Read the Weekend Edition
In this week’s “Bulls vs Bears” podcast, Kai Chen and Jonathan dive into the U.S. Department of Energy’s new nuclear policy, highlighting its boost for uranium markets, domestic mining, and energy security amid rising data center demand—forecasting prices above $130/lb by 2026. They analyze ASX highlights like Telix’s FDA resubmission for glioma imaging, Santos’ withdrawn acquisition bid, and Paladin’s $300m equity raise for uranium projects. Discussions also cover BlackRock’s $185bn shift toward U.S. equities and AI, commodity fluctuations (gold, silver, crypto rallies), and the trade of the week: Micron Technology at $132 with a $155 target, emphasizing AI-driven growth.