Top Stocks with Heavy Bullish Skew: LEU, HL, FCX in Uranium, Precious Metals, Copper

Approving this per your request — drilling each of the top-3 skew industries (Uranium, Other Precious Metals & Mining, Copper) into constituent stocks, ranked by bullish skew. First confirming exact industry names, then pulling all three drill-downs.DrDone — drilled all three top-skew industries down to their constituent stocks (today, 08/27/2026). Here's the attribution.

Top stock in each high-skew industry

The stocks pulling each industry's skew

• $LEU — Uranium: $1.08M bullish vs $43K bearish. It is the industry's bull engine (72.5% of all bullish premium). $CCJ is second ($411K bullish vs $221K bearish, 65% skew) but single-handedly carries the bearish side too. $UEC shows up only on the bearish side (0% skew) — uranium's bullishness is almost entirely Centrus.
• $HL — Other Precious Metals: The only bullish contributor in the entire industry — $2.93M bullish of $3.72M total industry premium. Hecla is this industry's bullishness today. Bearish is thin: $701K on HL itself, negligible $MTA/$SBSW.
• $FCX — Copper: Same concentration story — 100% of the industry's bullish premium, $1.52M, vs only $132K bearish on itself ($229K on $SCCO, $46K on $ERO). Near-total bullish dominance from one name.

Key insights

1. One-stock industries. All three are extreme concentration plays — in two cases (HL, FCX) a single name supplied 100% of the bullish flow, and in Uranium it's $LEU at 72.5%. Skew at the industry level here is really skew at the ticker level.
2. $LEU is the highest-conviction print of the three. 96.2% bullish skew on the top by pure skew — Centrus is the standout relative to its own flow. FCX (92%) is a close second.
3. Scale note (protocol): these are small/mid-cap names with modest total premiums ($1.5M–$3.7M). Per-dollar, that flow carries more signal than the same amount in a mega-cap — but it also means one or two trades can move these numbers. Don't over-weight the absolute sizes.
4. Caveat on composition: bullish = bought calls + sold puts merged, so I can't tell from this snapshot whether LEU/HL/FCX bullishness is aggressive call buying (trend continuation) or put selling (floor-betting/reversal). Given the market backdrop was 58% bearish today, sold-put (reversal-style) flow is a real possibility in these names.

Want me to run the 8-cell matrix on $LEU (the strongest skew) to see if its bullish premium is bought calls or sold puts — or do a quick daily TA check on LEU/FCX to confirm the price trend backs the flow?