2D·

Constellation Results

Source

https://share.google/wxh5YElPS6H5ApeK6

09.11

Constellation PA

Comprado x2 em € 227,35

€ 454,70

22

2 Comentários

Der K.@DerKlene

2D

I want to get it cheaper, but I think it'll be hard.

•

3

•

Mostrar resposta

IDtodal

@IDtodal

1Mês·

A quick update on the 80k

For the first time, my portfolio today shows a 5-digit number starting with 8. I wanted to give a quick update on my portfolio again. I decided in the middle of the year to $1211 (-1,93%) close out my position. Various reasons—such as price pressure, poor performance, and fierce competition in China—led me to this decision. The strong performance of tech stocks and the deal between $CEG (+2,77%) with Google are giving my portfolio a nice boost.

As in the past, I’d love to hear your thoughts on the portfolio.

Best regards 🍀

12Posições

€ 80.146,46

40,95%

17

4 Comentários

Sineqz@flyingsquirrel

1Mês

Nvidia is listed as a stock on its own and is included in the MSCI World and Nasdaq 100 indices. The question is, are you aware of that? (Not a criticism, just asking.)

•

2

•

Ver todas as 2 restantes respostas

Fl_ow

@Fl_ow

1Mês·

Google Set to Sign a Multi-Billion-Dollar Nuclear Power Deal with Constellation

Google's parent company, Alphabet Inc. $GOOGL (+2,42%) is on the verge of finalizing an agreement with $CEG (+2,77%) the purchase of nuclear power. Bloomberg reported this on Tuesday, citing the race among technology companies to secure a reliable energy supply for the rapidly growing data center industry.

Under the multi-year agreement, Google would pay Constellation more than $1 billion. According to people familiar with the talks cited by Bloomberg, the deal could be announced as early as this week. The exact capacity and location of the nuclear power plants in question are not yet known, according to the report.

Best regards 🌊

29

2 Comentários

Homer@Simpson

1Mês

Great—I'm in on both! 🥳

•

13

•

Techaktien

@Techaktien

2Mês·

Podcast Episode 163: "Buy High. Sell Low." Max buys a hidden gem (you've never heard of it), Vistra Energy, Constellation Energy, Finanzbros.

Subscribe to the podcast so the oil price will drop again.

Spotify

https://open.spotify.com/episode/753FYnV4XRRFvI8nptvsFB?si=rzeFzDXITg28WwLGAgNtBA

YouTube

https://openyoutu.be/_bNGRy5JtLc

Apple Podcasts

https://podcasts.apple.com/de/podcast/163-max-kauft-einen-geheimtipp-kennst-du-nicht-vistra/id1695869891?i=1000788429519

$VST (+3,17%)
$CEG (+2,77%)

open.spotify.com#163 Max kauft einen Geheimtipp (kennst Du nicht), Vistra Energy, Constellation Energy, Finanzbros. & Feminismus

4

Homer

@Simpson

4Mês·

"Nuclear power is like a good marriage: You never know exactly when it's going to explode, but as long as the lights are on, you don't ask any questions!"

Homer Simpson, July 1, 2026

07.07

Constellation PA

Comprado x2 em € 209,15

€ 418,30

38

2 Comentários

Stocktective@Stocktective

4Mês

I'm already hovering over the "Buy" button—it's getting more and more tempting 😅

•

1

•

Stocktective

@Stocktective

4Mês·

Constellation Energy hat einen weiteren long-term contract, diesmal mit Walmart abgeschlossen 📈

June 23 (Reuters) - Retail bellwether Walmart $WMT (+0,95%) has signed a long-term nuclear power purchase agreement with Constellation Energy $CEG (+2,77%) , the companies said ‌on Tuesday.

Under the agreement, Constellation Energy will supply nuclear power from its Dresden Clean Energy Center in Illinois to Walmart's previously announced "high-tech" perishable distribution center, ⁠currently in development in Belvidere, Illinois.

Walmart will buy about 176 megawatts of electricity, including 30 megawatts of additional output from planned upgrades, under two 15-year contracts starting in 2029 and 2030.
The agreement is among the first between a major U.S. ‌retailer ⁠and a nuclear energy provider and underscores growing corporate interest in baseload clean power, which can provide electricity around the clock.
The deal ⁠would support investment in efficiency upgrades, or uprates, at the Dresden Clean Energy Center, allowing the ⁠plant to increase output without building new generation capacity.
Dresden, one of Constellation's ⁠largest nuclear plants, is licensed to operate through 2049 and 2051.

Source: Reuters

4

2 Comentários

Investooor@Investooor

4Mês

Good post. $CEG is so undervalued in my opinion. They also cater to almost 17 million households on top of all the new deals… Energy consumption is only going to go up, especially with growing AI demand.

•

3

•

Mostrar resposta

SH77ZHEN

@SH77ZHEN

4Mês·

Energy sector addition ⚡️🔋🌱

Hey! Two days ago I added an Energy sector to my portfolio, I believe it is a coherent and interesting addition. The sub sectors I imposed to myself are Oil & Gas, Renewable Energy, and Nuclear Energy. 3 companies in this sector (as for all sectors in my portfolio), being TotalEnergies, NextEra Energy and Constellation Energy.

I acquired 444 $TTE (+0,94%) shares, 435 $NEE (+0,26%) shares and 140 $CEG (+2,77%) shares.

I’d appreciate your opinion, what sector do you guys think is missing? I’m also thinking about adding Visa, maybe by replacing State Street Corporation?

(I mixed up C3.ai with Marvell Technology in my first post, it’s now fixed).

The updated allocation is as follows :

Defense | 12.05%