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Trade Decision: BUY CEG

Date: 2026-03-31 Strategy: dip-buy Portfolio Manager: Diana Dip Score: 71


Decision

Field Value
Action BUY
Ticker CEG
Shares 7
Entry $279.25 (limit $280)
Position Size $1,955 (9.4%)
Stop-Loss $255.00 (-8.7%)
Target $340.00 (+21.8%)
R/R 2.5:1

Rationale

  1. Idiosyncratic -6.5% drop on +2.47% SPY day (investor day guidance miss)
  2. 4 analysts BUY with $385-450 targets (38-61% upside)
  3. $5B buyback = 8% of market cap
  4. Nuclear energy for AI data centers — structural demand intact
  5. Historical: 62% recovery rate on idiosyncratic 5%+ dips
  6. First non-tech position — adds portfolio diversification

Execution

Buy Order ID 9a256701-f0df-4eab-a416-c0a74724f9f1
Order Type Limit @ $280.00
TIF Day (fills tomorrow or expires)
Stop Order PENDING after fill — $255 GTC
Execution Mode Autonomous (dip-scan pipeline)

ACTION REQUIRED after fill: Place stop-loss at $255 GTC.