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CyrusOne · CyrusOne (private)

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: —1 mention
2026-MAY-28 · Nomi Prins · Prinsights (Substack — Pulse Premium) · Neutralmention · read ↗ · source page ↗

In short: CEG PPA counterparty — 380 MW from the Freestone gas plant (Calpine, ERCOT) starting February 2026; the gas-fleet leg of CEG's contracted-demand book.

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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.