Blake Young spent today’s session on the one corner of the market where utilities and energy overlap. He calls it nuclear and uranium.
The demand math is not subtle. Nuclear demand in the United States is expected to run 50% to 100% higher over the next 10 to 15 years.
Uranium demand climbs right alongside it. Blake puts that increase at 30% on the low end and 80% on the high end.
Here is the part that changes how you position. Blake is not buying these names outright at today’s prices.
He sells puts and gets paid while he waits for the pullback.
Cameco already broke through accumulation on the zero line. Blake wants a retest near 94 before he commits, and he maps upside through 120, 130, and 150.
The cleaner vehicle sits in the ETF. URA trades near 45 and carries a 9% annualized dividend for anyone who ends up owning it.
That combination turns a slow sector into a paycheck. Blake treats it as a replacement for bonds and money market cash.
In tonight’s video, Blake walks through the exact positions:
- URA sits at 45. The 43 put pays $1.50 for one month, a 3.6% return on risk with a $3.70 safety net worth roughly 8% before a single penny is at risk.
- Four straight months at 3.6% builds a 14% return while you wait for assignment. The next URA dividend pays $2.80.
- LEU pays 6.5% on a 35 delta put over 37 days. The stock has to fall from 185 all the way to 164 and change, a 10% decline, before the trade loses money.
- Oklo pays $3 to sell the 43 put, a 3.5% return for one month. The premium doubles what the ETF pays, and the stock would have to slide from 45 to 40.
- Cameco triggered its buy signal days ago. Blake still wants the retest near 94 rather than chasing the breakout.
Blake sees one theme underneath every one of these tickers. AI needs power, and power increasingly means nuclear.
He is collecting premium in front of that demand instead of paying up for it.
