L0 Event Field BUILT
Raw signal layer. Every event becomes a point in a 1,536-dimensional semantic space at the timestamp of its occurrence, with actors linked, source, relevance, and a data-quality flag.
adds Captures every news, filing, transcript, and social post naming CEG, point-in-time, ready for upstream clustering.
today 418 events naming CEG in the 130-day window where every layer has coverage (1,121 in the full L0 corpus). Sources: NewsAPI, Finnhub news + transcripts, Reddit, X-amplification, SEC filings.
events per day naming CEG 418 total · peak 27 on 01-16
Peak day sample: “Constellation Energy Corporation (CEG) Registers a Bigger Fall Than the Market: Important Facts to Note”
Some gaps 15 of 130 days in this window had zero events for CEG — longest gap 4 consecutive days. Some of this is real news quietness; some reflects pipeline gaps in Dec 2025 / Jan 2026 / early Feb 2026 (post-holiday weeks where fetch_today.py ran in degraded mode). A targeted gap backfill ran on 2026-05-18 to repair this; daily health checks were added downstream to prevent recurrence.
L1 Narrative Field BUILT / SHADOW VALIDATED
Events embed into a shared semantic space and cluster into coherent storms. Each storm has a stable ID that persists across days through F-002 lineage matching.
adds Places CEG inside a named narrative each day — and tracks when its center of mass shifts to a different one.
today Primary cluster: “week / investors / about” . Density (7d): 0.054 (momentum -0.081 , novelty 0.25 ). Cluster labels are auto-generated from the full event neighborhood — actor membership reflects shared AI-sector coverage, not exclusive company-specific coverage.
CEG’s primary cluster over time 92 distinct clusters · 112 transitions
Colored band = primary cluster label. Line = semantic_density_7d. Cluster transitions are where the actor’s narrative center of mass shifted.
2026-01-05
AI data centers and energy dynamics
5d in this narrative
2026-02-11
Nuclear energy investment momentum
3d in this narrative
2026-03-19
Market Sentiment and Investment Strategies
1d in this narrative
2026-04-27
Earnings season insights and stock analysis
5d in this narrative
L2 Expectation Field BUILT V1
Forward views per actor, embedded into the same semantic space and attached to their nearest L1 storm.
adds Turns CEG's narrative position into a directional thesis with conviction — a daily forward expectation.
today Latest: mixed rotational at conviction 0.70 . “CEG's narrative around nuclear power capacity for AI data centers continues to lead its price, as evidenced by its strong narrative dislocation score of +8.3. Despite the robust story, the stock remains in a repricing state, lagging the broader market. The hyperscaler nuclear PPA”
CEG’s daily expectation 128 days · direction = bar color · conviction = bar height
2025-11-26 · bearish_continuation · conv 0.65 — Despite positive narrative momentum around nuclear energy for AI data centers, the price is lagging significantly. The repricing state suggests continued bearish pressure in the near term, particularly given the recent negative relative performance. 2025-11-28 · inflection_pending · conv 0.65 — The immediate outlook suggests a potential inflection as narrative pressures around nuclear power capacity remain strong, despite recent repricing. Continued focus on hyperscaler offtake deals could stabilize sentiment in the coming months. 2025-12-01 · bullish_continuation · conv 0.75 — As of now, CEG is positioned for a bullish outlook driven by early signs of market stabilization and a promising pipeline of hyperscaler nuclear PPA deals. The upcoming regulatory clearances may further enhance growth prospects in the near term. 2025-12-02 · inflection_pending · conv 0.65 — The upcoming months may see stabilization as the narrative around nuclear power capacity evolves, particularly with hyperscaler agreements. However, current repricing signals suggest caution until a clearer direction emerges. 2025-12-03 · neutral_macro · conv 0.65 — The next 1-2 months may see stabilization in pricing as narrative support from hyperscaler deals continues, but the overall sentiment remains cautious due to recent repricing. Regulatory developments will be crucial for future momentum. 2025-12-04 · bullish_continuation · conv 0.70 — In the next 1-2 months, CEG is likely to benefit from ongoing hyperscaler PPA deals and the stabilization of pricing dynamics in the nuclear energy sector. The narrative remains strong, indicating potential upward movement. 2025-12-05 · bearish_continuation · conv 0.70 — The next 1-2 months may see continued repricing pressures as the narrative around nuclear power capacity gains traction, but the recent negative relative performance suggests potential challenges ahead. The hyperscaler PPA pipeline remains a key focus. 2025-12-08 · inflection_pending · conv 0.65 — The recent repricing suggests cautious optimism driven by nuclear capacity narratives, but the lagging relative performance indicates potential volatility ahead. Market conditions may stabilize as hyperscaler deals progress. 2025-12-09 · inflection_pending · conv 0.65 — The current repricing suggests a potential stabilization in the near term, but ongoing regulatory and market dynamics could lead to volatility. The focus on hyperscaler nuclear PPA deals remains a key driver for future sentiment. 2025-12-10 · mixed_rotational · conv 0.65 — The next 1-2 months may see fluctuations as the market absorbs recent narrative developments around nuclear power capacity and hyperscaler deals. The current repricing suggests potential for stabilization, but mixed signals in relative performance indicate caution. 