I continue to make small but recurring purchases during this volatile period, I also want to increase my position in large tech stocks like $AMZN (+3,74 %)
$ASML (+1,87 %)
$MU (+4,86 %)
$TSM (+3,3 %)
$ANET (+4,76 %)
$GOOGL (+5,72 %)
$CEG (+1,86 %)
$MRVL (+5,37 %) Do you think I should add another position or which one should I focus on reinforcing?

Constellation PA
Price
Debate sobre CEG
Puestos
10continuing the dca


Good morning dear community...
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 (+4,08 %) , $GOOGL (+5,72 %), $AMZN (+3,74 %) and $MAIN (+0,46 %) invested in these stocks.
I have invested the derivatives in $CEG (+1,86 %) , $APP (+7,3 %) , $ANET (+4,76 %) and $AXON (+0,37 %) . 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.
$APP has reached the target range with +40% and was hedged with a narrow SL at 30% profit, ahead of the consumer confidence figures.
$ANET also reached the target corridor with +35%. Here, too, SL
$CEG with +20% and $AXON with +10% are not there yet, but are also hedged with SL at entry.
Planned purchases
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 (-1,07 %)
$CEG (+1,86 %)
VG
AI and nuclear power for the Stargate project- Who benefits from the 500 billion deal?
The return of Donald Trump and the announcement of the ambitious "Stargate" project are bringing a breath of fresh air to the US AI and energy sector. With an investment of up to 500 billion dollars, OpenAI, Softbank and Oracle are planning to build the next generation of high-performance data centers. The aim is to create the infrastructure for future AI technologies - a project that could not only revolutionize the AI world, but also provide new impetus for the energy sector.
The winners of the AI revolution
Companies like $NVDA (+2,65 %) NVIDIA, $MSFT (+2,08 %) Microsoft and $ORCL (+4,5 %) Oracle are among the obvious beneficiaries of the new AI boom. Their hardware and software solutions are essential to provide the required computing power. However, the increasing demand for energy for these data centers has brought another issue into the spotlight: nuclear power.
Nuclear power as the basis for the future of AI
The immense power requirements of modern data centers demand stable energy sources. As a result, nuclear power is making a comeback in the USA - it is seen as a reliable solution to ensure the operation of energy-intensive AI and quantum computing applications. Companies like Constellation Energy, Vistra and Centrus Energy are in focus, as they are ideally positioned to benefit from this development.
- $CEG (+1,86 %)
Constellation Energy, core player in the nuclear energy sector. - $VST (+2,31 %)
Vistrawith one of the largest nuclear power fleets in the USA. - $LEU (+1,56 %)
Centrus Energya leading supplier of nuclear fuel, sees strong growth due to increasing demand.
Conclusion
Finally a breath of fresh air for NVIDIA and Co. Vistra would be my personal favorite to meet the increasing demand for energy. Nancy Pelosi has a similar view ;) Good luck to you all!

Energy sector USA
Hello my dears, this morning dear Kate drew my attention to the fact @Iwanowitsch that I am hardly invested in the growing energy sector. That's why there was an addition to my portfolio this morning. (you can find the reason and a link to why I'm investing here in the comments at Kate)
Today would have $CEG (+1,86 %) would also have been a good choice.
Hello everyone 🥺
I still don't have any electricity shares in my portfolio ☹️, although I find the energy sector, especially electrical energy, very exciting and promising. In view of the trend towards electromobility and global digitalization, this sector could offer enormous potential.
The only share I have had on my radar for a few months now is Terna, the leading Italian grid operator. The company operates one of the largest electricity transmission grids in Europe and is benefiting directly from the growing need for modern infrastructure and expansion. Despite this, I haven't yet made up my mind to get involved, perhaps because I'm still unsure whether now is the right time or whether there are more attractive alternatives? 😭
I think that investing in electricity shares would not only be an interesting addition to my portfolio, but also an opportunity to benefit from the growth of the energy sector in the long term. In addition to Terna, companies such as RWE, NextEra Energy, Siemens Energy or Brookfield Renewable Partners would also be exciting.
Has anyone taken a closer look at this topic? I am particularly interested in the power generators with the highest efficiency. I.e. away from the ESG hype. Which shares do you have on your radar? What could be interesting and promising for the future?

$CEG (+1,86 %) | Constellation Energy Q3'24 Earnings Highlights
🔹 Adj EPS: $2.74 (Est. $2.63) 🟢
🔹 Revenue: $6.55B (Est. $5.71B) 🟢; UP +14.7% YoY
🔹 Adj Operating Income: $860M (Est. $1.228B) 🔴
Narrowed FY24 Guidance:
🔹 Adj EPS: $8.00-$8.40 (Prior: $7.60-$8.40; Est. $8.05) 😐
Operational Performance:
🔹 Nuclear Fleet Output: 45,510 GWh (UP from 44,125 GWh YoY)
🔹 Capacity Factor: 95.0% for Q3 2024 (DOWN from 97.2% YoY)
🔹 Outage Days: 37 planned refueling days vs. 20 days YoY; 20 non-refueling outage days vs. 10 days YoY
Natural Gas, Oil, and Renewables Operations:
🔹 Dispatch Match Rate: 98.2%
🔹 Renewable Energy Capture: 96.0%
Recent Developments & Strategic Initiatives:
🔸 20-Year Power Purchase Agreement (PPA): Signed with Microsoft to support the restart of the Crane Clean Energy Center (formerly Three Mile Island Unit 1)
🔸 Expected investment: Approx. $1.6B for restart
🔸 Estimated in-service date: 2028
🔸 Regulatory reviews underway; project expected to support Microsoft’s clean energy goals for data centers
🔸 Efficiency Enhancements: Expected refueling outage duration to be 50% below industry average due to strong fleet performance
CEO Joe Dominguez’s Commentary:
"The 20-year agreement with Microsoft exemplifies the growing demand for reliable, emissions-free energy. We’re committed to advancing clean energy and extending our nuclear fleet's life to meet this demand, ensuring reliability and environmental benefits."
Due to the expansion of data centers, shares in the energy sector such as $CEG (+1,86 %)
$VST (+2,31 %)
$ETN (+3,81 %) and $BWXT (+2,48 %) (nuclear) are soaring, especially after the announcement by $MSFT (+2,08 %) regarding nuclear energy.
After looking into your private crystal ball, do you think that a longer-term trend has begun in terms of share price development? Or do you think that everything is already priced in and that the rise will soon flatten out again, so that all that's left now is to chase the "runaway train"? (I think this will happen much faster than the "normal" investor thinks - after all, "smart money" is a bit smarter than we are).
Personally, I think that the most likely candidates here are the established $SU (+1,46 %) and $ETN (+3,81 %) will prevail in the long term, even if they have already done very well. Another permanent 'player' for me would be $RR. (+1,67 %) (SMRs - although the question is when they will actually be built and profitable).
What do you think? Are you looking at other companies in this field?
