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Because AI data centers require 24/7 uninterrupted stable green electricity, nuclear power has become the only choice for tech giants (such as Microsoft and Amazon).
$CEG
•Status: The largest nuclear power operator in the United States.
•Logic: They own a large number of existing nuclear power plants. The recent trend is for tech giants to directly build data centers next to nuclear power plants (such as Microsoft's deep cooperation with CEG).
$VST
•Status: Currently a "monster stock" in the S&P 500 index that can even compete with NVIDIA in performance.
•Logic: Combining traditional power generation and nuclear power business, benefiting from rising electricity prices in Texas (a major AI data center hub) and reshaping nuclear power valuations.