2025-12-11 · bullish_continuation · conv 0.75 — The structural indicators suggest a positive trajectory for CEG over the next couple of months, driven by hyperscaler offtake deals and increasing nuclear capacity interest. Price follows narrative, indicating potential for continued growth. 2025-12-12 · bearish_continuation · conv 0.65 — The next 1-2 months may see continued price lag despite strong narrative support around nuclear power capacity for AI data centers. Market sentiment remains cautious, potentially hindering upward momentum. 2025-12-15 · inflection_pending · conv 0.65 — The early state suggests potential for price recovery driven by ongoing hyperscaler PPA developments, despite recent narrative weakening. Attention to regulatory progress will be key in the next 1-2 months. 2025-12-16 · bullish_continuation · conv 0.70 — With a positive narrative around nuclear power for AI data centers and a strengthening hyperscaler PPA pipeline, CEG is positioned for gradual price appreciation. Current early state signals suggest a sustained upward trajectory over the next 1-2 months. 2025-12-17 · bearish_continuation · conv 0.65 — The next 1-2 months are likely to see continued repricing pressure as the narrative around nuclear power capacity fails to translate into price gains. The strong narrative divergence suggests a challenging environment for CEG. 2025-12-18 · bearish_continuation · conv 0.70 — The structural picture indicates continued repricing pressure, with narrative strength not translating into price movement. Expect a challenging near-term environment as the market remains skeptical despite strong narrative support. 2025-12-19 · bullish_continuation · conv 0.70 — Given the current repricing state and positive narrative surrounding nuclear energy for AI data centers, expect a bullish trajectory in the coming months as hyperscaler offtake deals materialize. Regulatory advancements will likely support this momentum. 2025-12-22 · inflection_pending · conv 0.65 — With a strong narrative surrounding nuclear power capacity for AI data centers, CEG is currently experiencing repricing pressures. The next 1-2 months could see stabilization as hyperscaler off-take deals progress. 2025-12-23 · mixed_rotational · conv 0.65 — In the next 1-2 months, CEG is likely to experience continued volatility due to mixed signals from its narrative around hyperscaler offtake deals and ongoing repricing pressures. The narrative remains strong but market performance is lagging. 2025-12-24 · bullish_continuation · conv 0.70 — The structural early state suggests a potential upward trajectory driven by hyperscaler offtake deals and regulatory advancements. Expect continued interest as nuclear capacity for AI data centers gains traction. 2025-12-26 · bearish_continuation · conv 0.70 — The structural indicators suggest continued repricing pressures in the near term, with a significant narrative lag affecting market perception. Regulatory and capacity market dynamics will be critical to monitor. 2025-12-29 · bearish_continuation · conv 0.65 — The next 1-2 months may see continued challenges as pricing struggles to align with the narrative around nuclear PPA deals and capacity-market dynamics. Repricing is likely to persist as the market digests recent developments. 2025-12-30 · bearish_continuation · conv 0.70 — The outlook suggests continued repricing pressures as the narrative around nuclear power capacity for data centers remains weak. Expect limited upward movement in the near term as the market adjusts to recent developments. 2025-12-31 · inflection_pending · conv 0.65 — As of now, CEG is experiencing a repricing phase with a stable narrative around nuclear power capacity for AI data centers. The recent uptick in narrative score suggests potential for recovery, but ongoing relative underperformance may limit upside in the near term. 2026-01-02 · bullish_continuation · conv 0.70 — The early state suggests a positive shift in sentiment, with potential for continued bullish momentum as capacity and off-take agreements progress. Expect stability in pricing as the market adjusts to new narratives around nuclear energy. 2026-01-05 · inflection_pending · conv 0.65 — The current repricing state suggests cautious optimism for CEG, driven by the potential for increased hyperscaler nuclear PPA deals. However, recent narrative pressures indicate the need for a clearer path towards regulatory approvals and market stabilization. 2026-01-06 · inflection_pending · conv 0.65 — The recent repricing indicates a potential stabilization after a period of volatility. With a narrative focused on nuclear power for AI data centers, there could be an upcoming inflection point as new deals materialize. 2026-01-07 · inflection_pending · conv 0.65 — The current divergence indicates potential volatility in the coming months, as narrative strength remains high but pricing pressure persists. A focus on hyperscaler contracts may provide a stabilizing influence. 2026-01-08 · inflection_pending · conv 0.70 — The current divergence suggests underlying strength in narrative but a lack of price appreciation. In the next 1-2 months, we may see a potential inflection if hyperscaler deals materialize and regulatory progress continues. 2026-01-09 · bearish_continuation · conv 0.75 — Despite a strong narrative around nuclear power capacity and hyperscaler deals, CEG continues to struggle with price dislocation. The divergence indicates ongoing challenges in translating positive sentiment into price movement over the next couple of months. 2026-01-12 · bearish_continuation · conv 0.70 — Despite a strong narrative around nuclear power for AI data centers, price divergence indicates persistent bearish sentiment. Expect further downward pressure unless narrative shifts or external factors improve market perception. 