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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
My guess is that CEG smashed earnings and thus everything nuclear went... Nuclear... *BA dum tsh*
CEG singlehandedly keeping my port green today. Herculean effort.
Why are Vistra Oklo and CEG ripping? Who’s talking energy rn?
Looks more like a hedgefun who bought a ton of CEG is diversifying in multiple nuclear companies
always bullish on CEG. bawlmer's only fortune 500 💪
Sold CEG shares yesterday afternoon. Will buy back when this all dips.
I took on more work so I can invest for while ppl are scared to. Up 40% CRWD, Up 20% PLTR, Up 20% CEG, Up 10% MSFT, Up 15% LLY, Up 5% NVDA Down 30% RDDT, Down 20% AFRM, Down 30% OKLO, Down 5% TSLA. Bunch of other stuff is flat, like Walmart, Apple, and some other stuff. Real mixed bag, but all in all the stock picking portfolio down 3% YTD. 401k is just on autopilot. No changes.
Good move today for the clean energy names: CEG, VST, TLN, OKLO
Nobody ever talks about CEG. Under the radar stock
CEG with the TSLA-style faceplant but boy do they say AI a lot
Omg MY CEG CALLS ARE SAVED 
CEG rugged hard on good earnings I’m fucked
I hope CEG is $270 after earnings 
Lets Go, I believe 65% eps, thing can lift it up and if you see APP, CEG from previous year, I'm expecting the same story P.A here. Within a Month we were to the moon.
Data center spending accelerating through a down turn, yet priced for huge pull back. VRT/ALAB/AVGO/CEG/ARM/TSMC/MRVL
Microsoft going to shrek dildo again when VST and CEG report
I bought CEG at market open Monday. Couldn’t be happier. It’s been on my watchlist since December.
Same except it was basically every living man in my family tree. I'm no smarter though, I convinced my dad to buy CEG two months ago...
I'm buying CEG slowly right now but will DCA less into other stocks and go more into this one as we get closer to the bottom. Nuclear energy is still going to be very important as energy demands increase and tariffs won't change that.
Maybe from Texas. Regulations dont exist there but they do in most other places. EXC isn't a bad option but I likey CEG for generation.
BIll Clinton , Barack Obama and Maxine Waters destroyed America . Back in 2000, President Bill Clinton advocated for China's entry into the World Trade Organization (WTO), believing it would open Chinese markets to American goods and foster economic growth for both . He argued that this integration would lead to a "win-win" scenario, promoting democracy and human rights in China over time. However, hindsight has shown mixed results. While it did boost global trade, critics argue it also led to significant job losses in U.S. manufacturing and increased dependency on Chinese production. Then , on the heels of a commodity boom ,as a result of China's expansion , we saw inflation happen in the USA and along that time Maxine Waters authored a zero down loan to subprime borrowers bill and this led to a housing collapse. So i argue the Democrats unwittingly caused America to go through 25 years of financial hard ships which caused the financial collapse of 2008 along the way and the huge trade deficit we have with China today. In other words we built their country while destroying ours. I experienced 8 price increases on steel in 2008 . At that time , i owned retail stores and my stores were heavily dependent on products that were made in part or 100% out of steel . The price increases were not driven by tariffs. During Donald Trump's first term, tariffs on steel were imposed in March 2018 under Section 232 of the Trade Expansion Act. These tariffs included a 25% tax on steel imports and a 10% tax on aluminum imports. Following the implementation of these tariffs, U.S. steel prices experienced a noticeable increase. For example, the price of hot-rolled steel coils in the U.S. rose by approximately 5% within a month after the tariffs took effect. This was part of a broader trend of rising steel prices during that period. Steel prices did eventually come down after the initial spike caused by the 2018 tariffs. While prices rose sharply in the months following the tariffs, they began to stabilize and decline in 2019 as market conditions adjusted. Factors like reduced demand, global economic