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AI’s Secret Fuel No One Talks About
The U.S. company sitting at the center of it
Welcome to The Everyday Investor Club. As a paying member, you get a report every Thursday that unpacks one high-conviction investment idea from either our team, Billionaire Investors, or Members of Congress.
This week, we dug into a U.S. uranium miner that is positioning itself as a critical player in the future of AI. The company controls the only conventional uranium mill in the country, produces rare earth elements at scale, and sits at the center of America’s push for energy independence. At around $8 a share, the market still values it like a speculative resource stock, but the business is quietly building a moat that ties directly into nuclear power and the energy demands of AI for decades to come.