Called $COPPER bullish on Apr 18, 2025: $COPPER rose 20% in 3 months.
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Commodities | Stocks | FX | Macro Value + Momentum. Finding asymmetric setups at cycle lows. My investment letter ↓ Not advice.
Cite asCryptoQuant has tracked the directional calls on URNM by @ValueSeeker_ on X since Mar 2025: not yet scored on URNM (as of Nov 11, 2026).
Other assets covered (12)
Relative view by default: fewer than 30 URNM calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ValueSeeker_ to submit corrections.
Called $COPPER bullish on Apr 18, 2025: $COPPER rose 20% in 3 months.
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URANIUM MINERS VS OIL PRODUCERS I have explained in a recent article (below) why did I rebalance from oil producers (taking profits on a large part of my position) to uranium miners, which strongly corrected in 2026. Fast forward to today, uranium miners have already outperformed oil producers by 11%, as the URNM-to-XLE ratio shows. Indeed, being an energy bull, I however know that while most energy source follow relatively similar long-term cycles, they may diverge over the short- to medium-term. Here is why I do not hesitate to take profits on recent winners (oil producers in that moment) to allocate additional funds to laggards whose upside potential remains important (uranium miners here). $URNM and $XLE used as proxies here.
View original →URANIUM - STILL EARLY? Uranium, adjusted for money supply, is still trading 79% below its former top. In other words, it would need to rise fourfold to be back to its former high. $URNM $URA $U.UN
View original →ON URANIUM MINERS "So, rather than fundamental, the recent correction seems more technical (i.e. the correction of a short-term exuberance)." $URNM $KAP
View original →NOTE - PORTFOLIO REBALANCING The article is out. Find out the noticeable adjustments I made on Monday with regard to: • EU Natural Gas (TTF exposure) • Oil producers • Sugar • Aluminum producers • Uranium miners Link below ↓
View original →PORTFOLIO REBALANCING Yesterday I have rebalanced my portfolio, and have made noticeable adjustments with regard to: • EU Natural Gas (TTF exposure) • Oil producers • Sugar • Aluminum producers • Uranium miners I will describe those changes in a short Substack article tomorrow. Those interested in receiving it can subscribe using the link below ↓
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