2026-01-13 · bearish_continuation · conv 0.75 — Despite a strong narrative around nuclear power for data centers, CEG's price remains under pressure, indicating a bearish continuation. The divergence between narrative strength and market performance suggests ongoing challenges in gaining investor confidence. 2026-01-14 · bearish_continuation · conv 0.70 — The current repricing state suggests continued challenges in price recovery despite a strong narrative around nuclear power capacity. Expect short-term volatility as the market adjusts to recent developments. 2026-01-15 · bullish_continuation · conv 0.75 — The structural picture indicates a strong confirmation of the narrative around nuclear power capacity, especially with hyperscaler partnerships. Expect further upward movement as the market absorbs recent positive developments. 2026-01-16 · mixed_rotational · conv 0.65 — The current divergence indicates mixed sentiment, with a potential for volatility as the market reassesses nuclear power's value amidst AI data center demands. Expect fluctuations influenced by hyperscaler PPA developments and regulatory progress. 2026-01-20 · inflection_pending · conv 0.65 — The current divergence in narrative and relative performance suggests potential volatility in the near term. However, the strong narrative around hyperscaler nuclear PPA deals could catalyze a recovery if momentum shifts positively. 2026-01-21 · bearish_continuation · conv 0.70 — Despite a strong narrative around nuclear power's role in energy supply, the persistent divergence indicates a likely continued struggle for price recovery in the near term. The market may take time to recognize the potential of upcoming deals and regulatory advancements. 2026-01-22 · bearish_continuation · conv 0.70 — CEG's positive narrative around nuclear power for AI data centers continues to fail in translating to price appreciation, indicating a bearish trend in the near term. The divergence between narrative strength and price performance suggests ongoing market skepticism. 2026-01-23 · bearish_continuation · conv 0.75 — Despite strong narrative support around nuclear power for AI data centers, the persistent divergence indicates continued price weakness in the near term. The hyperscaler PPA pipeline may not be sufficient to reverse this trend soon. 2026-01-26 · bearish_continuation · conv 0.70 — The divergence in price despite a strong narrative suggests continued bearish pressure in the near term. Investors may remain cautious as the positive story fails to translate into price appreciation. 2026-01-27 · bearish_continuation · conv 0.70 — The continued divergence between strong narrative potential and negative price action indicates a challenging environment for CEG. While nuclear power capacity narratives are compelling, they are not translating into market support in the near term. 2026-01-28 · inflection_pending · conv 0.65 — The structural picture suggests a potential stabilization in pricing as hyperscaler offtake deals begin to materialize, but ongoing repricing could lead to volatility. A careful watch on regulatory developments is crucial. 2026-01-29 · bearish_continuation · conv 0.70 — The narrative around nuclear power for AI data centers remains strong, but structural repricing suggests continued price lag relative to positive sentiment. Expect further challenges in the near term as the market adjusts. 2026-01-30 · bearish_continuation · conv 0.70 — The next couple of months may see continued price lagging against a backdrop of a strong narrative around nuclear capacity. The divergence trend suggests persistent challenges in translating positive developments into price appreciation. 2026-02-02 · bearish_continuation · conv 0.70 — The next 1-2 months are likely to see continued price pressure as the divergence between narrative strength and market performance remains pronounced. Regulatory and market dynamics may not provide the needed uplift. 2026-02-03 · bearish_continuation · conv 0.70 — In the next 1-2 months, CEG is likely to continue facing price pressure as the current repricing state reflects a lagging narrative. The weak narrative score suggests challenges in translating positive developments into price appreciation. 2026-02-04 · bearish_continuation · conv 0.65 — The narrative around nuclear power for AI data centers is strong, yet the price is under continued pressure, indicating a bearish trend. Expect volatility with potential for further divergence in the coming months. 2026-02-05 · bearish_continuation · conv 0.70 — The next 1-2 months may see continued price pressure as the narrative around nuclear power for AI data centers fails to translate into market performance. Divergence remains a key concern, with regulatory and capacity factors not yet positively impacting sentiment. 2026-02-06 · bearish_continuation · conv 0.70 — As the narrative around nuclear power for AI data centers persists, CEG faces ongoing price pressure despite positive developments. The repricing state indicates a challenging environment where market sentiment is lagging behind narrative potential. 2026-02-09 · bullish_continuation · conv 0.70 — The structural state shows early signs of positive momentum with a narrative shift that could support price recovery. Continued focus on hyperscaler contracts and regulatory advancements may drive further interest in the coming months. 2026-02-10 · bullish_continuation · conv 0.70 — The outlook for CEG appears positive as the narrative around nuclear power for AI data centers strengthens. Continued regulatory progress and hyperscaler partnerships could drive further momentum in the coming months. 