Dear Reader,
This week, U.S. gold reserves hit an unprecedented $1 TRILLION in value...
And it's sparking urgent chatter that...
This would be the fifth time this has happened, and surely the most dramatic for folks who own gold (and folks who don't).
Which may explain why gold just blew past $3,800, a new all-time high.
And why Bank of England staff are working overnight to keep up with the amount of gold being pulled from vaults, in what was called a "Trump-Fueled Frenzy"...
Forbes calls the "Mar-a-Lago Accord" a plan to remake the financial system... that could "turn global financial markets upside down."
The Financial Times says, "the unimaginable is becoming imaginable"... and that it could "upend the global monetary system."
And the Wall Street Journal calls it a 'New World Order.'
If you have any money in the market, at the very least...
Watch this short broadcast to understand what's underway.
If you DON'T own gold, it may not be an option for you in the coming weeks.
There are decades where nothing happens, and weeks where decades happen. I'm convinced the "Mar-a-Lago Accord" will go down in history as one of those "dividing line" moments in history...
My one job today is to tell you how to get your money on the right side of what's happening (or risk losing up to 40% of your wealth.)
Look...
I've spent nearly 20 years helping folks navigate the toughest market moments. I foresaw the 2022 market crash and warned my readers to raise cash months in advance.
And I've helped my readers see gains like 1,200% on Microsoft and 800% on Berkshire Hathaway.
But this is bigger than any of that. And it is urgent.
In fact, I believe it could be among the most seismic stories I've ever covered:
A controlled demolition of the monetary order that could weaken the U.S. dollar by up to 40% in the next two years.
But this isn't just a warning, it's an opportunity...
Currency expert Jim Rickards, who advises the Department of Defense and major hedge funds, predicts gold could be revalued to as high as $27,533 per ounce, practically overnight.
Even if he's half right, the gains could be preposterous.
Watch my urgent broadcast now to get the full story.
It'll take just a few minutes, and it could be the most important decision you make for your financial future.
I've been through enough market cycles to know that hesitation can be costly.
Don't let today become a day you regret for not acting.
I'm here to help you navigate this moment. So let's get your money on the right side of history.
Here's to our health, wealth, and a great retirement,
Dr. David Eifrig, MD, MBA
Senior Partner, Stansberry Research
CEO, MarketWise
Investors Flock to Uranium as Nuclear Renaissance Builds
Written by Jeffrey Neal Johnson. Published 9/23/2025.
Key Points
- Leading uranium suppliers and component manufacturers are positioned for significant growth due to rising global demand and favorable government policies.
- Established nuclear operators are securing long-term contracts to provide the immense, reliable, carbon-free power that AI and data centers require.
- New small modular reactor technology with regulatory approval offers a disruptive solution to grid limitations by enabling localized power generation.
The global economy is undergoing a profound transformation. Two powerful megatrends—the mass electrification of everything and the artificial intelligence (AI) revolution—are driving a historic surge in electricity consumption.
From electrifying the transportation and industrial manufacturing sectors to powering the expanding network of data centers, the world's appetite for electricity isn't cyclical—it's a permanent, structural shift in energy demand.
Another gold high? Here's the move Wall Street is missing … (Ad)
Gold has surged past $3,600 an ounce, up 45% in the last year, but Weiss Ratings analyst Sean Brodrick says the real opportunity is in a little-known strategy that has historically outpaced gold's rallies many times over — including one past run where investors saw gains of more than 26,000%.
Click here to see how this strategy worksThis unprecedented demand is colliding with an outdated electrical grid. The current infrastructure wasn't designed for such heavy loads or for efficient long-distance transmission, creating a critical bottleneck that renewables alone cannot resolve.
Nuclear energy stands out as uniquely capable of meeting this challenge. It delivers immense, reliable, 24/7 carbon-free baseload power to stabilize the grid, while advanced technologies like Small Modular Reactors (SMRs) enable localized generation closer to demand centers, effectively sidestepping transmission constraints.
This dual capability has ignited a nuclear renaissance, backed by strong government support and creating powerful tailwinds for a select group of companies.
