The uranium thesis is a generational trade comparable in scale to the 2007 ABS trade, silver in the 1970s, or the tech rally of 1997-1998, but without the bubble consequences because it rests on structural supply-demand, not speculative excess.
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Nick LawsonEvidence Quote
“it's a generational trade...could be as seismic as the '07 ABS tray or or silver in the 70s or or or the tech rally in 9798...without the bubble consequences.”
Created: 8/11/2026, 6:31:16 AM
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