CEG Constellation Energy Corporation

CEG Constellation Energy Corporation

Utilities · Utilities - Independent Power Producers

Desk view

Watchingmedium conviction · entry reclaim the 20-day (~$256) with hyperscaler spending language intact on the Jul 29–30 prints — not entered
Basis Open desk call
Perspectives AI Power Bottleneck · Nuclear Fuel Cycle
Updated

Market read

Scan convergence 4 scans as of 2026-08-17 1 bear 3 neutral converging

POC $270.43 · VWAP $304.27 · -8.6% vs 12m avg buyer

downtrend vol: compressedchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

11 related perspectives

Watchlists @ai-infrastructure@ai-scan@bargain-bin@energy@insider-universe@nuclear-fuel-cycle@tech-insider-buys

CEG Price Structure

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Peers

Every watchlist CEG belongs to, members best 30-day change first — CEG highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@energy
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CMBT+16.1% +0.8%1d +7.9%7d CEG+10.2% -1.5%1d +2.9%7d XLE+8.5% +1.1%1d +4.0%7d BE+8.0% +1.0%1d +10.2%7d XOP+7.7% +1.6%1d +4.2%7d FSLR+2.8% -3.4%1d -8.9%7d GEV+2.0% +1.5%1d +9.0%7d NEE-2.9% 0.0%1d +1.8%7d TAC-4.2% -0.6%1d +3.6%7d TLN-4.2% -1.6%1d +4.0%7d EOSE-5.1% -2.5%1d -3.0%7d ENPH-7.0% -4.5%1d -5.5%7d
@nuclear-fuel-cycle
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XE+45.9% -2.5%1d -0.9%7d UUUU+28.7% -2.0%1d +3.6%7d IMSR+26.0% -1.2%1d +7.0%7d NNE+22.2% -0.4%1d +5.4%7d UEC+20.4% -0.4%1d -1.9%7d SMR+19.0% -2.1%1d +0.1%7d LEU+18.0% -3.2%1d -2.9%7d URA+16.8% +0.7%1d +1.9%7d CCJ+15.1% +0.9%1d +1.3%7d NUKX+10.7% -0.3%1d +2.2%7d CEG+10.2% -1.5%1d +2.9%7d OKLO+6.7% -1.1%1d -1.4%7d ASPI+3.6% -5.8%1d -6.5%7d BWXT+0.2% -1.0%1d +1.6%7d DUK-1.1% -0.3%1d +2.0%7d TLN-4.2% -1.6%1d +4.0%7d VST-6.0% -1.4%1d +2.3%7d
@ai-infrastructure
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NBIS+51.3% -3.2%1d +46.1%7d CBRS+45.8% +15.1%1d +9.3%7d CRWV+44.8% +0.7%1d +20.2%7d CRDO+39.5% +8.8%1d +17.8%7d TER+37.5% +5.8%1d +21.4%7d LITE+32.2% +4.6%1d +19.1%7d NTAP+24.6% -1.4%1d +2.8%7d DELL+21.3% -2.2%1d +4.8%7d ANET+19.7% +1.5%1d +5.4%7d MU+19.2% +4.1%1d +17.5%7d SMR+19.0% -2.1%1d +0.1%7d FCX+17.1% +2.8%1d -3.0%7d WOLFE+17.0% +10.0%1d +19.2%7d EME+15.9% +3.1%1d +6.6%7d PWR+14.9% +5.3%1d +9.3%7d ETN+14.1% +0.9%1d +2.4%7d DLR+13.8% -1.1%1d +3.5%7d APH+13.0% +2.3%1d +1.9%7d CLS+13.0% +1.6%1d +8.1%7d FIX+12.4% +6.0%1d +12.4%7d GLW+12.0% +4.3%1d +9.8%7d SCCO+11.3% +4.0%1d -4.0%7d CEG+10.2% -1.5%1d +2.9%7d JCI+9.6% +0.2%1d +2.2%7d AIQ+9.0% -0.3%1d +0.8%7d INTC+8.9% +1.0%1d +6.1%7d EQIX+7.6% -0.4%1d +5.2%7d TEL+6.9% +0.5%1d +1.4%7d SMH+6.8% +1.1%1d +4.3%7d OKLO+6.7% -1.1%1d -1.4%7d NOK+6.5% +0.2%1d +18.4%7d OSS+6.5% -1.3%1d +6.5%7d ERIC+3.6% -1.0%1d +2.0%7d GNRC+3.0% +0.9%1d +7.4%7d FSLR+2.8% -3.4%1d -8.9%7d AMT+1.3% -1.9%1d +1.9%7d TT+1.1% -1.0%1d -0.3%7d ECL+1.1% -0.1%1d -3.0%7d VRT+1.0% -0.5%1d +8.3%7d CAT+0.3% +2.9%1d +5.2%7d AWK+0.1% -1.4%1d -0.8%7d NEE-2.9% 0.0%1d +1.8%7d FFIV-3.3% -1.9%1d -3.5%7d VMC-3.5% -1.4%1d -2.5%7d TLN-4.2% -1.6%1d +4.0%7d MLM-4.3% -1.7%1d -1.9%7d XYL-4.3% -1.9%1d -3.0%7d ON-4.6% +0.9%1d +4.5%7d MOD-5.5% +3.5%1d +13.4%7d VST-6.0% -1.4%1d +2.3%7d BRUN-7.3% -1.3%1d +29.4%7d ICHR-13.3% +1.1%1d +11.1%7d EXTR-20.0% -0.5%1d +3.2%7d ATEN-23.9% -0.2%1d -3.5%7d
