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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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Trump is literally expediting permits for Nuclear plants. Look at the recent new with CEG. That is the thesis.
This market is so weird. META, insanely profitable advertising business with a forward PE of 20, can't stop dropping. CEG, a utility with nuclear assets, trading with a forward PE of 32, is up $6 billion market cap on news of a $1 billion loan. lol
I went hard on CEG right before it got slapped down, per usual.
CEG is getting slaughtered lately. I'm a big bag holder and it looks like it's about to roll over in the short term
PWR is my holding for this issue. Other power/energy related positions I hold include: CEG, NEE, GEV, AES, with CCJ and BWXT instead of the speculative SMR companies.
$GEV and $VRT are the plays. Could take a look at $CEG, $VST, TLN and $NEE as well.
You're thinking correctly. AI infrastructure (datacenters, power, cooling) is the right play vs chasing model companies. **Your thesis is solid:** \- Datacenter compute demand = 10-20 year tailwind \- Cooling is critical (40MW racks generate insane heat) \- Every watt matters (power costs are 40%+ of datacenter opex) **Specific stocks in your focus areas (under $200):** **Datacenter Power & Services:** \- **VST** (Vistra, \~$120) - Power generation for datacenters \- **NEE** (NextEra, \~$70) - Renewable energy + datacenter power **Cooling:** \- **VRT** (Vertiv, \~$130) - 60% market share in high-density cooling \- **CARR** (Carrier, \~$80) - Datacenter HVAC systems **Compute Infrastructure:** \- **SMCI** (Super Micro, \~$45) - Server infrastructure (volatile but pure play) **One layer you're missing: Networking** \- **AVGO** (Broadcom, \~$170) - Custom AI networking chips \- AI clusters need 800Gbps interconnects. AVGO dominates this. **Space datacenters:** Too early (10+ years out). Stick to terrestrial infrastructure for now. **My take:** You're early and right. Elite funds are loading power/cooling plays while retail chases NVDA. Check recent 13F filings—CEG, VRT, VST all showing up. Focus on infrastructure. Let others fight over who builds the best AI model. Not financial advice. Just confirming you're on the right track.
Great picks on NVDA/TSM early. Here are some pure plays I'm watching that haven't had the 300%+ run yet: **1. AVGO (Broadcom) - AI Networking** You have the GPU layer (NVDA). AVGO is the networking layer—custom ASIC chips that connect AI clusters. Every hyperscaler needs this, regardless of who wins the AI model race. Trading at 25x earnings vs NVDA's 40x. Not cheap, but less consensus. **2. CEG (Constellation Energy) - Nuclear Power** You mentioned nuclear, but CEG is the purest play on AI datacenter power demand. AI will consume 8% of US grid by 2030 (up from 2% today). Microsoft signed a 20-year deal with CEG for 835MW. This is picks-and-shovels for the entire AI buildout. **3. VRT (Vertiv) - Datacenter Cooling** Unsexy but essential. 40MW AI racks generate insane heat. Every datacenter needs specialized cooling. VRT has 60%+ market share in high-density cooling systems. Multi-decade tailwind as AI scales. **Why these over autonomous/humanoid robots:** \- Autonomous driving = 5-10 year regulatory slog (TSLA is only pure play) \- Humanoid robots = too early (no revenue, all R&D) \- AI infrastructure = happening NOW, 10-20 year locked contracts Check 13F filings—elite funds are loading these three while retail chases the next shiny thing. Not financial advice. Just where I'm positioned for the next decade.
I agree with the framework. My bet: **AI infrastructure** (not AI models). Everyone's chasing NVDA and "AI stocks." The asymmetric play is one layer down—the picks and shovels. **Why AI infrastructure fits your criteria:** **a) New tech + changing behavior:** AI datacenters will consume 8% of US grid by 2030 (up from \~2% today). That's a 4x power buildout. **b) Don't need genius picking:** Buy the entire stack: \- **CEG** (nuclear power for datacenters) \- **AVGO** (custom AI networking chips) \- **TSM** (fab capacity bottleneck) **c) Early + uncertain:** Retail is still buying NVDA. Elite funds are positioning in infrastructure (check recent 13F filings—CEG showed up in 4 top funds before Microsoft's nuclear deal went public). **d) Low entry price:** CEG trades at 12x earnings vs NVDA at 40x. You're getting AI exposure at utility valuations. **The bet:** If AI scales, these companies have locked-in revenue for 10-20 years. If AI bubble pops, you own boring utilities that survive. **Historical parallel:** 1990s internet boom—Cisco and Oracle won, [Pets.com](https://pets.com/) died. Not financial advice, but this is where I'm seeing asymmetric opportunity.
