The nuclear energy theme has been truly surreal recently—$Centrus Energy(LEU.US) has tripled since the beginning of the year, and funds are still adding positions. Looking back at $Uranium Energy(UEC.US) and $Energy Fuels(UUUU.US) in my portfolio, they actually plummeted today—I almost couldn’t hold back my emotions 😭😭😭

$NXG Cushing Midstream Energy Fund(SRV.US) warrants directly doubled—who dares to blindly subscribe to new issues this wave? $Occidental Petroleum(OXY.US) got another rating cut on the oil side, and even the oil & gas leaders feel insecure.

Now the market is full of wealth-creation effects—those who missed out are a bit frustrated, while those holding positions fear earnings bombs… stuck between a rock and a hard place.