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I asked AUTOGPT for the best 10 Stocks in 2023 and this is what i got
Tesla, Nvidia Lead Today's Biggest S&P 500 Stock Market Losers
RIP NASDAQ 100 - Jim Cramer says investors should eye these three tech names in the Nasdaq 100
Mentions
Pile in CEG above $318 things get a little convexy
Independent energy, geothermal, CEG
I was thinking about this last night and the bottleneck for EGS is drilling expertise. I wonder if some of the oil drillers and well service companies will pivot into horizontal drilling? Chevron is already working on geothermal to a degree too. AES is a big geothermal buyer and CEG has facilities now in CA from the Calpine deal. And for some reason everything is getting downvoted, frustrating.
I've been holding $CEG for a little while and pretty disappointed in it. One of my worst nuclear positions. Will keep holding regardless... Seemed like a smart idea to pick up a few shares last year but it's done basically nothing!
Part of the drop is due to today being ex-dividend date. So shave off $0.74 just for that. Generally speaking, alot of energy is down today. DUK NEE D EXC XEL all down near or over 1%. In terms of overall utilities up, it's primarily the big AI players up - TLN CEG.
Yeah the forward valuation is the lowest of the big three, but they are expecting a really large earnings bump this year. If they miss this quarter and give any amount of weak guidance, just be prepared for a fairly large drop lol. I used to be in CEG due to the size of the nuclear fleet but closed that position a while ago to just consolidate my utilities exposure. I was pretty bummed about closing my VST as I was fearing PJM would drastically lower the price cap for some reason. Another issue between these two is the debt level. Like CEG's Calpine deal was massive. A big portion of the shakeout was PJM driven, but VST has large footprints in ERCOT and MSIO as well. CEG around 245 was probably a better buy but whatever I guess.
For the IPP's like CEG/VST/TLN, I don't think so. The price cap was already used in the last two capacity auctions. PJM is also working to speed up its process of adding new generation to the transmission grid. This might open the door for more dealmaking between datacenter operators and the IPP's is my thinking. I mean, the possibility of overbuilding generation is a fear and needs to be considered. That is my larger concern here, plus more behind the meter generation. But, demand is still there. Like I was spooked a bit by that news a few weeks ago and closed my VST position. But opened a small position back up for what it's worth. I am still more heavily weighted into regulated utilities but would not be buying here at these levels lol.
If you want nuclear go with established utilities that are currently producing or working on plats, VST and CEG are the two largest nuclear producers in the US and will be running 3 mile island and producing for MSFT and META. GEV is another one. They make the gas turbines that produce the actual power.
Yes. I have STRL, GEV and CEG.
For Energy: remove FSLV, increase GEV and add CEG
It’s a good portfolio that looks well positioned for the future while diversifying and managing risks. Some stocks that may be worth looking into are CEG for the energy sector. They’re being up existing nuclear plants back online and already have contracts with hyperscalers for the AI build. AVGO for custom chips to run AI inference faster than what Nvidia GPUs can do.
That’s an absolute insane policy. Are you 100% sure? Your picks are good companies but what matters most is the price you pay. I like to purchase stocks depending on what the market gives me. If a stock is down substantially, it’s a great companies with growing revenues, I now have a new position. Right now, I think all these stocks are basically at all time highs. I wouldn’t purchase now, price too expensive considering. At the current moment, I like Energy/Oil. Personally I’m invested in FANG, SLB, CEG & XLE Enterprise software has taken a huge hit. I like CRM, NOW. SPGI is a good choice now if you like moats. Why no tech?
**TIER 4: ENERGY (the sleeper)** XLE sitting at 52-week highs but Brent forecast around $51/bbl caps upstream upside. The real AI energy play is utilities (CEG, VST), not oil. * **Sell XLE $48-50P Jul 2026** — get paid to wait for a dip, skip the calls
CEG fell from 347 to 170 before and ran up to 400 after that, its a volatile stock. dont buy it if you cant handle the volatility
AI infrastructure and data center-related sectors... Companies in nuclear energy and power generation (e.g., CEG, CRWV, IREN) are seen as vulnerable due to their reliance on large-scale infrastructure projects that could stall if AI investment slows. The Tech-Software Sector is entering a bear market and dropping nearly 30% from its recent high. The sell-off intensified after concerns that agentic AI could disrupt the enterprise. If you thrive on chaos... this is where you want to be.
