Reddit Posts
100 shares of $CEG at $288 basis - low delta CCs while accumulating, or wait?
CEG is literally printing glowing green money now. Walmart goes Nuclear? ☢️🛒
Constellation Energy ($CEG) and Walmart ($WMT) sign a 15-year nuclear PPA. Is the clean power premium spreading beyond Big Tech?
CEG is literally printing glowing green money now. Walmart goes Nuclear? ☢️🛒
Nuclear powered Walmarts (CEG) are the future of the US economy
Nuclear powered Walmarts (CEG) is the future of the US economy
Three AI-infrastructure plays I'm holding into year-end
Top stocks hitting 52-Week Highs/Lows - June 10, 2026 📈 📉
CEG. Is Constellation Energy cooked?
(CEG) Constellation Energy Corp cooked 😭 seemed like a good long term investment?
Future demand of energy stocks (potential winers)
CEG, GEV, VST: Retail FOMOing late into an exhausted investment cycle
CEG might be the cleanest AI nuclear stock. The valuation is the hard part.
Why is the market so bad for ai right now? Is it normal for it to fluctuate like this
I have a list of energy/industrials companies but each one has their flaws.
Fuck Al - I have a list of energy/industrials companies but each one has their flaws. Would value your perspective.
$CEG - Constellation energy reported today Q1 EPS of $2.74, after analyst estimates of $2.59.
$WTS (Watts Water Technologies): the sleeper AI stock while everyone talks about energy and nuclear plays
$WTS (Watts Water Technologies): the sleeper AI stock while everyone talks about energy and nuclear plays
Every Layer of the AI Money Printer Got Front-Run. Except One.
Why nuclear energy is catching a massive bid NOW
Looking for an Energy ETF that captures energy powering AI
Best energy stock to buy and hold for next 2 decades
The Real Bottleneck In AI Might End Up Being Power Quality, Not Power Supply
AI Data Centers Aren’t Just Using Power Anymore… They’re Starting To Manage It
The AI Boom Is Creating a New Class of Energy Winners
Why smart cities are actually energy projects
We’re Moving From “More Power” To “Smarter Power”
The Grid Can’t Keep Up… So The System Is Changing
AI Data Centers Just Became Grid Assets… Cities Are Next
Smart Cities Aren’t About Apps… They’re About Power
The Grid Isn’t Scaling Fast Enough For What’s Coming
Google Just Locked In Power Equal to 2 Million Homes… For One Data Center
Best nuclear energy stocks that have great future ?
How do you evaluate infrastructure stocks beyond surface level AI hype?
I'm tracking the 12 signals that preceded the dot-com and telecom crashes, but unlike most, NVDA and PLTR aren't what I'm betting against: $CRWV, $CEG, $VST, $NRG.
The Top AI Stocks – Based on AI and Alternative Data
The "Trump trade" is accelerating: Five brand-new "America First" ETFs have launched on the New York Stock Exchange.
Energy Plays - Tech, Space, Industrials, and even your mother's basement need it.
NBIS AMD BMNR CRWV CEG TSLA all will rally hard in eoy and 26
FLNC / NGVT / UAMY - Power, Infrastructure, and Rare Earths
What’s on your position adjustment watchlist?
My Roth is Fully Invested for the Year, but need more stocks...
Question about JNJ stock splitting off and KVUE
Might not seem like a lot to most people but I’m still pretty happy on the gains
Stoicism in Investing and the Importance of Portfolio Rebalancing
$SEI (Solaris Energy Infrastructure) - a hidden AI power play
$SEI (Solaris Energy Infrastructure) - a hidden AI power play
$SEI (Solaris Energy Infrastructure) is the EASIEST DOUBLE in the market right now [REPOST]
$SEI is the easiest double in the market right now
These 3 Nuclear Stocks Should Be on Your Energy Radar $DNN $NXE $PDN
These 3 Nuclear Stocks Should Be on Your Energy Radar $DNN $NXE $PDN
These 3 Nuclear Stocks Should Be on Your Energy Radar $DNN $NXE $PDN
What is driving CEG up over the past year?
