Great analysis on CEG's postion in the AI power race. The nuclear angle is particularly compelling given the demand for reliable baseload power from data centers. The Microsoft partnership for Three Mile Island restart shows how seriously tech giants are taking their energy infrastructure needs. It's interesting that CEG's clean energy profile also helps these companies meet their sustainability commitments while scaling AI operations.
What are your thoughts on DOW? Seems like they are in a good position for growth and undervalued heavily at the moment. Please take a look into it very quickly!
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I prefer Bloom Energy.
I like BE too. Valuation very high though relative to SEI
Nice! I don’t look at valuation or p/e, because I don’t plan to hold forever. 😜
Thank for the post, super interesting !
Thanks Joshua glad you enjoyed
Bnjr mon accepter le negossation buseness exactement
Great analysis on CEG's postion in the AI power race. The nuclear angle is particularly compelling given the demand for reliable baseload power from data centers. The Microsoft partnership for Three Mile Island restart shows how seriously tech giants are taking their energy infrastructure needs. It's interesting that CEG's clean energy profile also helps these companies meet their sustainability commitments while scaling AI operations.
What are your thoughts on DOW? Seems like they are in a good position for growth and undervalued heavily at the moment. Please take a look into it very quickly!