If you look at the Capex table, the money is shifting from chips only to power, cooling, and custom silicon. Here are the best bets for each sector, graded by entry potential and fundamentals. From Gemini pro. I'd like to hear opinions from Reddit about how we see this cup overflow and other possible overlooked smaller or mid caps that will benefit from this shift of capex. 1. The Power & Nuclear Layer ($CEG) Ticker: $CEG (Constellation Energy) Grade: A Why: They are the nucleus of the AI energy play. They recently secured a massive 20-year deal with Microsoft. The Alpha: Currently trading at a ~28 P/E, which is actually below its 12-month average. While most "AI stocks" are at all-time highs, $CEG is a value-entry into the most critical bottleneck: clean power. 2. The Thermal/Cooling Layer ($VRT) Ticker: $VRT (Vertiv) Grade: A+ Why: You can't run $610B worth of Blackwell chips without liquid cooling—they will literally melt. Vertiv is the undisputed king of high-density cooling. The Alpha: Forward P/E is sitting around 36x. They carry a Zacks #2 (Buy) rank and just reported a massive backlog that extends into 2027. This is the "Nvidia of infrastructure." 3. The Networking & Custom Silicon Layer ($AVGO, $ANET) Ticker: $AVGO (Broadcom) Grade: A Why: Big Tech is desperate to escape the "Nvidia Tax." $AVGO is the partner for Google (TPU) and Meta (MTIA) custom chips. The Alpha: Currently trading at a 0.93 PEG ratio, meaning you are getting high growth at a discount compared to the sector. It's one of the few plays where EPS is growing faster than the stock price. Ticker: $ANET (Arista Networks) Grade: A- Why: Hyperscalers are standardizing on Arista for high-speed Ethernet to connect their GPU clusters. The Alpha: They just reported 27% YoY revenue growth. With a P/E around 49, it's priced for growth, but they are the "plumbing" that makes the $610B in hardware actually work. 4. The Physical Build-out Layer ($EME) Ticker: $EME (EMCOR) Grade: B+ Why: The "shovels" play. They do the mechanical/electrical engineering for massive data center shells. The Alpha: Trading at a ~30 P/E with a massive 12-month run-up (1-year low was $320, now near $760). It’s a slightly "expensive" industrial, but their earnings revisions are trending up as more $100B+ data centers break ground.
If you look at the Capex table, the money is shifting from chips only to power, cooling, and custom silicon. Here are the best bets for each sector, graded by entry potential and fundamentals. From Gemini pro. I'd like to hear opinions from Reddit about how we see this cup overflow and other possible overlooked smaller or mid caps that will benefit from this shift of capex. 1. The Power & Nuclear Layer ($CEG) Ticker: $CEG (Constellation Energy) Grade: A Why: They are the nucleus of the AI energy play. They recently secured a massive 20-year deal with Microsoft. The Alpha: Currently trading at a ~28 P/E, which is actually below its 12-month average. While most "AI stocks" are at all-time highs, $CEG is a value-entry into the most critical bottleneck: clean power. 2. The Thermal/Cooling Layer ($VRT) Ticker: $VRT (Vertiv) Grade: A+ Why: You can't run $610B worth of Blackwell chips without liquid cooling—they will literally melt. Vertiv is the undisputed king of high-density cooling. The Alpha: Forward P/E is sitting around 36x. They carry a Zacks #2 (Buy) rank and just reported a massive backlog that extends into 2027. This is the "Nvidia of infrastructure." 3. The Networking & Custom Silicon Layer ($AVGO, $ANET) Ticker: $AVGO (Broadcom) Grade: A Why: Big Tech is desperate to escape the "Nvidia Tax." $AVGO is the partner for Google (TPU) and Meta (MTIA) custom chips. The Alpha: Currently trading at a 0.93 PEG ratio, meaning you are getting high growth at a discount compared to the sector. It's one of the few plays where EPS is growing faster than the stock price. Ticker: $ANET (Arista Networks) Grade: A- Why: Hyperscalers are standardizing on Arista for high-speed Ethernet to connect their GPU clusters. The Alpha: They just reported 27% YoY revenue growth. With a P/E around 49, it's priced for growth, but they are the "plumbing" that makes the $610B in hardware actually work. 4. The Physical Build-out Layer ($EME) Ticker: $EME (EMCOR) Grade: B+ Why: The "shovels" play. They do the mechanical/electrical engineering for massive data center shells. The Alpha: Trading at a ~30 P/E with a massive 12-month run-up (1-year low was $320, now near $760). It’s a slightly "expensive" industrial, but their earnings revisions are trending up as more $100B+ data centers break ground.