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
Excited for CEG’s open tomorrow, after that PPA I expect a big shrek incoming
not enough people in this thread are paying attention to the CEG news though. An Amazon partnership could be huge
CEG, VST and the rest of the nuclear utility stocks I hold are such a disappointment
CEG **-1.52(-0.58%)** **BE** **-9.07(-3.14%)** Uhh, I missing something here?
Lmao STOP TRADING OPTIONS DOOFUS PUT THAT SAME AMOUNT OF MONEY ON A STOCK LIKE CEG OR META AND YOULL MAKE ACTUAL MONEY ON SHARES. Sell premium instead of being the loser on the other end buying a financial instrument that is designed to go to zero at expiration lol Let that sink in. You are constantly buying an “asset “ that depreciates faster than anything ever know to mankind then complaining about losing money after it does what it was designed to do
Meaning things like VRT, VIST, VST, CEG, CAT, GEV. PAVE and GRID have high expense ratios but get the job done for my portfolio
CEG, GEV, AZO, VST, NRG --- adding positions
[https://www.constellationenergy.com/news/2026/09/constellation-and-toyota-announce-renewable-energy-purchase-agreement.html](https://www.constellationenergy.com/news/2026/09/constellation-and-toyota-announce-renewable-energy-purchase-agreement.html) Sept 21 (Reuters) - Constellation Energy(CEG) \* CONSTELLATION ENERGY(CEG) - CO AND TOYOTA MOTOR NORTH AMERICA ANNOUNCE 15-YEAR RENEWABLE ENERGY AGREEMENT FOR NEW SOLAR GENERATION \* CONSTELLATION ENERGY(CEG) - ENTERS LONG-TERM PPA FOR OVER 115 MW SOLAR CAPACITY WITH FERROVIAL \* CONSTELLATION ENERGY(CEG) - TOYOTA TO RECEIVE RECS FROM MILANO SOLAR; COMMERCIAL OPERATION EXPECTED SEPTEMBER 2027
I’m currently researching **CEG** and **VST** as potential 3–5 year investments based on the growing electricity demand from AI/data centers. Both seem well positioned to benefit from the power bottleneck or **Are energy/power stocks actually good long-term investments?** This is the part I’m particularly interested in. The AI/data-center electricity demand story seems compelling, but I’m wondering whether the current enthusiasm around power generation is creating another crowded trade. For someone with a **3–5+ year horizon**, is the increasing demand for electricity from AI/data centers enough to create a durable investment thesis for power-generation companies? Or are there structural risks that could make today’s opportunity less attractive over the long term
Just buy the AI supply chain. MU TSM ASML KLAC LRCX NVDA GLW CEG etc.
Why is CEG not ath? Important AI company and isn’t impacted by Oil price lol
That’s why I’m in independent power producers VST and CEG. Pelosi already buying time to power ITM calls on BE
!p VCX,DXYZ,MU,SNDK,CRDO,RDDT,MRVL,OKLO,CEG
I’m not arguing for BE it represents the quickest time to power. My point is that eventually hyperscalers will transition to an energy producer like VST or CEG because of the unit economics
I'm in VST and CEG. Only a matter of time until the bottleneck goes from memory or some other component to power.
Sold FICO yesterday and bought BE/MU/SNDK/CEG with the cash. First time I dodged a bullet the day before a drop.
!p CEG,EWY,MU,SNDK
Thanks. Ideally I wouldn't want things run up too much but that's what I might be stuck with. Just starting to look at this sector. I may look for additional pull backs in prices. Feeling overwhelmed with all the potential choices though. TSM as one who'll benefit from semiconductor growth is a very easy pick for me. Maybe there isn't an obvious single choice for energy. VST and CEG seem pretty popular among US politicians.
CEG (NASDAQ) is my current energy play. Or some of the neoclouds like HIVE might be interesting to you as well, they're basically taking the power they had allocated to Bitcoin mining and redeploying it for AI.
