Quality Compounders – Analyst | CryptoQuant

Quality Compounders

@QualCompounders on X

Independent Analyst

Senior Software Developer👨‍💻 | 10+ Years Investing Experience 📊 High-conviction stock picks & fundamental research. ⏳ Long-term focus (5-10 years). NFA/DYOR

—Not scored on CEG yet

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Cite asCryptoQuant has tracked the directional calls on CEG by @QualCompounders on X since Sep 2026: not yet scored on CEG (as of Nov 11, 2026).

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Bullish

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Bearish

Relative view by default: fewer than 30 CEG calls or days on record.

Current BiasPerma Bull100% Bullish

Accurate InNot scored on CEG

Total Calls38

Cited— No press citations in the last 12 months

Total Bull/Bear380

Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @QualCompounders to submit corrections.

Recent Thesis

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Recent Calls

Showing 5 of 385 of 38

CEGBullish

10/1/2026 on

$CEG 🤝 $AMZN announce a massive deal to power AWS data centers ‼️ 🔹 20-year agreement at the Calvert Cliffs Clean Energy Center in Lusby, Maryland 🔹 690 MW of power, including 190 MW of new capacity coming online 2030–2032 🔹 $AMZN also signed a retail supply agreement covering its operations across the 13-state PJM market 🔹 Enables $3B+ in Maryland infrastructure investment across the entire 1,790 MW plant 🔹 The revenue certainty supports a 20-year relicense of Calvert Cliffs and future clean energy projects at the site. 📌 $CEG is one one of the most well positioned stocks to benefit from the data center demand crunch. https://t.co/SduDnM7KqJ

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CEGBullish

10/1/2026 on

🚨 The power crunch is the next bottleneck in the data center buildout. Over the next 5 years, the amount of power needed will double: 🚨 🧵 Here are 5 stocks that will benefit 👇👇 1/ $CEG - Constellation Energy ~America's largest nuclear fleet. Premium pricing for stability through commodity volatility locked in with long-term hyperscaler contracts. A merchant power provider that benefits as the power crunch intensifies.

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CEGNeutral

9/30/2026 on

@Dugon777 I like $CEG better larger nuclear fleet better earnings visibility.

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CEGBullish

9/30/2026 on

Position I added to today.🚨 • $CEG - 2 shares • $AMZN - 2 shares $AMZN is a no brainer trading at on one of its lowest valuations ever with accelerating e-commerce margins + AWS acceleration. $CEG has the largest nuclear fleet and will Be able to charge more as the energy crunch intensifies due to data center demand. They are a merchant power provider so they will directly benefit from higher rates.

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CEGNeutral

9/29/2026 on

The portfolio is up today even as the rest of the market is lower. Top movers:🟢 $META +3.17% $CEG +1.63% $TSM +0.90% How did you do today? https://t.co/Cp1V1aTvtL

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