Joao Silva Ferreira @ghostyver: "I'm down -30% on CEG...."

Switzerland

I'm down -30% on CEG. Here's why I'm not selling. 🧵 The thesis: AI data centers will consume more electricity by 2030 than entire countries do today. Solar and wind can't deliver the 24/7 baseload power these facilities need. Nuclear can. My nuclear exposure: → $CEG (Constellation Energy Corp) — Constellation Energy (largest US nuclear operator) → $VST (Vistra Corp) — Vistra Corp (coal-to-nuclear transition) → $NXE (Nexgen Energy Ltd) — NexGen Energy (uranium mining, Canada) → $CCJ (Cameco Corp) — Cameco Corp (largest uranium producer) Are they down? Yes. CEG -30%, VST -23%. But Microsoft just signed a 20-year nuclear PPA. Amazon and Google are following. The demand is real. The supply takes time to build. Short-term pain. Long-term thesis. This is why I copy trade differently — I show you the full picture, not just the wins. 👇 Do you hold any nuclear/energy plays? Let me know below. $SPX500

Not investment advice. The author may have financial interests in the mentioned instruments.