You're talking about a theme that has run up considerably but don't want things that have done well. If you think the theme continues, why wouldn't what's done well continue to? Some of the IPPs (TLN, VST, NRG, CEG) are reasonable. BE is not cheap but it is well off highs. PWR/EME/AGX are others. "I've always loved solar but there don't seem to be many good solar stocks to pick from." NXT is theoretically interesting but has periods where it trades horridly.
Couple funds I follow, plus insiders, added a ton in Q2/recently under $140 figured a good sign of the cyclical bottom. Less exposed to the SME/"nuclear is the future" near-term volatility stuff than CEG, or TLN, plus less reliance on one grid (TLN basically PJM, CEG PJM plus California, yeesh). Big generation fleet. Probably best exposure to hyperscaler PPAs going forward (vibes-based assumption.) Cash flow and guidance improving I think (?) I wanted to invest in an IPP, but at least on paper Vistra \*seems\* to be the best, least risk, relatively. But ERCOT/Texas is wild, too so idk.
Best power stocks -- can you rank them? I have BE, GEV, CEG
Idk. It's about what 1/3, 1/4 the size of VST or CEG in terms of MWs, but has a better footprint than VST say in Ohio, PA.
Ah shit yeah forgot about interest rates. Big question is just can it scale in revenues to 2-5x its market cap? Basically become like VST or CEG.
Super spooked by Pennsylvania EO on data centers. Lots of jitters regarding PJM and FERC rulings, and general anti-data center movement esp. in PA, but their market much bigger than that, and good fleet of generation assets (and has working nuclear facility in Susquehanna, compared to CEG aspiring to turn Three Mile Island back on with DOE loans.) I guess its super interest rate sensitive though so idk.
I love CEG but fuck me is it illiquid
Can CEG just go to the moon already
CEG and BWXT for nuclear. BWXT is cheap right now but likely to rally soon. Many in the geopolitical world are saying the same thing. That a country's GDP is proportionate to their ability to generate power. China is making power a priority... the US has taken a backwards approach, but is slowly coming around. Nuclear appears to be the most viable option and CEG and BWXT are the two most capable.
* Talen (TLN) — Highest pure generation concentration in PA among major public IPPs, amplified by data-center PPAs and development pipeline. * Constellation (CEG) — Large nuclear capacity in PA (very material but more diversified overall). * PPL — Highest T&D + data-center load + dedicated generation JV exposure within PA. * Vistra, FirstEnergy, and broader PJM players (less PA-specific).
The spreads on CEG options could start a world war
i love when the narrative is "due" "their turn" like theyre owed anything. I have CEG LEAPS btw, but be reasonable lo.
CEG is due for a run as they start going on about how much energy is gunna be needed
$VSF down and $CEG up hmmm
Woaaah MM destroyed CEG options owners at NY open lol
Well look at CEG earnings today. They did well. Think it’s any indication for VST?
That sucks. My sndk calls are cooked. I might get CEG calls tomorrow
Im scared for ddog now. I might sell and buy cheap CEG lottos. They’re down ytd. Might have a better chance at correcting. Idk though.
Any idiots here playing CEG?
do you recommend CEG and VST?
Everybody winning and I'm out here losing with my CEG and VST lmao
CEG and ELVA next week too
CEG not there Thursday ? Ok
Oklo, Cameco, CEG, NLR are my top 4
CEG, KRYS, Google, RTX
Sounds obv but like CEG, Google and Nvidia. I know people will be like “you aren’t creative, that’s so obvious” okay well then show me your buys bc like I’ve crushed it with those three over the last few years. They have outpaced the rest of my portfolio and have been largely just “purchase to own not trade” stocks. I’ll probably move some heavy capital into them this week. I want to see what happens with rates today. I’m expecting (as are many people) either no change or a rate increase. The no change will have very little effect, increase would obviously create a pull back. I think after the 10am meeting is a good time to make the moves.
Oil? Sounds counter intuitive in these times, no wonder you made money! For energy long term I have been looking at CEG or that other company with the modular natural gas power source. Sounds like you bought and sold short term using large amount
I’d love it if this drove my CEG stock up, but the last big Whitehouse meeting drove my CEG down.
