Negligible Capital on X
*US OFFERS CONSTELLATION $5B IN FINANCING FOR NUCLEAR REACTORS Projects backed by the conditional loan commitment expected to add 1.1GW - $CEG
NASDAQ
Constellation Energy Corp
CEG
4 stories
$87B Market cap · 2026-11-05
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Thursday Tailwinds #12: Oct 22, 2026
PJM's 6,831 MW capacity shortfall is driving nuclear uprates, with Google contracting 890 MW from 11 operating reactors.
Barbarian Capital on X
Google and Constellation Energy Strike a Sweeping Nuclear-Power Deal $CEG https://t.co/VdEF0Ybdry
A Capital on X
@LepoulpePoulpo $TLN has always had an issue about which bucket it falls in: (I) the IPP bucket ($VST, $CEG, etc.) or the (II) ShitCo Nuclear Bucket ($OKLO, $SMR, etc.) Traders can’t make up their mind…
Investor Letters
Letters that discuss CEG.
- Davenport Asset Management The Davenport Funds Quarterly Update: First Quarter Update 2026 First Quarter 2026 ABT $197BACN $156BBR $21B
- Andrew Hill Investment Advisors Q4 2025 Client Letter fourth quarter 2025 AAPL $5TCEG $87BDE $182B
- Andrew Hill Investment Advisors 2024.Q4 Client Letter 2024.Q4 AAPL $5TAMZN $2.9TANET $226B
- Andrew Hill Investment Advisors 2024.Q3 Client Letter 2024.Q3 CEG $87BLLY $1.3TMSFT $4T
- Andrew Hill Investment Advisors 2024.Q2 Client Letter second quarter of 2024 AAPL $5TANET $226BCEG $87B
- Sound Shore Management March 31, 2024 first quarter 2024 AYI $10BBA $136BCEG $87B
- Andrew Hill Investment Advisors 2024 Q1 Client Letter 1st Quarter of 2024 CEG $87BDELL $245BEQT $33B
- Sound Shore Management September 30, 2023 third quarter of 2023 CEG $87BGEHC $39BTEVA $50B
- Holland Advisors Interim Investor Letter – June 2026 six month period 2026 AMZN $2.9TMETA $1.6TNFLX $511B
- Davenport Asset Management The Davenport Funds Quarterly Update Q2 2026 ABT $197BACN $156BIFF $21B
- Andrew Hill Investment Advisors 2nd Quarter Recap - Ending Up, After A Wild Ride second quarter of 2025 YETI $3.4B
- Sound Shore Management December 31, 2023 fourth quarter of 2023 CNC $35BCOF $126BOGN $3.6B
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