Unpopular opinion: Most retail investors are chasing the wrong part of the AI stack. Everyone wants NVDA (training chips). Elite funds are buying infrastructure: **Broadcom (AVGO)** – Custom AI networking chips. Lower multiple than NVDA, less competition, locked-in contracts. 7 elite funds added positions last quarter, avg +22% position size. **Taiwan Semiconductor (TSM)** – Fab capacity bottleneck. If you can't make chips fast enough, you control pricing. **Constellation Energy (CEG)** – Nuclear power. AI datacenters will consume 8% of US grid by 2030 (up from \~2% now). Microsoft just signed a 20-year deal for 835MW. **The thesis:** AI doesn't scale on hype. It scales on semiconductors, power, and cooling. Every AI company needs these. **My backtest:** AI infrastructure basket shows +38.92% (6mo) vs SPY +17.12%. Not as flashy as NVDA's best days, but more durable. This is picks-and-shovels investing. Not as exciting, but historically more profitable.
Unpopular opinion: Most retail investors are chasing the wrong part of the AI stack. Everyone wants NVDA (training chips). Elite funds are buying infrastructure: **Broadcom (AVGO)** – Custom AI networking chips. Lower multiple than NVDA, less competition, locked-in contracts. 7 elite funds added positions last quarter, avg +22% position size. **Taiwan Semiconductor (TSM)** – Fab capacity bottleneck. If you can't make chips fast enough, you control pricing. **Constellation Energy (CEG)** – Nuclear power. AI datacenters will consume 8% of US grid by 2030 (up from \~2% now). Microsoft just signed a 20-year deal for 835MW. **The thesis:** AI doesn't scale on hype. It scales on semiconductors, power, and cooling. Every AI company needs these. **My backtest:** AI infrastructure basket shows +38.92% (6mo) vs SPY +17.12%. Not as flashy as NVDA's best days, but more durable. This is picks-and-shovels investing. Not as exciting, but historically more profitable.
Unpopular opinion: Most retail investors are chasing the wrong part of the AI stack. Everyone wants NVDA (training chips). Elite funds are buying infrastructure: **Broadcom (AVGO)** – Custom AI networking chips. Lower multiple than NVDA, less competition, locked-in contracts. 7 elite funds added positions last quarter, avg +22% position size. **Taiwan Semiconductor (TSM)** – Fab capacity bottleneck. If you can't make chips fast enough, you control pricing. **Constellation Energy (CEG)** – Nuclear power. AI datacenters will consume 8% of US grid by 2030 (up from \~2% now). Microsoft just signed a 20-year deal for 835MW. **The thesis:** AI doesn't scale on hype. It scales on semiconductors, power, and cooling. Every AI company needs these. **My backtest:** AI infrastructure basket shows +38.92% (6mo) vs SPY +17.12%. Not as flashy as NVDA's best days, but more durable. This is picks-and-shovels investing. Not as exciting, but historically more profitable.
lol good thing I didn't panic sell CEG.
So the AI apocalypse continues huh. Probably going to derisk the port and ditch CEG and ASML. One thing the FOMC may not be considering as much, is what will happen to consumer spending if the market corrects to enters bear territory. The K shaped economy will flatline as the top10% households start pulling back as well.
Yeah you kind of are seeing another Feb 2021-esque deal in spec tech in general. My only name personally is CEG, but I just don't think this is something you can safely put in the "ignore" box personally. Either it's early 2025 (last time ARKK looked this bad) and the Nasdaq is going to lose 20%+ now or it's early 2021-esque and the Nasdaq bottoms when ARKK (big coin as well) stabilizes and tries to push further but it does it without the help from more speculative stuff (the difference from a .com) and then gets hit harder at a later date. If this doesn't unravel now, you can look back at 2018 and see how it was a mess volatility wise (Trump v1.0 midterm year)..
