Constellation Energy. Every tracked FinTwit mention of $CEG, newest first. 187 mentions since the first on Jul 22, 2025. See the price chart.
July 2026 · 4 mentions
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 15
TheValueist — $CEG $VST $TLN $NRG I don’t see how the merchant power names don’t trade up on this massive auction shortfall, but I’ve been proven wrong for the past 18 months on all the other in…↗
Jul 14
InvestmentGuru — Energy continues to offer some of the most attractive value opportunities after the recent pullback.
Nuclear & Power Infrastructure Watchlist:
$OKLO
$SMR
$LEU
$VST
$CEG
With AI,…↗
Jul 7
InvestmentGuru — Silicon-to-Substation: 5 Themes Built for the Long Run
Photonics / Optical Interconnects The bottleneck is shifting from compute to data movement. Co-packaged optics fixes that. $…↗
June 2026 · 20 mentions
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 28
InvestmentGuru — The market just handed us a masterclass in thesis validation.
The top performers of 2026 aren’t random. They’re a roadmap.
Memory $SNDK. $MU. $WDC. Three names. One theme. The wor…↗
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
CK Capital — My favorite names in every sector right now. The full conviction list.
Satellite & Space
$ASTS
$RKLB
$OPTX
AI Infrastructure
$NBIS
$PENG
$HLIT
Defense
$EOS.AX
$KRKNF
$OP…↗
May 31
Mike Investing — The $NVDA CEO is literally telling you to buy energy stocks.
Jensen is calling for demand to 1,000x
“This is the best time ever in the history of humanity to go & invest into sus…↗
May 30
CK Capital — Nuclear energy is the single most important unlock for the entire AI buildout and the federal government finally treats it that way. This is one of the biggest multi year tailwinds…↗
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 26
InvestmentGuru — The AI Power Crisis Is Becoming the Trade of the Decade
The narrative has shifted.
It’s no longer about chips — it’s about electricity. Morgan Stanley estimates a 126 GW surge in…↗
Apr 25
Shay Boloor — THE WHITE HOUSE BASKET
Government Ownership
• $USAR rare earth supply chain reshoring
• $MP critical minerals & magnet supply chain
• $LAC domestic lithium supply for batteries
•…↗
TheValueist — Looking at $CEG 1/21/26 calls... https://t.co/c1qZsrloow↗
Mar 31
TheValueist — $CEG EXECUTIVE CALL SUMMARY: CONSTELLATION ENERGY (03/31/26)
The March 31 call was far more important as a strategic reframing event than as a conventional quarter-only earnings d…↗
Mar 30
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 29
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…
February 2026 · 20 mentions
Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Shay Boloor — DOE is moving to strengthen the nuclear fuel supply chain by launching “Nuclear Lifecycle Innovation Campuses.”
States will be asked to host sites supporting the full fuel cycle i…↗
Jan 24
InvestmentGuru — Stocks to Watch — Across the Energy Transition
Nuclear & Baseload Energy
$CEG
•Leader in U.S. nuclear generation with a massive reactor fleet and growing service agreements with…↗
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 30
Midas — Nuclear companies will rebound in 2026.
$OKLO
$IMSR
$AMTM
$NKLR
$CEG
$NNE
$SMR (added to the list)
Like if you agree.↗
Dec 29
Midas — Nuclear companies will rebound in 2026.
$OKLO
$IMSR
$AMTM
$NKLR
$CEG
$NNE
Like if you agree.↗
Dec 29
Black Panther Capital — Everybody on FinX will have more wealth in 2-3 years time if you just;
- hold
- show patience
- have conviction
- don’t sell in panic
No matter what you have in your portfolio;
$…
November 2025 · 1 mention
Nov 18
Ben Pouladian — American energy is back!
Three Mile Island getting revived to power AI says everything. Microsoft needs it. Nvidia drives it. Constellation delivers it.
The AI economy runs on s…↗
August 2025 · 1 mention
Aug 21
IvanaSPEAR — 2.1 Better risk reward:
Sized up ideas that got hit on tariff concerns but actually benefit from more US manufacturing & re-shoring $CEG $VST $GEV
Replaced them with ideas wh…↗
July 2025 · 3 mentions
Jul 23
IvanaSPEAR — $GEV Big EBITDA beat. Backlog growth was the highlight. Gas Power slot reservation grew from 50 to 55 GW!
▪️Revenue $9.11 billion, +11% y/y, estimate $8.8 billion.
