Locator: 49465ARCHIVES.
AAPL: will have to reach $270/share to make the $4 trillion mark.
Constellation Energy: cover story in Barron's this week. Really amazing. Link here. Includes an interactive map.
P/E:
- AAPL: 40; historical 28 - 30; forward: 32 - 34:
- CEG: 37
Dividend:
- AAPL: 0.4%
- CEG: 0.4%
Market cap:
- AAPL: trending toward $4 trillion
- CEG: $115 billion
AI prompt:
With regard to investing and specifically electric utilities, does it seem like Constellation Energy is significantly different than your father's utility? CEG seems to be a growth company, not a value company. Its P/E must be several orders of magnitude greater than expected for a utility. And it's dividend? It looks like a tech company. Either I'm misreading CEG or investors see this utility playing a major role in generating / delivering electricity to large data centers. Thoughts?
AI prompt:
Which companies are likely to be delivering electricity to large data centers in a) west Texas; and, in b) east Texas (Houston and south to the border)?
AI reply:
The first reply did not include Constellation Energy. When I pointed that out, AI came back with a notable mea culpa and inserted Constellation Energy into the discussion.
The Book Page
The God Problem: How A Godless Cosmos Creates, Howard Bloom, c. 2012.
I have a copy of this book in the Bat Cave. It may be packed away. I thought I was buying a Harold Bloom book when I picked up this copy some years ago while traveling -- I think it was in Kalispell, MT. Whatever.
Today, I spotted it at the local library and am again interested in Howard (not Harold) Bloom.
