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← @matthew_sigel

$CEG

BULLISH2026-08-06
Price around the call
↑ 2026-08-06
By horizon✓ hit+11.9%
1d
…
5d
✓ +4.3%
21d
✓ +11.9%
Original post
matthew sigel, recovering CFA · 2026-08-06

$CEG - largest private-sector power producer in the world - says Batch Zero delay is "temporary and manageable" "Governor Abbott has asked for some pretty reasonable information to be included as part of batch zero. We think all that information can be provided quickly, and we don't think it should be a meaningful delay in ultimately moving through that process and getting answers quickly. So we see this as a temporary measure here that we think is manageable by the industry." On urgency of existing capacity vs. new builds: "If that's the case, we might as well hand over the keys to China. We're never going to build this economy if the outcome is going to be we got to wait for new power plants to be built before we can connect any data center." On stranded capacity as the underappreciat

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