◦Power revenu…↗
Jul 22
IvanaSPEAR — @FIREDUpWealth I like both. $VST is higher risk/reward. Will go up more on announcements like this. $CEG has the nuclear angle.↗
Jul 22
IvanaSPEAR — PJM, the biggest US grid, sets capacity prices at $329.17 from $269.92. 🚀
Data centers for AI are driving the biggest surge in US electricity demand in history.
Tune into our…↗
— BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 23
Shay Boloor — $WMT signed its first nuclear power agreement with $CEG for ~176MW of carbon-free electricity from Constellation’s Dresden facility in Illinois.
Another proof point that large cor…↗
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 12
InvestmentGuru — AI runs on power. Nuclear delivers it.
Everyone’s chasing the AI trade — but the real bottleneck isn’t chips. It’s energy. Data centers are power-hungry monsters and the grid can…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 7
Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-202…↗
Jun 6
CK Capital — My favorite names in every sector right now. The full conviction list, three deep in each.
Humanoid Robotics
$AMBA
$OUST
$VPG
AI Infrastructure
$NBIS
$PENG
$CRDO
Defense
$EOS…↗
Jun 6
Shay Boloor — @MattAktas $CEG absolutely belongs but my focus is more on who builds and fuels next generation of nuclear. Constellation in my eyes is much more of a regulated-utility-with-nuclea…↗
Jun 5
InvestmentGuru — 20-stock Total AI Infrastructure list across 7 layers:
1. $NVDA
The undisputed AI compute standard. Beyond chips, Nvidia offers a full-stack platform including networking, softwar…↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 3
InvestmentGuru — The Nuclear Energy Playbook: Full Value Chain Edition -
From uranium in the ground → enriched fuel → reactor technology → operating plants
AI needs 24/7 clean baseload power. Th…↗
Jun 2
Midas — $VST
$TLN
$CEG
$SMR
$NRG
If you want to know when I enter and exit, make sure to follow me.↗
— NUCLEAR IS QUIETLY ACCELERATING
With AI data centers consuming unprecedented electricity, nuclear is being re-rated as critical infrastructure — not just an energy play. $CEG, $OK…
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 25
Michael | Hypermarkets — My notes on POWER AND COOLING bottleneck companies:
❄️AI POWER & COOLING PLATFORMS
1. $VRT ~$327 | Avg PT ~$600.
Stock up 291% in a year; 25 analysts see more upside on record…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 22
Jason Luongo — 4. $CEG - Constellation Energy
Largest nuclear fleet operator in the U.S. 20-year PPA with Microsoft to restart Three Mile Island for data center power. Additional long-term agree…↗
May 19
Dillon Valdez — @StockReportt For this $CEG/ $VST/ $NEE/ $ETR/ $SO basket, the cleaner filter is not AI demand by itself — it is contracted load, grid timing, allowed returns, and whether capex tu…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
Jason Luongo — 7. $CEG - Constellation Energy
Largest US nuclear fleet operator. Q1 revenue $11B, up 64%. Adjusted EPS $2.74, up 28%. Nuclear fleet running at 92.3% capacity factor, producing 40…↗
May 18
InvestmentGuru — Energy- 7 layers
AI Energy Bridge: Short-Term Stack
(Before nuclear comes online ~2030+)
Layer 1 — Solar Generation
→ $FSLR (First Solar) — domestic manufacturing moat
→ $ARRY (…↗
May 17
Wayne Liang — $DGXX and $SLNH (recent trades) are still asymmetric relative to where their comps are valued.
E.g. $SLNH at ~$300M MC vs. $TLN at $15B or $CEG at $97B (renewable AI power thesis)…↗
May 17
Wayne Liang — $NVDA drops earnings on May 20th after close, and as usual, it's carrying the entire market on its back...
$SNDK reports reaffirmed the memory layer of the supercycle. $AMD valida…↗
May 15
Dillon Valdez — $CEG — Constellation
Revenue was $11.1B, +63.9% YoY, and beat expectations of ~$8.5B by 31.5%. EPS was $2.74 vs $2.54 expected. Stock fell 1.3% on report day and is down 10.1% thr…↗
May 14
Wayne Liang — Quick recap on some of our recent setups, in different layers of the same supercycle.
Nailed the $SNDK rally, alongside $MRAM as a proxy which ran from ~$13 to ~$51 at peak. Naile…↗
May 13
TheValueist — I agree with this and the merchant names have still traded awfully this year. I’m long $CEG $VST $TLN and will continue to hold, not add, for the time being.↗
May 13
Wayne Liang — One could say $AMD is one side of the barbell, as the de-risked and established setup that has high probability of working out. Extremely low risk.
