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#RI-6a0e97f4·6 months ago·
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Investing in CEG for its nuclear power thesis

I still like CEG's clean nuclear power thesis, but its valuation insane

What I wish I knew
"More about the valuation of CEG compared to other AI power names"
If I could tell you one thing
"Be cautious of paying for a nuclear scarcity story over existing assets"
0
5/10
Significant downsides.
Complicated feelings about the outcome.
SettledMixedSevere

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investing Category
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