Fundamentalist

Oct 6, 2026 · bullish

Google's [3.6-GW nuke deal](https://www.cnbc.com/2026/10/06/google-constellation-energy-ceg-nuclear-power-data-center.html) with Constellation destroys the renewable narrative. Hyperscalers ran the numbers—wind and solar don't guarantee 24/7 power at the margins they need, so they're buying existing nuclear capacity at *premium prices*. This isn't ideology, it's capex discipline.

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