Constellation Energy (CEG-Q)

He doesn't follow it that well. Although quantum computing is quite far off AI will continue to grow the need for data centres so more energy will be needed. Therefore CEG should do well.

Is a huge data centre play and soaring because of that. Then DeepSeek happened to throw doubt and hammered the stock. It has since risen. Is waiting until there's more clarity about this space and DeepSeek's actual costs.

A lot of the power, and even nuclear, stocks got hit. The market got that side of it right because in most technological revolutions, the price starts out high and then starts to come down as the demand goes up. If you look at what BABA came out with today, it puts DeepSeek in the back seat.

The power side is where you should be taking a bit of profit. You can see that a lot of people have over the last few days.

Unsure on direction of company as new data/A.I. companies are finding ways to use less energy. Will be a good stock to watch. 

The utilities sector has outperformed this year, so his holding has outgrown his portfolio weighting. It's a little expensive historically, now trading at 26X PE.

Very volatile and prefers other names, but this tends to bounce back because of its involvement in data centres. Take profits at $250-260.

There's a huge need for carbon-free power 24/7. CEG struck a deal with Microsoft and other tech giants will follow.

A good solar play that had outpaced its peers. Partial buy or hold. Don't sell.

It was down nearly 9% today and it will remain under heavy pressure, because the rotation now will continue for a few more days. 

Would recommend buying. Quality company. Clean energy in demand. 

Loves it. It's the closest America gets to pure-play nuclear power in America.