![\"\"](\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-01-09-at-2.38.24-PM.png\")
<\/p>\n
That's after URA surged 67% last year.<\/p>\n
The latest catalyst was Meta<\/strong> (META) signing nuclear power deals with Vistra (VST) and Oklo (OKLO), plus the Bill Gates-backed TerraPower.<\/p>\n This is a fascinating point in the AI cycle.<\/p>\n Because it's uncertain how long Nvidia<\/strong> (NVDA) can dominate chip performance.<\/p>\n But it seems 100% certain that AI is sucking up a lot of electricity.<\/p>\n And insider the uranium mining complex specifically, there is just not a lot of supply in terms of stocks to buy.<\/p>\n Look at the market caps of the better-known uranium companies:<\/p>\n And the URA ETF itself has just $6.3 billion in assets.<\/p>\n Traders and investors are increasingly focused on the skyrocketing “second-order” AI stocks in areas like nuclear power and memory.<\/p>\n Former AI Kingpin Nvidia<\/strong> (NVDA) feels left behind to the point where it looks like a value stock, even though its earnings winning streak shows no sign of slowing.<\/p>\n It's trading at just 26.6 times forward earnings. Meanwhile, Costco<\/strong> (COST) trades at 45 times earnings.<\/p>\n Meanwhile, Nvidia is expected to grow earnings by 57% this year.<\/p>\n For Costco, it's 11%.<\/p>\n Apple (AAPL) is the second most oversold stock in the Nasdaq 100\/QQQ, based on RSI:<\/p>\n That reading is nearing the April 2025 lows after the Liberation Day selloff.<\/p>\n Traders are worried about a myriad of issues including a China slowdown, skyrocketing memory costs, and Tim Cook possibly slowing down.<\/p>\n There's always chatter about the company being behind in AI… but how many people are dropping Apple devices over that?<\/p>\n I mean, I can use ChatGPT and Gemini and Grok and whatever else on my iPhone.<\/p>\n Right?<\/p>\n With the stock this oversold and the chatter so negative, perhaps it's time for a bounce.<\/p>\n And the one QQQ stock more oversold than Apple<\/strong> (AAPL)?<\/p>\n It's Netflix<\/strong> (NFLX), which has been beaten down because of the Warner Brothers acquisition drama.<\/p>\n PayPay<\/strong> (PYPL) can be one of the most frustrating stocks in the market.<\/p>\n It operates in two modes:<\/p>\n And now it's sitting on major support around $57, which is above the 2023 low around $50.<\/p>\n Could there be $7 of risk down, and $30 up?<\/p>\n At less than 11 times forward earnings, this is one stock we have to watch.<\/p>\n\n
2. Nvidia: Value Stock?<\/strong><\/h2>\n
![\"\"](\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-01-09-at-2.29.35-PM.png\")
<\/p>\n3. Apple's Big Oversold Signal<\/strong><\/h2>\n
![\"\"](\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-01-09-at-1.56.35-PM.png\")
<\/p>\n4. PayPal Is Sitting on Major Support<\/strong><\/h2>\n
\n
![\"\"](\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-01-09-at-3.00.39-PM.png\")
<\/p>\n5. OIH Is the ETF to Watch<\/h2>\n
![\"\"](\"https:\/\/blog.t3live.com\/wp-content\/uploads\/2026\/01\/Screenshot-2026-01-09-at-3.24.09-PM.png\")
<\/p>\n","protected":false},"excerpt":{"rendered":"