shifts, and increased domestic production contributed to this decline. Thanks to AI and the technology lead we have on the rest of the world ,We will rebuild a sizable part of our lost economy as we build out our AI infrastructure and in some ways this is equivalent to the industrial revolution in that near term needs and spending represent a sizable portion of our GDP and that construct is in play now with some almost 4 trillion spending commitments having already been initiated and that is a construct that has been set in motion. This build out will include a nuclear technology, including small modular reactors (SMRs), have reignited interest in nuclear energy as a sustainable solution to meet the energy challenges we face addressing this ai build out as Nuclear is the most efficient energy source known today and several ai companies have already contracted their nuclear needs . ( CEG will supply nuclear power to MIcrosoft as but one example among many ) Then after the build out of the Ai and energy infrastructure has progressed or matured-We reap a secondary growth phase which starts during the initial phase but increases exponentially after the construct of the first phase and that is the deployment into the commerce chain, as it were , that resulted from the first phase. Ai is here and now and it is a real construct and it is the absolute most dynamic growth construct we will see in the first half of this century and we will not be able to stop GDP growth irrespective of the tariff impact . We have cycled through waves of tariffs. AI conclusion Due to the multiple layers of ai : LLM ,generative ai , etc , etc ,etc most chip designers will carve out a profitable niche and most will experience growth. Foundries will be the biggest winners in the long run as they will produce the many different chip needed to address this market Power companies ( particularly those that are dotting the nuclear agreements will be multi decade winners as The Trump administration has directed them to rapidly expand the development of nuclear power and use domestic made uranium suppliers as the source for their power generation ) Data Centers will fall along the lines of semi designers and experience growth as well and this growth will fuel the needs for ever evolving chip design . And then the autonomous and robotics will ensure that all of the above have organic growth for at least the next decade.
I'm just in long on SPY, GooG, CEG, and some other small market caps.
" We need unlimited energy to power the AI infrastructure that’s currently being built " These names are cratering because the concern is that there's going to be less of this infrastructure built than advertised. VST/CEG and other IPPs down significantly but earlier stage (OKLO, etc) down much worse.
how do people do this I'm invested in CEG, GOOG, SPY and I'm just in the red. I thought these would be safe stocks fml
The issue becomes you've had a massive move higher in a number of nuclear names over 2023 and 2024 very heavily due to the data center hype - hence, why things like VST/CEG trade with whatever the current state of the AI/data center theme trade is. Things that are earlier stage/further out like OKLO - that went up 151% to start the year and then lost nearly 60% in a little over a month when the data center theme started to fall apart. If that theme continues to erode, I think those names (although there will be bounces along the way) have further South to go in the coming months.
vea. Europe is pissed at the US. VDE and CEG. Energy exposure and nuclear
CEG got really cheap alongside other nuclear stocks. That's where I'm gonna be building up a lot of my portfolio along with SPY
What stocks do you think will benefit? I went in on some OKLO, the nuclear power startup backed by OpenAI head Sam Altman, in fall 2024, and it is a good sign that their former board member, Chris Wright, recently became Trump's Secretary of Energy. But I'm currently in the red on this. CEG has that contract with MSFT too I think.
national emergency on electricity? long CEG?
A great example of why DCA is important. But yeah OP I know the feeling, I convinced my dad to buy CEG the week it collapsed. Fortunately he only put in a few thousand, but still I'm done giving investment advice.