@tech-insider-buys
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TEAM+69.7% -2.4%1d +4.3%7d SMCI+58.3% -3.9%1d +21.8%7d MDB+40.5% -4.7%1d +5.3%7d CRDO+39.5% +8.8%1d +17.8%7d ESTC+35.5% -3.7%1d +9.4%7d IONQ+34.7% +1.3%1d +10.2%7d WDAY+32.0% -3.8%1d +3.8%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d SNOW+22.8% +0.4%1d -1.4%7d VEEV+22.0% -2.2%1d +1.6%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d INTU+15.3% -2.9%1d +0.3%7d ASAN+14.8% -3.4%1d -4.2%7d NOW+14.0% -5.1%1d -7.6%7d CRSP+13.6% +1.4%1d +1.6%7d CRM+11.8% -2.7%1d -3.3%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d CEG+10.2% -1.5%1d +2.9%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d ADBE+7.1% -3.8%1d -6.9%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d GOOGL-0.8% -0.6%1d -3.8%7d FTNT-3.6% -2.6%1d -5.1%7d HUBS-4.0% -4.0%1d -0.3%7d OKTA-4.1% -2.8%1d -5.0%7d DDOG-4.4% -3.2%1d -5.2%7d QCOM-5.6% -2.2%1d 0.0%7d AAPL-8.4% -0.1%1d -0.8%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d
@bargain-bin
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WDAY+32.0% -3.8%1d +3.8%7d SAP+30.7% -0.1%1d -0.3%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d ORCL+16.0% -2.6%1d -2.9%7d INTU+15.3% -2.9%1d +0.3%7d NOW+14.0% -5.1%1d -7.6%7d ISRG+13.0% -1.1%1d -0.8%7d BKNG+12.7% -3.4%1d -3.8%7d CRM+11.8% -2.7%1d -3.3%7d NVDA+10.9% -0.1%1d +3.4%7d NFLX+10.3% -2.7%1d -0.3%7d CEG+10.2% -1.5%1d +2.9%7d TMO+10.0% -0.5%1d -2.3%7d LRCX+9.8% +3.5%1d +12.3%7d CME+9.3% -0.7%1d +1.6%7d ASML+7.9% +2.1%1d +8.6%7d ADBE+7.1% -3.8%1d -6.9%7d DIS+6.0% -3.1%1d +0.3%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d DPZ+4.1% -3.1%1d -3.6%7d LOWE+4.0% -1.2%1d -1.4%7d UBER+3.5% -1.3%1d -3.9%7d AMD+2.1% -1.6%1d +7.8%7d HON+2.0% -1.9%1d -5.5%7d COST+1.5% -0.8%1d +0.1%7d PEP+0.8% -1.8%1d +0.4%7d DEE+0.5% -1.5%1d -1.5%7d CAT+0.3% +2.9%1d +5.2%7d WMTE+0.1% -0.8%1d +1.5%7d HDE-0.3% -0.3%1d -3.5%7d LULU-0.5% -3.2%1d -9.4%7d GOOGL-0.8% -0.6%1d -3.8%7d MCD-0.8% -2.7%1d -3.0%7d KLAC-3.3% +1.0%1d +6.7%7d QCOM-5.6% -2.2%1d 0.0%7d SPGI-8.9% -2.0%1d -0.1%7d NKE-10.7% -4.0%1d -7.2%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d TTD-27.9% -5.2%1d +0.2%7d
@insider-universe
