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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
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Well played, I just stated buying CEG in the past year, really happy with it.
It’s inevitable that nuclear is currently the only option that can scale power meaningfully. In that CEG has reach, network and influence. Probably the only credible nuclear provider with scale currently.
i think CEG is going to rocket in the coming weeks, I'm loaded up on $350cs for 5/15
Of all of those I hold and will continue to buy NVDA, ANET, CEG. I think micron is great, Broadcom can be good but they will loose all VM ware revenue in the next 5 years (IMO) I like vista I hold them but wouldn’t buy into them again got them in 2019 the rest I think have better alternatives.
I have had CEG since day 1. I think I got it at $36/share. VST came later but also sitting at a nice profit.
Not sure why this is posted here. Not a public traded company. Happy to see nuclear coming back. Great clean energy source compared to fossil fuels. Constellation Energy (CEG) is also restarting a nuclear reactor on Three Mile Island.
Why you leave out NBIS, CCJ, CEG, CVE, MU, NVDA, ORCL, AMD, and VST?
Which is a better long term play… CEG or VST?
If you believe AI investment will be $1t+ a year in a few years due to growing margins, than yes, these all will 3x in a few years on 3x revenue. If you don't than stay away. I'm personally heavy into ALAB, LITE, COHR, MRVL, AMD, AVGO, ETN, CEG, BE. I'm an AI bull and I have yet to see anything that gives me even the slightest worry AI is a bubble.
I have a midsize position in CEG, and I swing trade VST but I should probably just buy and hold both. they're only going up from here.
Yeah, you would think the site was like the U.S.S. Missouri the way people talk, and $CEG is going to have to exhume and re-bury the dead... Old Karen at the dog park thinks "The China Syndrome" was a true story.....
So you think one of CCJ or CEG is best pick?
Pulled $CEG through a tool - a few things stood out. The moat is real. ROIC is top of its utility peer group, interest coverage is strong, balance sheet has been quietly improving for 3 years. Not a broken business. The cash flow situation though - gross profit nearly tripled YoY but operating income dropped 36% and FCF is sitting at -$5B. They're still paying dividends and buying back stock while FCF is negative. Heavy CapEx is eating everything right now. Also, 3-year revenue CAGR is bottom 20% among peers. The recent growth looks better but the longer trend is weak. So basically: solid fundamentals, mid heavy investment cycle, and the whole thesis hinges on whether that AI/energy demand actually shows up. If it does, they're well positioned. If not, holding at $323 gets uncomfortable.
NXT, FSLR, CEG .. haven't done a lot of research so far, may buy others.
NVDA is solid for long-term if you believe AI compute demand keeps scaling, but at this valuation you're paying for a lot of that growth already. The real question is whether their moat holds as AMD, custom chips (Google TPU, Amazon Trainium), and open-source inference catch up. Nebius is interesting as a bet on AI infra outside the US, but it's much higher risk. Smaller player, less proven, and geopolitical overhang from its Yandex origins. Could work as a small speculative position but I wouldn't make it a core holding. If you're looking at the AI theme for 2030, I'd think about it in layers. Chips (NVDA, AVGO), infrastructure/power (VRTM, CEG, VST), and the companies actually deploying AI to drive revenue (META, PLTR). The power angle is one a lot of people overlook. These data centers need massive amounts of electricity and the grid isn't ready. For the 1-2 year plays, honestly pay attention to what big institutions are doing in their 13F filings. When you see multiple hedge funds loading up on the same name, that's usually a signal worth watching.
I can tell you which stocks in my portfolio went up today, in case you are interested: CEG, FSLR, NXT, XOP, WVE, GLD. I also bought ASTS and GLD today.
Some remarks on the table above: when buying two positions the price is the one of the lower and the date of the later buy. That are only two positions, CEG and SMCI. The portfolio always uses margin, actually it is at 133.59% margin multiplier. Not much correlation to indices, only one losing year since 2020 which was 2020 (-2.02%). And of course it is high risk, could be all gone in the blink of an eye. Don't do this at home!
Am i wrong in saying that CEG is the picks and shovels of the AI infrastructure boom?