Up $70k for the day, still down $80k for the week. NVO, CEG, BITF fucked me
If it gets a little lower, I’d like a piece of CEG.
Aren't the PE ratios still relatively high though? I sold out of CEG a couple weeks ago tbh and I sold out of Amazon stock after holding that POS stock for 5+ years. I also sold all my HOOD after buying at $30. I'll buy back in after they fall some more. If there's another crypto winter, then HOOD is going way way down. As for RDDT, I've been in starting at IPO. It's a very volatile, high beta stock with insane swings. Cna't tell too much based on PE ratios for this one. Only in it because I spend way too much time on this site to not buy it.
CEG. Acquisition accretive to earnings not priced in for near term. And long term we haven't even begun pricing in the robotics revolution power needs coming. AI data centers is not even priced in after this recent drop but after that there is even more power demand from robotics.
True,l, I'm buying VST right now, trades at half of CEG with much bigger share buy back. Going to add Ceg later.
Yes they own the biggest nuclear fleet, Ceg owns the biggest gas power production, they don't own natural gas production ( slightly higher than vst gas power production if they successfully acquire cagnex by year end), the solar wind and hydroelectric is tiny. Their new gem is owning the biggest geothermal production now but then again CEG is trading at a huge premium over VST, VST is trading at a huge discount vs the same companies in this sector like LNG CEG and TLN, also.VST has a much more aggressive hate buy back.
But how does it affect energy producers like VST and CEG, they are down almost 40% since Sept lol
CEG owns a majority of Nuclear Power plants across the United States. Additionally, they own a large portion of the wind, solar, and hydroelectric power. They also now own the largest natural gas producer in the country. Nobody is going to catch up to them for over a decade.
CEG is been being beat up for the last 6 months it looks like
CEG. seems like an unreasonable sell off due to residential caps that are only a small portion of their business. It has some correlation with price movement of miners as well, but it isn't the same risk.
USA announced starting tomorrow data center are switching to prayer powers from electricity, hence VST and CEG are back to stone age prices
Looking at CEG and VST but they just keep dipping every day I look lol hard to catch the knife
CEG at these prices or is investing in nuclear too risky right now?
No. Looking in the technically oversold, maybe some interesting trades but not really seeing opportunities for things to add as long-term holdings. Some mildly interesting stuff that's technically oversold: ABT, SPGI, KKR, CEG (although the IPP theme hasn't been working well for a bit), TTWO, FICO, IOT, MORN, CHDN. Maybe a couple of others.
Did you see how much insiders sold ? Huge amounts on top of eps was -0.20 compared to -0.14 as expected That’s a bad sign. I’d stay away imo I like CEG , natural plus nuclear on top of Calpine acquisition.
Got into URNM late but am holding it! Believe I am holding all the uranium ETFs at this point haha. URNM has been good to me so far Holding a lot of nuclear stuff too like RYCEY / CEG but considering an ETF like NUKZ...
Here are the worst performing S&P 500 stocks from January 2026 1 Applovin $APP -30%🔴 2 Intuit $INTU -25%🔴 3 Humana $HUM -24%🔴 4 ServiceNow $NOW -24%🔴 5 Constellation Energy $CEG -21%🔴 6 Trade Desk $TTD -20%🔴 7 Salesforce $CRM -20%🔴
CEG is such a frustrating stock to own
anyone else holding CEG? pretty frustrating lately
All my homies know an undervalued utility when they see one. CEG $300C 1DTE
Is CEG a buy on these prices? Or is there any other data center energy play that’s not overvalued right now?