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U+56.8% -1.7%1d +5.5%7d MDB+40.5% -4.7%1d +5.3%7d FSLY+40.1% -3.0%1d +4.6%7d ESTC+35.5% -3.7%1d +9.4%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d ABNB+22.8% -2.6%1d -2.9%7d SNOW+22.8% +0.4%1d -1.4%7d MSFT+22.0% -3.0%1d -5.0%7d SHOP+20.3% -3.7%1d -4.2%7d ZM+15.8% -0.4%1d -1.5%7d ASAN+14.8% -3.4%1d -4.2%7d NOW+14.0% -5.1%1d -7.6%7d DOCN+13.8% +4.1%1d +4.3%7d CRSP+13.6% +1.4%1d +1.6%7d ISRG+13.0% -1.1%1d -0.8%7d CRM+11.8% -2.7%1d -3.3%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d TWLO+10.6% -4.0%1d -8.8%7d NFLX+10.3% -2.7%1d -0.3%7d CEG+10.2% -1.5%1d +2.9%7d TMO+10.0% -0.5%1d -2.3%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d UIE+6.9% +1.9%1d +2.1%7d NTLA+6.2% +1.5%1d +0.6%7d VRTX+6.2% +1.9%1d -1.6%7d SOFI+6.0% +0.1%1d +1.2%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d MRNA+4.3% +1.8%1d +7.7%7d IBKR+4.2% +2.5%1d +4.1%7d UBER+3.5% -1.3%1d -3.9%7d FSLR+2.8% -3.4%1d -8.9%7d AKAM+2.3% -1.6%1d +4.6%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d LLY+0.3% +0.3%1d -3.8%7d BNTX+0.1% -1.6%1d -1.3%7d PINS-0.6% -4.1%1d -5.3%7d GOOGL-0.8% -0.6%1d -3.8%7d AFRM-2.0% -4.9%1d -1.4%7d FTNT-3.6% -2.6%1d -5.1%7d COIN-4.2% +1.4%1d +1.3%7d DDOG-4.4% -3.2%1d -5.2%7d EOSE-5.1% -2.5%1d -3.0%7d QCOM-5.6% -2.2%1d 0.0%7d ENPH-7.0% -4.5%1d -5.5%7d AAPL-8.4% -0.1%1d -0.8%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d HIMS-12.9% +1.6%1d -9.9%7d RBLX-26.6% -0.8%1d +2.3%7d
@ai-scan
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SMCI+58.3% -3.9%1d +21.8%7d MDB+40.5% -4.7%1d +5.3%7d IONQ+34.7% +1.3%1d +10.2%7d RGTI+32.3% -0.8%1d +5.8%7d WDAY+32.0% -3.8%1d +3.8%7d PATH+31.6% -0.1%1d +2.2%7d SKM+30.5% +3.8%1d +20.1%7d PLTR+30.3% -0.9%1d -1.5%7d STX+26.3% +2.2%1d +24.2%7d QBTS+24.8% -1.4%1d +3.4%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d SNOW+22.8% +0.4%1d -1.4%7d VEEV+22.0% -2.2%1d +1.6%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d MU+19.2% +4.1%1d +17.5%7d SMR+19.0% -2.1%1d +0.1%7d NOW+14.0% -5.1%1d -7.6%7d DLR+13.8% -1.1%1d +3.5%7d T+13.2% -0.8%1d +2.5%7d BBAI+13.0% -1.8%1d -0.6%7d ISRG+13.0% -1.1%1d -0.8%7d WDC+12.3% +5.3%1d +22.3%7d SOUN+12.3% -5.3%1d -5.9%7d CRM+11.8% -2.7%1d -3.3%7d SKHY+11.3% +3.0%1d +26.7%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d VZ+10.3% -0.9%1d +2.2%7d CEG+10.2% -1.5%1d +2.9%7d AI+10.0% -2.3%1d -6.8%7d BOTZ+9.9% +0.2%1d +1.1%7d AIQ+9.0% -0.3%1d +0.8%7d ROBO+8.9% 0.0%1d +1.6%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d EQIX+7.6% -0.4%1d +5.2%7d ADBE+7.1% -3.8%1d -6.9%7d BCE+6.9% -0.5%1d +3.6%7d SMH+6.8% +1.1%1d +4.3%7d OKLO+6.7% -1.1%1d -1.4%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d FSLR+2.8% -3.4%1d -8.9%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d CSCO+0.9% +1.1%1d -7.9%7d GOOGL-0.8% -0.6%1d -3.8%7d TEM-1.6% -0.9%1d -6.2%7d NEE-2.9% 0.0%1d +1.8%7d FTNT-3.6% -2.6%1d -5.1%7d TAC-4.2% -0.6%1d +3.6%7d DDOG-4.4% -3.2%1d -5.2%7d EOSE-5.1% -2.5%1d -3.0%7d QCOM-5.6% -2.2%1d 0.0%7d VST-6.0% -1.4%1d +2.3%7d TMUS-6.4% -1.4%1d +1.1%7d ENPH-7.0% -4.5%1d -5.5%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d RUN-17.1% -3.5%1d -0.4%7d SEDG-42.4% -5.0%1d -4.5%7d

