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Posted by
Two Blokes Jul 8 -
Filed in
Stock
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Constellation Energy is uniquely positioned to benefit from the AI-driven data center boom, thanks to its dominant, zero-emission nuclear fleet and long-term PPAs. The pending Calpine acquisition will make Constellation the largest independent US power producer, diversifying its portfolio, and boosting EPS and free cash flow. Premium valuation is justified by unmatched revenue visibility, downside protection from nuclear PTCs, and exclusive, multi-decade contracts with hyperscalers, like Microsoft and Meta.
