nuclear at scale, down 11% this year on the AI energy bottleneck.
CEG is an un-hyped energy bottleneck winner for data centers, down 11% this year with nuclear energy at scale.
AI and data centers increasingly hinge on available power, and CEG offers scalable nuclear capacity rather than speculative hype. The fact that it’s down about 11% this year improves the risk/reward versus flashier “cool” narratives that investors are chasing.