Hello folks, I'm Maximilian, a business informatics student in my 7th semester, currently writing my bachelor's thesis, and someone who genuinely loves building things.
So you're probably wondering why? I'm starting this newsletter for a simple reason: I want to learn long-term uranium investing in public, and I want to build a tool while I do it.
Why uranium?
Honestly, I came for the stocks and stayed for the story. The more I read, the more I realized uranium sits at the intersection of some of the most interesting forces shaping the next decade:
- AI infrastructure needs massive amounts of baseload power, and tech giants are signing direct deals with nuclear operators
- Over 60 new reactors are under construction worldwide, with hundreds more planned
- Supply has been underinvested for over a decade — new mines take 10–15 years to come online
- The US just added uranium to its list of critical minerals
It's a niche with strong fundamentals, a passionate community, and surprisingly few independent tools. And I would like to contribute something to this niche.
What I'm building
A weekly newsletter where I document what I'm learning. The companies, the market structure, the news that actually matters. No fake expertise, no signal services. Just honest notes from someone going deep into the space.
And a tool that I'm building in the coming weeks. It'll start as a simple public dashboard with the uranium spot price and the major uranium stocks. Over time it'll grow into something more. Better data, deeper insights, and eventually AI-powered features for those who want to go further. Three tiers are planned: free for everyone, a subscriber tier for the regulars, and a premium tier with AI functionality.
Who this is for
If you're a uranium investor looking for another perspective, welcome. If you're new to the space and want to learn alongside someone who's also figuring it out, this is for you. If you just like watching people build something from zero. Then I'd love to welcome you.
What you can expect
Weekly newsletters. A dashboard that gets better every month. Honest mistakes and what I learned from them. No hype, no moon talk.
If you want to build something with me — hit subscribe.
Let's see where this goes.
— Maximilian