Prominent financial commentator Jim Cramer has recently advised investors to favor GE Vernova over Energy Fuels Inc. (NYSE:UUUU) when considering opportunities within the nuclear energy industry. Cramer highlighted GE Vernova's leading edge in nuclear technology development as a primary reason for his recommendation. Conversely, he expressed reservations about Energy Fuels, pointing to its historical financial losses and the extended timelines associated with constructing new nuclear facilities, suggesting that it may not be an optimal investment for immediate returns.
During a recent broadcast, Cramer directly addressed a caller's query regarding Energy Fuels, unequivocally stating his disapproval for the stock. He emphasized that for those interested in nuclear power, GE Vernova (GEV) represents the superior choice due to its advanced capabilities. He also acknowledged the value of Westinghouse, owned by Brookfield, as a strong company in the nuclear space, but reiterated his stance against Energy Fuels, indicating it does not align with his investment strategy for the sector.
Energy Fuels Inc. is actively involved in the exploration, development, and sale of uranium properties, alongside producing other valuable elements such as vanadium, rare earth elements, and various heavy mineral sands. In a segment from September 24, 2025, Cramer had previously discussed the company, categorizing it among several high-risk investments. He noted that Energy Fuels, despite its occasional appearance on 52-week high lists, has a track record of financial underperformance.
While acknowledging his strong belief in the long-term potential of nuclear power, Cramer expressed skepticism about a rapid resurgence of the industry in the near future. He underscored the considerable time commitment—potentially a decade—required to construct a new nuclear power plant. This extended timeline led him to question the sustainability of Energy Fuels' stock surge, which at one point had exceeded 215% for the year, echoing Federal Reserve Chair Powell's sentiment that the stock appeared "fairly highly valued." Despite his earlier qualified approval of UUUU, which was influenced by a rally in OKLO, his current assessment leans heavily towards caution regarding Energy Fuels.
Jim Cramer's analysis underscores a strategic preference for companies demonstrating clear technological advantages and stable financial health in the nuclear energy sector. His recent commentary on GE Vernova and Energy Fuels provides valuable insight for investors navigating the complexities of this evolving industry, emphasizing the importance of long-term viability and sound investment principles over speculative gains.