Unclestocknotes(@Unclestocknotes):Google signs a 20-year power deal with $CEG for 890MW added via nuclear uprates. CEG +14.84%. Big Tech is funding new capacity. Watch $GEV $VST $BWXT. AI needs power. After a near-15% rally, follow-on contracts, approvals and execution need to deliver.

Unclestocknotes

@Unclestocknotes

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Unclestocknotes@Unclestocknotes

2026.10.07 00:06

Google signs a 20-year power deal with $CEG for 890MW added via nuclear uprates. CEG +14.84%. Big Tech is funding new capacity. Watch $GEV $VST $BWXT. AI needs power. After a near-15% rally, follow-on contracts, approvals and execution need to deliver.