# $CEG $CCJ $VST: Nuclear Is Not Slowing Down
Nuclear energy names pulled back with the broader market this week, but the fundamental thesis keeps getting stronger.
Microsoft's Three Mile Island restart PPA is now in execution. Meta is expanding nuclear procurement. Google is evaluating SMR partnerships.
The AI data center power demand problem is real. Nuclear is the only baseload solution that scales.
$CEG remains the blue chip of the group as the largest U.S. nuclear operator. $CCJ provides uranium fuel exposure with Westinghouse optionality. $VST offers deregulated market pricing power. $BWXT is the components manufacturer.
The pullback creates a setup. Watch for relative strength versus the broader market as the first sign of rotation back into the group.
#Nuclear #Uranium #CleanEnergy #PowerDemand
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