$CEG $VST = an absolute monster pair buy in the AI power boom. ⚡📈
Data centers don’t run on hope — they need 24/7 reliable power. And they’re not going to power themselves.
These two are perfectly positioned with long-term (20 year) contracts with hyperscalers, power demand expected to double in the coming years, and valuations sitting near 2-year lows.
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$CEG Forward P/E ~20.6x (nuclear pure-play) 🔹
$VST Forward P/E ~15.4x
Growth outlook is strong and visible:
$CEG: ~20% expected earnings growth, guided through 2029 (multi-year 20% CAGR)
$VST: ~30% expected earnings growth with clear 2026 visibility
Why the pair works so well:
$CEG = Higher quality name. Pure nuclear fleet = clean, stable, always-on baseload power. The premium pick.
$VST = More torque and upside. Bigger growth runway.