2026-02-11 · bullish_continuation · conv 0.75 — With confirmed state and a positive narrative, CEG is likely to see sustained interest driven by hyperscaler offtake deals and a strong nuclear PPA pipeline. Expect a bullish trajectory in the coming months, despite recent narrative dislocation. 2026-02-12 · bullish_continuation · conv 0.75 — Given the confirmed state and recent narrative strength, CEG is positioned for continued bullish momentum in the coming months. The hyperscaler nuclear PPA pipeline remains a key driver for growth. 2026-02-13 · mixed_rotational · conv 0.65 — Over the next couple of months, CEG is likely to experience a mixed trajectory as the confirmed narrative on nuclear power capacity faces headwinds from a deteriorating narrative dislocation score. While there are positive developments in hyperscaler offtake deals, recent trends 2026-02-17 · inflection_pending · conv 0.70 — The structural picture indicates a potential inflection point, driven by confirmed narratives around nuclear power capacity and hyperscaler offtake deals. However, the negative narrative dislocation score suggests caution in the near term. 2026-02-18 · bearish_continuation · conv 0.70 — The structural picture indicates potential continued pressure on price despite confirming narratives around nuclear power capacity. The divergence in narrative strength and price performance suggests a challenging environment ahead. 2026-02-19 · inflection_pending · conv 0.65 — The structural indicators suggest a potential inflection point, with recent improvements in relative performance despite a negative narrative dislocation score. The upcoming months may see a stabilization as hyperscaler deals progress. 2026-02-20 · inflection_pending · conv 0.65 — As of now, CEG is showing early signs of stability following a series of downward pressures. The outlook hinges on the hyperscaler nuclear PPA pipeline and regulatory developments in the near term. 2026-02-23 · inflection_pending · conv 0.70 — As of now, CEG displays early signs of price recovery with narrative support, but it remains vulnerable to broader market pressures. Expect fluctuations as hyperscaler deals unfold and regulatory progress is monitored. 2026-02-24 · bullish_continuation · conv 0.70 — The structural indicators suggest a positive trajectory for CEG, supported by a strong narrative around nuclear power capacity and hyperscaler deals. Continued regulatory advancements may enhance market confidence in the coming months. 2026-02-25 · mixed_rotational · conv 0.65 — The next 1-2 months may see fluctuations as the market digests recent performance and regulatory developments. The confirmed state indicates some stability, but the narrative and trajectory suggest potential volatility. 2026-02-26 · bullish_continuation · conv 0.70 — The structural state suggests a continued positive outlook driven by confirmed narrative strength and a solid relative return. Expect ongoing interest in nuclear power capacity for data centers. 2026-02-27 · neutral_macro · conv 0.60 — The structural picture suggests a cautious stability in the near term, despite recent pricing pressures. The focus on hyperscaler offtake deals and regulatory progress will be critical for future growth. 2026-03-02 · bullish_continuation · conv 0.75 — Given the confirmed state and strong relative return, CEG is poised for continued growth over the next 1-2 months, driven by the hyperscaler nuclear PPA pipeline. However, caution is warranted due to a slight negative narrative dislocation score. 2026-03-03 · bullish_continuation · conv 0.70 — As of now, CEG is positioned for a positive trajectory with early indicators suggesting a potential continuation of price recovery. The current narrative surrounding nuclear power for AI data centers supports this optimistic outlook. 2026-03-04 · bearish_continuation · conv 0.65 — The next 1-2 months are likely to see continued repricing pressures as the narrative around nuclear power capacity struggles to translate into price movement. The divergence between narrative strength and price performance suggests headwinds remain. 2026-03-05 · mixed_rotational · conv 0.40 — As of now, the structural picture indicates a challenging environment for CEG, with a declining narrative score and mixed momentum. The upcoming months may see volatility as market perceptions shift. 2026-03-06 · inflection_pending · conv 0.65 — The next 1-2 months may see continued volatility as CEG navigates the repricing phase, influenced by its nuclear power capacity narrative. Regulatory developments and hyperscaler agreements will be key to stabilizing the stock's performance. 2026-03-09 · bearish_continuation · conv 0.70 — The next 1-2 months are likely to see continued pricing pressures as the narrative around nuclear power capacity struggles to gain traction. The recent repricing suggests a cautious outlook amidst stagnant relative performance. 2026-03-10 · bearish_continuation · conv 0.65 — With a repricing state and a stagnant narrative, CEG may struggle to gain traction in the near term. The negative relative performance suggests continued challenges ahead. 2026-03-11 · bearish_continuation · conv 0.70 — The next 1-2 months may see continued downward pressure as the divergence in narrative and negative relative performance persist. The lack of dominant cross-actor patterns suggests challenges in gaining traction. 2026-03-12 · bearish_continuation · conv 0.70 — The next 1-2 months may see continued challenges as the narrative around nuclear power does not seem to be gaining traction despite a positive NDS. The divergence indicates potential further price declines. 