Reddit's Energy Traders Are Watching the Strait of Hormuz Like Hawks — And CCJ Might Be Their Next Big Play

Here's the thing Reddit's investing communities have quietly figured out that mainstream finance Twitter hasn't fully priced in yet: the Strait of Hormuz situation is not resolved. Iran fired on oil tankers less than 24 hours after Trump declared the strait open. TheChartGuys flagged weak selling pressure across the broader market with $QQQ and $SPY bulls eyeing yearly R1 at 755.12 — but energy traders in commodity-focused subreddits are watching a very different tape.

The real sleeper hit in all this chaos? $CCJ, the uranium miner TheChartGuys specifically called out as a consolidation play with a developing DVAL buy setup. When 70% of US farmers can't buy fertilizer due to Hormuz disruptions and The Economist's experts are openly saying Iran's nuclear program cannot be stopped militarily, the uranium-as-energy-security trade starts looking less contrarian and more inevitable.

Also quietly catching Reddit's eye: the $1.5 trillion Pentagon budget with one-time modernization spend on drones, F-47s, and the Golden Dome — because apparently 'forever war premium' is now a legitimate equity thesis, and nobody's even mad about it.