Gerardo Del Real,
Editor
Dec. 2, 2025
The uranium story just changed in a way I’ve only seen once before in my career.
And the last time I saw what I’m going to show you today, it led to some of the biggest wealth creation the resource sector has ever seen.
Most of Wall Street hasn’t caught up. Most retail investors haven’t caught up.
But the U.S. government, for once, is up to speed and is now driving rampant change in the nuclear and uranium sector.
And when Washington wakes up to a critical minerals crisis, the money that follows is massive.
On November 6th, the U.S. Geological Survey officially added uranium to America’s Critical Minerals List — a designation reserved for materials essential to national security, economic stability, and technological leadership.
This list drives federal investment, permitting speed, supply-chain reshoring, and strategic stockpiling.
And the experts quoted in the report didn’t mince words: being on the list “flips a switch” that makes mining uranium in the U.S. “easier, cheaper, faster, and more predictable.”
Let me translate that into investor terms:
The U.S. government just put a giant bullseye on uranium and said: “We need more of this — now.”
And they’re right.
America imports most of its nuclear fuel.
At the same time, AI data centers, electrification, and industrial reshoring are straining the grid.
As one U.S. enrichment executive put it, data centers alone are demanding so much power that “the U.S. is going to start having blackouts.” Wind and solar “won’t cut it.” Only 24/7 baseload power will.
That means nuclear.
And nuclear means uranium.
The Nuclear Comeback Is Real — And It’s Accelerating
Even the New York Times — historically unfriendly toward nuclear power — is now publishing essays calling for a new generation of nuclear plants and urging states like California to lift decades-old moratoriums.
In their words, nuclear has gone from “contested” to a key pillar of America’s future energy strategy.
This is the most mainstream nuclear has been since the 1960s.
Google wants nuclear. States want nuclear. The climate lobby is warming to nuclear.
And Washington just made uranium a critical mineral.
This kind of cross-partisan, cross-industry alignment is rare.
When it happens, entire sectors reprice.
The Market Is Already Hinting at What’s Coming
Take a look at what uranium is doing right now.
The Global X Uranium ETF (URA) is up roughly 60% year-to-date, compared to just 16% for the S&P 500 — even as the S&P hits new highs. Uranium is outperforming by nearly 4-to-1.
But let me be clear: 60% is nothing in a true uranium supercycle.
In the last cycle, stocks like Paladin Energy delivered tens of thousands of percent gains.
UEX delivered similarly life-changing returns. Many others ran 5,000%… 10,000%… even more.
That’s what a real uranium mania looks like.
We’re not in the mania phase yet.
We’re in the ignition phase.
And This Time, the Setup Is Even Better
Last cycle, uranium soared simply because demand exceeded supply.
This time, we have:
- A global nuclear buildout
- AI-driven power demand exploding
- Western nations cutting off Russian supply
- Nuclear re-embraced by policymakers
- America officially designating uranium as critical
- A severely underbuilt supply chain
This is the cleanest setup for outsized returns I’ve seen since the early 2000s.
That’s why I’ve identified several uranium stocks that I believe could deliver the highest returns of this entire cycle.
One is leading America’s in-situ recovery (ISR) uranium resurgence and is focused on becoming the leading producer.
One is onto several new discoveries that will become central to North American uranium production.
And one offers the purest exposure to physical uranium that I’ve found on the market.
I break down all three — and explain exactly why this uranium cycle could be even bigger than the last — in my new presentation: You can watch it here.
If you want a shot at the kind of gains uranium delivered in the last supercycle… this is where it starts.
Let's get it,
Gerardo Del Real
Editor, Daily Profit Cycle