UUUU | StableBread's Newsletter

Energy Fuels (NYSE: UUUU)

CELH

Aug 10, 2026

Six Earnings Updates!

A very busy earnings week across the names from past write-ups. The market mostly traded the headline while the filings told a more specific story.

UUUU

Aug 2, 2026

Five Names Worth Revisiting

A fresh look at five names from the archive, plus a quick recap of the market backdrop. For each name, I cover what happened to the business while the stock moved, where the mispricing has widened, and whether I'm adding at current prices.

UUUU

Jun 23, 2026

$725M Rare Earth Bet

The only U.S. company producing two commercial-purity heavy rare earths from ore, the kind almost no one outside China can make. Both are critical to defense and the AI buildout, and the U.S. government just committed up to $725M to back it.