Now the other side of the barbe…↗
May 13
Wayne Liang — I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric:
They serve two completely different purposes, in different layers of the same supercycle. Bot…↗
InvestmentGuru — WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…↗
May 11
InvestmentGuru — AI IS THE MEGA-DRIVER
→ 1 ChatGPT query ≈ 10× the electricity of a Google search
→ Hyperscalers have announced nuclear PPAs exceeding 10GW since 2023
→ The wave thesis plays out in…↗
May 10
InvestmentGuru — The market is up. Oil is at $100+. Inflation is sticky. And bonds are whispering something equities are ignoring.
Here’s what’s actually going on-
OIL SHOCK REALITY
➜ Geopolitic…↗
May 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 10
InvestmentGuru — EVERY BUCK STOPS AT ENERGY — The Bottleneck Nobody Talks About Enough. The real constraint on AI isn’t chips. It isn’t bandwidth. It isn’t capital.
It’s electrons.
Here’s the full…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
InvestmentGuru — NUCLEAR / SMRs: The Long-Term Power Trade for AI
AI needs one thing more than chips:
Reliable power. Hyperscalers are now locking 10–20 year nuclear deals to secure dedicated ene…↗
May 9
Mike Investing — In 2025 I called out to buy rare earths & nuclear. Many got rich from this…
Now in 2026, I am calling for strong buys on Nuclear & rare earths again. Over 10x potential.
These st…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
May 8
Nancy Pelosi Stock Tracker ♟ — Keep an eye on this
Sen. Shelley Moore Capito (R) just sold Constellation Energy $CEG
Constellation is the largest nuclear energy operator in America
Meanwhile, Capito is the Ch…↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
May 7
InvestmentGuru — Black swan innovations that could destroy today’s AI bottleneck trade (HBM, GPUs, power infrastructure):
Everyone is crowded into the same AI scarcity trade:
GPU scarcity → $NVDA…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 6
Jason Luongo — 7. $CEG - Constellation Energy (Power Generation)
The largest nuclear fleet in the US and the answer to AI's energy problem. Partnered with Microsoft to restart Three Mile Island…↗
May 4
Daniel Koss — @YuopYuopyep I love $CEG but very different ticker 😂↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 2
InvestmentGuru — 6 High-Conviction Sectors for the Next Market Cycle
The AI infrastructure buildout is expanding well beyond semiconductors. Here are six sectors I believe deserve serious attention…↗
— The AI Infrastructure Bottleneck
AI demand isn’t slowing. It’s colliding with reality. Power costs are rising. Communities are pushing back. Permits are getting harder. Project ca…
InvestmentGuru — THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…↗
Apr 20
Daniel Koss — Many of you do NOT want to manage your investments full-time.
Realized capital gains taxes, stress, time.
Message received!
So here's a list of stocks I think you can easily buy…↗
Apr 18
Shay Boloor — AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cy…↗
Apr 16
TheValueist — $CEG $VST $TLN $NRG ERCOT’s Load Filing Signals a New AI Power Regime in Texas, Not a Literal 367.8 GW Outcome
https://t.co/a8xjftaRsP
Bottom Line: ERCOT’s 367,790 MW 2032 headli…↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Apr 11
TheValueist — $CEG $VST $TLN $NRG RESEARCH NOTE - PJM Reliability Backstop: Hybrid Procurement Reorders the Merchant Power Opportunity
https://t.co/FWkC9iVjQb
Bottom Line: PJM's reliability ba…↗
InvestmentGuru — NUCLEAR ENERGY — Buying Opportunity Right Now?
The setup is getting hard to ignore.
Why Nuclear, Why Now
- AI + data centers = massive, nonstop power demand
- Policy tailwinds bu…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 7
KaizenInvestor — The P/S of the mixed companies is at the highest level since I started recording. The energy transition is real but investors don't know exactly where to put their money.
Mixed c…↗
Apr 7
KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition.
Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey
Green Hydrogen: $PLUG,…↗
PhotonBull — The traditional data center is dead; the era of the AI Factory has arrived.
AI factories are a new class of extreme-scale, GPU-driven facilities designed specifically for generati…↗
Mar 23
Black Panther Capital — The hyperscalers aren’t cutting AI capex.
$660-700B committed for 2026. Contracts signed. Fabs running.
