Key Points The VanEck Uranium and Nuclear ETF beat the market in 2025. The ETF could be poised to see more growth in 2026. Policy tailwinds are giving a boost to the nuclear sector. 10 stocks we like better than VanEck ETF Trust - VanEck Uranium And Nuclear ETF › An exchange-traded fund (ETF) lets you invest in a basket of assets, like stocks or bonds, through a single purchase. As such, ETFs can offer diversification, though they often don't match the same upside as a single winning stock. And y ...

If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Nuclear power has been one of the hottest investing trends of 2025. The benchmark VanEck Uranium and Nuclear ETF (NYSEARCA: NLR ) is up close to 50% year-to-date and nearly 150% over the past five years.Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent th ...

Core Viewpoint - The VanEck Uranium and Nuclear ETF (NYSEARCA: NLR) is experiencing significant upward momentum, raising concerns among investors about potential overvaluation and the risk of a sudden market correction [1] Group 1: ETF Performance - The VanEck Uranium and Nuclear ETF (NLR) is trending sharply higher, indicating strong investor interest in uranium and nuclear sectors [1] Group 2: Investment Strategy - The approach discussed emphasizes long-term investment in macro ideas through low-risk ETFs and Closed-End Funds (CEFs), suggesting a cautious yet strategic investment philosophy [1]

Group 1 - The VanEck Uranium and Nuclear ETF (NYSEARCA: NLR) has experienced significant gains since the beginning of the year, driven by structural factors that are positively impacting the nuclear and uranium industry [1] - The rapid development of AI technologies is also contributing to positive developments in the nuclear and uranium sector [1]