refinery in the United States and is rapidly emerging in the rare earths sector [1] - The stock has experienced a significant price increase of over 180% in the past [1] Group 2 - The company is positioned in overlooked sectors, particularly small-caps, energy, and commodities, which may present high-upside investment opportunities [1] - The investment strategy employed focuses on fundamental momentum indicators such as EPS, ROE, and revenue, along with price-volume confirmation and macroeconomic filters [1] - Econometric tools like GARCH and Granger causality are utilized to assess risk and volatility, indicating a comprehensive approach to understanding market cycles [1]

Group 1 - Cameco's stock surged following the announcement of a strategic partnership with the U.S. government, which is expected to enhance the deployment of nuclear power [1] - The partnership is linked to President Trump's executive orders aimed at promoting nuclear energy, indicating a favorable regulatory environment for Cameco [1] - Cameco's partial ownership of Westinghouse is positioned to play a significant role in this strategic initiative, highlighting the company's importance in the nuclear sector [1] Group 2 - The article mentions that Cameco is experiencing fresh highs in stock performance, driven by the strategic partnership and market conditions [4] - The overall market sentiment appears to be positive for clean energy stocks, including uranium miners like Cameco, despite challenges in the broader energy sector [4] - The article suggests that Cameco has formed a rare base, presenting a new buying opportunity for investors [4]