Genuine broad take: I think the "phase one" of investing in the AI theme was one of the most easily expressed, best themes in ages. I think you had the DeepSeek concerns and that caused tremendous concern about a slowdown in spending but it also seemed to cause the market to start the process/want to believe the process had started where phase one slows down and we start to move towards phase two beneficiaries. I don't know about anyone else, but looking at some of the phase two beneficiaries announcing earnings lately, I think it's a mixed bag. For all the Benioff hype, CRM's guidance was underwhelming. MDB imploded the other day. Other issues in the world don't help, but I do think that people got concerned about AI spending, then got concerned about the rest of the AI theme and the concern about the rest of the AI theme likely made them probably even more nervous about the AI spending theme. I did think that the AI theme - and also, some very speculative growth stuff - did get ahead of itself but I thought it would resolve itself eventually in sort of a 2022 sequel. Instead, a lot of stuff has felt like it's trying to speed run 2022 in a couple of months. The sentiment for the AI theme is horrible. The market - at least looking at history - does tend to overreact in these sorts of situations. Is there slowing in spend? Some. Might there be further slowing, especially if the economy really starts to roll over? Probably. But - at least with everything as is *at this point in time* I don't know that the future of AI is quite as dire as sending CEG/VST down a third in a month would indicate. It *does* show how wholly and completely CEG/VST/TLN and others are tied to the current state of the AI theme. Something like Vistra was never a growth stock. You're talking about something that from 2016 to 2023 was up 40%. Before that it was part of a bankruptcy process. I think if the AI theme were to fall apart entirely, VST/CEG and other peers are definitely going lower. At this point I don't see that as likely and some AI things that I've sold or trimmed, I have added back gradually/carefully as I think the obliteration lately has made them interesting again. I don't know when the selling ends but I do think that at least in the near-term it's probably late innings and things have become overextended. If it quickly becomes clear that's not the case, I'll be wrong and will sell and move on to something else. So, basically: I did think the AI theme (and particularly some other specuative names/themes) got overextended in a way that felt 2020/21 in ways. I thought eventually you'd get a sustained unwind in growth a la 2022. Instead, you got -30% in a number of things in a matter of weeks. I do think that there is some reality to AI spend slowing and slowing further if there's a broader slowdown but I think (and maybe I'm wrong?) that the market gets overdone to the upside and downside and a lot of things are currently an example of the latter. I'm not adding back big time by any means and have done so carefully and gradually - VRT in the 80's is an example.
An article on CEG I recently saw: [https://altimetry.com/articles/ai-hasnt-transformed-this-nuclear-energy-giant](https://altimetry.com/articles/ai-hasnt-transformed-this-nuclear-energy-giant) Agreed - holding has been a real test haha.
CEG, NRG, VST on sale too
Added some VOO, CEG, GEV today
AI didn't really recover well after DeepSeek and stuff like CEG, VST, etc, are in full on market crash mode. I really don't think it'll matter if Trump comes out and says hey I'll stop threatening tariffs at least in the case of tech, and really honestly overall probably to an extent for the time being.
Are you still holding CEG? If this keeps drilling again like today, I will unload at the next pump.
maybe regarded, but bought $80K of CEG.
Regardless of this being bullish or bearish for CEG long-term, this is at the moment bearish spooky news. With that, if we get below $200/share again I will likely re-enter as its valuation will be more in line with utilities (even though generation deserves a premium over utility/distribution). Distribution and transmission only utilities face more costs from equipment damage and replacement over weather related events (small transformers, power lines where applicable, substations).
The issue isn't politics (if anything, I'd think these names are more likely to potentially benefit from deregulation), it's a substantial re-rating of a lot of the AI infrastructure trade that did so well last year. As others have said Deepseek and MSFT cancelling leases, but I look at something like CRM and Benioff hyping AI only to offer like, 6-7% rev growth guidance. MDB is *cratering* after earnings yesterday afternoon. For all of the enormous volume of discussion about what AI could be and the tremendous amount of money thrown at it, it isn't translating to the kind of numbers at this point that people would like to see - at least from a lot of businesses. You're already starting to see things like BABA giving away AI imaging tools and AI services as a Prime feature from Amazon. I'm not saying that there isn't a lot of potential with AI but right now it feels like the market has decided that it wants to move towards phase two of AI and the earnings from companies that have spent so much time talking up AI are a mixed bag. For every SNOW that actually has good earnings there's a MDB and CRM that are totally underwhelming (that MDB guidance was horrible) or just okay (CRM.) The interesting thing about Deepseek and the Microsoft lease issue is that you have these sort of denials that "spending is still on track" and the market imo really has made up its mind that there will be a definite slowdown in spend. If tech companies don't start seeing more of a return on all this investment in the coming quarters, I think you will absolutely see a slowing in spend. CEG/VST/TLN feel correlated with NVDA and given the action of recent weeks it's very clear that the performance of the last couple of years was almost entirely reliant on AI. Short-term all of these are oversold and are down substantially. With things as is I don't see much downside in the near term and these names have become more interesting again - but it really is going to continue to be very correlated with how people perceive the AI theme.
I'm not in MRVL or AVGO, but I'm still holding CEG as well. Hoping to see a recovery from here. Do you have any exit criteria for it?
