CEG - Constellation Energy Corporation 0 WATCHERS

CVX CEG VRT KMI

CEG - nuclear + data centers = $

60% VOO, 40% nuclear energy stocks (OKLO, LEU. CEG, VST, VRT, NNE, SMR)

CEG

Here are four reasons keeping me on the sidelines: 1. An AI demand delay or significant slowdown will cause data centers to sit idle, or compute could become far more energy efficient in the near term where AI applications will require far less energy than it requires today. 2) Capital …

I like the ETF UTES. It’s only got a 1% dividend, but almost 40% of it is the 3 hottest utilities (TLN, CEG, VST) so it may have more capital appreciation than other ETFs

I agree but in looking at some of the major independent power producers that have nuclear exposure (in the, uh, good way) - Constellation, Vistra, and Talen - they’ve all had massive gains this year and have come back to earth somewhat. Investors and analysts are now a little more …

The IPP names (CEG/TLN/VST/NRG/HNRG) have already done extremely well in recent years. NFG would be something that I think is interesting (and kinda unique in that it is a utility that is also a nat gas producer + owns pipelines/storage) that's more of a decent value. Also, in an area …

CEG was my energy pick this year. It ran up a lot so it's not cheap right now. It's on my watch list to jump back in if it keeps dropping. It should be a multi-year winner though. Also LNG is also on my radar for a relatively safe return …

Any good recommendations for an undervalued or long term growth or stable utilities sector stock? I’ve been trying to diversify a bit from my technology sector heavy portfolio. I feel like I found CEG too late and it’s too highly priced now, and many others are either too high priced …

Recommendations for an undervalued or good long term growth utilities sector stock/company I have been trying to diversify a bit in my technology sector heavy portfolio, unfortunately I feel like I had came upon CEG too late now that it is up so much already. Is there another utilities sector …

SMR in the past month’s nuking Should’ve bought CEG, or CCJ, or hell even OKLO.

GDXJ, CCJ, CEG, NEE. Even if AI bubble collapses, AI isn't going anywhere, and there is humongous power shortage for the existing industry

Nuclear power is a very long play. GEV and CEG have gone thru the roof over the last year or so. This is all part of that play. I feel big tech is going to slow down as there is not enough power, and it is going to a decade …

It's not hype, but there is something to "I can deliver energy now" vs "I can have one of these built in 2027." Beyond that, the issue becomes the IPPs that can deliver now are already up 500-700% in the last 5 years and in the latter category you had …

AI will fall flat without the power it needs to run. I am investing in small ETF space POWR. I think it’s a great way to invest in the electrification of America. Here is what’s in it. Top 10 Company Symbol Company Name Holdings Percentage PWR Quanta Services Inc 6.43% …

None yet but I'm eyeing BE, SMR, and CEG.

Nuclear and Natural Gas. $CEG $UUUU $EQT $KMI great stocks.

CEG MPLX CVX ET

I have CEG BE CISQ FLNC, good mix of higher risk and lower risk imo

$CEG and $VST

I've considered CEG and BE but ultimately might go with an ETF.

Good list, I'm building up a position on CEG. Some uranium companies too, like UUUU.

What are everyone’s thoughts on energy and energy infrastructure stocks for the next 5 years? I came up with the list below but wanted to get thoughts on the below and others (also if the below are not worth it) Nuclear & Clean Baseload Energy (Direct AI Power Plays) • …

PWR is my holding for this issue. Other power/energy related positions I hold include: CEG, NEE, GEV, AES, with CCJ and BWXT instead of the speculative SMR companies.

What’s on Your Watchlist? Hey everyone, I’ve been learning about investing for about a year now, and I’m currently building my watchlist, I’m not buying any of these at the moment, just observing and researching. Here’s what I’m tracking: AI / Tech Exposure: AMZN, GOOGL, MSFT, ANET, VRT, ASML, AMAT, …

You're thinking correctly. AI infrastructure (datacenters, power, cooling) is the right play vs chasing model companies. **Your thesis is solid:** \- Datacenter compute demand = 10-20 year tailwind \- Cooling is critical (40MW racks generate insane heat) \- Every watt matters (power costs are 40%+ of datacenter opex) **Specific stocks …

I agree with the framework. My bet: **AI infrastructure** (not AI models). Everyone's chasing NVDA and "AI stocks." The asymmetric play is one layer down—the picks and shovels. **Why AI infrastructure fits your criteria:** **a) New tech + changing behavior:** AI datacenters will consume 8% of US grid by 2030 …

I spend a lot of time analyzing 13F filings from elite hedge funds. Here's the framework I use: **Step 1: Identify smart money** Track funds with 5+ year outperformance. Renaissance, D.E. Shaw, SALP, Coatue, Point72. **Step 2: Flag new positions** Look for positions >00M that are NEW. This signals fresh …

I spend a lot of time analyzing 13F filings from elite hedge funds. Here's the framework I use: **Step 1: Identify smart money** Track funds with 5+ year outperformance. Renaissance, D.E. Shaw, SALP, Coatue, Point72. **Step 2: Flag new positions** Look for positions >00M that are NEW. This signals fresh …

I spend a lot of time analyzing 13F filings from elite hedge funds. Here's the framework I use: **Step 1: Identify smart money** Track funds with 5+ year outperformance. Renaissance, D.E. Shaw, SALP, Coatue, Point72. **Step 2: Flag new positions** Look for positions >00M that are NEW. This signals fresh …

List incoming: Semi/chips: TSM, AMD, NVDA, AVGO, ASML, MU Datacenters/energy: NBIS, APLD, VRT, CEG, VST, TLN Other: GOOG/L, , MSFT, META, AMZN Just the stuff off the top of my head. Look into each of these yourself, not all are value buys and some are speculative. Just a quick lost …

Goog, msft, amzn, nvda like others are saying. MU has a forward PE of like 15 which I’m pretty excited about. AI needs a ton of memory and they’re sold out through 2026. Avgo, ARM, and CEG (for power) look solid as well. For ETFs - CHAT and BAI