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u/New_Seaworthiness911

2 theses · first seen Oct 20, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$CEGr/ValueInvestingIndustry/Sectorbullish
u/New_Seaworthiness911 · 14d ago1 prior · awaiting results

Vistra, Constellation and the New Nuclear Power Boom

Constellation Energy is positioned to benefit from a nuclear power boom driven by AI and data-centre demand, with new long-term agreements with Google for 890 MW of additional nuclear generation from existing reactors creating new economic value.

At post $300.40Now $273.39-9.0% since postedas of Aug 24, 1:28 PM ET
original post →
$VSTr/ValueInvestingIndustry/Sectorbullish
u/New_Seaworthiness911 · 14d ago1 prior · awaiting results

Vistra, Constellation and the New Nuclear Power Boom

Vistra is positioned to benefit from a nuclear power boom driven by AI and data-centre demand, with long-term agreements with Meta for 433 MW of additional nuclear capacity creating new economic value for decades-old nuclear assets.

At post $160.50Now $136.23-15.1% since postedas of Aug 24, 1:28 PM ET
original post →

End of results.