In short: "I own HURA" — his uranium sector play / broad exposure, part of the AI-infrastructure theme. "You could lump uranium in there."
HURA is a Canadian-listed ETF holding the whole uranium sector — miners and the fuel itself. Larson owns it as a clean way to get uranium exposure as part of his "physical backbone of AI" theme: data centers need enormous, reliable power, and nuclear is increasingly the answer, so uranium demand should rise. By owning the index rather than a single miner, he gets the theme without betting on which company wins.
33:54Is that, you mentioned you like AI infrastructure theme. — You could lump uranium in there. — I'm like everyone else here on the uranium, I follow your podcast. So listen, yeah, I own HURA. — And again, none of this is financial advice is what I'm doing. I'm a professional guys. — HURA, oh the ETF. Yeah. — Yeah.
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