They are basically doing the same the past year, but NUKZ is much better since it was established in 2024. I've soured a lot on both, but NUKZ has a much broader view of nuclear exposure, with CEG, Rolls-Royce and Lockheed in the top ten holdings, while URA is more narrow uranium. Cameco and Oklo are 35% of URA while only 12% of NUKZ. Oklo in particular is just an idea stock at this point, so considerably more risk... down 40% the past month. I've moved on the TCAI and AIPO as my infrastructure ETFs, with AIPO holding enough nuclear for me.
not just nuclear. look at $CEG $BE and anything grid / power storage rel;ated
This is why I have an energy sector in my AI portfolio, currently that's: CEG, GEV, CCJ, AES, BWXT, NEE, PWR. And it's also why the datacenters/neo-cloud are a great short term trade for the next year at least, and they're all on sale today...
Nuclear is having its moment because data centers need baseload power that renewables can't consistently provide. When Microsoft signs a 20-year PPA with Constellation to restart Three Mile Island Unit 1 specifically for AI training, that's not a publicity stunt - that's infrastructure reality. The math is compelling: A single large language model training run can consume 1-2 megawatts continuously for months. You can't do that with solar/wind intermittency, and batteries at that scale are still economically prohibitive. Natural gas works but has carbon exposure risk. CEG and VST are the pure plays, but watch the regulatory environment. The NRC hasn't approved a new reactor design in years, so the real value is in companies that can restart existing units or extend licenses. Small modular reactors (SMRs) are promising but still 5-10 years from commercial deployment. Position sizing matters here - this is a long-term infrastructure thesis, not a quick trade.
Fairly strong rebound on CEG today. All the large generators (CEG, VST, TLN, NRG) reported fairly weak quarters with top line misses.
"I would have thought that nuclear would be a good bet given how much power is needed lately" Yes, but the issue becomes you have these SMR companies that either are a long way from profitability and/or haven't built their first reactor. When stuff like OKLO is up 760% off the low and they haven't built a plant yet or anything, if momentum stops, the re-rating down to reality can be significant. Most of the last 5 years has been a market of narratives and momentum and narratives can take something way further than anyone can expect, but when it stops, if there isn't fundamental support you can have an OKLO down almost 50% in less than a month. In terms of nuclear energy needs, CEG/VST/TLN/NRG are volatile stocks but they're providing today vs might build a reactor next year or the year after. "I certainly didn’t expect them to issue more stock" If you own a speculative growth stock that isn't profitable but the stock is doing well, they're going to raise money into that demand for the stock while the demand is there.
Yes, nuclear will grow in the near future, so my money is on NLR, CEG and CCJ. I like the idea of small-medium reactors but unfortunately there is currently no company have a working reactor and it is rumored that they are not much cheaper than regular nuclear reactors at the moment.
$CEG Constellation Energy reports Q3 operating EPS $3.04, consensus $3.12 -- Q3 revenue $6.57B, consensus $6.55B. -- Sees FY25 operating EPS $9.05-$9.45, consensus $9.42
CEG pumping tomorrow will save my port
I created a portfolio that’s strictly energy based on the dub Creators app (copy trading), and it’s up ~67% since its inception in April of this year. The big gains the last few months have came from Nuclear related stocks (OKLO, SMR, CEG, NLR). Though they’re volatile, they’ve been a great move recently. The portfolio is called #ENRGMIX if you’d like to check it out!
Spot on about SMRs. Too many unknowns right now to bet big. Same pattern we saw with weed stocks and solar, hyped future but messy present. Been sticking with CEG myself and avoiding the rollercoaster of picking winners too early. Sometimes boring is better. I'd rather buy the clear winner later than gamble on who survives the regulatory gauntlet. Patience usually pays better than FOMO.
