Marinus Vale

$URA opened strong again this morning, pushing toward recent highs. I expected some consolidation here, but maybe buyers aren’t done yet. With RSI near 90, risk/reward gets trickier—wouldn’t be shocked to see a breather soon. #Uranium

Cameco’s strength above the 200dMA is telling. Denison tested but didn’t break it yet—interesting divergence. If DML joins the party today, it could confirm broader momentum in #Uranium. Not front-running it, but keeping close watch. $CCO $DML

$URA pushing +11% with over 10M shares traded. Follow-through matters, and so far the market’s delivering. Let’s see if it holds into the close. #Uranium

After consolidating around the 50dMA, $URNJ now surging toward the 200dMA. Still below it, but this kind of strength is often a prelude to follow-through. #Uranium

Came back from a 2 week holiday break and #Uranium is ripping! Great!

The Fed statement was more balanced than expected: solid labor market, but rising risks to both mandates. No move, but no strong cut signal either. Feels like we're stuck in "data-dependent limbo."

Market on pause into the Fed, but #Uranium doesn’t seem to care. $UEC +4%, $URNJ +2%, majors solid. No help from macro, no narrative shift—just price doing its thing. That matters.

$URA holding up well so far. Early dip got bought quickly, now trading above yesterday’s close. Tape looks clean for now. #Uranium

Sometimes a red day is just a red day. $URA pulled back slightly yesterday, but the trend structure hasn’t changed. Staying above the 50dMA keeps the recent upside potential alive. #Uranium

What a week. Strong jobs data, a recovering S&P, and signs that we may have seen peak tariff panic. Even #Uranium names caught a bid as macro fears eased. I’ll take cautious strength over chaos any day. Curious to see how long the calm lasts.

Seeing a higher low and a clean break to a higher high on $FIND.V, with volume backing the move. First close this week above the 200dMA in months. Not saying it flies from here, but this is exactly how bullish reversals in illiquid juniors tend to start. #Uranium

$CCJ tagged its 200dMA yesterday but didn’t close above it. Still, this kind of follow-through after the April washout is hard to ignore. Momentum’s alive. A close above $48-ish could trigger some real positioning. #Uranium

It’s hard to ignore how well $URNM is behaving. Momentum turned up hard, CMF just flipped green, and the chart looks like it wants higher. A brief pullback wouldn’t shock me, but this structure is built for more. #Uranium

Back to the daily grind: just hoping $URA closes above 25 today. Would be a decent signal that the recent resilience might stick a little longer. #Uranium

#Uranium equities still offer the best asymmetry. Spot holding just below $70, but summer restarts and supply constraints could push it back to $75–80. That opens up +15–20% for producers. Juniors could go parabolic on any proper catalyst.

VIX likely spikes to 30+ on Fed or data surprises, but I don’t see sustained stress unless credit spreads break out. My base case is a slow grind lower into the 20–22 zone by year-end. Episodic stress, not a regime shift.

$DXY stuck in a 98–101 range until June/July cuts. Weakness below 98 likely only if Fed eases before ECB and trade tensions ease. That would support late-year reflation and hard assets. Upside to 103–104 only if oil crashes or tariffs flare again.

Dow trades in a wide 39,000–41,500 range through Q2. Slow grind higher toward 42,500 is possible later this year if tariffs ease and the market starts pricing reflation. Downside risk to 37,000 only if Brent < $55 and ISM orders < 45.

Nasdaq 100 could push 5–8% higher near 20,500 on strong Q1 earnings and summer Fed cut hopes. But from there, sideways. Slower ad cycles and tighter margins cap upside. Pullback into 19,000–19,500 zone by year-end looks more probable than a breakout.

I update my macro model in real time, but here's where I currently land on the big picture. Most likely scenario, subject to change. 🧵

$URNJ’s chart keeps improving. Still below the 200d, but the trend is shifting. If this is accumulation, it’s starting to show its hand. Staying alert here. #Uranium

$CCJ behaving exactly how I want to see after a bottom: higher lows, solid candles, and MACD confirmation. Closing in on the 200dMA now. Feels like this rally still has room. #Uranium

Brutal open across the board—$URA dumping with the rest as recession fears resurface post-GDP. Market relearning what tariffs + uncertainty actually mean. No hiding today, even for #Uranium

$GLO.TO bouncing hard today. Those who stepped in near the lows are already sitting on solid gains. Still a high-risk story, but if the financing clicks, the reward could easily justify it. Market's open for another 90 min—let's see if it holds. #Uranium

$URA fading after a decent open. Market’s pushing the “buy-the-dip” story again, but outside of megacap tech, flows still feel cautious. Trade war noise creeping back in too. Watching closely. #Uranium

Looking at $URA options today: low put/call ratios, strong gamma support above. It’s the kind of setup that doesn’t scream, but quietly builds pressure higher. Very constructive action. #Uranium

$DNN holding gains above the 50dMA with solid relative strength. A healthy setup may take shape. Buyers stepping up after the April lows — feels like real accumulation. I’m planning to stay with the trend unless something major shifts. #Uranium

Global Atomic Provides Financing Update Toronto, ON: Global Atomic Corporation (“Global Atomic” or the “Company”) (TSX: GLO, OTCQX: GLATF, FRANKFURT: G12) today provided an update on financing the Dasa Uranium Project in the Republic of N...

globalatomiccorp.com/investors/ne...

Another soft financing update from $GLO, no binding commitments yet. Hard to maintain bullish conviction without real funding in place. Price action says it all. #Uranium

Seeing $URA start green is a welcome sight. Momentum cooled a bit after the open, but with macro tensions easing and earnings looking decent, I’m curious if today can mark another higher low. Still early, but sentiment feels better than it did two weeks ago. #Uranium