$UUUU: Rare Earth + Uranium Play Gaining Momentum Into 2027 Deadline

New position...adding to my core position on $Energy Fuels(UUUU)$ . Looks ready + two pieces of interesting news dropped last week.

Here's the scoop.

Folks have short memories on here...aka moved on from solid narratives to chase other unprofitable slop. But I never stopped watching rare earths.

Ya know the theme that was all the rage 6 months ago with real $$$ deals behind it + legit tailwinds?

Well, the former pentagon chief of staff just joined the realloy (another strategic rare earth firm) as the chair of its advisory board...

Question then becomes...why would a senior defense supply chain official be joining a rare earth company.

Well, maybe the hard 2027 deadline requiring US defense systems to eliminate all chinese-sourced inputs?! See below.

"Beginning January 1, 2027, U.S. defense procurement rules will prohibit Chinese-origin rare earth materials across the entire supply chain, from mining and refining through metallization and magnet production."

Meaning they have ~8 months to partner, build, and/or scale rare earth production in the US.

This is a fixed timeline people...

Don't forget that the US gov't already has taken positions in $MP Materials Corp.(MP)$ $USA Rare Earth Inc.(USAR)$ $CRITICAL METALS CORPORATION(CRML)$, and other adjacent names.

So why UUUU?

1) asymmetric upside

> still has a potential gov't deal on the table

> unique dual-threat infrastructure play...produces both uranium for carbon-free energy + rare earths for military hardware

> one of the leading US uranium producers

> weekly chart looks insane

> relative strength amid macro noise

> solid r/r with a strong catalyst

> yahoo finance calls it "one of the three companies rebuilding america’s rare-earth arsenal"

I see UUUU as a big part of the solution for defense contractors + tech giants needing a qualified, non-chinese source of supply.

Looking for +75% on commons in the next 6 months.

Thesis invalidation (if these happen, I exit):

- weekly candle close under $16.50

- jan 1st '27 catalyst / deadline gets moved or canceled

UUUU is currently $18.40.