The situation with SMRs has long felt to me like past/present examples (cannabis, solar, quantum, et al.) of industries we know have a future, but with too many uncertainties, small players, market yet to really emerge, and too much hype to have any way to pick a winner. My own philosophy is that as small players we really just have to follow the market instead of trying to predict it, so my own nuclear exposure has remained in positions like CEG and CCJ which (at least for now) turned out quite well. I think FOMO can tend to make us think we can get in early on industries before there are clear winners because we're right that industry will eventually be a winner, but it's just gambling when you're too early, whereas if we wait for regulatory clarity, etc we can just buy in once the chart looks less like a meme stock and more like an actual winner. One can certainly pick up a smaller position in all of them and then later consolidate when winners emerge but it will be a roller coaster for sure.
Thinking calls: BWXT, HOOD, VST, ACHR, INOD, and CEG.
I’ve kind of created my own picks and shovels data center ETF in my growth portfolio. I started with core holdings AAPL AMZN MSFT TSLA TSM Then I began to add NVDA PLTR ANET VRT and latest add was CEG
CEG options priced worse than mag 7 right before earnings
I’m not diversified at all… I sort of look at a sector and just pick my fave. For instance, semi’s I went with TSM, space, went with ASTS, etc. But I do like CEG, CCJ as well for energy. I took the riskier option with SMR. I know people like oklo but I can’t get comfortable with it. Debt financing, but too much hype, not approved yet. But tech is superior and smaller. Can certainly be room for both with different use cases. I do have some calls for UUUU which is related. More if a US Uranium + added benefit of rare earth processing.
Some late night CEG action I guess, just recovered the days losses in 30 minutes for some reason.
My investments into energy like CEG have been stellar.
I like CCJ but it just ran up like crazy due to their deal with Westinghouse. I transitioned out of OKLO and went all into CCJ at $74. If you want safer probably best to go with URNM or NUKZ which are both etfs. I really do like cameco though. I also have CEG and UUUU on my watchlist but haven’t invested in them.
I'm feeling more Bullish on Constellation Energy Corp (CEG), the energy source for most of the big names, than any of the companies themselves right now....
I don't need to try it out. I've sold GE, CEG and NRG way too soon. Sold GE at a slight loss years ago before the take-off, made a hefty profit on the other two. I am not crying over it, stopped following those stocks. I just moved on. I've been in so many stocks over the 12 years of investing, that I would go crazy following it all and ruminating over the could-have-been imaginary gains I missed out on.
3 words: Energy, energy, energy The demand for electricity is climbing quickly and everyone is looking for reliable and renewable power, I like these stocks the best because they are already profitable, growing and have sales (I don’t like the speculative plays like oklo and smr) I have GEV and CEG
I think your knowledge may be outdated. I don’t mean that in a bad way or an insult either. If this were 2020/2021/2022/2023 I would fully agree with what you are saying. 100% agreement. However, over the last year, they have made great progress towards developing new revenue streams which will grow substantially in the future. 1. Foundry - 18A/14A - set to be the most advanced process node on US soil with a pretty clear path to getting their first large customer (other than Intel) in the next 6-12 months. They also have the most advanced packaging in America. They will gain revenue here from a starting point of 0% market share 2. GPUs - until recently, Intel never had a GPU product. They now have Arc & Arc Pro, they have upcoming Crescent Island, Jaguar Shores, and an ASIC (Gaudi 3) which they will start to get some market share with, from a starting point of 0% share. 3. Custom ASIC design - their new CEG team will be aiming to take a bite out of Broadcom’s revenue by designing ASICS for external customers, which will be manufactured & packaged 100% in USA - something that no other country in the world can do. 4. CPU growth - their CPU designs, as you said, had been stagnant. However, looking forward to 2026, we should see Panther Lake taking back market share on mobile, then Nova Lake in 2027 taking back market share on desktop. Coral Rapids in the server space should start taking back market share. There’s lots of factors as to why Intel should not be valued <50% of AMD.
NU, ISRG, both of these I actually heard about on motley fool, some of their tips are actually good Some others COST, RDDT, CEG, and BROS
Yeah, at least for the time being, I don't think the next sustained move down by the Nasdaq lives up to the doom some like to foresee. I think it'd probably be 33-35% like 2022, with names that aren't semis or AI infra like GEV/VRT/CEG/VST (or even smaller cap) not getting tagged quite as hard.
Interesting. I think water use will also be a potential area to look into. Companies with optimal space for data centers and such but also water for cooling. It could be another opportunity like energy. I've also held CEG and done well.
