r/wallstreetbets
CEG 现在简直在印发光的绿钞票。沃尔玛要搞核能了？☢️🛒
用户强调沃尔玛与CEG签署15年核能购电协议是看涨催化剂，认为零售需求将核能逻辑扩展至AI之外。
- 科技巨头和现在的零售巨头正在积极为其运营确保24/7的清洁基载电力。
- 沃尔玛与Constellation Energy达成史无前例的15年、176兆瓦核能购电协议，验证并扩展了核能需求逻辑。
- CEG股价近期回调，在市场对这一扩展需求定价之前，提供了一个被严重低估的入场点。
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. 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 looks incredibly juicy here.
Is anyone else loading up on CEG before the market realizes nuclear energy isn't just a tech sector thesis anymore? 🚀☢️