2026-03-13 · bearish_continuation · conv 0.65 — The structural picture indicates a continued repricing phase with downward narrative pressure, suggesting a challenging environment in the short term. Expect potential volatility as market sentiment adjusts. 2026-03-16 · inflection_pending · conv 0.65 — The next 1-2 months may see continued volatility as the narrative around nuclear power capacity stabilizes. The repricing state suggests potential for adjustment based on hyperscaler deals and regulatory developments. 2026-03-17 · inflection_pending · conv 0.65 — The next 1-2 months may see stabilization as the repricing trend continues, potentially aligning with positive developments in nuclear power capacity and hyperscaler agreements. However, the recent relative underperformance suggests caution is warranted. 2026-03-18 · bullish_continuation · conv 0.75 — With a confirmed state and a solid narrative around nuclear power for AI data centers, CEG is positioned for continued bullish momentum. Expect further developments in hyperscaler offtake deals to bolster performance in the near term. 2026-03-19 · mixed_rotational · conv 0.65 — The structural picture suggests a cautious outlook with potential stabilization in narrative strength, but recent divergences indicate mixed sentiment. Continued focus on hyperscaler demand could support price recovery. 2026-03-20 · inflection_pending · conv 0.65 — The outlook suggests potential stabilization as narrative pressure and NDS improve, but ongoing repricing indicates uncertainty in market response. Key hyperscaler deals could catalyze a positive shift if realized. 2026-03-23 · bearish_continuation · conv 0.65 — The structural state indicates continued repricing pressure, with a narrative lag that may hinder momentum in the next couple of months. Investors should remain cautious as the narrative fails to align with price performance. 2026-03-24 · inflection_pending · conv 0.65 — The recent repricing phase suggests a potential stabilization, but caution remains as narrative pressure is weak. Upcoming developments in the hyperscaler nuclear PPA pipeline could shift sentiment positively if regulatory progress is made. 2026-03-25 · bearish_continuation · conv 0.70 — Over the next 1-2 months, CEG is likely to continue facing pricing pressures despite a positive narrative around nuclear power. The divergence between narrative strength and price performance suggests ongoing challenges in converting narrative momentum into market value. 2026-03-26 · bearish_continuation · conv 0.70 — The current repricing state indicates continued price lag despite a strong narrative around nuclear power for AI data centers. This trend is likely to persist in the near term as narrative momentum does not translate to price action. 2026-03-27 · bearish_continuation · conv 0.65 — Given the confirmed state and a narrative that has been strong, but with a negative narrative dislocation score, we may see continued challenges in price performance despite positive developments in nuclear capacity deals. A cautious outlook is warranted for the next 1-2 months. 2026-03-30 · bearish_continuation · conv 0.65 — The structural picture indicates continued challenges in pricing despite a confirming narrative. Expect fluctuations in performance as the market adjusts to macro pressures. 2026-03-31 · inflection_pending · conv 0.70 — The near-term outlook suggests potential stabilization as the narrative around nuclear power strengthens, despite ongoing repricing pressures. Market participants may start to reassess the value of nuclear capacity agreements in light of new deals and regulatory developments. 2026-04-01 · bearish_continuation · conv 0.70 — With a strong narrative around nuclear power capacity and hyperscaler deals, the divergence in price performance suggests continued bearish pressure in the near term. Market expectations may not align with the positive narrative, leading to potential further price declines. 2026-04-02 · inflection_pending · conv 0.65 — The current divergence suggests a potential turning point, with narratives around nuclear power and hyperscaler deals gaining traction. However, the negative relative return indicates challenges ahead in realizing this potential. 2026-04-06 · bearish_continuation · conv 0.70 — The structural divergence indicates continued market skepticism towards CEG, despite a strong narrative around nuclear power capacity and hyperscaler deals. Expect further price adjustments as the narrative struggles to gain traction with investors. 2026-04-07 · bearish_continuation · conv 0.70 — In the coming months, CEG may continue to face headwinds as the narrative around its nuclear power capacity fails to translate into positive market sentiment. The divergence between strong narrative scores and relative performance suggests ongoing skepticism from investors. 2026-04-08 · bearish_continuation · conv 0.65 — The narrative around nuclear power for AI data centers is currently under pressure, and the repricing state indicates continued challenges for CEG's stock. Expect further volatility as the market reassesses its valuation in light of lagging narrative strength. 2026-04-09 · bearish_continuation · conv 0.70 — The structural picture indicates continued repricing pressure, with narrative strength failing to translate into price movement. Expect further challenges in the near term as the market grapples with narrative dislocation. 2026-04-10 · bearish_continuation · conv 0.70 — The near-term outlook suggests continued repricing pressure as the narrative around nuclear capacity struggles to gain traction amid broader sector challenges. Investors may remain cautious given the negative narrative dislocation score. 