I’m still holding. I might keep long term. Just trim a little bit on the way up. My cost basis is $256. I bought shares. I think CEG will be huge considering future power needs.
You don’t think everyone and their mom are pricing in energy, specifically nuclear? If CEG cracked fusion, sure I’d be balls deep. But nobody has cracked fusion and they’ve been working on it for years. I don’t doubt nuclear will make a strong comeback, but I think it’s heavily priced in already
CEG in a good spot for entry I believe.
CEG, be, xle, ntr, cf, xom I like these all
CEG. gotta power those data centers somehow
If OKLO is a steal, GE and CEG are goldmines.
Wanted to buy CEG but accidentally bought CHGG. Fuck!
I've bought Constellation Energy (CEG). They're actually trading around 40% lower than their peak last year. They operate the largest nuclear fleet in the US and produce roughly 10% of the country's clean energy. Their financials and recent earnings are great. Even though a lot of their growth is tied to the AI data center boom, they still have a solid core business to fall back on if the data centre build out stops/bubble bursts. It's not as exciting as an OKLO, but it's a much safer play with still a decent amount of upside.
CEG, NNE, TLV for a few I like.
LLY, JNJ, and CAT are some of my “non-tech” holdings and are doing great. Currently im looking at energy stocks like CEG, travel stocks like BKNG and real estate stock WELL. Good luck
All cash for now Tuesday if things are ok i'll get back in TSEM, AVGO, CEG
CEG just passed Google in my port as my largest holding. Easiest money in the market right now.
Just keep in mind how forward looking the market is. I remember when nuclear (CEG, OKLO, VST, BWXT) exploded just on the notion that it *could* power data centers a few years ago.
CEG UUUU KLAC TSM LRCX ASML GLW MU SNDK DRAM and a little APLD have been my recent purchases. I swing trade pretty aggressively and don't mind 50% drawdowns, so check yoself and proceed wit caution.
CEG, VST BWXT loading up
Adding CEG at these levels
I’ve been all in on CEG and GEV from the start. Huge upside to the nuclear sites pursuing PPAs and the companies that make the steam turbines & Generators. And we haven’t even started talking about the recent SMR deals. That will be nuts once they start collocating them on existing sites
Interesting angle here is that Walmart is not exactly a vibes-based buyer. If they are signing 15-year nuclear PPAs, it says the clean-power premium is becoming less about PR and more about power-price insurance. The CEG bull case still has to clear the boring bits: contracted prices, capex, regulatory headaches, and whether hyperscaler-style demand actually spills over to normal corporate buyers. But Walmart showing up does make the story a little less 'AI data centers need infinite electricity, please clap.'
I think the important signal is not just Walmart specifically, it is that reliable clean baseload is becoming strategically valuable to more than one buyer type. That is bullish for existing nuclear assets, but I would still separate a strong industry backdrop from “therefore this stock is cheap.” With names like CEG, valuation can stay the real risk even when the long-term thesis keeps improving.
CEG went down on news of working with Walmart, so I expect a reversion in the short term.
Constellation Energy Corp NASDAQ: CEG up 500% in 5 years
OP asked: "Why do solar companies have falling stocks if PV solar is the future?" I responded that it is "impractical and cost ineffective to provide most power in most situations on a day-to-day basis." Deployment speed is irrelevant to my statement. Solar is quick to deploy. It is why, when I'm camping, I use a solar panel rather than construct an onsite nuclear reactor. I'm power generation agnostic. I think solar has a place in the mix, but there is a reason they burn coal in Wyoming and use nuclear on submarines. I spent last weekend in a place where they heat entirely with water from a hot spring. Since this is an investing subreddit and not a physics club or political forum, I was attempting to answer OP's question from a financial position. Based on my thesis, I'm long in GEV, CEG, CAT, FLNC, VRT, and NEE. I'm short FSLR, CSIQ and ARRY.
Anyone playing nuclear like CCJ or CEG? Seems like that league up is still early for the next move?
No they're not. CEG currently has 21 nuclear reactors. Vistra has 4.
Kinda figured from your first question that you don't shit about anything. CEG's nuclear fleet is the largest in the US.