Messaggi
18Dear community, as you can see, the above-mentioned sectors are poorly represented in my portfolio, so in order to diversify my portfolio more, I am looking for exciting stocks that I would like to take a closer look at.
Especially $VST (+2,45%) and $CEG (+3,36%) performed well due to the AI hype and the supply of data centers. $NEE (+1%) has more difficult cards to play at the moment due to Trump's policies.
Do you currently have any companies on your watch list?
Hello folks,
AI is not just a pipe dream, AI is a reality.
And the DeepSeek narrative from a year ago has also disappeared.
I hope you are well invested in the shovel manufacturers who are building the infrastructure for the big 7. And supply them with electricity.
Meta secures nuclear power for data centers
https://www.tagesschau.de/wirtschaft/energie/meta-atomstrom-100.html
Talen Energy - Power producer signs long-term contract with Amazon Web Services.
EQT becomes energy supplier of the next AI era - Pennsylvania relies on gas instead of wind or solar.
GE Vernova is supplying seven @Simpson Homer City with seven high-performance turbines, while Kiewit Power is responsible for construction. This infrastructure lays the foundation for Pennsylvania to serve as a reliable supply location for hyperscalers and AI providers.
HOCHTIEF subsidiary builds mega data center for Meta in the USA
data centers
NVIDIA Corp ('US67066G1040')
A dominant player: Hardly any AI data center runs without Nvidia
Talen Energy Corp ('US87422Q1094')
Talen Energy - Power producer signs long-term contract with Amazon Web Services.
Applied Digital Corp ('US0381692070')
Applied Digital: AI data centers as growth driver
Lumentum Holdings Inc ('US55024U1097')
Lumentum Holdings is a beneficiary of demand for data center infrastructure
Bitdeer Technologies Group ('KYG114481008')
Bitdeer grows rapidly: hashrate doubled, but losses still rise significantly
Astera Labs Inc ('US04626A1034')
Astera Labs goes from insider tip to profit rocket! The AI connectivity star conquers billion-dollar markets!
Infineon Technologies AG ('DE0006231004')
Infineon convinces with green technology in a difficult environment
technotrans SE ('DE000A0XYGA7')
Technotrans: Ice cold back on the road to success
Hochtief AG ('DE0006070006')
Hochtief - Infrastructure investments worth billions are growth drivers.
Flex Ltd ('SG9999000020')
Flex: Contract manufacturer with power - Data center boom drives share to new heights.
Oracle Corp ('US68389X1054')
DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.
Primoris Services Corp ('US74164F1030')
DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.
Vistra Energy Corp ('US92840M1027')
DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.
EQT Corp ('US26884L1098')
EQT becomes energy provider of the next AI era - Pennsylvania turns to gas instead of wind or solar
Amazon.com Inc ('US0231351067')
Strategy on multiple fronts! Amazon cools GPUs, invests in Anthropic and fills shopping carts during Prime Days!
Seagate Technology Holdings PLC ('IE00BKVD2N49')
Seagate - Irish to significantly improve margins and sales again in H2 with new technology.
Ecolab Inc ('US2788651006')
With 3D TRASAR Technology against water waste: How Ecolab is making data centers smarter.
Applied Optoelectronics Inc ('US03823U1025')
Applied Optoelectronics reports production milestone and growth in the data center sector
Data centers as growth engine: IES Holdings continues to grow strongly and shines with increasing margins!
WHERE KI CALCULATES, VERTIV COOLS: LIQUID COOLING SYSTEMS FUEL RECORD RESULTS AND A FORECAST INCREASE FOR 2025!
ENERGY INFRASTRUCTURE PROVIDER EMCOR BENEFITS FROM US INFRASTRUCTURE PROGRAM AND DATA CENTER MAINTENANCE
COMFORT SYSTEMS BENEFITS FROM THE CONSTRUCTION OF NEW DATA CENTERS AND CHIP FACTORIES - EARNINGS RECORD IN THE SEASONALLY WEAKEST PERIOD!
In a small town in Louisiana, Mark Zuckerberg is having the largest artificial intelligence data center ever built for Meta on agricultural land. It is the size of 70 soccer pitches and cost 10 billion dollars.
Rayville is a town in north-eastern Louisiana in the USA that is experiencing a declining population. In the 2020 census, the population was 3347, down almost 21 percent from 4234 in 2000.
However, this is now likely to change. The state regulatory authorities approved a controversial plan to supply power to the largest artificial intelligence data center to date, which is being built by technology company Meta. This clears the way for the construction of three gas-fired power plants. This was reported by the portal "Nola".
