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What the podcasts are saying about
CEG
In-depth coverage
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Mentions · 7d
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Episodes
Latest attributed ideas · most recent first
17 JUL2W AGOTHE OPTIONS INSIDER RADIO NETWORK · 01:21
Senator Boozman loads up on diverse equities
“The podcast noted congressional trading disclosures showing Senator John Boozman purchasing shares across healthcare, energy, tech, and inflation-protected assets.”
Notable comment · 2/5Verify in source →
9 JUL3W AGOMACROVOICES · 10:52
AI power grid bottlenecks favor energy utilities
“The podcast highlighted power availability as the primary gating factor for AI expansion, creating a structural tailwind for power producers and grid infrastructure.”
Substantive discussion · 3/5Verify in source →
1 JUL4W AGOCNBC FAST MONEY · 01:20
Own power generation to play AI bottlenecks
“The guest argued that severe AI infrastructure bottlenecks will persist long-term, making power generation companies a top sector to own.”
In depth · 4/5Verify in source →
25 JUN25 JUNMOTLEY FOOL MONEY · 06:18
Federal backing drives large-scale nuclear expansion
“Government loan initiatives and federal targets create structural tailwinds for established nuclear operators and equipment providers over speculative micro-reactors.”
In depth · 4/5Verify in source →
22 JUN22 JUNCNBC FAST MONEY · 01:14
Chevron Permian gas deal validates energy trade
“The speakers argued that Chevron's 20-year natural gas deal with Microsoft to power a West Texas data center reinforces a constructive thesis on energy producers and power utilities supporting AI infrastructure.”
In depth · 4/5Verify in source →
18 JUN18 JUNMONETARY MATTERS WITH JACK FARLEY
Avoid overvalued merchant power generation stocks
“Merchant power producers trade at excessive multiples despite selling an un-differentiated commodity without the long-term contract protections of regulated utilities.”
Substantive discussion · 3/5Verify in source →
12 JUN12 JUNALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
Talen Energy re-rates on structural power deficit
“The thesis argued for Talen Energy is that US base-load power generation trades at a deep discount to replacement cost while entering a long-term demand super-cycle driven by AI, data centers, and structural grid under-capacity.”
Core thesis · 5/5Verify in source →
19 FEB19 FEBTHE DERIVATIVE · 58:52
Hyperscalers driving nuclear and SMR demand
“Big tech hyperscalers are driving a revival in nuclear energy by signing direct power purchase agreements and funding reactor builds to secure massive power needs for AI data centers.”
In depth · 4/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION