Bryn Talkington North Shore Global Uranium Mining ETF URNM-Q BUY Aug 28, 2024

It's a global uranium ETF. It's the cleanest energy out there. She thinks more people will realize it. Buy it at $78 and sell the January 90 calls to gain $6 or 7.5%.

URNM is up 9% YTD, and the physical uranium ETF is up 12%. Stocks are always going to have higher volatility than the metal, and it really depends what investors are looking for. We are not 'concerned' here, and in a continued rally we would still expect URNM to outperform.
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Global electricity demand is rising, so nuclear energy will be a vital carbon-free source of energy. Therefore, we'll need more uranium. Also, data centres need a lot of power.