I'm taking a stab at uranium, specifically US uranium miners. For those interest, I have written a blog post about it. klendathucapitalist.com
Rising momentum without a new significant low... Looks tempting. Uranium spot prices are at 11 year low. Clearly unsustainable. Might see some buying for real assets here as inflation pushes higher.
Taking a long position here. This is the only unhedged uranium miner in the industry. They had halted production during the low U prices, but prices are on the upswing and they will capitalize from it. Their in-situ recovery method is established, they have reserves, and they own a ton of property in the USA. The best part of the story... the CEO is Iranian...