NEE, CEG, FLNC, and VRT all look relevant here because each one touches a different bottleneck in the same chain
NEE, AES, CEG, FLNC, VRT… and I’d add NXXT at the tail end of that list if the market starts rewarding the orchestration layer too.
Demand response at that scale shows this is already happening, not just future talk NEE and CEG benefit on supply side, but flexibility layer is where things get interesting
NEE, AES, and CEG make sense as backbone plays if cities start scaling like this.
I like the NU call out. South american SOFI, except maybe better. Ive been watching: NFLX, META, VDE, VST, CEG. I like ASO, BYDDY, and CECO also. To name a few. I dont have any money right now so unfortunately wonr be buying anything. Id probably buy a mix of some sort of international ETF, NFLX below $90, META below $600, and an energy ETF. CECO below $45 as well.
Nat gas prices up may cause a trade - but the power providers can pass along price increases to the AI labs. And CEG should not be impacted by gas prices being a nuke. Sometimes things just “trade together” because of silly ETFs.
Prob bc CEG is considered more stable and higher moat, bigger market cap. But torque and commercial deals, long term Meta deal with Vistra. I personally I like Vistra because it may move faster/better with AI boom.
Why did you choose CEG over VST? I went the other way lol
I don't know but I doubled my CEG position on this discount today
Ouch, anyone see what VST and CEG are down like this in specific?
why is CEG doing this to me
I prefer CEG but I bought in when it dipped to 240.
The AI power needs bet has been going on for a while now. Things like the IPPs (VST/CEG/TLN) started taking off in early 2024. BE is up 538% in a year. There's also things like the turbine names (GEV) or even the oil royalty names that are plopping data centers on the land (TPL is up about 78% YTD, https://www.costar.com/article/345870916/former-google-ceo-teams-up-with-one-of-texas-largest-landowners-to-build-data-centers.) Could this bet continue to do well? Sure, but it's not some sort of little known bet - the easy money has been made already.
URA URNM are etfs in my portfolio UUUU OKLO LEU CEG Cameco (forgot ticker) are stocks that come to mind, which can help u add different stock weight to your ETFs, because they are concentrated in cameco via market weight rn Paris nuclear summit was last week, wasn’t supposed to be about oil at all, but the IEA’s plan to release crude reserves stole the headlines. AI data center’s exponential compute growth will reach an energy dead end in the USA by early 20s.
Today's purchases: ITA, VRT, and a little bit of COHR, CEG, GEV, ETN, TER My major positions are MU (80%) then AI buildout choke points followed by energy company's that are well positioned to supply it all. Now going into ITA after white house telling the weapons department they're going to ramp up production, also watching KRMN and HWM.
CEG, TLN, & NRG. After POTUS' meeting with the MAG7 folks o think energy is where its at this year. AI is only viable if we can source the energy to power it. I bought 5 shares of each just to see what happens.
Today. White House meeting with tech CEOs (OpenAI, Microsoft, Google, Amazon, Meta, xAI, Oracle) for "Ratepayer Protection Pledge" for datacenter energy. Bull or bear on OKLO, SMR, NNE, VST, COHR, CEG, TLN, LITE, or BE? Reasoning?
some stocks are in the red, some sold in the green and buying the dip If it has obvious potential and was a long term position, I hold. (FKING VRT, CEG, NEE) If I was able to sell at the top of the range and buy again low, I do (NEM, GEV) War stocks I am going long term because the use of inventory and rise in oil prices will reflect on the 10q and I will be holding good value (XOM, LMT, RTX, HII) If it was garbage for a quick buck, I'd sell, but I don't buy garbage anymore.
the "rate payer protection pledge" is basically just political cover for what's already happening, hyperscalers are going to build dedicated gen capacity regardless because grid reliability is already a bottleneck in a few key markets. $VST, $CEG, $NRG been pricing this in for a while now tbh.
You either don’t trade CEG or you don’t track your stocks. CEG broke 400 the past year, dipped below 300 multiple times, broke out multiple times. If you just buy and tuck, who gives a shit? See you in 10 years.