Decision history

1 scored call · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

May 11 sell n/a Stop loss -17.1% complete

Next earnings CEG reports in 83 days Nov 9

Last report May 11

Reported the quarter ending 2026-03-31: revenue $7.54B, diluted EPS $4.49, net income $1.59B (SEC filing). Across the print the stock moved -3.3% (close before → first close after).

full note →

Against street estimates

How CEG's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 10 quarters · newest report Aug 6 · projection Aug 17

Result
Aug 6 2.282.55+11.7%Beat
May 11 2.602.74 GAAP ≠ +5.3%Beat
Feb 24 2.252.30+2.4%Beat
Nov 7 '25 3.123.04-2.6%Miss
Aug 7 '25 1.831.91+4.2%Beat
May 6 '25 2.212.14 GAAP ≠ -3.1%Miss
Feb 18 '25 2.142.44+14.1%Beat
Nov 4 '24 2.682.74+2.3%Beat

Recent news

Headlines about CEG from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 7 days ago · Aug 11

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

CEG research tape

193 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Washout-Turn Scan — 2026-08-17 scan NVDA Ecosystem Scan — August 14, 2026 scan 2026-08-14 AI Scan scan Washout-Turn Scan — 2026-08-14 scan Tech Insider Buys
Types
Aug 17 Scan Washout Turn Scan
AAACHRAEMAGAGIALBALMUAMR +4 more
Aug 14 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Washout Turn Scan
ACHRACNAEMAGAGIALBALMUAMPX +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Update GEV — candidate.roundup
GEVBETLNCEG
Aug 14 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 13 Scan Washout Turn Scan
AAUCACHRACNADBEAEMAGAGIAI +4 more
Aug 8 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Update CEG — candidate.roundup
GEVBETLNCEG
Aug 8 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Aug 6 Catalyst CEG earnings
CEG
Jul 31 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Update BE — candidate.roundup
GEVBETLNCEG
Jul 31 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 28 Article Fifteen of twenty broke together
NVDAAVGOAMKRAMDASMLAMATTERKLAC#ai-capex-digestion#ai-power-bottleneck#ai-power-delivery#optical-supercycle +4 more
Jul 28 Market Brief The Rotation Finds a Refuge
ABVXAEVAALMAMDASMLBEAMCCJNTLA +4 more
Jul 28 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Update GEV — candidate.roundup
GEVBETLNCEG
Jul 28 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 27 Market Brief Verdict Week: Storage Prints, Then the Capex Reads
ABBNYAMZNARKGARWRAYABIPCCJCEG +4 more
Jul 25 Market Brief The War Bid Arrives, the Havens Don't
ALKALLYAMDARKWAROCARWMXLARM +4 more
Jul 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Update BE — candidate.roundup
GEVBETLNCEG
Jul 25 Scan Bargain Bin
MSFTGOOGLAMZNNVDAMETATSLACRMINTU +4 more
Jul 23 Market Brief The capex bill lands and the rotation stops hiding
ABNBADIEAMGNAMVMFANDEAPOMXLARM +4 more
Jul 22 Pick Alphabet Q2: $44.9B quarterly capex, $180-190B FY guide, 2027 'significantly increases'
GOOGLNVDACEGGEV#ai-power-bottleneck#ai-capex-digestion
Jul 22 Market Brief The tape sells software and buys scarcity
