In the biggest federal push since the Apollo program that landed on the Moon...
Trump is now pouring the full support of the federal government into a new type
of AI that could soon be worth 500 times more than ChatGPT.
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Сⅼіϲkhеrе and I'll reveal the shocking details. <[link removed]>
Editor's Note: See the following from our friend Josh Baylin. Josh is one of
the greatest tech investors in America. For years, he helped manage $200
million at SAC Capital (the elite fund run by Steve Cohen, who owns the NY
Mets). He purchased two $60,000 Nvidia supercomputers to run his own quant
fund. And he even broke tech stories atBloomberg for many years. But what he's
sharing next could be the biggest call of his career...
In the biggest federal push since the Apollo program that landed on the
Moon...
Trump is now pouring the full support of the federal government into a new
type of AI
<[link removed]>
that could soon be worth 500 times more than ChatGPT.
It works 10,000 times faster than human PhDs... and Elon Musk calls the
underlying tech "the most disruptive force in history."
And it turns out... without the public knowing it... billionaire Sam Altman
was behind this all along.
Sam Altman, of course, oversaw the launch of ChatGPT – the most successful
tech product launch of all time... and the fastest tech app ever to reach 1
billion users.
But now... with the help of Donald Trump... Sam Altman is moving to his next
big launch
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that could eclipse anything he's done so far at OpenAI – many times over.
And this could be the best thing to ever happen to you and your portfolio –
if you take the right steps today.
Click here to learn about the #1 stock to own as Trump backs Sam Altman's Next
Venture.
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Regards,
Josh Baylin
Senior Analyst, Stansberry Research
P.S. This AI is 10,000 times faster than even the smartest, most well-funded
human scientists on earth. The printing press was only 80 times faster than
copying books by hand. Trains were just 17 times faster than horse-drawn
wagons. So when I say AI is 10,000 times faster than human scientists at
discovering new medicines... I understand that number is hard to comprehend.
But that's the kind of exponential progress we're now living through thanks to
AI. And it's why you need to move fast here.Click here to see how you can
invest in AI's next major leap forward.
<[link removed]>
This ad is sent on behalf of Stansberry Research, 1125 N Charles St,
Baltimore, MD 21201. If you would like to optout from receiving offers from
Stansberry Research pleaseclick here.
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Сⅼіϲkhеrе and I'll reveal the shocking details. <[link removed]>
Today's Market Update For You
Constellation Energy and Vistra Are Signing 20-Year Nuclear Power Agreements
With Every Major Hyperscaler — Then Falling32% From Their 52-Week Highs —
Revealing How Equity Markets Price Infrastructure Stocks Differently From the
Businesses Themselves
Constellation Energy (CEG), the largest commercial nuclear operator in the
United States with22 gigawatts of nuclear capacity, reported $7.5 billion in
second-quarter revenue and raised its full-year earnings guidance, having
signed approximately920 megawatts of new long-term nuclear contracts in Q2
alone with an average duration of18.5 years — locking roughly 30% of its clean
baseload output under agreements that carry built-in inflation escalators.
Vistra (VST) signed a 20-year power purchase agreement with Meta Platforms for
2,600 megawatts of nuclear power from three PJM-region plants, a separate
agreement with Amazon Web Services for up to1,200 megawatts from its Texas
facility, entered a joint venture with Nvidia to co-develop digital
infrastructure, and acquired Cogentrix Energy's ten gas-fired power plants for
$4.7 billion to add flexible capacity alongside its nuclear baseload. Both
stocks sit approximately32% below their 52-week highs.
The gap between the commercial trajectory and the stock price performance is
not contradictory — it reflects the specific way equity markets price
independent power producers. Unlike hyperscalers whose data center capex is
funded from operating cash flow and balance sheet,CEG and VST operate as
wholesale merchant power producers whose earnings depend on the clearing price
for electricity in competitive grid markets — a model that generates both the
long-term PPA certainty that hyperscalers are now buying and the short-term
commodity price exposure that creates regulatory and policy risk.
Constellation's behind-the-meter co-location arrangements — where data centers
connect directly to nuclear plant output rather than flowing through the
broader grid — have drawn criticism from consumer advocates who argue that
bypassing the grid shifts maintenance costs onto residential ratepayers,
creating a regulatory friction point that the stock discount partially prices.
Nuclear AI Power — Deal Scale and Stock Disconnect
CEG Nuclear Capacity22 GWLargest US commercial nuclear operator; 920 MW new Q2
contracts at avg. 18.5-yr duration
VST Meta PPA2,600 MW / 20 yrsPlus 1,200 MW AWS deal at Texas nuclear site;
Nvidia JV for data center infrastructure
CEG + VST vs. 52-Week High−32% both namesStock reset despite signing
multi-decade hyperscaler agreements — merchant risk and regulatory friction
CEG Q2 Revenue$7.5BFull-year guidance raised; ~30% of clean baseload now
locked under long-term PPAs
Why the Stock Is Down While the Business Is Accelerating
Business Trajectory Signal Equity Market Discount Factor
20-year hyperscaler PPAs with inflation escalators — revenue visibility
unprecedented for power sectorMerchant power model = commodity price exposure
to PJM clearing prices not hedged by PPAs
Guidance raised — underlying power demand from AI buildout is structural
Regulatory scrutiny on co-location — consumer advocates challenge
behind-the-meter arrangements
CEG $26.6B Calpine acquisition adds 27 GW gas + geothermal — diversifies
baseloadRate hike environment raises cost of capital for capital-intensive
power infrastructure
Both ~100% hedged for 2026, ~94% for 2027 — near-term earnings floor
well-definedAI capex slowdown risk — if hyperscaler data center builds
moderate, PPA demand assumptions weaken
CEG and VST are structurally positioned at the intersection of two of the
strongest demand trends in the economy — AI infrastructure and energy scarcity
— but the merchant model means the market prices them for commodity risk, not
just contract quality.
The grid bottleneck that nuclear power is being asked to solve is not a
near-term problem. The Department of Energy's analysis puts data center
electricity consumption on a trajectory to increase substantially through 2028,
and the record grid capacity addition of approximately7 gigawatts annually that
the US has historically been able to supply to data centers is already
insufficient relative to the announced build-out pipeline. The three structural
paths to the theme carry different risk profiles: Constellation offers the
largest pure nuclear fleet with hyperscaler PPAs already executed; Vistra pairs
baseload nuclear with a fast-growing gas platform and now counts Nvidia as a
joint venture partner; NextEra Energy provides a regulated earnings floor with
optionality on the AI demand surge through its Florida utility and nuclear
restart program. At32% below their 52-week highs, both CEG and VST are offering
exposure to a decades-long power demand infrastructure story at a price that
prices in regulatory and commodity risk that the long-term contract book
structurally mitigates.
Sources: Motley Fool · BigGo Finance · Yahoo Finance · BingX Research ·
CMElite Group
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