CaesarAvgvstvs
$CEG (Constellation Energy Corp) - Major wholesale Electric power producer and supplier that also provides Natural gas and energy management services. ⚡ ✅It is the largest owner of Nuclear power plants in the USA and a primary beneficiary of surging energy demand from AI data centers. 📈 👉🏽Hyperscaler deals for 20 years ahead (Microsoft, Meta, etc.) 👉🏽The Management is actively buying back shares (~$335M recently) 🔮EPS - $11.51 Forward P/E Ratio ~22x Strong visibility and guidance for the next years: Analysts see long-term 15–20%+ earnings CAGR potential through 2029 supported by contracts, uprates, and investments (~$3.9B capex) 🔷Constellation Energy is a high-risk/high-reward growth utility play $SPX500 $NSDQ100 $NATGAS $XLU (State Street Utilities Select Sector SPDR ETF) $NVDA (NVIDIA Corporation) $GOOG (Alphabet) $META (Meta Platforms Inc) $MSFT (Microsoft)
Not investment advice. The author may have financial interests in the mentioned instruments.