2026-04-13 · inflection_pending · conv 0.65 — The next 1-2 months may see a stabilization as the market reassesses nuclear power's role in energy supply, particularly for AI data centers. However, ongoing pricing pressure could hinder immediate upside potential. 2026-04-14 · inflection_pending · conv 0.65 — The structural picture indicates a potential stabilization in narrative and relative performance, but caution remains due to recent price pressure. Expect a focus on hyperscaler nuclear PPA developments and regulatory progress. 2026-04-15 · bullish_continuation · conv 0.70 — In the next 1-2 months, CEG is expected to see a continuation of the repricing trend as the narrative around nuclear power capacity gains traction. The hyperscaler PPA pipeline and regulatory developments should support a gradual recovery. 2026-04-16 · bullish_continuation · conv 0.75 — The recent structural improvements indicate a bullish trajectory, with narrative momentum supporting nuclear power capacity for hyperscalers. Expect sustained interest as capacity deals advance. 2026-04-17 · inflection_pending · conv 0.70 — The market is currently in a repricing phase, reflecting mixed sentiment around the nuclear power narrative. With a narrative score of 64 and a positive NDS, we anticipate a potential stabilization or slight recovery in the coming months as hyperscaler deals progress. 2026-04-20 · mixed_rotational · conv 0.68 — The structural divergence suggests potential volatility in the short term, driven by the hyperscaler PPA pipeline and regulatory factors. Expect fluctuations as market perceptions adjust to the narrative around nuclear capacity. 2026-04-21 · bearish_continuation · conv 0.70 — Given the persistent divergence and negative relative performance despite a strong narrative, CEG is likely to continue facing downward pressure in the near term. The hyperscaler nuclear PPA pipeline remains a potential catalyst, but current pricing trends suggest caution. 2026-04-22 · bearish_continuation · conv 0.70 — The structural divergence indicates that despite a positive narrative around nuclear power capacity for AI, CEG is likely to continue facing pricing challenges in the near term. The recent price underperformance suggests that the market remains skeptical of the narrative translat 2026-04-23 · mixed_rotational · conv 0.65 — The next 1-2 months may see continued repricing as the narrative around nuclear power capacity for AI data centers is strong, yet price performance remains lagging. Investor sentiment may fluctuate with ongoing regulatory developments and hyperscaler deals. 2026-04-24 · bullish_continuation · conv 0.70 — The recent early state indicates a positive shift in narrative momentum, suggesting a potential upward trajectory in the coming months. Continued focus on hyperscaler deals and regulatory advancements will likely support this growth. 2026-04-27 · mixed_rotational · conv 0.65 — As of now, CEG shows confirmed narrative alignment but faces significant price pressure. The next 1-2 months may see a struggle to maintain upward momentum despite strong fundamentals. 2026-04-28 · mixed_rotational · conv 0.65 — CEG's narrative around nuclear power for AI data centers remains strong, but recent price performance shows signs of divergence. Expect a mixed trajectory as the market evaluates the potential of upcoming hyperscaler deals. 2026-04-29 · inflection_pending · conv 0.70 — As of late April 2026, CEG is showing signs of early stage growth with a positive narrative around nuclear power capacity, yet faces market divergence pressures. The next couple of months may see cautious optimism as narratives strengthen. 2026-04-30 · mixed_rotational · conv 0.65 — In the next 1-2 months, CEG is likely to experience fluctuations as it navigates early stage developments and market reactions to its nuclear power capacity initiatives. The positive narrative score suggests potential for upward movement, but caution is warranted due to recent di 2026-05-01 · bearish_continuation · conv 0.65 — Given the current repricing state and a narrative that has not translated into price appreciation, CEG is likely to continue facing downward pressure. The positive narrative around nuclear power and hyperscaler deals is not yet being reflected in market performance. 2026-05-04 · inflection_pending · conv 0.70 — As of now, CEG is experiencing a repricing phase, indicating a potential stabilization after recent volatility. The outlook for the next couple of months suggests cautious optimism, driven by the hyperscaler nuclear PPA pipeline and regulatory developments. 2026-05-05 · bearish_continuation · conv 0.65 — The next couple of months may see continued repricing as the narrative around nuclear power capacity struggles to translate into price movement. Despite positive narrative development, the recent trajectory suggests persistent price lag. 2026-05-06 · inflection_pending · conv 0.65 — The structural picture indicates a potential for price recovery as the hyperscaler nuclear PPA pipeline begins to take shape. However, the current early state suggests caution as the narrative is still under pressure. 2026-05-07 · bearish_continuation · conv 0.65 — Over the next one to two months, CEG is expected to continue experiencing downward pressure on its price despite a narrative focused on nuclear power for AI data centers. The ongoing repricing phase suggests that investor sentiment remains cautious. 2026-05-08 · bearish_continuation · conv 0.70 — The divergence between positive narrative and declining price suggests continued pressure on CEG. The hyperscaler deals may not be enough to reverse the trend in the next couple of months. 