Exponential Edge - #18

Uranium rebounds +20.7% from lows...

Uranium equities continue to attract AI-driven capital rotation.

We flagged Sam Altman-backed OKLO on March 18—just ahead of the hyperscaler shift toward nuclear.

It’s now up +132.3%, but the broader trend is accelerating.

Since our Q1 report Is Energy The Next Big Trade, our nuclear basket has delivered a +98% average return.

👇 Full breakdown + new positioning setups (stablecoins, drones, and energy) below: