CEG

Constant-Candle-4672

CEG, KRYS, Google, RTX

waitingOnMyletter

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.

Popping_Shaker

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

Mission_Pirate_4150

I’d love it if this drove my CEG stock up, but the last big Whitehouse meeting drove my CEG down.

SnooRobots4834

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.

Flaccid_bizzzkit69

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

version-two

CEG in a good spot for entry I believe.

version-two

CEG, be, xle, ntr, cf, xom I like these all

scurp_durp

CEG. gotta power those data centers somehow

therealoptimoose

If OKLO is a steal, GE and CEG are goldmines.

bwceighty3

CEG

comancheranche

CEG

swagmans69

Wanted to buy CEG but accidentally bought CHGG. Fuck!

Wendel_Shorteyez

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.

Fair_Grocery_1839

CEG, NNE, TLV for a few I like.

PBandJaldi

CEG and DRTS (really risky)

perogi-king

Yup. And CEG and PLUG

perogi-king

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

illinformed-will

All cash for now Tuesday if things are ok i'll get back in TSEM, AVGO, CEG

smelly1ndian

CEG just passed Google in my port as my largest holding. Easiest money in the market right now.

ticker-XTND-nyse

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.

No_Current3675

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.

Accomplished_Cell428

Oh come on CEG

wrongrobertpatrick

CEG, VST BWXT loading up

wrongrobertpatrick

Adding CEG at these levels

PoeGar

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

Heavy_Nothing_1158

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.'

steady_compounder

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.

TrueCapitalism

CEG went down on news of working with Walmart, so I expect a reversion in the short term.

TracyM45

Constellation Energy Corp  NASDAQ: CEG up 500% in 5 years

WiseAct446

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.

ThanksDependent1001

Anyone playing nuclear like CCJ or CEG? Seems like that league up is still early for the next move?

GoodIntroduction6344

No they're not. CEG currently has 21 nuclear reactors. Vistra has 4.

GoodIntroduction6344

Kinda figured from your first question that you don't shit about anything. CEG's nuclear fleet is the largest in the US.

BuyMeaSalad

I like the IPP (independent power provider) utilities here. They’re in a fantastic position to sell electricity at a premium and benefit from the massive shortfall in electrical capacity. Tickers to look at are: NRG, VST, and CEG

thehindermost

Constellation already operates like 20% of US nuclear capacity, so they don't need SMRs to make this deal work, they're just selling power from existing plants. The SMR angle is a different timeline entirely, probably 2030s at earliest. Curious if anyone here has looked at whether the 15-year contract structure actually moves the needle for CEG or if it's just good PR.

rainman_104

I like the companies looking to bring nuclear power to data centers. CEG, VST, TLN. The next closest, SMR which won't be ready until the end of the decade.

NerdSlamPo

Just went in on CEG earlier today. I like their overall stability and fundamentals. Not sure whether to bet on nuclear overall, but it looks like where the gov is going to fund

idontgethejoke

CEG and VST, maybe OKLO and ISMR.

CivilizedSteve

Includes, Florida power and light. Trading below target. Cash flow. This is a little like my CEG in terms of being steady and resistant to markets being sad about possible rate increases.

NerdSlamPo

CEG is my go to energy growth stock pick

CivilizedSteve

A lot are priced in but I have OKLO for the potential, if they can solve supply chain issues and expand faster than priced. And CEG, for the reliable contracts during rate headwinds. What is your favorite?

javierphoenix

CTSH, CCJ, LRN, ACGL, RTX, DG, BMY, KMB, ROK, CEG Most with valuations, oversold, solid cash flows,

version-two

TE? CEG.. uhhh idk

tonufan

I made AI energy bets on VST and CEG and both have been tanking when I should have just went all in on ETFs and chip stocks.

PoliticsRealityTV

I know any time horizon longer than one week is long-term investing, but what do you guys think about CEG / Constellation as an electricity play?

dvdmovie1

"We're already seeing spikes in energy requirements due to AI," 1) This stuff has already run massively in the last 2-3 years; this isn't a new theme. 2) There was concern over the view that a large data center contract was cancelled recently and because of this combined with other issues lately, these stocks lost considerably - BE was down about 21% in a week. That sort of reaction to me shows a theme that was already overcrowded with tourists. I am long the theme (although somewhat less than I was) and still think it's interesting but for stuff like BE up 163% YTD/1,085% 1YR I'm far from the only one to think that. The IPPs (TLN/CEG/NRG/VST) at this point are of interest down as much as they've been this year. Stuff like GEV also got overcrowded and people were concerned by the MS note that talked about a decline in orders by 2027 (by the end of 2026, data centers being built 2027-2030 will have placed their orders and because of labor/permitting and other issues some of that will not get built in time)/the market looking oversupplied into the 2030s. I've thought data center power was a great theme on here since early 2024. I still think it's interesting but to me but it's definitely not early innings and it's the kind of thing where talk of a major cancelled data center project will really impact these names. I've taken some profits, keeping the rest at this point and looking to add to other themes instead.

Immediate-Self-2515

CEG being slept on big time no hype at all

dvdmovie1

I've gone back to focusing more on biotech, which I enjoy but not something i'd recommend especially for those who have a stock volatility intolerance. Water infrastructure and solar are two things that I've focused a bit more on lately. I'd buy a dip in energy, both in terms of producers and infrastructure. "AI adjacent" but I think the dip in IPP names (CEG/VST/TLN/NRG) lately has gotten interesting. The fertilizer decline lately is interesting.

bozoputer

no, they classify stocks into sectors, literally. It is not made up, and this is where they fall: CEG = Utility - IPP subsector NEE = Utility (and biggest component of XLU, not XLE) BEP = Utility - renewables GEV = Industrial - Special Industrial This is how they are classified by themselves. As i said, Energy is all oil and gas.

caughtinthought

No, CEG, NEE, BEP, GEV are all energy stocks as well. You're referring to traditional blue chip energy companies, but that is a narrow way of looking at the industry

Todderoni-1

It sure seems that CEG has experienced a quality "correction". The fundamentals are set for very solid long term growth. It just flew a bit too close to the sun due to hype. People didn't realize how long it takes to create power plants.

redditfirefly

Energy sleeve of compounders + frontier GEV, PWR, CEG + NUKZ, OKLO, LEU, CCJ

gibbydd

I'm slowly going to by CEG I think. It's not that I dislike any others. Bloom included but I think it'll do well long term and is at a fairer valuation.

wuxyz

Can’t say about others, but CEG’s performance is dogshit YTD, downward trends since last October ATH

AppSecPeddler

Same got CEG end of last year. Just bought TE this week but rotated some AMD out to just take a 1% position Don’t see the benefits but the “what if?” Made me make these moves

tonufan

I'm -12 to -15% on CEG and VST after a year.

weewoowewoooo

How is CEG down almost 50% and still dumping? Lmfao

yrrag1970

I like the company not sure when but at some point it will kick butt. I’m buying NLR etf, it has around 8% of CEG

Key_Lifeguard_8659

I'm no expert, but trump et al bought tech between February and Apr if this year... just as similar corrections were taking place... many exceeded 20% downturns. It might be he will be dumping his tech and buying what's currently undergoing significant pullbacks, e.g., equities in the defense sector (RTX, NOC, and LMT... and many big name utilities like NEE, CEG, BWXT, and GEV are also down quite a bit. He may pump and dump those sectors next. They would be easy to pump, stressing how petroleum has become a political weapon and that renewable energies are the way forward, etc. He'll pump defense by pressuring allies to go shopping at Defense R' Us or suffer putin's and Xis wrath. He also pressuring US auto manufacturers to begin retooling their assembly lines to take the burden off the prime defense names, who are already backlogged for years to come. Defense will be huge under trump.

RJNavarrete

For anyone seeking stability tomorrow (lol), LLY and AMZN moved very little today. CEG was also relatively stable, given how much other names moved in the sector and more broadly.

Eggman36

!banbet CEG 300 2w

Fast_Half4523

why is CEG getting fucked?

dvdmovie1

"However, if the mobility division was economically attractive, " Tons of great companies have come from spin-offs where the value isn't being realized within the larger company. CEG is an example of a very successful spin-off. Look at how well GE's break up has gone for 2 out of the 3 names (and I still think GEHC is interesting.) "do it now or after the carve out?" If you think the stock broadly is very attractive now, I'd say no vs SPGI ex-mobility later that is possibly higher/less attractive.