2026-05-11 · bearish_continuation · conv 0.70 — Despite a strong narrative around nuclear power for AI data centers, CEG's price continues to lag significantly. The divergence suggests ongoing market skepticism, likely leading to further price pressure in the near term. 2026-05-12 · bearish_continuation · conv 0.70 — The next 1-2 months are likely to see continued divergence as the strong narrative around nuclear power fails to translate into price appreciation. Structural headwinds persist despite positive developments in the hyperscaler PPA pipeline. 2026-05-13 · bearish_continuation · conv 0.70 — The structural divergence indicates continued challenges in translating positive narratives into price movement. Expect further struggles in the short term as the market remains skeptical despite strong fundamentals. 2026-05-14 · bearish_continuation · conv 0.75 — CEG's positive narrative around nuclear capacity is not translating into price gains, indicating continued bearish pressure in the near term as the divergence persists. Structural challenges in the broader software sector may further impact sentiment. 2026-05-15 · bearish_continuation · conv 0.70 — The divergence between strong narrative and weak price performance suggests continued bearish pressure in the near term. The ongoing challenges in translating positive developments into price appreciation will likely persist over the next couple of months. 2026-05-18 · bearish_continuation · conv 0.70 — CEG's narrative around nuclear power capacity continues to show promise, yet the divergence in price performance suggests ongoing challenges in market reception. Expect limited upward movement in the near term as positive stories struggle to translate into gains. 2026-05-19 · bearish_continuation · conv 0.70 — CEG has been unable to convert its strong narrative around nuclear power capacity for AI data centers into positive price action. Despite a robust pipeline of hyperscaler nuclear PPAs, including the Three Mile Island restart and a Microsoft offtake deal, the stock remains in a di 2026-05-20 · bearish_continuation · conv 0.70 — Despite a robust narrative around nuclear power capacity for AI data centers, particularly with the Three Mile Island restart and Microsoft offtake deals, CEG's stock price continues to lag significantly, as evidenced by its high NDS of +102.0 and a relative return of -11.4% over 2026-05-21 · inflection_pending · conv 0.70 — CEG's recent shift from a divergence state back to early suggests a potential inflection as nuclear PPA deals progress. The negative NDS indicates that price is finally starting to reflect the narrative, as seen with the Three Mile Island restart and Microsoft offtake agreements. 2026-05-24 · inflection_pending · conv 0.70 — CEG's price continues to outpace its narrative due to anticipation around its nuclear power agreements with hyperscalers, including the Three Mile Island restart and the Microsoft offtake deal. However, the lack of concrete progress in regulatory clearance for behind-the-meter de 2026-05-25 · bearish_continuation · conv 0.70 — CEG's recent price movement outpaces its narrative progress, driven by optimism around nuclear PPAs with hyperscalers like Microsoft. However, delays in regulatory clearance for the Three Mile Island restart and other behind-the-meter deals could hinder momentum, risking a revers 2026-05-26 · bearish_continuation · conv 0.70 — CEG's price movement has outpaced its narrative, driven by optimism around its hyperscaler nuclear PPA pipeline, including the Three Mile Island restart and the Microsoft offtake deal. However, with a significant negative NDS of -49.2, the current price may be unsustainable unles 2026-05-28 · bearish_continuation · conv 0.70 — CEG's price is currently leading its narrative, reflecting a market expectation ahead of tangible story developments. This is largely driven by anticipation around hyperscaler nuclear PPA deals and regulatory approvals, which are progressing slower than the market's price action 2026-05-29 · bearish_continuation · conv 0.70 — CEG's stock has surged ahead of its narrative, likely driven by speculative bets on its nuclear PPA pipeline, including the Three Mile Island restart and Microsoft offtake. However, with a negative NDS of -38.8, there's a risk of a correction unless new deals are announced or reg 2026-05-31 · bullish_continuation · conv 0.70 — CEG is poised for a bullish continuation as its narrative gains traction with the hyperscaler nuclear PPA pipeline, including the restart of Three Mile Island and new offtake deals with Microsoft. The current price is lagging the narrative significantly, as indicated by the posit 2026-06-01 · mixed_rotational · conv 0.70 — CEG's narrative around nuclear power capacity for AI data centers continues to lead its price, as evidenced by its strong narrative dislocation score of +8.3. Despite the robust story, the stock remains in a repricing state, lagging the broader market. The hyperscaler nuclear PPA Each bar = one day’s forward expectation. Green = bullish, red = bearish, grey = neutral. Bar height = model conviction at parse time (not a calibrated probability).
2025-11-26 FIRST
bearish cont. 0.65
“Despite positive narrative momentum around nuclear energy for AI data centers, the price is lagging significantly. The repricing state suggests continued bearish pressure in the near term, particularly given the recent negative relative performance.”
2026-01-05
inflect. pending 0.65
“The current repricing state suggests cautious optimism for CEG, driven by the potential for increased hyperscaler nuclear PPA deals. However, recent narrative pressures indicate the need for a clearer path towards regulatory approvals and market stabilization.”