I sold VRT at 181 yesterday because I needed some free cash to buy some dips. Now it’s at 189, should I wait for a dip or buy an alternative energy company that powers data centers such as CEG?
Keep an eye on CEG, down now, but wait for the energy production cycle to take it's turn this year.
Anyone have a good primer/podcast on the power plays ala VST/CEG? I'd like to value them better, but dont really have the depth yet on their sector/history
CEG is looking like it may be a good buy at this point. Down 26% in the past 3 months.
Guys would you prefer to replace HOOD, TSLA, CEG and NFLX in your portfolio with CRWD, NOW, DDOG, and AMZN?! I really need help.
holding CEG and AMZN let’s ride
GEV, CEG, CCJ, LEU, PWR is all you need
Anybody else loading up on CEG? Feels like it’s on discount.
The moves tomorrow are as follows: **CEG, VST, MU, USAR**
Anyone else here holding CEG?
$CEG: Energy, Nuclear, Data Centers, AI Gold/Silver/Copper Uranium
Is the winter storm good or bad for CEG?
CCJ and CEG.. if you can afford to wait longer… OKLO.. but they are still in the research game.
scooping up CEG at these levels
CEG down 21% this year because of 🥭
Fuck happen CEG today, thought the bottom was in. It must be in the same shit boat as netflix.
Pretty bummed, but sold my VST shares this morning. Really like the IPPs (CEG, VST, TLN) but I don't want to hold a falling knife with all the bi-partisan pressures against them. I'm probably wrong, but whatever lol.
CRWD, DDOG, CEG and NOW will be targeted
CEG, NOW, DDOG and CRWD will be purchased as soon as possible.
Was the META power deal news just exit liquidity for CEG & VST holders?
I'm still making a gain, just WAY less than it would've been. The put selling likely works short-term, but in the medium term, this and its brothers in VST and NRG are likely going MUCH lower because of the midterm topic of affordability. But then, I also think a full Nasdaq correction is coming. I may actually if I want it (but I probably don't as I'm trying to ease off an addiction) be able to rebuy CEG at 230-240 in March or something.
Damn, sorry to hear brother. CEG has been on my watchlist and I just sold some puts.
Anyone adding CEG here? Sold 300P expiring in February.
Welp just executed my mental stop I didn't execute last year and rage quit on CEG. Likely selling the bottom for now, but I just don't care anymore.
Rug pulled by the orange goober on CEG
Sigh. NVO gains are covering CEG losses. Fuuuuuuuuuuuck
I picked the absolute worst time to invest in CEG and VST. Holy shit 😂
Another nice tech rip easily sold off for the road for this options expiry. BTW: I'm giving up and capitulating on CEG on the next rip. In hindsight, I will call myself a complete idiot here, I should've figured Trump would try everything he can think of to lower costs. That and the other "AI nuclear's" are likely headed a lot lower...
