According to his metrics, expect some choppiness in the coming weeks, but not devastating. The market tends to be softer from late-August to late-October on average. Any volatility should be bought.
The chart is attempting to recover after a parabolic move this year. A correction is inevitable after a parabolic move--all the semis did. There's an okay chance of it returning to its old high, but it makes him nervous. He traded it twice recently.
Uranium has been under pressure (like natural gas), but it's a longer-term story. EFR is coming up to a neckline of $21, and if it breaks, it could approach $30. He likes the sector.
He wants to buy it, perhaps soon. Likes the chart and its current consolidation. You could trade it within the current range, or hold it long term given the long-term up trend in the chart. A great stock.
He predicted a return to 72 cents, but now predicts a fall to 70 cents, perhaps 68, because we are the weakest G7 economy with little improvement. Also, our taxes our high compares to peers. He's been buying USD during this rally.
The chart is treading water. It recently broke out, but has returned down. They hold a lot of cash. The new CEO is talking about investing some of that money. A good value, defensive story. BKR is more stable than a semi stock, one to own long term.
Has owned this a long time. Since 2024, the chart has seen an uptrend, then sent parabolic in late 2025 into 2026. It then pulled back, then returned to the necklace. Has no issues holding onto it.
It's run up the last two years to previous highs, but will it fall back? Doesn't see the incentive to buy it now, but it breaks current levels, he would buy. You should trim, taking profits.