Bit better here, but still not overly happy (mostly with myself). What I just spotted with MRVL doesn't give me much hope that my cutting my AVGO position will not get burnt and at that same time, my not putting a stop with CEG will stop burning for me.
CNQ in the mid $20's with a 5.8% yield and very good (as energy companies go) management is an example of something that I'm fine continuing to nibble on if it goes lower and reinvest dividends. CNI would be interesting in the mid $90's. Some of the European alcohol names are trading as if people aren't going to drink again - Remy Cointreau, for example. Yes, the alcohol names are absolutely facing headwinds, but something higher end like Remy down 80% off the high is compelling enough to start a small position and perhaps there's eventually consolidation. Would be thrilled to get another chance to add to some of the trash collection names and perhaps if you get even a brief risk on window again some more defensive names come down. Along the same lines, ABBV currently has an RSI in the 80's and is way overbought; would be interested in that starting if it gets back under $200. The IPP names (VST, CEG, TLN, etc) aren't something I'd pile into but are starting to get interesting again. I think there's a decent amount on the shopping list and I continue to gradually - emphasis on gradually - buy. That said, I am trying to create more of a mix of growth and value/core and I think that's how I see things staying for the foreseeable future: a portfolio that leans growth but spans everything from value to a handful of smaller positions in selected very speculative growth.
CEG looking tempting to buy very soon…
ONTO, CEG, GEV, PWR all leading my portfolio into the red once again. If it weren't for my long term conviction in these stocks and/or my low cost basis I'd sell out. But sheesh, I am getting burnt.
what are you thinking about CEG? enough bleed?
A fair amount of the AI trade not looking well, especially the power names (CEG/VST/TLN) and other data center trades (VRT, etc.) A lot that hasn't worked is working and perhaps the European defense trade is pulling some money away from other themes.
Zoom out. CEG is still up over 40% since March 2024. Recent declines are just shedding the frothy hype of the AI related deal announcements.
Been a rough start to the year here because of the AI connection…. CEG and similar large producers got smoked.
* **IT**: Chipmakers (AMD, NVDA) suffered due to weak demand, but Intuit (+8.55%) outperformed. Outlook: Continued volatility as growth-driven tech faces pressure. * **Energy**: Renewables (ENPH -11.6%) fell, while oil majors (CVX +1.08%) held steady. Outlook: Geopolitical risks to drive performance. * **Consumer Discretionary**: Tesla (-13.27%) dropped, Disney (+4.73%) gained on positive streaming/park data. Outlook: Retail/auto earnings to shape trends. * **Healthcare**: Biotech (MRNA -12.86%) lagged, but Lilly (+5.37%) and Humana (+5.67%) rose on strong fundamentals. Outlook: Clinical updates as key drivers. * **Financials**: Insurers (MET +6.38%) and Berkshire Hathaway (+7.33%) led gains. Outlook: Fed rate comments to impact sector sentiment. * **Industrials**: Defense stocks (RTX +7.87%) soared; mixed results for equipment firms like CAT (+1.15%). Outlook: Infrastructure spending in focus. * **Utilities**: Renewables (CEG -11.92%) struggled; traditional providers (SO +1.57%) gained modestly. Outlook: Pricing/weather as key factors. * **Real Estate**: REITs (AMT +7.35%) rallied on strong demand. Outlook: Interest rate changes could affect momentum.
Thinking im still too exposed to the AI-Utilities play, problem is my cost basis on companies like CEG, GEV, STRL, etc are so low
I think CEG and OKLO are the main nuclear utilities contracted to produce power for data center expansion. There’s also Kairos (Google) and Talen (AWS), but those companies aren’t publicly traded.
Nothing. Now go pick up some CEG...
Ya, my small caps are just killing my port. VRT, NVDA, CEG, and others aren't helping though.
"especially those with heavy operations in AI areas" The issue becomes when you have something that has ramped on expected demand from AI. The moment there's even a slight cooling in that story you see what you've seen from hot names like GEV/CEG/VST in the last month or so. Great as long as the core growth story is intact, but without another growth story to the degree of AI, if that story is suddenly downgraded or goes away, it's a rug pull.
DUK, D, EXC, NEE, SO, ED, CEG And AWK, although it’s a water utility.
