Nuclear Update Premium October 4, 2025

The melt-up rolls on. Stocks keep climbing, volatility’s asleep, and anyone waiting for a correction is still waiting. Even a government shutdown couldn’t rattle markets, liquidity remains king, and the crowd’s starting to believe it.Meanwhile, uranium just printed a 17-year high on the term price, SPUT keeps stacking, and new nuclear builds are ramping faster than expected. Utilities might be asleep at the wheel, but the fundamentals aren’t.

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