EPPAnalyze

Analizzare Constellation Energy basandosi solo sui classici moltiplicatori da manuale può trarre molto in inganno, ed è il motivo per cui a prima vista, con un PEG sotto l'1 e una crescita degli utili stimata oltre il 20%, sembra un affare colossale. Il settore delle utility, specialmente quelle legate al nucleare commerciale, oggi non vende solo energia, ma vende una cosa molto più preziosa: la capacità di generazione costante e a zero emissioni (baseload) di cui hanno un disperato bisogno i data center per l'intelligenza artificiale. La flotta nucleare di CEG è il vero gioiello della corona, ed è ciò che giustifica l'ottimismo sulla crescita dei prossimi anni. Gli accordi di fornitura diretta con i colossi del tech per alimentare i supercomputer garantiscono flussi di cassa enormi, prevedibili e a prezzi premium rispetto alle tariffe di mercato standard. Se le stime di crescita degli utili del 20-25% dovessero concretizzarsi, comprare un leader di questo calibro a 18 volte gli utili futuri sarebbe una scelta eccezionale. Tuttavia, bisogna scavare dentro la natura di questa crescita per capire dove sta il rischio. Quel tasso di crescita dell'EPS così alto non è garantito dalla normale espansione del mercato, ma dipende pesantemente da fattori regolatori e politici. Il business model attuale è blindato dai sussidi governativi legati alla transizione energetica e dai crediti d'imposta per la produzione di energia pulita. Qualsiasi cambio di rotta a livello politico a Washington potrebbe ridimensionare questi incentivi, impattando direttamente sui margini. Inoltre, vendere energia ai data center bypassando la rete elettrica tradizionale sta iniziando a sollevare parecchie polemiche da parte delle autorità di regolamentazione e delle altre utility, preoccupate per la stabilità della rete pubblica e per il potenziale aumento dei costi per i cittadini comuni. Se i regolatori dovessero iniziare a mettere i bastoni tra le ruote a questi contratti bilaterali esclusivi, le stime di crescita di Constellation subirebbero una bella frenata. In sintesi, l'azienda è un carro armato industriale con un vantaggio competitivo enorme, e il crollo recente dal massimo storico ha ripulito parecchia euforia dal titolo, rendendo il punto d'ingresso decisamente più attraente. Se decidi di entrare a lungo termine, tieni solo a mente che non stai comprando un'azione tecnologica pura, ma un'infrastruttura strategica i cui destini sono legati a doppio filo alla regolamentazione statale. Avviare la posizione con entrate scaglionate potrebbe essere la mossa più saggia per proteggersi dalla volatilità di questo specifico settore.

znightmaree

VST deals in a lot of natural gas. CEG is more pure play nuclear. Makes it a question of which you think will be bigger in the future. My bet is on nuclear long term.

SmootherPebble

I own a small position. I'll wait for the AI premium to make the price drop further. I currently have a sizable limit order set at $220 and plan for deeper ones after that triggers. Their price will be crushed in an AI bubble pop and their business will be just fine. CEG is a company that you buy with the plan to never sell.

smelly1ndian

VST and TLN are better but CEG is good too 

JackORoses

Sale prices on CEG continue

Chuque

calls on CEG and VST then? I don't know if investors will care about the GPU depreciation effect on the earnings. They might look right past it and look at the cashflow. Not sure. Didn't get the private equity part. Seems like hyperscalers are doing all the spending, not using money from private credit?

BrobaFett_1

Potential casualty? Seems like CEG is close to 40% down. Or are you saying it can get a lot worse for those names?

BrobaFett_1

Nice! I've been out of nuclear-related names for a while. I used to own AMTM, CEG, BWXT, and UUUU. Perhaps it's time to take another look!

Upper-Discount5060

It’s so volatile so I just sold most of mine (was biggest holding in portfolio) after the recent run up and bought CEG, COST, WMT, AMZN, and MA on the dips. Will buy it again if it dips below $165ish.

95Daphne

Remarkable day I do still think that Broadcom won't be filling this gap for a good long while though. And I'll note, CEG and other nuclear plays are still a potential casualty of AI truly going bad imo.