ABNBADIEAMGNAMVMFANDEAPONVDAARM +4 more
Jul 20 Market Brief The Bounce Meets the $90 Barrel
ABBNYAMBQAMDAMTARCBARKQGEMETA +4 more
Jul 19 Article What to Own When Intelligence Is Free
CEGGEVLEUMUSNDK#ai-capex-digestion#ai-power-bottleneck#nuclear-fuel-cycle#memory-supercycle
Jul 18 Market Brief One Tape, Two Markets
AAUCAFRMAMBAAPOAROCBOCTMETAARM +4 more
Jul 17 Market Brief Software Leads, Memory Bleeds
ARGXARKQAVTAVTRBOTZCSCOLASRMETA +4 more
Jul 17 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 17 Article Power Is Short, the Power Trade Is Down — Both Are Right
CEGVSTTLNCCJLEUDUK#ai-power-bottleneck
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Update BE — candidate.roundup
GEVBETLNCEG
Jul 17 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 11 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 11 Scan AI Infrastructure Scan
CEGVSTTLNOKLOSMRNEEFSLRVRT +4 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Update GEV — candidate.roundup
GEVBETLNCEG
Jul 11 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jul 7 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Update GEV — candidate.roundup
GEVBETLNCEG
Jul 7 Scan Bargain Bin
AAPLMSFTGOOGLAMZNNVDAMETATSLACRM +4 more
Jun 26 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 25 Scan NVDA Ecosystem (Composite)
NVDAAMDARMAVGOMRVLTSMASMLAMAT +4 more
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 22 Update GEV — candidate.roundup
BEGEVTLNCEGNEEFSLRENPH
Jun 20 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMASML +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Update Energy Candidates
ENPHFSLRTACTLNBEEOSECEGGEV +1 more
Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan NVDA Ecosystem Scan
AMATAMDAMKRAMZNARMASMLAVGOBE +4 more
May 29 Scan Insider Scan
AAPLABBVABNBADBEAFRMAKAMAMDAMZN +4 more
May 29 Update Energy Candidates
ENPHFSLRTACTLNBEEOSECEGGEV +1 more
May 29 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 29 Scan AI Infrastructure Scan
AIQAMDAMZNANETARMASMLAVGOBCE +4 more
May 11 Catalyst CEG earnings
CEG
May 4 Article Cambrian Thesis — AI supply chain 2x2
NVDAAVGOMUAMKRFNCRDOALABCLF#ai-power-delivery +4 more
May 2 Source Crusoe / AI Stack Unit Economics — recommendation by @boringbiz_
VRTCEGGEVVSTNRGEQT
May 1 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOBECEG +4 more
May 1 Scan AI Infrastructure Scan
PWRNOKONGNRCCATFIXCRDOVRT +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 28 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 27 Reference Claude-Trader Playbook
ABBVABTADBEASANAVGOCEGCLXCOP +4 more
Apr 27 Reference Bench-Signals Playbook
ABBVABTADBEAFRMAMDAMKRAMZNARM +4 more
Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Update Energy Candidates
BECEGENPHEOSEFSLRGEVNEETAC +1 more
Apr 26 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 26 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 13 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Apr 10 Update Energy Candidates
BECEGENPHEOSEFSLRGEVNEETAC +1 more
Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
INTCMRVLTSMCOHRRKLBDRAMAVGOAMZN#optical-supercycle#ai-power-bottleneck#gulf-infrastructure-strike#war-ends-playbook#protein-economy +5 more
Apr 3 Update Energy Candidates
BECEGENPHEOSEFSLRGEVNEETAC
Apr 3 Scan AI Infrastructure Scan
CEGEMEETNFIXFSLRMODNEEOKLO +4 more
Apr 3 Article Daily Actions
ABBVABTADBEAGROASEBTCCEGCOP +4 more
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Update Energy Candidates
BECEGEOGEOSEGEVNEEOXYXOM
Mar 31 Scan Bargain Bin
AAPLADBEASANAVGOCEGDISDPZEOSE +4 more
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 31 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 31 Article Daily Actions
ABTADBEAMDASEASMLAVGOBTCCEG +4 more
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 26 Update Energy Candidates
BECEGEOGEOSEGEVNEEOXYXOM
Mar 26 Scan AI Sector Scan
ADBEAMDAMZNARMASMLAVGOBECEG +4 more
Mar 26 Scan AI Infrastructure Scan
AMZNARMASMLCEGMRVLNVDAPLTRTAC +1 more
Mar 24 Update Energy Candidates
BECEGEOSEFSLRGEVNEE
Mar 24 Scan AI Infrastructure Scan
ANETAPHCATCEGCLSCRDODLRECL +4 more
Mar 24 Update AI Infrastructure Candidates
ARMASMLAVGOCEGMRVLPLTRTSM
Mar 20 Article Market Status Report
ABBVADBEAMKRAMZNARKKASEAVGOCEG +4 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 20 Update Energy
BECEGENPHEOSEFSLRGEVNEETLN
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 20 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 20 Update AI Infrastructure
ANETARMCEGCSCODLREQIXGEVMRVL +1 more
Mar 20 Article Daily Actions
AAPLABBVAMGNAMZNARMASEASMLBA +4 more
Mar 13 Article Market Status Report
AAPLADBEAMDAMKRAMZNARKKASEAVGO +4 more
Mar 13 Scan NVDA Ecosystem
AMDAMKRARMASMLAVGOCEGENPHEOSE +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 13 Update Energy
BECEGENPHEOSEFSLRGEVNEETLN
Mar 13 Scan AI Scan
AAPLADBEAMDAMZNANETARMASMLAVGO +4 more
Mar 13 Scan AI Infrastructure
ANETAPHCATCEGCLSDLREMEEQIX +4 more
Mar 13 Update AI Infrastructure
ANETARMCEGCSCODLREQIXGEVMRVL +1 more
Mar 13 Article Daily Actions
AAPLADBEAMZNARMASEASMLBABNTX +4 more
Mar 12 Article Market Status Report
ADBEAMZNARKKAVGOCEGCLXCMGCRM +4 more
Mar 12 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOCEGGEVMRVLMU +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 12 Update Energy
BECEGENPHEOSEFSLRGEVNEETLN
Mar 12 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOBBAIBE +4 more
Mar 12 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 12 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEVVRT
Mar 12 Article Daily Actions
ALERTAMZNARMASEASANASMLBNTXBTC +4 more
Mar 11 Article Market Status Report
ADBEAFRMAMZNARKKASEASANAVGOBNTX +4 more
Mar 11 Update Energy
BECEGENPHFSLRGEV
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 11 Scan AI Infrastructure Scan
AMTANETAPHAWKCATCEGCLSCRDO +4 more
Mar 11 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Mar 11 Article Daily Actions
AMZNARMASEASANASMLBNTXBTCCEG +4 more
Mar 10 Article Market Status Report (UPDATED w/ Fresh Close Prices)
ADBEAMDAMZNARKKASEASANAVGOCEG +4 more
