Yellowbull (@Yellowbull11) / X

Yellowbull

12.5K posts

Yellowbull

@Yellowbull11

Analyst focused on macro, uranium and commodities. Write ups, interviews and more at ➡️ patreon.com/contrariancodex Tweets not investment advice.

Joined August 2020

Pinned
Yellowbull
@Yellowbull11
Jan 2
After a great 2025 that returned 175.5%, I have been spending the past week on a 10-page analysis piece that extensively covers the 5 companies (+ some honorable mentions) I am most excited for in 2026 From uranium to lithium and gold, here is the list ⤵️
Top 5 most exciting equities for 2026 | Contrarian Codex
From patreon.com
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Yellowbull
@Yellowbull11
Dec 9, 2024
*taps sign again*
Mark Nelson
@energybants
Dec 9, 2024
German Greens concealed a utility's offer to keep running nuclear plant during energy crisis, reveal newly released documents. German parliament is now conducting an inquiry into how Green officials misled the German public in closing all the nuclear plants even after a
255K
Yellowbull
@Yellowbull11
Nov 9, 2024
*taps sign*
134K
Yellowbull
@Yellowbull11
Sep 17, 2022
Replying to @DoombergT
Nuclear power is the present and future of our power grids. If it were introduced as a new and groundbreaking technology today there would be global calls for mass adoption for this new green baseload power source.
Yellowbull
@Yellowbull11
Apr 26, 2024
cicero.de/innenpolitik/r…
Disclose.tv
@disclosetv
Apr 25, 2024
NEW - Top officials of the Green party falsified expert judgments and thus misled the public in Germany on the "nuclear phase-out," internal documents show.
70K
Yellowbull
@Yellowbull11
Jan 16, 2024
You'd think that #uranium breaching the $100 mark would wake up investors en masse right? Well, they appear to remain sound asleep. Case in point, #reddit: wallstreetbets: 14.7m, 3 posts stocks: 6.2m, 0 posts stockmarket: 2.9m, 0 posts investing: 2.5m, 0 posts See you at greed.
80K
Yellowbull
@Yellowbull11
Mar 28, 2022
Yellowbull
@Yellowbull11
May 5, 2021
Well it's official, #dogecoin is now worth three times as much as the entire combined publicly traded market cap of the #uranium sector. This makes sense, because one provides the irreplaceable fuel for ~10% of the world's electricity generation and the other is a literal meme...
Yellowbull
@Yellowbull11
Apr 15, 2023
It doesn't matter how you slice it, Germany shutting down its nuclear power plants is absolutely inexcusable and a crime against science, the climate and its people
66K
Yellowbull
@Yellowbull11
May 19, 2025
BREAKING NEWS Germany drops opposition to nuclear power Berlin has signalled to Paris it will no longer block French efforts to ensure nuclear power is treated on par with renewable energy in EU legislation This is a massively positive development for nuclear power in Europe 🇪🇺
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Yellowbull
@Yellowbull11
Mar 29, 2022
Just had an hour long chat with @Sprott CEO John Ciampaglia. With the sheer amount of capital on the sidelines expected to come into #uranium and the Sprott physical trust, the speed and magnitude of this move could surprise many imo. The chat will be up on the Codex on Friday 🎧
Yellowbull
@Yellowbull11
Sep 23, 2024
This is absolutely massive news for the nuclear power industry: "Fourteen of the world’s biggest banks and financial institutions are pledging to increase their support for nuclear energy"
World’s biggest banks pledge support for nuclear power
From ft.com
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Yellowbull
@Yellowbull11
Mar 5, 2025
BREAKING: A potentially massive development for nuclear power in Germany 🇩🇪 "Surprise for CDU election winner Merz: A comeback of nuclear power in Germany is apparently easier than previously assumed!" As many as 6 power plants could return before 2030!
m.bild.de
6 Meiler doch wieder ans Netz? AKW-Sensation für Merz!
Überraschung für CDU-Wahlsieger Merz: Ein Comeback der Kernkraft ist wohl leichter möglich als erwartet! Der Atom-Ausstieg kann rückgängig gemacht werden.
44K
Yellowbull
@Yellowbull11
Feb 1, 2024
"Plenty of supply is coming at $60" "Plenty of supply is coming at $70" "Plenty of supply is coming at $80" "Plenty of supply is coming at $90" Yet here we are, at triple digit #uranium prices and even the biggest producers are struggling. It's simply, supply needs more time.
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