Cameco: The Indispensable Uranium Supplier
Every nuclear reactor, old or new, requires uranium. At the core of the fuel cycle, Cameco Corporation (NYSE: CCJ) offers a foundational investment. Its shares have soared—up more than 94% over the past year and over 700% in five years.
Several global trends support Cameco's investment case:
- Geopolitical Safe Haven: As one of the world's largest and most reliable Western uranium producers, Cameco's Canadian-based assets have become indispensable to utilities ensuring a stable, long-term fuel supply—especially in light of the U.S. ban on Russian uranium.
- Favorable Market Dynamics: A structural deficit in uranium, where demand exceeds supply, underpins higher prices. This dynamic allows Cameco to secure attractive long-term contracts, such as its recent agreement with Slovakia's primary utility.
A tight global uranium market and rising demand translate directly into higher revenues and improved margins for Cameco, reflected in analysts' consensus Buy rating and an average price target of $89.55. Since its most recent earnings report, some analysts have raised their targets to around $104, underscoring growing uranium demand.
BWX Technologies: The Pick-and-Shovel Powerhouse
BWX Technologies, Inc. (NYSE: BWXT) supplies high-tech components across the nuclear ecosystem. The stock is up 69% over the past year, reflecting its essential role in every new reactor project.
- Government-Backed Stability: BWX operates a virtual monopoly on reactors for the U.S. Navy, providing predictable, high-margin revenue. In its second quarter 2025 earnings, the company reported earnings per share of $1.02, comfortably ahead of the $0.79 consensus.
- Next-Generation Fuel Supply: BWX is central to building a domestic supply chain for High-Assay Low-Enriched Uranium (HALEU), the advanced fuel required for many SMR designs. A recent $1.5 billion contract from the National Nuclear Security Administration highlights its pivotal role.
With 94% institutional ownership, sophisticated investors view BWX as a cornerstone of the nuclear industry. Its stable government contracts fund expansion into high-growth areas, offering both security and upside potential.
Constellation Energy: The Market's Nuclear Leader
Constellation Energy Corporation (NASDAQ: CEG) is the largest U.S. nuclear power producer and is already benefiting from surging electricity demand driven by AI and data centers. Since its IPO three years ago, the stock has gained nearly 525%.
As the leading operator of U.S. nuclear plants, Constellation supplies 24/7 carbon-free power to data centers under long-term power purchase agreements (PPAs) with major tech firms, ensuring stable revenue streams.
Constellation isn't speculative—it's a highly profitable company with a 21.61% return on equity (ROE) and a track record of beating earnings estimates. Its ability to command premium pricing for reliable power drives robust cash flows and a rising share price, underscoring its essential role in the digital economy.
NuScale Power: The Future of Localized Energy
NuScale Power Corporation (NYSE: SMR) represents a strategic entry into the disruptive Small Modular Reactor (SMR) market. SMRs address grid constraints by delivering power directly at or near the point of use, such as industrial parks or data centers.
NuScale holds a significant competitive moat: it is the first and only SMR design certified by the U.S. Nuclear Regulatory Commission, a multi-year approval process that creates a high barrier to entry.
Commercial momentum is building, with recent agreements to advance SMR deployment in key markets. As the certified leader in this transformative technology, NuScale offers exceptional long-term growth potential.
The One-Stop Shop for Sector Exposure
For investors bullish on the uranium fuel cycle but seeking diversification, the Sprott Uranium Miners ETF (NYSEARCA: URNM) provides exposure to the world's leading uranium companies. It tracks an index of key miners and includes an allocation to the Sprott Physical Uranium Trust, which holds physical uranium.
With a year-to-date gain of over 44% and a five-year return exceeding 285%, URNM's performance reflects the strong fundamentals driving the uranium market. It offers an efficient, strategic way to capture sector-wide momentum.
The Complete Nuclear Strategy
The convergence of mass electrification and the AI revolution is driving durable demand for clean, reliable energy. This structural shift has made nuclear power's resurgence a strategic imperative and a generational investment theme.
Our portfolio strategy covers every angle of this renaissance: fuel supply from Cameco, high-tech components from BWX Technologies, immediate baseload demand via Constellation Energy, and the future of decentralized power with NuScale Power's SMR technology. Together, these companies form a synergistic approach to capitalize on a generational opportunity that is just beginning to unfold.
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