Look at how they massacred my boy CEG 😭
Re the IPPs and the Trump proposal for PJM: The Trump administration’s proposal, announced on January 16, 2026, involves directing PJM Interconnection—the largest U.S. grid operator—to conduct an emergency reliability auction. This would allow tech companies and hyperscalers (such as those building AI-driven data centers) to bid on 15-year contracts for new power generation capacity, effectively requiring them to fund the construction of approximately $15 billion in new plants to address surging electricity demand in the PJM region. The plan also includes temporary two-year price caps on standard PJM capacity auctions to curb short-term rate hikes for the 67 million consumers in the 13-state area, while shifting more grid expansion costs onto data center operators rather than households. This proposal is not necessarily negative for Talen Energy, a major independent power producer with a significant portfolio of nuclear, natural gas, and other generation assets concentrated in the PJM market. In fact, it could be net positive in several ways: • Boost to New Generation and Revenue Streams: The auction’s focus on long-term contracts for new capacity aligns with Talen’s strengths as a baseload provider. Talen could participate in or benefit from building and operating new plants, securing stable, multi-year revenue from tech firms amid rapid data center growth. This is particularly relevant given Talen’s existing partnerships, such as its agreement with Amazon to supply power from the Susquehanna nuclear plant to adjacent data centers. The proposal addresses PJM’s projected 17% peak demand increase by 2030, creating opportunities for generators like Talen to expand output and capture higher-value contracts. • Support from Broader Trump Energy Policies: Talen has already benefited from the administration’s emphasis on grid reliability, including emergency orders under Section 202(c) of the Federal Power Act to keep Talen-owned units (like those at the Wagner Generating Station) running beyond environmental limits during high-demand periods. These actions, part of Trump’s “energy emergency” declaration, have extended plant lifespans and supported fossil fuel and nuclear operations—key to Talen’s fleet. • Market and Portfolio Expansion: Talen’s recent $3.45 billion acquisition of 2.6 GW of natural gas assets in Ohio and Indiana further positions it to capitalize on western PJM demand growth from data centers. Market reactions to the proposal were bullish for power producers, with Talen’s stock (TLN) rising 11.8% on the news, alongside gains for peers like Vistra (VST) and Constellation (CEG). Potential downsides exist, such as execution risks if PJM resists the directive (as it has indicated it won’t attend the White House event) or if price caps temporarily limit auction clearing prices. Regulatory hurdles at FERC could also delay implementation. However, these do not make the proposal inherently negative; instead, it supports Talen’s business model by promoting investment in dispatchable generation and shifting costs away from ratepayers, potentially reducing political backlash against high energy prices. Overall, the initiative could enhance Talen’s competitive edge in a high-demand market.
Why are CEG and vistra down?
I want to buy stocks involved in datacenter infrastructure. GEV CEG STRL FIX TLN Are on my short list. And Fintech like NU, HOOD, MELI. Maybe Mastercard after today.
Getting the feeling that I'm going to really regret not selling out of CEG at $380-400ish. I know some are going to view this as a "CPI will be hot" deal, I view it more as desperation mode to try and reverse his economic numbers, which I do think are going to bounce (while many disagree), but just not in time for the midterms.
Run it thru a tracker or watchlist on StockAnalysis.com It’s smaller. High Beta which means volatile. Research it. Make a thesis. Do you think it has room to grow? If the Bubble bursts, can it survive? Is it diversified? My favorites of these are CEG, the largest nuclear power plant fleet. If Bubble bursts people will still buy nuclear energy. It’s in a revival. I also like STRL because it’s got no dividend tax drag. It’s diversifying into electronics. And has existing contracts for billions of dollars in data centers. And also pours concrete for roads and other projects.
Constellation Energy CEG. They currently are the largest operator of nuclear power plants in the United States. I have 3% allocation.
EQUIPMENT • GEV: Manufactures the gas turbines and grid gear needed to generate electricity. • ETN: Provides the electrical switchgear and transformers that regulate power flow. POWER • CEG: Supplies 24/7 carbon-free nuclear power for continuous baseload operations. • TLN: Hosts data centers directly at power plants for "behind-the-meter" energy. • VST: Generates reliable gas and nuclear power to stabilize the grid. CONSTRUCTION • STRL: Builds the concrete foundations and site infrastructure for data centers. • FIX: Installs the industrial HVAC systems required to cool servers. • VRT: Manufactures specialized liquid cooling and power hardware for GPU racks. • EME: Performs the complex mechanical and electrical installation work.
I yolo'd on CEG 2 years ago amd has been my best trade ever besides the GME run. Nuclear all day.
With the growing demand for nuclear power, CEG is a no brainer. It's the largest nuclear energy supplier in the country rn
Too late, CEG still seems worth buying
Congrats to CEG call holders on your 250x bagger. Fuck me I never get the big plays
CEG vistra oklo are rising? Do you know why?
keep telling everyone VST and and CEG are the play
Not a single person is invested in VST or CEG in a sub with 10m members This is beyond pathetic
Apparently we don't need power anymore VST and CEG are going to zero since we discovered we can run the society on prayers and thoughts
VST has been such a frustrating hold especially the 2nd half of 2025. Also interesting because CEG and GEV have done pretty well in comparison