VST, CEG, TLN, NRG all up massively in recent years and things like PWR/EME have done very well. BE/FLNC/etc in terms of battery/fuel cell have turned into complete FOMO lately. The data center energy trade has been going on for a couple years already. It's not to say that some of the names aren't good companies/there isn't more to go, but when you have something like VST up 880% in the last 5 years given the nature of the company even in the best case scenario it's hard to see another 880% over the next 5 years. With a lot of names in this theme, there's also a very heavy reliance on the data center growth story. If something curtailed the theme (not saying it will imminently, but if) then a lot of these names will re-rate signficantly lower. So not saying there isn't more to go (especially in the best case), but the easy money has been made and if there's a blip in the AI theme, these names will definitely head lower.
CEG. The established players who are proven and have a future pipeline approved and working towards. Massive run up though. Probably priced almost to perfection but a good hold if you can slowly enter during pullbacks.
So on a traditional valuation standpoint, it’s expensive from where it currently trades. Totally agree. If the AI momentum looses steam, ETN will most definetly come down with it. Over the past couple months (since last earnings) it has sorta traded sideways but certainly in lag to the AI momentum (that was a AC power joke regarding power factor). VRT is very, very rich at these levels due to its best-in-class cooling technology, but so is GEV. How to put a valuation on CEG, TLN, and VST I have struggled with as well. Sold CEG but still holding VST. TLN never made a ton of sense to me as for one, only a single nuclear site in central PA and they are still working on convert sites of gas.
Really don't like to be negative here, but I wouldn't be buying names like CEG, ETN, or VRT right now (I've owned all 3 at some point, dumped VRT and moved on too easily though I did with a profit, and sold ETN just to slash my exposure to AI infra in half, still hold CEG and am so glad I stood my ground in the spring on both it and ETN, but it's making me a little nervous). There's probably still more that can be milked out of this cow, but I think the majority of the move has happened, heck while NVDA has a tidy positive year, it isn't as epic as 2023 and 2024 were.
Odd how nobody plays options on CAT or CEG when they move as much as they do
Yep, I was buying hand over fist in March/april. Missed the bottom but got in some great names -AVGO, PANW, ANET, CEG, up like 80% on em. Got downvoted though when I said now's a good time to buy.
I barely ended green with my heavy tech AI portfolio thanks to CEG. I think energy is the better play.
I was offering insight to a recurring question i see pop up on here. I don't necessarily have the answer as to the correct course of action. I'm personally going to look into data center construction (AWS,GCP or Microsoft), utilities water/power generation specifically nuclear (CEG comes to mind), social media aligned with AI integration (Facebook seems to be going down this path hard). Just speculation.
Nice work! Which specific nuclear stocks? I’m guessing OKLO, SMR, and CEG?
OKLO, SMR, NNE, CEG, VST are some obvious names
CEG, VST, TLN are my picks
Constellation Energy (CEG): CEG is the largest producer of carbon-free power in the U.S., mainly through nuclear — the only 24/7 clean baseload source. As AI data centers drive up electricity demand, CEG is perfectly positioned to supply reliable, zero-carbon energy that tech companies and governments actually want. Add in strong policy support (IRA nuclear credits) and rising long-term power prices, and you’ve got a clean-energy play that directly benefits from the AI boom. Constellation is basically the backbone power supplier for the AI era.
AI infrastructure: NBIS Natural Gas: FCG WMB LNG EQT Nuclear: CEG BWXT
I'm just hypothesizing here, but I think your best-case scenario here if you were to get a longer semi unwind because of AI being dead in this world would be a year where everything significant tech wise gets hit hard, and then they run back to big tech initially before semis get their feet underneath them. Quality nuclear related energy would also get hit hard, but then find its footing, the name I've been holding is CEG.
Thanks, appreciate the response. I have been learning a little since I made the post and I see what you mean, other companies have more concrete progress, OKLO still feels extremely speculative. That said, I think they have a lot of potential plus are well positioned with the sec of energy being their former CEO. I ended up selling enough of my OKLO shares to cover my original $2000 investment and left the rest, am just gonna let it go for now and do what it will do. I’ve been looking into nuclear stocks that feel less risky and speculative. I went with Constellation Energy (CEG) and NuScale (SMR). Both are further along than OKLO, CEG is already building plants for Microsoft and SMR is a startup like OKLO but has federal regulatory approval. What OKLO competitors do you recommend?
