Should I Buy Kamiko (CCJ)? — Finance YouTuber Analysis

The YouTuber suggests Cameco (CCJ) as a buy, highlighting uranium's strong performance and increasing demand due to global nuclear expansion, especially for AI data centers. He emphasizes that CCJ, as the world's largest uranium producer, is well-positioned to supply this critical fuel, which the US has classified as a national security asset.

“My stock pick there is Kamiko. CCJ is the ticker symbol and it's flying under the radar. Uranium is up 21% compared to a year ago. The world's going nuclear, right?” — ▶ 12:20

The YouTuber recommends Cameco as a key player in the uranium mining sector, noting its position as the world's second-largest uranium miner and its 49% stake in Westinghouse Electric Company. This allows Cameco to benefit from both uranium extraction and reactor deployment, especially with significant government partnerships for new reactors. The company's share of Westinghouse profits grew 26% in 2025, indicating strong performance.

“Cameco started capturing economics from both sides of the supply chain. The uranium comes out of the ground on Cameco's side, and the reactor that burns it is partly Cameco's through the Westinghouse stake.” — ▶ 5:00