Uranium miners about to Explode?

Gold and silver have been ripping.

But the sleeper move is energy — uranium in particular. Since Q2 2025 it’s been heating up. Cameco ran from ~$36 to ~$112 (+~211%). Spot? Only ~$65 to ~$84 (+~29%).

That spread matters.

Because when spot makes new highs, equities usually don’t politely walk — they reprice. And right now, most seniors already did their move… while plenty of mid-caps and juniors are still asleep.

Seniors move first. Mid-caps next. Juniors last.
And when producers are printing cash, M&A becomes a feature — not a surprise.

If you’re contrarian and you can handle the chop, this is where “boring” can suddenly turn into “moonshot.”