The project is being built on a former agricultural area of around 70 soccer pitches. It is expected to cost around 10 billion dollars (approx. 8.6 billion euros). Meta CEO Mark Zuckerberg has announced plans to further expand the area so that it would be comparable to the size of Manhattan. The company is plunging headlong into the high-risk race for supremacy in the emerging AI sector.
"We chose Louisiana as the location for our largest data center to date for a variety of reasons, including excellent infrastructure connectivity, a strong labor base and a reliable power grid," said a Meta spokeswoman.
Criticism of Meta plans
However, the project in Richland Parish has met with criticism due to its enormous energy requirements, among other things. Davante Lewis was the only person to vote against the plan. He said the agreement leaves fundamental questions unanswered that are "too bitter to swallow", "Nola" quotes him as saying.
🔹 Revenue: $6.10B (Est. $5.06B) 🟢
🔹 GAAP EPS: $2.67 (Est. $1.83) 🟢
Nuclear & Operations
🔹 Nuclear Output: 45,170 GWh vs. 45,314 GWh YoY
🔹 Capacity Factor (excl. Salem/STP): 94.8% vs. 95.4% YoY
🔹 Natural Gas Dispatch Match Rate: 98.3%
🔹 Renewable Energy Capture: 96.1%
Strategic Updates
🔹 Signed 20-year PPA with Meta for full output of Clinton Clean Energy Center
🔹 Crane Clean Energy Center to restart in 2027 (ahead of schedule)
🔹 Calpine acquisition approved by FERC, NY, TX regulators — expected to close Q4
🔹 Reaffirmed FY25 adj. EPS guidance: $8.90–$9.60
CEO Commentary
🔸 “With demand rising from AI, EVs, and industry, we’re expanding clean capacity and grid reliability.”
🔸 “Our AI-powered demand response tool will help reduce energy use during peak demand periods.”
🔸 “We're focused on uprates, restarts, and long-term partnerships like Meta to lead the clean energy transition.”
Today, the PJM auction rewarded utilities $VST (+2,45%) and $CEG (+3,36%) after setting the capacity price at $329 per MW-day. Shares are soaring in the after-market.
But that’s not all: in a report, Citi highlights a possible collaboration between OpenAI and $OKLO, currently constrained by institutional bureaucracy and licensing, which — given the sensitivity of the topic — tend to be very slow.
However, the partnership between the two companies is generating a lot of hype.
Source:
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 (-0,22%) and switched to $MSFT (+0,4%) and regrouped. In addition $CEG (+3,36%) and $PEP (+0,39%) were added to the portfolio.
Savings plans on my ETFs are continuing as normal. With $NIO (-0,4%) 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 (+2,45%)
$OKLO
$CEG (+3,36%)
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/
🔹 Revenue: $6.79B (Est. $5.24B) 🟢
🔹 Adj. EPS: $2.14 (Est. $2.16) 🔴
🔹 Adj. Net Income: $673M (vs. $579M YoY) +16%
FY25 Guidance:
🔹 Adj. EPS: $8.90–$9.60 (Est. $9.57) 🟡
🔸 Guidance reaffirmed despite macro/policy uncertainty
🔸 Calpine acquisition expected to close by Q4'25
Other Q1 Metrics:
🔹 Nuclear Output: 45,582 GWh (vs. 45,391 GWh YoY)
🔹 Nuclear Capacity Factor: 94.1% (vs. 93.3% YoY)
🔹 Gas Fleet Dispatch Match: 99.2% (vs. 97.9% YoY)
🔹 Renewables Capture: 96.2% (vs. 96.3% YoY)
Strategic Updates:
🔸 Crane Clean Energy Center selected for fast-track PJM interconnect
🔸 PJM approved >1,150 MW of clean capacity additions from CEG
🔸 CEO: “We’re powering the AI era… demand from tech partners surging”
🔸 Actively investing in clean, firm capacity amid AI and national security focus
Commentary:
🔸 “Q1 strength highlights fleet reliability, customer demand, and strategic positioning.”
🔸 CEG reaffirmed its long-term value creation strategy, leveraging nuclear/gas mix
🔸 Acquisition of Calpine to create the largest competitive clean energy retailer in U.S.
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 (+0,88%)
$ASML (+6,87%)
$MU (+6,05%)
$TSM (+2,14%)
$ANET (+3,03%)
$GOOGL (+0,41%)
$CEG (+3,36%)
$MRVL (+5,02%) Do you think I should add another position or which one should I focus on reinforcing?
I migliori creatori della settimana
