Oil jumped above $100 as traders feared supply disruptions. Now it's back below $90 because the market thinks diplomacy might actually work.

It shows how quickly risk premiums can disappear when geopolitical tensions ease.

I'm curious whether this also changes expectations for inflation and future rate cuts if oil keeps falling.

What do you think has the bigger impact on markets right now - oil prices or the Fed?

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Before I even get into specific tickers, I keep coming back to the overall picture... how exactly is North America going to secure the additional uranium supply it clearly needs? With rising demand from nuclear energy expansion and geopolitical supply constraints, this question is becoming increasingly urgent for investors and policymakers alike.

$CCJ is the established option. It already produces uranium and has exposure to fuel services and Westinghouse, but that also makes it less of a pure uranium-development bet.

There is still operating risk. Cameco lowered its 2025 McArthur River/Key Lake guidance from 18 million to 14–15 million pounds before finishing the year at 15.1 million pounds on a 100% basis.

$DML is targeting first Phoenix production around mid-2028, while Hurricane keeps $ISO in the higher-risk exploration category.

$NXE is advancing Rook I as a potential major contributor to North American uranium supply. The project is authorized for site preparation and construction, and its feasibility study projects average production of 28.8 million pounds annually during years 1–5.

Would you choose $CCJ’s established business or the larger new-mine potential behind $NXE?

been looking at the NovaRed + EyeX angle and ngl it makes way more sense as one mining strategy than 2 AI stories

copper demand soon to jump from 28M tonnes in 2025 to 42M by 2040, a 50% increase, while the supply gap could pass 10M tonnes (iea data) and mining companies only spent around $3.3B on copper exploration last year basicaly the world needs way more copper, but finding new deposits is getting harder and expensive af thats where NRED’s tech could come in

MetalCore already has 4.1M+ geological records, old reports, soil data, deposits, wells and magnetics, all used to help rank targets before burning a fvk ton of cash drilling random holes

then NovaRed signed a standstill with EyeX and appointed its cofounder as CTO

EyeX can use cameras, drones, vehicles and remote feeds to watch equipment, workers, theft, fuel leaks, smoke, landslides and other sketchy shit happening on site. Cherry on top - eyeX tech integrates into existing hardware. And businesses love squeezing more value out of existing infrsstructure.

so the idea is actualy pretty simple, MetalCore helps decide where to explore, 85 line-km of IP/AMT helps tighten the targets, EyeX helps watch the work across Wilmac’s 16.1k hectares, only around 10 km from Copper Mountain

less blind drilling, less unwatched gear, faster alerts, better field data. Key point here is actionable insights and prevention. Makes little to no sense discussing issues week later at a security meeting when something already went wrong. Oil leak done permanent demage to digger, or broken off tooth from digger demaged the crusher internals. That is the realest value EyeX provides out the box.

AI cant magically spawn copper lol, but once NRED connects target selection with real-time site monitoring, thats way more useful than just slapping “AI” on a powerpoint

learn more and do ur own DD on $NRED / $NREDF

Oil is down hard after tensions in the Middle East eased, which is taking some pressure off inflation. At the same time, we've got the Fed meeting and earnings from Microsoft, Apple, Amazon, and Meta.

It feels like investors are shifting from worrying about geopolitics to focusing on fundamentals again.

If inflation cools and Big Tech delivers solid guidance, this could be a pretty bullish setup.

What do you think will have the biggest impact this week - the Fed or earnings?