Here’s where that money flows:
Compute: $NVDA, $AMD, $AVGO
Memory: $MU, $…↗
The Future Investors — $NVDA and Emerald AI are partnering with energy companies $AES, $CEG, $NEE, $VST, Invenergy, and Nscale Energy & Power to develop "flexible AI factories" that can connect to th…↗
Mar 23
Shay Boloor — $NVDA is partnering with Emerald AI, $AES, $CEG, $NEE & $VST to build grid-integrated AI factories that combine flexible compute with on-site power + storage.
The model could…↗
Jason Luongo — If you follow the smart money, you'll know exactly what sectors to invest in:
AI Compute: $NVDA
AI Memory: $MU
Data Centers: $IREN
Cloud Infrastructure: $NBIS
Networking: $MRVL
Op…↗
Mar 17
InvestmentGuru — NEXT WAVE:
Power • Cooling • Infrastructure
The market is starting to realize something critical—AI growth is no longer just about chips and software. The next bottleneck is pow…↗
Mar 13
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings reactions: $ORCL, $ADBE, $RBRK, $PATH
• $NVDA CEO Jensen Huang’s five-layer cake: $…↗
Mar 12
Shay Boloor — How to invest across every layer of $NVDA CEO Jensen Huang’s five-layer cake:
• Layer 1 Energy (The Fuel): $CEG, $VST
• Layer 2 Chips (The Engine): $TSM, $MU
• Layer 3 Infrastruc…↗
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 11
The Future Investors — 🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗘𝗻𝗲𝗿𝗴𝘆
AI runs on electricity. Without power, there is no intelligence ⚡
Key companies:
$CEG | Constellation Energy
$VST | Vistra
$PWR | Quanta Services…↗
Mar 10
InvestmentGuru — These are my 5 favorite sectors
1️⃣ Photonics / Optical Technology
The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 5
TheValueist — One additional new great data set on BBG - grid-scale energy storage.
$CEG $VST $TLN $NRG https://t.co/VbeaPkKWJn↗
Mar 5
InvestmentGuru — Nobody talks about the boring stuff that makes everything work.
Here’s where I’d put $10K today across the next decade.
THE BRAIN → $NVDA $AVGO $AMD
THE PLATFORMS → $AMZN $GOOG $…↗
Mar 3
TheValueist — Lone Pine likes the merchant power producers - Kelly Granat
$CEG $VST $TLN $NRG↗
Mar 3
Jason Luongo — The complete data center stock map.
Every layer. Every name worth watching.
OPERATORS + BUILDERS
$EQIX $CRWV $NBIS $IREN $APLD $CIFR
CHIPS
$NVDA $AMD $INTC $ARM $AMKR $AMZN $GOO…↗
Mar 1
Mike Investing — The war between the U.S. & Iran has officially begun, and as a result war stocks will rise heavily.
If you aren’t invested into these picks by now then you’ll soon be left behind:…↗
— Calpine earnings will begin flowing through $CEG financials going forward. I don't believe the market is giving them any credit for the transaction's accretive impact. Stock should…
TheValueist — $CEG (Bloomberg) -- (Adds shares, analyst comments.)
Constellation Energy shares rise 5.6% after the power generation company reported adjusted operating earnings per share for the…↗
Feb 22
TheValueist — $XLU IV on OTM leap calls starting to tick up. Could be another opportunity like $EWY to get IV-driven premium appreciation from an ETF you would otherwise be happy to own.
I'm no…↗
Feb 22
TheValueist — If you've been connected with me on X, you know I've been involved with the merchant names $CEG $VST $TLN $NRG for quite some time. $XLU , which includes many of these merchants, a…↗
Feb 21
Serenity — @ParTheBuilder This is a riskier option for maximum returns using OTM options in an extremely low volatility ETF in $XLU for US power/grid exposure.
You won't get the same returns…↗
Feb 20
InvestmentGuru — Here’s how I’m looking at sector leaders 👇
Critical Minerals (Lithium, Nickel, Graphite)
$CRML
$ALB
$LAC
$VALE
$UAMY
Rare Earth Elements (NdPr Magnets, Strategic Materials)
$M…↗
Feb 19
Serenity — @adenois few things, $CEG, $VVST and others are independent so they have more pricing power. they're also a large % of $XLU concentration + power capacity prices are skyrocking.…↗
Feb 19
Serenity — @SnakePoops Risk is largely overstated. they still go directly to $CEG or others in $XLU to pull power directly for "off-grid". Lot of regulatory problems too.↗
Feb 19
Serenity — Trade Idea: Long OTM $XLU leaps (2 years, Dec 2027/Jan 2028).
