Cameco Inc. (NYSE: CCJ ) is the one "bridge" stock that connects the uranium cycle with AI energy demand, so by buying the stock, I'm buying the entire supply chain.Portfolio manager, fundamental equity research, macro and geopolitical strategy.Over 10 years across global markets, managing multi-asset strategies and equity portfolios at a European asset manager.I combine top-down macro, bottom-up stock selection and real-time positioning (Bloomberg, models, data).I focus on earnings, tech disruption, policy ...