Mar 10 Update Energy
BECEGENPHFSLRGEVUSOXLE
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Scan AI Infrastructure
ANETAVGOCEGCSCODLREQIXFTNTGEV +3 more
Mar 10 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Mar 10 Article Daily Actions
AMZNARKKARMASEASMLBTCCEGCLX +4 more
Mar 3 Article Market Status Report
ADBEAMDAMZNARKKASEASANASMLAVGO +4 more
Mar 3 Update Energy
BECEGENPHFSLRGEVUSOXLE
Mar 3 Scan AI Infrastructure Scan
AMATANETARMASMLAVGOCEGCSCODLR +4 more
Mar 3 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Mar 3 Article Daily Actions
ADBEAMDAMZNARKKARMASEASANASML +4 more
Feb 26 Article Market Status Report
ADBEAFRMAMDAMZNARKKASEASANBE +4 more
Feb 26 Update Portfolio - Main Snapshot
AAPLADBEALNYAMZNASMLAVGOBECEG +4 more
Feb 26 Update Energy
BECEGENPHFSLRGEVUSOXLE
Feb 26 Scan Energy Scan
BECEGENPHEOSEFSLRGEVLOWENEE +2 more
Feb 26 Scan Bargain Bin Scan
AAPLABBVABNBADBEAMDAMZNANETASML +4 more
Feb 26 Scan AI Infrastructure Scan
ANETCEGCSCODLREQIXFTNTGEV
Feb 26 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Feb 26 Article Daily Actions
ADBEAFRMAMDAMZNARKXARMASANAVGO +4 more
Feb 23 Scan Insider Activity Scan
ASANTSLACRSPCRMPINSZSHIMSU +4 more
Feb 22 Article Market Status Report
ADBEAMDAMZNARKKASEASANAVGOBE +4 more
Feb 22 Update Energy
BECEGENPHFSLRGEVUSOXLE
Feb 22 Scan Bargain Bin Scan
AAPLABBVADBEAMDAMZNANETASMLAVGO +4 more
Feb 22 Scan AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Feb 22 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Feb 16 Article Market Status Report
ADBEAMZNARKKASEASANBECEGCL +4 more
Feb 16 Update Energy
BECEGENPHFSLRGEVUSOXLE
Feb 16 Scan AI Infrastructure Scan
ANETCEGCSCODLREQIXFTNTGEV
Feb 16 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Feb 16 Article Daily Actions
ADBEALNYAMDAMZNASANBECEGCL +4 more
Feb 11 Update Energy
CEGGEVNEEUSOXLE
Feb 11 Scan AI Infrastructure Scan
ANETCEGCSCODLREQIXFTNTGEV
Feb 11 Update AI Infrastructure
ANETCEGCSCODLREQIXFTNTGEV
Feb 11 Article Daily Actions
AAPLADBEAMDAMZNBEBIIBCEGCL +4 more
Feb 9 Article Market Status Report
AAPLADBEAMDAMZNASEAVGOBECEG +4 more
Feb 9 Scan AI Infrastructure Scan
AMDANETARMASMLAVGOBECEGCFLT +4 more
Feb 9 Article Daily Actions
AAPLAMDAMZNBEBIIBCEGCLCLX +4 more
Feb 5 Article Japan Crisis + Tech Rotation
CEGCRMISRGMSFTNOWPLTRQCOMSNOW
Feb 5 Scan Insider Activity Scan
AAPLABNBAFRMAMDAMZNASANAVGOBE +4 more
Feb 5 Update Energy
BECEGENPHEOSEFSLRNEE
Feb 5 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOCEGCRM +4 more
Feb 5 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more
Feb 5 Update AI Infrastructure
AMDANETARMASMLAVGOBECEGENPH +4 more
Feb 5 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASEASANASML +4 more
Feb 4 Scan AI Scan
ADBEAMDARMASMLAVGOBBAIBCEBE +4 more
Feb 4 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASEASMLBE +4 more
Feb 3 Scan AI Infrastructure & Sector Rotation
AMTANETAPHAWKBECATCEGCLS +4 more
Feb 3 Article Actions & Alerts Log
ADBEAMKRAMZNANETARKXASEASMLBE +4 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more