FistEnergy

Not me. I'm buying things near the bottom of their 12m range in a number of sectors that are not part of the semiconductor bubble such as CEG, CHWY, DG, HD, NVO, SMR, and SOFI. It's too late to chase things that have bubbled to ATH and I don't believe that sector can deliver results at their current valuations and capex burn rates.

No_Current3675

Fuk it bro buying CEG

DiabeticDav3

CEG?

Teccho

!banbet CEG 300 4d

Traditional-Goat-880

CEG was granted the waiver to start the reopening of three mile island.

WickedSensitiveCrew

Bought CEG, NU, and CRDO on their dips.

thealex7r

ARM ETN VRT MRVL CEG My DD lead me to that list. But all of them too price for options. (LEAPS)

Top-Bed9587

the DVN allocation being almost the same as CEG seems off to me if the whole thesis is AI energy demand. DVN is just oil/gas value exposure, it doesn't really connect to the nuclear/AI power angle the way CEG does. was that a latticeAI suggestion or did you dial that in manually, because id probably trim DVN and put more into CEG if i was building this around the AI energy story specifically

Flashy_Fee9188

CEG is dipping have some debating buying more

Alternative-Force-54

PLNT and CEG . Think they both beat S&P for rest of the year.

MSFT-WindowsXp

Energy stocks, I believe energy is the next bottleneck! Loaded up on CEG and VST good value atm

CalRippedken

I just bought a bunch of CEG in a year long downtrend. Probably retarded

Abe2025

BE, VRT, CEG (this one especially), VST

Icterus_Galbula

CEG. Non-dilutive secondary offering today offered a good entry to start building a position this week.

dominic_l

i dont know if VST or CEG will be super impressive. i have a feeling it already got most of its upside but idk. i feel like its just waiting its turn in the infrastructure cycle. ive also been watching GEV for grid buildout. bottlenecks everywhere

tonufan

Also have VST and CEG. Small positions (5k each) but they haven't really moved much recently. VST is pretty much flat YTD while all my other AI picks ran up 40+%.

Significant_Speed854

Ofc I buy a CEG call Fri

ellietherotti

I just sold my CEG but maybe I should get back in.

BitterEducator5318

CEG is more related to AI than GEV. Indeed big Tech like Microsoft, Meta, Google, Amazon are signing 20‑year contracts with CEG.

banaca4

CEG

BoringAward2832

Is CEG good?

Abe2025

BE was doing very well for a minute while LEU and CEG are constantly dropping. Idk man

dominic_l

2-3x but might be more than a year out. still early on the grid buildout CEG is probably better for quicker gains if youre trying to ride the current cycle. retail bagholders are still stuck on semis and HBM/memory

dominic_l

CEG - infrastructure MP - US based rare earth mining

FluffyDPoodle

NOBODY ever got rich by working 9 to 5. All the rich people in the world got their wealthy from investments. So, let's get that out there. However, in many ways investing is like gambling, there are forces that you cannot foresee. However, if you use logic and foresight, you can do very well. For example, for those who don't read the news, there are a number of very large conflict right now: 1. Ukraine vs. Russia 2. US/Israel (and the Gulf states) vs. Iran, 3. Israel vs. Hamas and Hezbollah. Iran’s steel industry is the backbone of its non-oil economy, ranking **10th globally** with an annual production of around 31.8 million tonnes. Due to the war, a lot of facilities were destroyed and due to the US blockade, they can't export much. Now, sooner or later the war in Europe will end. Soon enough the war in the Gulf will end, and who knows about the aforementioned terror organizations, but the demand for steel will increase. There are not a whole lot of large players, but the ones that come to mind are Nucor (NUE) Steel Dynamics (STLD) and a few (!) others, so, this is literally a no brainer. Oh, one more thing, we are going to need MORE electricity, not less or not even the same, Constellation Energy (CEG) just signed a huge deal with Microsoft... can't go wrong there. Full disclosure, I bought NUE in February for about 167. I bought CEG a few weeks ago, so, just saying, this is my point of view. I am NOT a stock trader, dealer, advisor, nor do I work for any of these companies.

dominic_l

holding off today. market looks like its going to cool down a little for the next few days after this crazy run up recently. way overbought. then im getting to data-center power generation. GEV CEG