Bad for green nuclear stocks like CEG?
Defensive pick V and energy stock CEG saving mine. I'm still green.
I like MLI for HVAC components. Seems undervalued right now and they make a lot of pipes/valves, heat exchangers etc that will be needed for build outs. Plus I don't see the need for copper pipe going anywhere. For power, Im investing fairly broadly in nuclear energy/uranium. A few nuclear plays I especially like are CEG, CCJ, RYCEY.
Utilities (e.g. ED) are stable. A few (e.g. CEG) are pumped up a bit from AI wanting all our electricity but overall the sector is not frothy and pays reasonable and stable dividends.
CEG. it had occasional big dips, but springs back
OKLO is interesting but literally doesn't have any revenues. And the stock keeps going up as if it does. Turning into a meme stock. There are other ways to play the energy side, BN/BIPC, or CCJ, CEG, or an ETF like NUKZ.
Today I learned $CEG is already using nuclear energy already. Wow.
Wondering who will be powering all those gigawatts. CEG, VST? Or "innovators" like Nuscale, Oklo?
It’s a great day to have been holding CEG 🙏🏼🤲🏼
CEG , OKLO , TLN, and SMR. Power is the nut to crack with data centers. BTW: That pic is how traditional datacenters were built. AWS, Microsoft, and Google have the most on the books and they look quite differrent.
So buy VST and CEG. Companies that are actually producing nuclear.
GEV , CEG are my nuclear/ AI power exposure
Nothing CEG is just as big of a dumpster fire. Negative FCF and negative operating cash flow. They are basically burning money funding their operations 😆 in a well established energy business that is a horrible metric to have. If you want to see a healthy company look into LNG
First off, I’ve been investing for 2 years and have limited experience. But to answer your question, I read news, mostly on Yahoo Finance, and in November last year I had an aha moment when I realized that just like AI needed chips (Nvidia etc) they also need immense power. And in November there was an article about this, and about different American energy companies. I made a watchlist of all of them + others I found, and then I watched them over time. I invested early in VST because it seemed less volatile and less ”fame driven” than OKLO with the connection to Sam Altman. I saw OKLO go from 18 to 50, then down again to 20 in March 2025, the up and up and up after that. The point of my story here is to be curious, make watchlists so that you get to know the movement of the stock over time. FWIW my energy watchlist is CCJ, CEG, NUKL.DE, OKLO, SMR, TLN, VST, XLU. I also bought Siemens in Germany for similar reasons. Disclosure, I hold OKLO, VST, CCJ and Siemens. Wish I had bought TLN early as well. I have other lists for eg quantum computing and for minerals.
NÉE seems to be a dumpster fire even in this bull run. CEG is a strong company though
My only 2 energy plays are CEG and NEE, which has legitimate operations at least
Also CEG moving up, nice little 2% today
Then why did CEG shit $7 today?
I made some $ on CEG, GEV, SMR, and LEU, but rn they are all overvalued
CEG and SHLD are interesting.
I've already rebalanced my OPEN position, and am regretting it because it fucking printed. Luckily I took out so many fucking options on this ticker, I have plenty of entrances and exits. UUUU, GOOG, GLW, GTW, & CEG baby
AAON, cooling systems. NEE, power and will get at least one giant contract from restarting nuclear plant.. their calls sound less Enron-ish than CEG, their last call made them seem like a scam company honestly.. I wouldn’t touch the SMR stocks until they actually have working models..
I hope this is good news for nuclear. I need CEG to pump.
NBIS, CRWV, IREN, MARA, WULF are all data centers. Nuclear related stocks to provide electricity for data centers: OKLO, SMR, NNE, VST, CEG ETF: URA Any Uranium company.
Want ticker? SPX, COIN, HOOD, CRWV (fraudware), AMD, BR.K, META, MSFT and CEG
No doubt, CEG is better than OKLO for sure
You better include CEG in your list there buddy.
got heavy into ET D DUK CEG AEP GEV has done well