$CEG 0.47 Noisy

Notable posts

• @StockSavvyShay neutral 890 eng

  THE ELECTRICITY VALUE CHAIN • $CCJ uranium supply • $CEG nuclear baseload • $SMR modular nuclear reactors • $OKLO micro-nuclear generation • $EOSE zinc long-duration storage • $GEV power conversion hardware • $VRT power distribution & cooling • $VST flexible generation & storage • $TSLA utility-scale lithium storage • $FSLR thin-film solar for hyperscale • $NNE utility-scale renewable buildout • $TLN North American renewable generation • $BWXT nuclear components & specialty fuel

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• @StockSavvyShay bullish 825 eng

  10 WAYS TO INVEST IN THE AI DATA CENTER BUILDOUT Data center demand is expected to nearly quadruple to 194 GW by 2035 as AI scales across more users, more tokens per user and more compute per token. Here are some of my favorite names positioned to benefit: 1. $TSM foundry manufacturing the accelerators, custom chips & networking silicon that nearly the entire AI buildout depends on. 2. $VRT liquid-cooling leader benefiting as rack density rises & AI systems require increasingly advanced thermal management. 3. $NVDA & $AMD accelerator duopoly at center of AI buildout with Nvidia's Vera Rubin entering full production & AMD’s Helios rack-scale systems emerging as a credible second source. 4. $MU & $SKHY memory engines of the AI era with HBM content scaling on every rack with data center margins above Nvidia's at segment level while suppliers themselves forecast shortage running into 2030. 5. $AVGO & $MRVL custom-silicon backbone, designing accelerators, networking chips & hyperscaler ASICs that capture more content across every AI rack. 6. $CRDO & $ALAB high-speed connectivity layer supplying the interconnect that lashes thousands of accelerators into one fabric 7. $OKLO & $SMR next-gen nuclear frontier with Oklo building the "local power plant" targeting microreactors beside data center campuses & NuScale developing larger modular reactors for utility-scale power. 8. $BE, $CEG & $VST provide power behind the AI buildout with Bloom delivering onsite fuel cells that bypass grid delays while Constellation & Vistra supply large-scale nuclear, gas & storage capacity to hyperscalers. 9. $LITE, $COHR & $AAOI optical layer benefiting from the transition from 800G to 1.6T with Lumentum & Coherent as components suppliers Nvidia took equity stakes in to secure next-generation optics capacity while AAOI is ramping U.S.-based 800G transceiver production for hyperscalers. 10. $ASML, $AMAT, $LRCX & $KLAC form equipment layer behind every new fab & packaging line with ASML’s EUV monopoly as ultimate chokepoint & Applied Materials, Lam & KLA supplying the deposition, etch & inspection tools required for every capacity expansion.

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• @cevikfinance bullish 501 eng

  Böyle sert düşen günler sağlam şirketlere uzun vadeli eklemeler yapmak için harika fırsatlar. İşte bu sağlam şirketlere bazı örnekler: $MU $AMD $TSM $GEV $CRDO $ALAB $MRVL $ASML $AVGO $CEG $VST $ANET $VRT $TER $FIX $PWR $CLS $LLY $PLTR $NBIS $SOFI $HOOD $APP $COHR $RKLB $GLW $LRCX $BE $DELL Yatırım tavsiyesi değildir, her zaman kendi araştırmanızı yapınız!

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• @StockSavvyShay bullish 493 eng

  Data center capacity is projected to add ~106GW from 2026 through 2030 reaching 174GW and implying more than $5T of total spending. That buildout could drive 50–60% of new U.S. power capacity through 2030 spanning $GEV turbines, $BE on-site fuel cells, $CEG and $VST generation and $VRT cooling and electrical infrastructure as hyperscalers work around years-long grid queues. Once the power is secured, spending flows into $NVDA and $AMD accelerators, $AVGO and $MRVL custom silicon and networking, $TSM manufacturing and HBM from $MU, $SKHY and Samsung. I also think as AI shifts toward more distributed and latency-sensitive inference in 2027 then demand should broaden beyond mega-campuses into edge and colocation facilities while $OKLO and $SMR offer longer-term nuclear optionality.

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• @cevikfinance bullish 464 eng

  İleriye dönük fiyat kazanca göre en uzuz 10 şirket. $MU, $VST, $META, $NVDA, $ORCL, $ZETA, $CEG, $AVGO, $SOFI, $MSFT https://t.co/nSMGLAWZFx

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• @StockSavvyShay bullish 425 eng

  THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $MU, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity | $AVGO, $MRVL, $ALAB, $CRDO, $AAOI, $ANET Connectivity determines whether AI clusters can move data fast enough because training runs span tens of thousands of chips that need to act like one machine. Once copper runs out of reach that causes the cluster depends on optics, retimers, switches and custom silicon to keep the system moving. • Power | $CEG, $VST, $GEV, $FPS, $VRT, $NVTS, $TLN, $ON Power determines whether new AI data centers can actually come online because the binding constraint is shifting from getting chips to getting megawatts so the value flows to the companies that control generation, grid equipment, power delivery, thermal management and efficiency. • Compute | $NBIS, $CIFR, $IREN, $APLD, $WULF, $CORZ, $CRWV Compute capacity is overflow layer when hyperscalers are sold out. Capital alone doesn't guarantee GPU access which is why buyers are signing multi-year contracts for clusters before they are even fully built. • CPU | $NVDA, $AMD, $INTC, $ARM, $QCOM On-device CPU (edge compute) becomes next bottleneck as AI moves into inference, agents, PCs, phones, vehicles and physical devices.

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• @cevikfinance bullish 314 eng

  Bugünkü düşüşte güçlü duran bazı hisseler: $PWR $MU $ONTO $CRDO $SNDK $ASML $BE $OSCR $NBIS $DOCN $SNOW $HOOD $APLD $BHE $ACLS $ADEA $LRCX $OKTA $APH $HIMS $SOFI $CEG $VST Düşüşe eşlik etmeyen hisseler piyasa tekrar yukarı döndüğünde daha iyi performans gösterir.

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• @StockSavvyShay neutral 265 eng

  $WMT signed its first nuclear power agreement with $CEG for ~176MW of carbon-free electricity from Constellation’s Dresden facility in Illinois. Another proof point that large corporations are turning to nuclear for reliable long-term power. https://t.co/K5HKFHR0ID

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