Rep

$VanEck Uranium + Nuclear Energy ETF(NLR.US) Increasingly the world needs more energy, and renewables are unable to bridge the gap. Nuclear is required and I believe will form a significant part of the energy mix in the future. Hold and buy the dip!

$Global X Copper Miners(COPX.US) Demand for copper has skyrocketed due to both renewable energy needs and the data centre buildout. Supply cant catch up in the short term. Prices has rose significantly. Buy and hold until underlying factors supporting the demand changes

up to $216.88 after close to resistance level

$Microsoft(MSFT.US)was down and out due to negative sentiment on AI CAPEX spending, OpenAI investments. Knew they are undervalued based on their cashflow and earnings. With huge enterprise moat, microsoft will continue to have solid steady cash inflow for the foreseeable future. Bought and held through the negative sentiment and was rewarded with the latest earnings. Will continue to hold 💪

$Microsoft(MSFT.US)buy more msft, huge opportunity to get at value prices

more attractive buy/valuation than spacex, and with increased focus by investors and detailed execution by the company, im holding it

Bought before the earnings spike, waiting for it to retrace before adding more~

Countries and hyperscalers are increasingly looking at nuclear to achieve energy indepedence and feed the ever increasing energy-intensive needs of data centres

Copper FTW, AI, renewables and stagflation play