Ah I appreciate it, that would give me time to keep researching before pouring money into various things. Any opinions on CEG? I see it’s been shooting down so was curious about the idea of buying on its dip
Nice! I’m in CEG, CCJ, WAB, EU, and SMR
It’s the high beta stocks. The people screaming are getting killed on the high beta. Overall market is down so small. The AI/power momentum trade that also caught non spec companies (GEV, TLN, CEG, etc) are down 10-20% last 5 days.
wait so OKLO, SMR, VST, CEG, NVDA kinda, BABA on BABA spending $52B on AI?
CEG chart looks like a memecoin on the annual chart
Grabbed some CEG on the dip. 🥭 better not mean that tariff shit or I’m staying in moms basement 
It'll need to separate from the AI trade first though and wooooo baby is that gonna be ROUGH. If this turns out to be "it" and the beginning of the AI bust, a CEG can probably retrace to $150ish. CEG, VST, and NRG, etc, are likely no longer touchable until they can separate from AI.
I think the market is getting too reactive with a lot of these datacenter plays. STRL/PWR/GEV/CEG/VST etc all getting nuked but long term these companies all have solid financials and business lines beyond datacenters.
Any know why CEG is trading down 6% today? A few days after an earnings beat too. Just a fellow regard not following the news.
And CEG, TLN, GEV are dumping again...
That’s why CEG drill last Friday call SEC
Yeah, I don't own either, but I'm getting concerned enough with some commentary I've seen that I might cut one of my AI infrastructure plays (I hold CEG and ETN along with AVGO and Google) and just ride with one of them. I'm not sure that this is "it" market wise (if the S&P holds above 5900, it's just a dip, but I do think something might come as soon as the week of March 17th if this doesn't get interesting), but I do know that if you compare back to 2021, that mid-February was basically it for a lot of fun stock names even though crap didn't start really going down until more towards the end of the year.
Thoughts on VST? Like genuine thoughts, CEG went down on earnings even after beating estimates, might inverse the obvious and go for puts here
Hoping for a killer earnings for VST next week, mainly so CEG will move upward in lockstep with it
Any specific news from nuclear companies like VST or CEG?
how fucked are my CEG calls?
Welp, down goes what was a wild run in CEG
Personally think this complete trash post. 10 best-performing profitable large-cap stocks YTD 1. $HIMS - Hims & Hers - 150.1% 2. $HOOD - Robinhood - 75.2% 3. $PLTR - Palantir - 57.6% 4. $APP - AppLovin - 57.5% 5. $SMCI - SuperMicro - 57.2% 6. $BABA - Alibaba - 47.1% 7. $DOCS - Doximity - 44.4% 8. $SPOT - Spotify - 42.7% 9. $CEG - Constellation Energy - 41.8% 10. $CLS - Celestica - 41.2% You don’t think theres a single play in the market?
done for today. +2.5% CEG and NVDA
I do minimum 1 year leaps. Preferable 1 1/2 years. I did the most popular stocks but it’s up to you. NVDA, TSLA, CEG, MSFT, GOOGL, etc
You can focus on high growth but the issue becomes how well do you navigate the next 2022? IMO, you have to allocate in a way that you can see bets through. It's great to have a portfolio of growth stocks that are working when growth stocks are ramping for two years, but when you have a 2022 and some of these things are down 30-40-50%+ it's going to be understandably difficult to hold through that. Having things that are somewhat slower and more stable are still probably going to lose but if they lose less, that's somewhat of a buffer vs just owning a portfolio of hyper growth. There is also growth to be found in the boring - companies like CEG/VST and FIX/LMB outperformed a lot of the most popular growth stocks last year. "I’d love to hear your thoughts. Do you structure your portfolio differently depending on the growth potential of your stocks?" Personally, I've been a largely growth investor for years. I currently own more value/blend stocks than I probably ever have. We had 2020/21, now we have 2023/24 where a goofy little company that gets a tiny investment from Nvidia largely to maintain a customer relationship goes up 100% in a day. I sit here owning AUR and watched as it went up 60% in a couple days this week on the announcement that it will start rolling out its commercial driverless truck operations soon with...one truck. It feels like we're re-bubbling just with a smaller % of the market. If you have a long investing time horizon, I totally agree that you shouldn't focus on dividends. There is a focus by some on dividends that I don't get at all and it feels very yield chasing/dividends for the sake of dividends (which come out of the share price.) That said, I'd just be cautious with the other extreme and focusing on "the next 10x" stuff. I think you had a bubble in 2020/21 and with a smaller part of the market we're back to that. The last five years have - IMHO - created a lot of unrealistic expectations going forward. The kind of moves that have once again been seen in growth can last longer than anyone imagines, but I think I can say that 1) this period probably ends with another 2022 and 2) we're not early innings at this point.
