I’m Watching Uranium Stocks as the Next Big Rotation Trade

by | May 9, 2025

>>>One final 4PM Payout Plan session is scheduled for 4 PM ET today — if you haven’t yet, come see what all the fuss is about!<<<

Uranium is quietly becoming one of the most interesting trades on my screen — and the action in Cameco (CCJ) is a perfect example of why.

I mean, look at it.

The stock’s up about 10% the past week and 30% the past month. And the options are telling you everything you need to know…

The weeklies are rocketing, and even next week’s calls are up a ton already.

That’s real momentum — and it’s showing up in the tape.

The Flow Is Spot-On

This isn’t just some random pop either. We’ve seen a lot of call buying in CCJ, and the follow-through has been strong. That tells me this isn’t just a one-and-done trade — somebody’s making a bigger bet here.

Uranium as a theme has been creeping higher for a while, but the moves we’re starting to see now feel different. The option flow is lining up, the price action looks great, and the energy trade — which has been dead money for a while — might finally be rotating into something new.

The Quiet Rotation That’s Gaining Steam

You’re not seeing this on CNBC. You’re not seeing analysts pound the table. But that’s the point. When something’s moving before the headlines hit, that’s when you want to pay attention.

I’ve seen uranium names quietly build strength without drawing much attention, and now they’re starting to pop. The call buyers in CCJ have been spot on so far — and that’s the kind of signal I don’t ignore.

It might not be a sector that screams excitement, but when I see flow like that with follow-through, I pay attention. Uranium could end up being one of the sneakier rotations this quarter — and I plan to keep it on my radar.

Check out the orders below along with some earnings plays for next week!

Order Flow: 

This is for informational and educational purposes only. These are not official alerts issued by Lance, but rather some interesting orders picked by the team at Lance Ippolito Trading.

When you look at these plays, always take the market maker move into consideration.

You can be right on the direction but still lose money if the stock doesn’t move enough. That’s where the market maker move comes in clutch.

With puts, they’re often downside hedges in case a stock tanks, especially around earnings. The further out of the money they are, the more likely they are to be hedges.

Also be sure and check when the company’s earnings date is because many of the plays we post here are centered around earnings!

And finally, always remember the golden rule when it comes to buying calls: Buy dips, sell rips — and don’t chase!

If a stock’s moved a ton already today, maybe wait for a pullback.

There is inherent risk in trading. Trade at your own risk.

Note: If no date is listed after the month, it’s the monthly expiration (third Friday).

The team at Lance Ippolito Trading

Lance doesn’t want the CCP spying on him, so you’ll never find him on TikTok. Same goes for other social media sites, which are filled with impersonators, scammers and crypto bros.

You can only find him on his personal YouTube Channel — smash that Subscribe button! https://www.youtube.com/@LanceIppolito

And in his private Telegram channel: https://t.me/+-gVwEIwGJhplMTgx

Important Note: No one from The TradingPub team or any of its associated brands will ever contact you directly on Telegram.

*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk. 

P.S. This Setup Handed Lance a 96% Win Rate in a Terrible Market 

About $11 trillion has been lost over the last 10 weeks…

Yet I was able to nail a96% win rate on a daily setup for 4PM Payouts.

Let me show you how it’s done!

Go Here Now to Get the Full Rundown

WRITTEN BY<br>Lance Ippolito

WRITTEN BY
Lance Ippolito

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