RJ Hamster
Something strange is happening in the markets again
Dear Reader,
Over the past 25 years, I’ve made it my mission to speak up when something feels off in the markets.
A month before the dot-com bubble burst, I published a warning essentially saying: “This can’t last.”
In 2008, I rang the alarm on housing calling the fall of Bear Stearns and Lehman Brothers.
I’ve exposed shady CEOs, market frauds, and financial bubbles before most investors saw the cracks.
Eventually, CNBC gave me a nickname I didn’t ask for: “The Prophet.”
But what I see happening right now… it’s much bigger.
Some are even calling it, “The bubble to burst them all.”
And that’s why I’ve stepped forward in a way I never have before… to show you exactly what’s coming… and how to stay on the right side of it.
Because if I’m right again – and I’ve put together all my proof for you – this may be your final chance to prepare.
Click here to see the full details while there’s still time.
Regards,
Whitney Tilson
Editor, Stansberry’s Investment Advisory
Monday’s Bonus Article
These 2 Energy Titans Just Scored Major Wins to Close Out November
Written by Leo Miller. Published 11/26/2025.

Key Points
- Two names critical to powering artificial intelligence got good news in late November.
- The U.S. government is putting its money where its mouth is when it comes to nuclear energy, supporting Constellation’s Three Mile Island plans.
- GE Vernova saw positive momentum in its worst-performing segment amid a surge in natural gas and electrification demand.
Markets are reacting positively to recent news surrounding two key players in the energy ecosystem. Shares of Constellation Energy (NASDAQ: CEG) and GE Vernova (NYSE: GEV) both jumped on Nov. 19, reflecting renewed investor confidence tied to sector-specific developments and long-term growth potential in clean and nuclear energy.
Constellation Awarded $1 Billion Government Loan
Constellation Energy is one of the market’s most well-established nuclear stocks. The company operates the United States’ largest nuclear energy fleet, with a capacity of around 22 gigawatts (GW). With artificial intelligence (AI) increasing energy demand, Constellation’s stock has delivered a total return of 58% year-to-date in 2025. Many view nuclear energy as an ideal way to meet rising AI-related demand because it is highly reliable and carbon-free.
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Constellation has signed multiple agreements with AI hyperscalers. Its 20-year deal with Microsoft (NASDAQ: MSFT) was a major win, boosting shares by more than 22% on Sept. 20, 2024. As part of that effort, Constellation committed to restarting operations at its Three Mile Island Unit 1 reactor.
Restarting a nuclear plant is complex and expensive. On Nov. 18, the Department of Energy announced it would loan the firm $1 billion to aid this process. That sum covers more than 60% of the reopening’s estimated $1.6 billion cost. Constellation will still have to repay the loan, but government loans typically offer lower interest rates than private financing. Specifically, Constellation will pay an interest rate of 37.5 basis points above U.S. Treasuries, according to the company, which is likely much cheaper than alternative financing for the project.
The loan also signals the Trump Administration’s continued support for the nuclear industry. Given the heavy regulation in this sector, a strong relationship with the government is an important part of Constellation’s bullish case. Shares gained 5.3% on Nov. 19 following the announcement.
GEV Gains on International Wind Victory
Next up is GE Vernova (NYSE: GEV). The stock has performed strongly in 2025, delivering a total return of more than 74% year-to-date. While Constellation focuses on nuclear, GEV’s business is closely tied to natural gas—though the company does not operate gas facilities itself. Instead, it is the world’s largest producer of natural gas turbines, heavy-duty machines that convert natural gas into electricity. Demand for turbines is brisk: the company’s Power segment saw revenue rise 14% last quarter, and orders rose 50%.
GE Vernova’s Electrification segment is also strong. Revenues rose 32% last quarter and orders increased 104%. Through the first three quarters of the year, the firm has already booked $900 million in electrification orders from hyperscalers—about 50% more from these customers than it booked in all of 2024.
By contrast, GEV’s wind business has lagged: sales fell 9% and orders rose just 6% last quarter. Investors welcomed the company’s wind repower agreement with Taiwan Power Company. GEV will supply kits to upgrade and extend the life of onshore wind turbines—its first international onshore wind repower contract—which raises hope for similar deals to revive the underperforming segment. Shares jumped 7.3% on Nov. 19 after the announcement.
That said, the Taiwan deal is only an initial step. GE Vernova will need to demonstrate consistent progress to convince investors its wind business is turning a corner. Skepticism may explain why the stock fell more than 6% on Nov. 20. The broader market also weighed on performance: the S&P 500 dropped 1.5% that day as expectations for a Federal Reserve rate cut diminished. Because GEV’s operations are long-term and capital-intensive, changing interest-rate expectations can particularly affect its shares.
CEG’s Government Relationship Bodes Well for Shares
Ultimately, both developments are encouraging for Constellation and GE Vernova. Constellation’s $1 billion DOE loan stands out: it underscores the Trump Administration’s interest in supporting the nuclear industry, which bolsters the stock’s outlook. For GE Vernova, the international wind repower agreement is a promising sign for a turnaround in an otherwise mixed set of results, but the company will need more wins to convince investors its wind business is recovering.
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