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 …