r/wallstreetbets
CEG 现在简直在印发光的绿钞。沃尔玛要搞核能？☢️🛒
沃尔玛与 CEG 签署 15 年核能购电协议，提振 CEG，因零售巨头加入科技行业争夺清洁基载电力。
- 科技巨头和零售巨头正积极购买核能用于 AI 和物流。
- CEG 股价在近期回调后显得被严重低估（约 25%）。
Alright you beautiful regards, listen up.
We all know tech hyperscalers are buying up nuclear energy like candy for their AI data centers. But now? The retail king itself, Walmart ($WMT), just signed its first-ever 15-year nuclear PPA with Constellation Energy ($CEG).
Think about it. Walmart isn't just selling cheap organic bananas anymore; they are buying 176 MW of raw, emissions-free nuclear juice from the Dresden plant just to power their high-tech logistics centers.
The Bull Case for $CEG: The stock pulled back recently, making it look heavily undervalued (\~25% based on some metrics). If large-scale retail giants are starting to compete with AI companies for 24/7 clean baseload power, uranium and nuclear stocks are going to the actual moon.
The Play: CEG calls look incredibly juicy here.
Is anyone else loading up on CEG before the market realizes nuclear energy isn't just a tech sector thesis anymore? 🚀☢️
Position: It ain't much, but it's honest work. Holding 8 shares of $CEG and ready for the ride. 🚀