$CEG (-0.2%)

• Meta has signed a 20-year contract to purchase nuclear energy from Constellation Energy.
• From 2027, the tech giant will purchase around 1.1 gigawatts of electricity from Constellation's Clinton Clean Energy Center in Illinois. Without Meta's support, the power plant was threatened with premature closure.
• In March, technology companies including Amazon, Google and Meta signed a pledge led by the World Nuclear Association calling for a tripling of nuclear energy worldwide by 2050.

Source:

Meta unterzeichnet Atomkraft-Deal mit Constellation Energy

Hi everyone,

Another update now that I have reached my annual target. This was actually already the case in January, but then Amundi came along and I had to part with the $LCUW including a nasty tax (thanks again Amundi).

On top of that, my savings rate suffered a little due to our offspring and I was able to invest less than originally planned.

What has changed?

I was finally able to part with $YOU (+0.59%) and switched to $MSFT (-0.11%) and regrouped. In addition $CEG (-0.2%) and $PEP (+0.88%) were added to the portfolio.

Savings plans on my ETFs are continuing as normal. With $NIO (-0.17%) I secretly continue to hope for a recovery, otherwise it will remain as a memorial.

Next year's goal is to break 128k.

As always, I look forward to honest and critical feedback

$VST (-0.64%)
$OKLO
$CEG (-0.2%)

Investors in nuclear energy have additional reason to rejoice as the Trump administration seeks to boost nuclear reactor projects.

Costs could fall, revenues could rise and profits from nuclear energy could explode - in a positive sense, not in the Chernobyl sense.

Shares in nuclear power plants Constellation Energy ( CEG 6.09 % ) , Vistra ( VST 7.51 % ) and Oklo ( OKLO 2.10 % ) (Oklo is more of a nuclear start-up) all rose on Monday morning. The price movements may have been triggered by general investor enthusiasm following the Trump administration's weekend announcement to temporarily lift tariffs on China - but that's not the only reason why nuclear stocks are currently in such high demand.

As the New York Times reported on Friday, the Trump administration is planning to publish several executive orders aimed at speeding up the construction of new and reactivation of older nuclear power plants in the US. The report itself states that the administration is calling for swift and decisive action. These would entail a comprehensive overhaul of federal safety guidelines for the construction of nuclear power plants in order to reduce red tape and expedite projects.

Vistra shares top the list of nuclear stocks today with a 6% gain (as of 10:40 a.m.). Constellation is up 5.9% and Oklo is lagging behind with a gain of 3.3%.

Today in the nuclear news

What is the significance of this nuclear news and does it justify the price movements? According to the Times, the goal is to quadruple nuclear power capacity to 400 gigawatts by 2050 - so it's a pretty big development.

The president's planned actions could not only significantly boost revenue by selling the additional power, but also help companies like Constellation, Vistra and Oklo with costs. As the Times notes, the two most recent nuclear reactors in the U.S. cost twice as much to build as originally estimated and took seven years longer than planned - largely due to bureaucratic hurdles that delayed construction and added compliance costs.

Is now the time to buy shares in Constellation Energy, Vistra or Oklo?

But let's not get ahead of ourselves. According to Statista, the average nuclear power plant in the US takes eleven years to build. If you deduct the additional seven years that the last two plants took, it is likely that a power plant announced today will not be completed for another four years - by which time President Trump will no longer be in office and US nuclear energy policy may have changed again. The success of these shares is therefore not guaranteed.

https://www.fool.com/investing/2025/05/12/nuclear-stocks-constellation-vistra-oklo-popped/

Rarely, or rather never experienced such a day on the stock market 😂

to a green Friday.😉

I made some changes to my portfolio yesterday and added to a few positions and bought a few new derivatives as I was expecting a counter-reaction.

I also sold the put on the S&P once with a 55% profit, but I can imagine trading it again.

I have small amounts in these stocks in my long-term portfolio $HIMS (+6.14%) , $GOOGL (+0.59%), $AMZN (+1.03%) and $MAIN (+0.05%) invested in these stocks.

I have invested the derivatives in $CEG (-0.2%) , $APP (-2.6%) , $ANET (-1.38%) and $AXON (+0.4%) . These have repeatedly turned at certain levels in the last few days in the weak market environment. I have therefore chosen the KO thresholds approx. 10% lower. These 4 investments are all very short-term. The target is 25-30%. Due to the leverage, 1-2 good days are enough.

I wish everyone green portfolios today. Good luck.

Hey dear community

these are turbulent times and the question arises as to what you would like to buy next or in the near future? 😎

I am now assuming a recovery

Buy list: $MSCI (+0.66%)
$CEG (-0.2%)

VG

What is actually going on here every day minus 10% 😂 Have the AI and electric cars been canceled?