Global X Uranium ETF

URA

Market cap $5.05B

Nuclear energy's resurgence supports a bullish outlook for Global X Uranium ETF and VanEck Uranium & Nuclear ETF. Both URA and NLR receive buy ratings, with URA offering greater diversification and NLR providing lower expenses and tracking error. Political shifts and AI-driven energy demand are driving renewed interest in nuclear power, making uranium ETFs attractive despite inherent risks.

The Global X Uranium ETF (URA) has retraced 50% of its recent rally, presenting a potential buying opportunity amid strong nuclear power demand. URA benefits from the AI-driven surge in power needs, global nuclear sentiment shifts, and technological advances like small modular reactors. Despite high volatility and speculative holdings, URA's fundamentals are improving as nuclear energy becomes essential for data centers and global energy needs.

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For years, nuclear energy has been pushed to the sidelines, grappling with a tarnished reputation. The catastrophic meltdown at Fukushima left many questioning whether this powerful energy source was truly worth the risk.

Global X Uranium ETF remains one of my top nuclear energy plays, up over 25% since July and still a strong buy recommendation. URA offers diversified exposure to uranium miners and innovators like Cameco (CCJ) and Oklo (OKLO), with a higher risk/reward profile than peers. Secular tailwinds from global nuclear expansion, AI-driven energy demand, and U.S. policy support drive the bullish long-term thesis for URA.

Global X Uranium ETF is a strong buy, benefiting from AI-driven demand for continuous, reliable nuclear power for data centers. AI's insatiable energy needs are driving hyperscalers like Microsoft and Meta to secure long-term nuclear power contracts, bypassing intermittent renewables. URA's portfolio is concentrated in uranium producers and innovators like Cameco and Oklo, capturing both stability and future growth potential.

With Global X Uranium ETF you have a hybrid exposure of about 90% behind the nuclear sector, and 10% spot on uranium. It has more momentum than the uranium spot price and uranium miners. Its peer on the market is NLR, with slightly lower performance. The catalysts are on the side of energy demand and politics, with growing awareness of nuclear power.