Buy CEG by Sep 26, 2026.

Hi everyone, ​I wanted to start a discussion around the recent 15-year power purchase agreement (PPA) signed between Constellation Energy ($CEG) and Walmart ($WMT). ​Up until now, the prevailing market thesis was that only Big Tech hyperscalers (Microsoft, Meta, Google) had the massive capital and the urgent AI data center needs to pay a premium for 24/7 clean nuclear baseload power. However, Walmart entering the mix to secure 176 megawatts of carbon-free energy from CEG’s Dresden Nuclear Center in Illinois …