>If you were unable to make bank off of CEG this past year, you're full regard. Dafuq you talkin about??? I bought shares at $281 and it has barely gone up at all, how would I have made bank off of that position lol. If anything I feel a bit *REGARDED* for not cashing out OKLO when it was up over 300%. But CEG? There really was never any opportunity to cash out and make much Anyway I'm just a buy and hold forever sort of investor, which has generally worked out pretty good in the long run. If CEG ever surges I'll be happy but it's not like I'm planning on selling any of my shares
If you were unable to make bank off of CEG this past year, you're full regard.
Been holding CEG for a little over a year and barely seen any gains. (up 17%) seemed like a smart pick but kind of disappointed. Hoping it does more in the future Bought OKLO at the same time about a year ago and up 85% on it and have had opportunities to cash out over 100%. Still wouldn't recommend OKLO but it's funny this company that does nothing is beating out CEG
CEG, VST, and the URA ETF. That's all you need.
Obviously, this isn't going to be resolved over the weekend, and the market is going to fall on Monday, except for companies related to gold, oil, and energy like CEG, VST, and mining and nuclear energy derivatives. I don't think hyperscalers, semiconductors, etc., will rise at all. In my opinion, almost everything is going to be blood red.
Up big on some CAT puts, CRWD puts, and i like to trade SPY weeklies. single stock earnings plays, IONQ calls, CEG calls, and hopefully my WULF puts have continuation tomorrow
Since you want 100% secure growth, CEG is easily the top pick because they already own the largest nuclear fleet and have signed massive deals with Microsoft and Meta. Unlike some of the smaller players that are still burning cash, CEG is actually profitable right now with strong margins and guaranteed revenue for decades. If you want to dive deeper into their specific financials, trylattice can pull up their stock filings and contract details to show you exactly where the money is coming from. It is a total lifesaver for comparing established giants like Constellation against high risk speculative plays like SMR.
Betting on NOTE, PRSO, and URG. Have dividend stocks like CEG (up $300 on that but wouldnt buy now), EXC, and other renewable power companies. Bought XYZ when it was over $100 so holding the bag on that one.
nothing has "100% secure growth" but if you want the most straightforward exposure CCJ for uranium, CEG if you want lower volatility utility style, and treat the SMR speculative names as a completely different risk bucket with much smaller sizing.
NUKZ ETF and CEG which went down a bunch and is now recovering.
I’ll speak to #1 since I’ve followed this one closely. On **GE Vernova (GEV):** I’ve listened to all their quarterly earnings calls since the spin. The core thesis is pretty straightforward: as long as global power demand keeps accelerating, especially from AI/data centers and electrification, they’re structurally positioned well. A few key points: * Their **Gas Power segment** (natural gas turbines + services) is effectively sold out for several years (management has indicated backlog stretching close to 2030). That segment still represents a large portion of revenue and cash flow. * They’re one of very few global manufacturers capable of producing large-scale, high-efficiency gas turbines at scale. * The AI/data center buildout is creating incremental baseload demand, not just renewable demand. Gas turbines are currently the fastest scalable solution for reliable dispatchable power. * Also Not sure if you heard SOTU yesterday, but President Trump wants Tech Companies to bring their own power for the Data Centers without connecting into the Grids like ERCOT and PJM. So if all the Big Tech companies want their own power, GEV will be prime contender for it. That said, the stock has already priced in a lot of this optimism. The real questions going forward are: * Can they execute without supply chain bottlenecks? * Do margins expand as backlog converts to revenue? * Does order growth stay strong beyond the current cycle? On the broader power theme, it’s not just GEV. You also have: * **Constellation Energy (CEG):** major nuclear fleet, positioned for 24/7 clean baseload power. Nuclear is increasingly being reconsidered as AI power demand rises. They are reactivating their other defunct Nuclear plants since they know the energy demand is much more than supply. * **Bloom Energy (BE):** solid oxide fuel cells converting natural gas/hydrogen to power for distributed use cases. If you want to simplify it, just look at the Holding Companies of \- $GRID \- $ELFY \- $VOLT \- $AIPO \- $ZAP \- $TPZ \- $POWR \- $NLR Personally, I have meaningful allocation to a mix of GEV, CEG, and BE, but I treat it as a structural power demand thesis, not a short-term trade.
CEG had solid numbers, so hoping to see similar for VST! TLN tomorrow evening too.
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...