2026-02-11
bullish cont. 0.75
“With confirmed state and a positive narrative, CEG is likely to see sustained interest driven by hyperscaler offtake deals and a strong nuclear PPA pipeline. Expect a bullish trajectory in the coming months, despite recent narrative dislocation.”
2026-03-19
mixed rot. 0.65
“The structural picture suggests a cautious outlook with potential stabilization in narrative strength, but recent divergences indicate mixed sentiment. Continued focus on hyperscaler demand could support price recovery.”
2026-04-27
mixed rot. 0.65
“As of now, CEG shows confirmed narrative alignment but faces significant price pressure. The next 1-2 months may see a struggle to maintain upward momentum despite strong fundamentals.”
2026-06-01 TODAY
mixed rot. 0.70
“CEG's narrative around nuclear power capacity for AI data centers continues to lead its price, as evidenced by its strong narrative dislocation score of +8.3. Despite the robust story, the stock remains in a repricing state, lagging the broader market. The hyperscaler nuclear PPA”
L3 Expectation Lifecycle Field BUILT V1
Each (actor, theme, direction-sign) is a persistent thesis tracked through typed lifecycle events: born / strengthened / weakened / contradicted / retired.
adds Turns CEG's daily expectation summaries into a memory system. Theses you can follow for weeks, not snapshots that vanish overnight.
today 78 theses tracked over the window; 3 active today, 0 persistent (≥3 daily versions). Lifecycle events: born 78 · strengthened 1 · weakened 1 · contradicted 6 · retired 79.
CEG’s expectation theses 28 theses shown · 78 total
─ Nuclear energy market dynamics and trends
─ Utility stocks investment outlook
↑ Utility stocks investment outlook
↓ Utility stocks investment outlook
↓ Nebius growth amid AI infrastructure demand
↓ Trump investment accounts for children
─ AI data centers and energy dynamics
─ Tech giants navigate AI and regulation
↓ AI data centers and energy dynamics
↑ Nuclear energy investment and market dynamics
↓ Nuclear energy investment and market dynamics
↓ Nuclear energy deals boost market sentiment
↑ Nuclear energy investment momentum
↑ Constellation Energy's Data Center Expansion
─ Constellation Energy's Data Center Expansion
↓ Constellation Energy's Data Center Expansion
─ Growth strategies in industrial tech
─ Constellation Energy stock performance analysis
↓ AI stock market dynamics and trends
↓ Analyst Ratings and Price Target Adjustments
─ Energy sector growth and transactions
↑ Energy sector growth and transactions
─ Earnings season insights and stock analysis
↓ Earnings season insights and stock analysis
─ Alphabet earnings and AI investments
↓ Energy sector growth and challenges
↓ Market highs amid geopolitical tensions
↓ Market Reactions to Tech Stock Developments
● born▲ strengthened▼ weakened✕ contradicted○ retired
2026-01-05
1 active thesis
2026-02-11
1 active thesis
2026-03-19
1 active thesis
2026-04-27
2 active theses
L4 Performance Field BUILT V1
Slices expectations into regions of (theme × direction) and asks, for each, whether forward returns relative to QQQ moved in the predicted direction. 5d / 10d / 20d horizons. Walk-forward — every observation uses only information available on its date.
adds Closes the loop. Realized outcomes calibrate which regions of the field actually pay.
today System-wide: 65 public regions (73 limited, 343 insufficient) across 2,377 signed observations. All-expectations baseline runs 48% at 5d / 50% at 20d — close to chance overall, with edge concentrated in specific regions. 14 public regions are flagged inverted (corpus hit ≤ 30%); the operating layer reads them as contrarian. CEG appears in 16 public regions and 12 limited, including 4 inverted.
CEG appears in 50 signed regions · showing top 6 by n_obs
theme · direction sample 5d hit 20d hit actors
↓ Microsoft's AI Strategy and Market Position
n=65
55% (+8pp)
55% (+6pp)
17
↓ Nvidia's AI Market Challenges and Opportunities
n=61
51% (+3pp)
43% (-7pp)
19
↓ AI stock market dynamics and trends
n=47
32% (-16pp)
35% (-14pp)
15
↓ Earnings season insights and stock analysis
n=46
43% (-4pp)
76% (+27pp)
15
↓ Market highs amid geopolitical tensions
n=27
56% (+8pp)
82% (+32pp)
13
↓ Corporate filings and disclosures
n=25
52% (+4pp)
36% (-14pp)
14
Hit rate = share of forward returns that moved in the predicted direction relative to QQQ. Delta vs the all-expectations baseline (48% at 5d, 50% at 20d). Green ≥ +10pp · red ≤ −10pp. Tiers: n ≥ 10 public, n 5–9 limited (shown with caveat), n < 5 insufficient (hit rate suppressed). INV badge: region flagged inverted (corpus hit_5d ≤ 30% on public tier); operating layer reads the contrarian direction (strike-through glyph shows the original L2 read, second glyph shows the effective direction).