Balanced Portfolio

Balanced Portfolio

High Conviction: Buy Boss Energy (BOE)

The investment case for uranium is more compelling than at any point in recent history, driven by a convergence of structural supply deficits, resurgent nuclear energy policy, and a dramatic shift in demand from the world’s largest technology companies—the so-called “Magnificent Seven” (MAG7)—as they race to secure clean, reliable power for their rapidly expanding AI and cloud data centers.

Scroll to Top