Comprare azioni Constellation Energy (CEG)? — Analisi degli YouTuber di finanza

The YouTuber strongly recommends Constellation Energy, the largest nuclear operator in the US with 22 reactors and significant generation capacity after the Calpine acquisition. The company has a 20-year contract with Microsoft for the Three Mile Island restart, and its other reactors are expected to continue generating PPA revenue, benefiting from rising electricity rates.

“Constellation Energy, and they're the largest nuclear operator in the United States with 22 reactors. And after the Calpine acquisition closed in January, they're sitting on roughly 33 GW of total generation capacity.” — ▶ 12:00