Video News/New Orleans Investment Conference 2026

(Kitco News) - Uranium stocks have sold off as though the metal had tanked, creating what Lobo Tiggre calls the most compelling buying opportunity on the board. Speaking with Kitco News anchor Jeremy Szafron at the New Orleans Investment Conference, the editor of The Independent Speculator said uranium’s long-term contract price, which he described as the real market, keeps rising even as share prices fall. He attributed the selloff to the AI bubble deflating and to tax loss selling that he said started early this year. “The market is making a mistake,” Tiggre said, adding that he has been buying. Tiggre, who sold most of his gold and silver stocks early this year, said he is not ready to return to gold equities. When he does, he said, “I’m looking to lean heavy into silver,” which he expects to rebound more strongly than gold.