This feels like once-a-generation long due to AI.
XLU has concentration in $VST / $CEG power companies.
Two reaso…↗
Feb 17
KaizenInvestor — 8/8 Summary: The New Energy Hierarchy
The market has spoken clearly. The transition is no longer about green vs. dirty It is about reliable vs. intermittent.
Buy Reliability: The…↗
Feb 17
KaizenInvestor — 2/8 The backbone: Mixed Utilities
P/S: Steady climb to ~2.5x
Trend: Market Cap decoupling from Revenue
For decades, utilities were safe, boring, low growth. That narrative is dea…↗
Feb 16
Serenity — Retail is panicking that US Job Numbers have been now revised down by over 1 Million.
But you are likely missing the bigger picture.
Here's what happened, and how to structure…↗
Feb 15
Serenity — OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…↗
KaizenInvestor — The 2026 energy transition has officially shifted from green promises to an industrial Power Trade. ⚡️
My latest report through Q3 2025 breaks down the massive bifurcation driven…↗
Feb 8
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
— President Trump said the U.S. is going heavy into nuclear energy citing major safety advances.
He argued nuclear is now both reliable & cost-competitive for powering the economy.…
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
Jan 20
Daniel Koss — Earnings Dates for all the companies I follow:
$AMD Jan 27 ✅
$TSLA Jan 28 ✅
$MSFT Jan 28 ✅
$META Jan 28 ✅
$AMZN Jan 29 ✅
$SOFI Jan 30 ✅
$PLTR Feb 2 ✅
$MSTR Feb 3 ✅
$GOOGL…↗
TheValueist — $CEG $VST $TLN $NRG The “bullish at first read” reaction is understandable because it implicitly assumes 2 things: 1) incremental demand is being de-risked via long-tenor, take-or-…↗
Jan 16
TheValueist — $CEG $VST $TLN $NRG Definitely difficult to implement what they are floating. More to be revealed. The 2028/2029 PJM auction is set for June 2026 and the cap/collar mechanism has n…↗
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering:
• $TSM earnings reactions
• Space Economy : $RKLB, $ASTS
• The Claude cowork effect: $NOW, $MND…↗
Jan 16
TheValueist — $CEG $VST $TLN $NRG As I said below, the pressure is on for the merchant providers. They are easier targets than the utilities. They must do all they can to hold on to market power…↗
Jan 16
InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
TheValueist — $CEG $VST $TLN $NRG PJM Market Reform: Shifting Capacity Costs to Data Centers↗
Jan 16
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET.
We’ll be covering:
• $TSM earnings reac…↗
Jan 16
TheValueist — $CEG $VST $TLN $NRG (Bloomberg) -- President Donald Trump and US Northeast governors will direct the nation’s largest grid operator to hold an emergency power auction that would fo…↗
Jan 15
TheValueist — $CEG $VST $TLN $NRG The managers/CEOs running these merchant power companies are damn smart - leadership at CEG, VST, TLN, NRG, as well as the spate of private small-scale generato…↗
Jan 15
TheValueist — $TLN $CEG $VST $NRG - I highly recommend watching/listening/reading my pieces below if you are investing in any part of the power generation sector. TLN up 10% pre.
(Bloomberg) -…↗
Shay Boloor — @PolymarketMoney $VST, $CEG, $EOSE are big winners here.↗
Jan 13
Shay Boloor — $MSFT says it will work with utilities & regulators to ensure electricity rates reflect the power demands of its AI data centers as it expands “community-first” AI infrastructure.…↗
Jan 9
TheValueist — $CEG $VST $TLN Nuclear Power Uprates: Economics, Engineering, and Capacity Expansion Strategies↗
Jan 9
TheValueist — $VST $CEG $TLN $NRG this is not the last gigawatt-scale PPA that will be executed in 2026 or in the future.↗
Jan 9
TheValueist — $VST $CEG $TLN $META the market is absolutely underestimating the capacity and value that will be created by nuclear uprates at existing facilities. These uprates will generate tre…↗
Shay Boloor — $NVDA CEO Jensen Huang said AI’s biggest bottleneck is energy where compute, cooling & networking can be sourced in months but power takes years.
