If you enjoyed this, consider Ian's Insider Corner to enjoy access to similar initiation reports for all the new stocks that we buy. Membership also includes an active chat room, weekly updates, and my responses to your questions.Nuclear power has been one of the hottest investing trends of 2025. The benchmark VanEck Uranium and Nuclear ETF (NYSEARCA: NLR ) is up close to 50% year-to-date and nearly 150% over the past five years.Ian Bezek is a former hedge fund analyst at Kerrisdale Capital. He has spent th ...

文章核心观点 - VanEck铀与核能ETF（NLR）近期价格大幅上涨，但市场担忧其估值可能过高，存在短期内价格回调的风险[1] 作者背景与投资方法 - 作者拥有近十年股票和外汇交易经验，目前与合伙人共同管理一个家族基金[1] - 投资方法侧重于长期投资，通过低风险的ETF和CEF来投资宏观主题[1] - 作者可能在未来72小时内对NLR建立空头头寸或购买看跌期权[2]

VanEck Uranium and Nuclear ETF (NYSEARCA: NLR ) clocked a big gain since the beginning of the year, as the structural factors are bolstering positive developments in the nuclear and uranium industry. The rapid development of the AI technologies, as wellAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not rec ...