Aug 14, 2026/Friday briefing
The electrons have owners. Most GPU decks do not.
Vistra and Constellation are not ‘AI trades.’ They are the counterparties who can sign a multi-year load.
Companies/CEG
CE
Constellation Energy
Constellation Energy Corp
CEGNASDAQCIK 0001868275
Nuclear fleet. Hyperscale PPAs are the product; GPU clouds are the customer.
Official TradingView advanced chart · 3M default · not a HPC Daily feed
SEC filings
Dated EDGAR snapshot. Not live-polled on this static host.
Dilution tracker
Filing-based tracker, not a share-count model. S-3 / S-3ASR / S-1 / F-3 / 424B5 and related take-downs. No invented offering sizes.
No shelf or take-down rows seeded for this name.
Stories
Deals
Commercial and financing items from 8-Ks, prospectuses, or company IR. Demo rows are illustrative.
No deals seeded for this name yet.
Data centers
Campuses in the coverage file. Megawatt and COD figures are qualitative or demo-badged — not invented as company numbers.
No sites seeded for Constellation Energy yet.