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What top X accounts are doing, not what I think

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CEG

Constellation Energy CorporationStrongly aligned bullish
Close 274.36 (2026-10-15)28 days +4.4%1Y -32.1%28 d mentions 4

Stance mix of tracked accounts 3 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
2
Neutral
1
No stance
0
Bearish
0
Accounts BullNeuBearNone
@amitisinvestingViews ›2000
@alphatrendsViews ›0100
@leadlagreportViews ›1000

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 2Catalyst
  • 1Valuation
  • @leadlagreport: @leadlagreport idea: Constellation $CEG at $294.10, 28.7% below its 52 week high, with the lowest debt of four PJM peers. He is wrong if FERC accepts a refiled curtail first plan. No price target.
  • @amitisinvesting: A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure. 2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies. 3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners
  • @amitisinvesting: $VST I think some of the fundamental analysis here was strong but realistically… just never doubt Nancy folks 😆 $CEG deal with Google today also helped the entire energy sector…the ultimate bottleneck! $VST +12%
Bear case
  • none

Strongly aligned bullish. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Michael A. Gayed, CFA @leadlagreportViews ›
Bullish First call
Valuation · Medium term · @leadlagreport idea: Constellation $CEG at $294.10, 28.7% below its 52 week high, with the lowest debt of four PJM peers. He is wrong if FERC accepts a refiled curtail first plan. No price target.
2026-10-14 06:45 HKT Original post ↗
Bullish First call
Catalyst · Short term · A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure. 2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies. 3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners
2026-10-07 10:43 HKT Original post ↗
Brian Shannon, CMT @alphatrendsViews ›
Neutral First call
Technicals · Short term · ICYMI @traderTVLIVE with @tradertvneal and @tradertvshawn earlier $CEG $XBI $NVDA $NKE $MRNA $NFLX $STX $NBIS
2026-10-07 03:26 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 1 posts · Bull 1 / Bear 0
    @leadlagreport: @leadlagreport idea: Constellation $CEG at $294.10, 28.7% below its 52 week high, with the lowest debt of four PJM peers. He is wrong if FERC accepts a refiled curtail first plan. No price target. (Bullish)
  • 10/3–10/9 · 3 posts · Bull 2 / Bear 0
    @amitisinvesting: A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure. 2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies. 3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners (Bullish)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

CEG Bullish2026-10-14 06:45 HKTOriginal post ↗

@leadlagreport idea: Constellation $CEG at $294.10, 28.7% below its 52 week high, with the lowest debt of four PJM peers. He is wrong if FERC accepts a refiled curtail first plan. No price target.

See original

Idea: Constellation (CEG), $294.10, 28.7% below its 52-week high, lowest debt of four PJM peers.¹ I am wrong if FERC accepts a refiled curtail-first plan. No price target. https://www.freemarketsreport.com/ferc-told-pjm-you-cannot-curtail-your-way-out-of-a-shortage/#sources

Image 1 ↗

Reasoning: Valuation · Medium term Specific

CEG Bullish2026-10-07 10:43 HKTOriginal post ↗

A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX is reportedly seeking $40B in financing, led by Apollo, to fund a massive purchase of NVIDIA $NVDA AI chips, according to the Financial Times. The proposed financing includes roughly $10B in bank loans and $30B of investment-grade debt, with the transaction expected to close in 2027. Elon Musk said in August that SpaceX had “decided to build exclusively on NVIDIA,” specifically highlighting the company's Vera Rubin architecture as SpaceX accelerates investment in AI compute and data center infrastructure. 2. AMD $AMD CEO Lisa Su said AI compute demand continues to outpace supply and expects strong demand to persist for the next several years, with AMD planning to substantially increase supply in 2027. Su said AMD has already expanded supply this year but “could definitely use more,” thanking TSMC for bringing additional manufacturing capacity online while noting that memory remains broadly supply constrained. She added that AMD is working closely with memory suppliers and customers to ensure capacity ramps in sync while keeping its current business model unchanged. Su also described Taiwan as “very critical” to AMD, saying the company plans to increase its investment there while continuing to explore new packaging technologies. 3. Uber $UBER is acquiring ezCater for $2.3B in cash, expanding Uber Eats into the workplace catering market. ezCater has more than 140,000 restaurant partners

The original is long; open it to read in full

Reasoning: Catalyst · Short term

Price at post time (as recorded): $CEG 300.4

CEG Neutral2026-10-07 03:26 HKTOriginal post ↗

ICYMI @traderTVLIVE with @tradertvneal and @tradertvshawn earlier $CEG $XBI $NVDA $NKE $MRNA $NFLX $STX $NBIS

Image 1 ↗ Image 2 ↗

Reasoning: Technicals · Short term Specific

Price at post time (as recorded): $CEG 298.38

CEG Bullish2026-10-07 01:04 HKTOriginal post ↗

$VST I think some of the fundamental analysis here was strong but realistically… just never doubt Nancy folks 😆 $CEG deal with Google today also helped the entire energy sector…the ultimate bottleneck! $VST +12%

Image 1 ↗

Reasoning: Catalyst · Short term Specific

Price at post time (as recorded): $CEG 307.38

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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