Jun. 22 at 8:00 PM
If I could only follow disruptive themes for the next decade, it would be these:
Bookmark this.
• AI Energy →
$CEG $VST $OKLO $SMR
Bookmark this! The ultimate bottleneck of AI scaling is not computing power—it is carbon-free nuclear energy.
Utilities leader
$CEG, fresh off its Calpine merger, and
$VST, locking down massive 20-year PPAs with Meta and Amazon. Both sit tight right above key Fibonacci support levels.
Next-gen fission play
$OKLO, backed by Sam Altman with its 1.2GW Meta pipeline, alongside
$SMR (NuScale), holding the only NRC-certified modular design footprint.
Are you holding unassailable cash-flow anchors
$CEG/
$VST, or chasing massive asymmetry inside high-beta pure-plays
$OKLO/
$SMR? Let's talk below!