Buy CEG by Jan 5, 2027.

CEG popped again yesterday on the Google deal, a week after the Amazon one. Every take I see is basically "AI needs power, buy anything with a reactor" so I actually went and read the deal announcements. Neither deal is Big Tech just buying power that already exists. Amazon's 690 MW at Calvert Cliffs comes with \~190 MW of uprates (basically new equipment so the same reactors put out more) and money toward renewing two licences. Google's is 890 MW …