CEG, ABNB. Short week next week and Opex so I think it will be more chop.
CEG plans to restart the Three Mile Island, so it may be realistic (provided Germany did not aggressively trash the plants).
Here are some stocks I am holding that have been giving me some trouble as of late. I want to get an opinion on some long term outlooks on them. MU: \~(2% of portfolio) GEV: \~(3.5% of portfolio) CEG: \~(5% of portfolio) CELH \~(<1% of portfolio) ONTO \~(3% of Portfolio) PWR \~(2.5% of portfolio) STRL \~(1.5% of portfolio) CELH was more of a speculative play based on cash pile, falling valuation, and international expansion. Im totally fine taking the L on it. In the long term I'm confident about the future of energy plays like CEG and GEV but they have been hammering me since the deepseek fiasco, despite being some of my best plays in 2024. Same deal with PWR and STRL, and I am holding some hope that we see permitting reform under this administration. ONTO and MU I bought when they were at much lower valuations. ONTO has a lot of cash and little debt so I am confident in their ability to expand their business, but again they have been a burden since deepseek and the new admin.
Looking at premarket, here's what I am going to get cooked the hardest on *today,* not sure about long term. MU: \~(2% of portfolio) GEV: \~(3.5% of portfolio) CEG: \~(5% of portfolio) CELH \~(<1% of portfolio) ONTO \~(3% of Portfolio) PWR \~(2.5% of portfolio) STRL \~(1.5% of portfolio) CELH was more of a speculative play based on cash pile, falling valuation, and international expansion. Im totally fine taking the L on it. In the long term I'm confident about the future of energy plays like CEG and GEV but they have been hammering me since the deepseek fiasco, despite being some of my best plays in 2024. Same deal with PWR and STRL, and I am holding some hope that we see permitting reform under this administration. ONTO and MU I bought when they were at much lower valuations. ONTO has a lot of cash and little debt so I am confident in their ability to expand their business, but again they have been a burden since deepseek and the new admin. I dont want to be too reactive, but if equities are down on the year with this new admin I'd want to make sure my risk is effectively managed.
Invested into constellation energy $CEG, big tech is betting big on nuclear to power their AI ventures while sticking to their climate goals.. If that's even a thing anymore under this administration.
Which stocks to buy that profit from the data center and electricity demand? VRT? PWR? CEG?
Main Positions: CEG 290c when it was 280 TSLA 0dte p (several) last Friday afternoon PLTR 100p day after earnings when it was 103 held several hours COIN 277.5c Thursday 2/6 close to just after open Friday META 0dte 220c and 222.5c from 10 am Friday to after 1pm, targeting 224 to close out. DiamondHanded out the door
CEG > Already has the reactors and it's a big name
CEG has been my best performing stock outside NVDA since it was listed.
I don't have any puts but i might, OKLO is hyped atm compared safer bets like CEG
CEG picking up steam, Rigatoni doing its best to break over 14 again today rocks, except AMD which is in time out for being a little bedwetter
This is the case for overlapping. Returns greatly vary. Backtest. Growth of $10k The best,last year was worst over 3 years. 2024 Ceg $18 vst $24 vrt $39 From Jan 2022 (CEG start date. ) vrt 53% ceg 59% Vst 81%
Yeah some diversification definitely doesn't hurt, especially since all these energy stocks have had crazy returns last year. I just bought some CEG today and some VRT too.
I think CEG is more established than VST. They have more nuclear reactors. I think VST might outperform because that leaves them with room for growth and Nancy Pelosi bought a crap ton of call options on VST in January. For GEV I’m not really sure