Zorg
@zorgresearch
if you win the rat race you're still a rat.
stocks, finance, ai, and all the above
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Google's deal is one big ass contract.
The firm power map around it is a bit bigger:
1. Constellation $CEG - largest US nuclear fleet; Google uprates plus Amazon on Calvert Cliffs (~190 MW) last week
2. Talen $TLN - Susquehanna already feeding AWS (up to 1.9 GW through 2042), roughly 4 GW of DC sites in the pipeline
3. Vistra $VST - rode the same bid on ERCOT/PJM firm capacity
4. Then the "you still can't interconnect" layer: Hubbell transformers (lead times still talked about in years), Quanta / EMCOR for the MEP that wires the hall
5. Bloom $BE if the queue won't move - onsite fuel cells, Fremont racing toward 2 GW annual by year end
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Google just signed a 20 year nuclear PPA with $CEG
3,590 MW, 890 MW of new uprates at 11 PJM units, >$4.3B of investment.
CEG +12.9%.
The message is clear: hyperscalers will pay premium for power that never stops.
Existing nuclear just got repriced from boring utility to scarcity asset.
$VST +9.5% on the $4.2B DOE loan for 433 MW of uprates.
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Deutsche Bank just initiated Formfactor at Buy with a $200 target.
They’re saying FormFactor is becoming a real second source for Nvidia GPU probe cards at TSMC, with room to take 20% share by 2028 and more than $200M of sales from that alone.
Probe cards are the boring thing on every HBM wafer and every GPU package. When Micron locks most of FY27 HBM, the test queue gets tighter.
-> last quarter probe cards did $209.7M inside $258.2M of revenue.
-> Q3 guide is $270M.
$FORM $MU $NVDA
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