Got it. Below is the full analysis and updated portfolio plans in English:

Note on "Prometheus"

There is no publicly traded listed company named "Prometheus" available on the market right now. The name refers to two relevant assets in the AI energy space:

1. Meta's Prometheus AI supercluster project: Meta's next-generation large-scale AI data center cluster, which just signed 20-year nuclear power supply agreements totaling 6.6GW with Vistra, Oklo, and TerraPower. It is a core catalyst for the current explosion in AI energy demand (CNBC - Jan 09, 2026).
2. Private companies like Prometheus Fuels: Focused on carbon capture fuel, still privately held and not available for public trading.

To gain exposure to the Prometheus investment theme, you can invest in beneficiaries like the nuclear utility CEG (which you selected) and other computing infrastructure assets.

Latest Overview of the 7 Selected Tickers (as of May 18, 2026, ET close)

| Ticker | Latest Price | YTD Return | Core AI Energy Value Proposition | Recent Updates | |--------|--------------|------------|-----------------------------------|----------------| | CEG (Constellation Energy) | $262.45 | -27.04% | Largest U.S. nuclear power operator, key zero-carbon power supplier for AI data centers. Current pullback implies 30% upside to analyst consensus target. | Q1 2026 earnings beat expectations; nuclear assets directly benefit from long-term power purchase agreements with hyperscalers including Meta (Zacks - May 15, 2026). | | NRGV (Energy Vault) | $5.18 | +10.20% | Leader in grid-scale gravity energy storage, solving power volatility and peak shaving needs for AI data centers. | Surged 473% in the past 12 months; just signed a large energy storage deployment agreement with South Africa's national power utility in May. Recent 14% pullback driven by a 3 million share sale by a major holder (The Motley Fool - May 18, 2026). | | ETN (Eaton) | $381.87 | +19.89% | Global leader in power management equipment, core supplier of power distribution and energy efficiency solutions for AI data centers. | Q1 earnings beat; full-year organic growth guidance raised from 8% to 10%, directly leveraged to the global data center construction boom (Zacks - May 05, 2026). | | VRT (Vertiv) | $339.47 | +111.23% | Leader in AI data center power and thermal management solutions, deep strategic partner with NVIDIA for AI infrastructure. | Up 219% in the past 12 months; backlog of $15 billion; analyst consensus target implies 30% upside from current levels (Seeking Alpha - May 01, 2026). | | NVT (nVent Electric) | $160.73 | +57.59% | Provider of electrical connection and thermal management solutions, core supplier of wiring and protection equipment for AI data centers. | Q1 earnings beat expectations by a wide margin; just announced a $1 billion share repurchase program, with stable dividend yield (GlobeNewswire - May 16, 2026). | | ON (ON Semiconductor) | $109.43 | +102.09% | Leader in power management chips, core supplier of power conversion chips for AI data centers and servers. | AI data center power chip demand doubled year-over-year; KeyBanc recently raised price target to $125 (24/7 Wall St. - May 05, 2026). |

Updated $500 AI Energy Infrastructure Portfolio Plans

I've optimized two risk-tiered allocation plans covering the full AI energy value chain (power supply, energy storage, power equipment, power semiconductors) using your selected tickers:

🔹 Balanced Growth Plan (Medium risk, 25-35% targeted annual return)

| Ticker | Allocation | Weight | Rationale | |--------|------------|--------|-----------| | CEG | $100 | 20% | Defensive anchor for nuclear + AI power demand, attractive valuation after recent pullback | | VRT | $100 | 20% | Core leader in AI data center infrastructure with highest earnings visibility | | ETN | $75 | 15% | Blue-chip industrial power equipment provider, balances growth and stability | | ON | $75 | 15% | High-elasticity power chip play, directly leveraged to AI compute expansion | | NVT | $75 | 15% | Niche segment leader with above-industry earnings growth rate | | NRGV | $75 | 15% | High-beta energy storage play, diversifies portfolio volatility |

Note: You can adjust weights based on your risk tolerance — for example, lower NRGV allocation and raise CEG allocation to reduce volatility.

🔹 Aggressive Growth Plan (High risk, 40%+ targeted annual return)

| Ticker | Allocation | Weight | Rationale | |--------|------------|--------|-----------| | VRT | $175 | 35% | Core growth engine, strongest order growth visibility in AI infrastructure | | ON | $125 | 25% | Exploding power chip demand, high earnings elasticity | | NRGV | $100 | 20% | High-beta energy storage play, benefits from grid-side and data center storage demand | | NVT | $100 | 20% | Small-mid cap growth play, high probability of earnings beats |

All tickers are fully tradeable on RockFlow. Let me know if you need deeper single-stock analysis or further customization of the allocation.