Physical uranium held through ETFs like SRUUF (SPY Physical Uranium Trust) is interesting because uranium futures themselves are just getting underway while uranium mining stocks have already had a strong impulse, suggesting potential for the physical commodity to catch up.
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Speaker
Patrick SznaEvidence Quote
“while uranium stocks have had a very strong impulse, uh uranium is just getting things underway...owning physical uranium through things like the uh spat physical uranium trust is very interesting here and there's lots of room for actually uh the the physical uranium to actually make some traction”
Created: 8/11/2026, 7:54:12 AM
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