Girlheartstox
Sep 25, 7:01 PM
$CEG CEG is one of my favorite ways to play the AI infrastructure buildout from the power side. AI and data centers require enormous amounts of reliable 24/7 electricity, and Constellation owns the largest nuclear fleet in the U.S., now combined with Calpine’s natural-gas and geothermal generation. They’re already signing long-term power agreements tied to major corporate and data-center demand. To me, it’s less about chasing another AI ticker and more about owning part of the electricity infrastructure the entire buildout depends on.
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