# **Trump Declares Nuclear the Future — Which Uranium Stock Wins: CCJ or NXE?** With President Trump back in office and explicitly declaring **nuclear energy as central to America’s future**, uranium investors are riding a second wave of optimism. The U.S. is rebooting its domestic fuel cycle, fast-tracking nuclear builds, and reasserting energy dominance. That raises the stakes—and the upside—for uranium stocks. So who stands to benefit most in this nuclear bull market: the heavyweight producer **Cameco (CCJ)** or the high-grade explorer **NexGen Energy (NXE)**? Let’s break it down: --- ## **🏢 Company Overview** | | **Cameco (CCJ)** | **NexGen Energy (NXE)** | | -------------- | -------------------------- | ----------------------------------- | | **Type** | Established Producer | Advanced-Stage Explorer | | **Market Cap** | \~\$20B | \~\$4.5B | | **Assets** | McArthur River, Cigar Lake | Arrow Deposit (Rook I) | | **Location** | Canada | Canada | | **Status** | Producing | Pre-production (construction stage) | --- ## **📊 Fundamentals & Financials** **Cameco (CCJ)** * Generates steady cash flow * Long-term supply contracts with global utilities * Owns 49% of McArthur River — the world’s richest uranium mine * Financially conservative, with lower volatility **NexGen (NXE)** * Pre-revenue but owns Arrow — a world-class, undeveloped high-grade deposit * Completed feasibility study, targeting first production later this decade * Higher upside, but also tied to project execution and permitting timelines ---

## **🚀 Growth Potential** * **NXE** offers pure leverage to uranium prices — once it flips the switch, every $10 bump in spot prices could supercharge its margins. * **CCJ** has upside too, but its contracts are partially hedged and more stable. The payoff is steadier, not spiky. Trump’s nuclear push benefits both — but NXE’s torque could be explosive if uranium flies past \$100. --- ## **⚖️ Risk Profile** | | CCJ | NXE | | -------------- | ------------ | ------------------------------------------ | | Political Risk | Low (Canada) | Low (Canada) | | Execution Risk | Low | High (construction, financing, permitting) | | Price Leverage | Moderate | High | | Volatility | Moderate | High | --- ## **📈 Stock Performance (Past Year)** * **CCJ**: Up ~40% * **NXE**: Up ~60% — mostly on anticipation, not earnings --- ## **🔎 TL;DR: Which Should You Pick?** | If you want… | Pick | | ---------------------------------------------- | ----------------------- | | Stability, steady returns, a uranium blue-chip | **Cameco (CCJ)** | | Asymmetric upside, willing to stomach risk | **NexGen Energy (NXE)** | --- ## **📉 Personal Take** With Trump now fully backing a nuclear revival, **the uranium bull case just got political tailwind**. Cameco is your safety-first vehicle—dependable, proven, and already cashing checks. NexGen is the moonshot—a call option on the uranium renaissance with higher risk, but far higher potential. In this cycle? You might want exposure to both. Let CCJ give you peace of mind, and let NXE give you adrenaline. --- > Uranium investors: > > * Trump says nuclear is the future. > * CCJ = stable producer > * NXE = high-grade wild card > > CCJ could double. > NXE could 10x—or flop. > > Diversify your uranium bet. ☢️

Trump Declares Nuclear the Future — Which Uranium Stock Wins- CCJ or NXE?