Skip to contentHome page Seeking Alpha - Power to InvestorsDec. 26, 2025 5:48 PM ETGlobal X Uranium ETF (URA)Michael A. Gayed, CFAInvesting Group LeaderCommentsSummaryGlobal X Uranium ETF offers diversified exposure to uranium producers, junior miners, and physical uranium, capturing the nuclear energy resurgence.Nuclear energy is increasingly recognized as essential for meeting rising electricity demand and clean-energy goals, with global policy momentum favoring reactor expansion.URA’s global diversification mitigates regional regulatory and political risks, while its holdings benefit from both rising uranium prices and long-term demand growth.Risks include shifting nuclear policy, public opinion, and potential technological breakthroughs in alternative energy or storage, but URA remains a strong thematic play.RHJ/iStock via Getty ImagesI’m quite bullish on nuclear. Aside from the fact that President Trump is clearly focusing on the sector from a deregulation perspective, it’s truly the only answer to surging AI energy needs. With electricity demand rising and clean-energyMore on my IG serviceGet 50% Off The Lead-Lag ReportAre you tired of being a passive investor and ready to take control of your financial future? Introducing The Lead-Lag Report, an award-winning research tool designed to give you a competitive edge.The Lead-Lag Report is your daily source for identifying risk triggers, uncovering high yield ideas, and gaining valuable macro observations. Stay ahead of the game with crucial insights into leaders, laggards, and everything in between.Go from risk-on to risk-off with ease and confidence. Get 50% off for a limited time by visiting here.This article was written byMichael A. Gayed, CFA30.63K FollowersMichael A. Gayed is portfolio manager, and author of five award-winning research papers on market anomalies and investing. He has a BS with a double major in Finance & Management from NYU Stern School of Business, and is a CFA Charterholder. Michael runs the investing group The Lead-Lag Report, focused on helping investors outperform in all market conditions. It offers a tactical, data-driven approach to investing, to achieve long-term success even in the face of uncertainty. With increasing market volatility, it's essential to understand risk-on/risk-off signals, seize high-yield opportunities, and leverage award-winning research to maximize returns. Learn More.Analyst’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 receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.The Lead-Lag Report is provided by Lead-Lag Publishing, LLC. All opinions and views mentioned in this report constitute our judgments as of the date of writing and are subject to change at any time. Information within this material is not intended to be used as a primary basis for investment decisions, and should also not be construed as advice meeting the particular investment needs of any individual investor. Trading signals produced by the Lead-Lag Report are independent of other services provided by Lead-Lag Publishing, LLC, or its affiliates, and the positioning of accounts under their management may differ. Please remember that investing involves risk, including loss of principal, and past performance may not be indicative of future results. Lead-Lag Publishing, LLC, its members, officers, directors, and employees expressly disclaim all liability with respect to actions taken based on any or all of the information in this writing.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.