That gap forces massive investmen…↗
Jan 6
TheValueist — $VST $CEG $TLN $NRG Vistra Acquisition of Cogentrix Energy Portfolio Analysis↗
Jan 5
TheValueist — $CEG $VST $TLN $NRG
EXECUTIVE SUMMARY
https://t.co/9TH3D5hcZ6
Monitoring Analytics’ “Analysis of the 2027/2028 RPM Base Residual Auction Part A” frames the 2027/2028 PJM capacity…↗
Jan 5
TheValueist — $VST $CEG $TLN $NRG Vistra announced definitive agreements to acquire Cogentrix Energy, a portfolio of 10 modern natural gas-fired generation facilities totaling approximately 5,49…↗
Jan 5
Shay Boloor — THE U.S. DEPARTMENT OF ENERGY ANNOUNCES $2.7B TO STRENGTHEN AMERICAN URANIUM ENRICHMENT
That money supports the entire nuclear stack:
• Upstream uranium miners & fuel processors…↗
Jan 4
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
Jan 4
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space: The Next Strategic Infrastructure Layer
$RKLB, $ASTS, $RDW, $PL
Enterprise AI: From Pilots to Profits
$PLTR, $SNOW, $NOW…↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 3
Shay Boloor — AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging d…↗
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
Dec 24
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #25
One of our favorite episodes to date since Daniel & I break down our 2026 market predictions:
• Crypto Outlook | $BTC, $ETH, $SOL, $HOOD, $CO…↗
Dec 19
TheValueist — Life comes down to supply/demand. I don't believe there is any way to interpret yesterday's developments at PJM other than that the US is massively short of power. The merchant nam…↗
Dec 19
TheValueist — $CEG $VST $TLN $NRG PJM Market Scarcity and the New Co-location Regulatory Regime - A Comprehensive Analysis↗
Dec 19
TheValueist — $CEG $VST $TLN $NRG PJM Market Scarcity and the New Co-location Regulatory Regime - A Comprehensive Analysis
Thread unrolled:
https://t.co/yYwHD5pG77↗
Dec 19
TheValueist — $CEG $VST $TLN $NRG PJM Market Scarcity and the New Co-location Regulatory Regime - A Comprehensive Analysis
Recent power auctions and federal directives indicate that the PJM ene…↗
Dec 19
TheValueist — $CEG $VST $TLN $NRG Federal Energy Regulatory Commission action on December 18, 2025 directed PJM Interconnection, L.L.C. to implement a formal, tariff-based framework governing “c…↗
Dec 18
TheValueist — $CEG $VST $TLN $NEG PJM 2028/2029 Auction: Capacity Regime Pivot
The video offers a forward-looking analysis of the PJM 2028/2029 Base Residual Auction (BRA) taking place in June…↗
Dec 18
Shay Boloor — INVESTING WITH THE BOYS PODCAST Grid & Power: $CEG, $NEE, $VST, $EOSE AI Data Platforms: $PLTR, $SNOW, $MDB AI Cloud: $MSFT, $AMZN, $GOOGL, $ORCL AI Utility / Compute: $CRW…↗
Dec 18
TheValueist — $CEG $VST $TLN $NEG The 2028/2029 PJM Base Residual Auction (BRA) has not yet cleared, and therefore the “rundown” is necessarily a forward-looking assessment of the auction’s expe…↗
Dec 18
TheValueist — $CEG $VST $TLN $NEG PJM 2027/2028 Capacity Auction: Scarcity, Price Cap, and Resource Adequacy
The video offers a detailed analysis of the PJM 2027/2028 Base Residual Auction (BRA…↗
TheValueist — $CEG $VST $TLN $NRG The 2027/2028 PJM Base Residual Auction (BRA) cleared at the FERC-approved Variable Resource Requirement (VRR) cap of $333.44/MW-day (UCAP) across the entire PJ…↗
Dec 17
TheValueist — $TLN $VST $CEG *TALEN ENERGY RISES 2.3% AFTER PJM AUCTION; VISTRA UP 1.9%↗
Dec 14
TheValueist — $CEG Constellation Energy: Nuclear Scarcity, Calpine Integration Strategy, and Investment Thesis
The video provides a detailed investment analysis of Constellation Energy, highlig…↗
TheValueist — $CEG $VST $TLN $NRG US Independent Power Producer (IPP) Market Dynamics and the Impact of GAI
The video provides a comprehensive analysis of the U.S. independent power producer (I…↗
Dec 14
TheValueist — $CEG $VST $TLN $NRG US Independent Power Producer (IPP) Market Dynamics and the Impact of GAI↗
Dec 14
TheValueist — $CEG $VST $TLN $NRG US Independent Power Producer (IPP) Market Dynamics and the Impact of GAI
Audio overview - the IPP market is a complex topic with many moving pieces, so the a…↗