AI's electricity shortfall creates a massive opportunity for companies solving the power bottleneck. Morgan Stanley estimates a 32 GW US data-center power shortfall by 2028. Constellation Energy and Vistra are nuclear names, Bloom Energy in fuel cells, GE Vernova in power generation and Eaton in grid infrastructure. x.com 

Constellation Energy is one of the best value investments available, owning firm 24-hour power, the largest bottleneck in the AI buildout, where data centers are being built. It raised EPS guidance to $11.50-12.50 and signed 920MW of new nuclear PPAs averaging 18.5 years, including Walmart's first nuclear deal, with about 30% of its clean baseload fleet now contracted. The Crane restart is on track for 2H 2027, and it trades at 23x forward earnings, below last year's price. x.com 

Constellation Energy, Talen, NRG and Modine look weak because of the data-centers-in-space narrative. Once the first big solar-powered rack of GPUs reaches orbit, the market will react and cooling names will crash too, whether or not many space GPUs arrive this decade. @InvestsCletus adds that regulatory hurdles to deals between existing power plants and data centers also weigh on these names, while distributed-generation builders like Bloom Energy stay strong. x.com  x.com  x.com 

Constellation Energy is landing a massive nuclear deal with Google, reinforcing its position as one of the best-placed beneficiaries of AI's need for huge amounts of reliable power. It is the largest US nuclear provider, producing roughly 20% of the country's nuclear power and about 10% of US clean energy. x.com 

Nuclear power is the most important unlock for the AI buildout, since data centers need huge baseload power the grid can't deliver fast enough amid 5-7 year queues. Trump orders fast-track advanced reactors, and Amazon, Google, Meta, Microsoft, OpenAI and Oracle pledged to secure new generation. Constellation is the blue chip signing AI power deals; Oklo the SMR moonshot; Centrus the only licensed US enricher; Energy Fuels the top US uranium producer; Cameco the safest fuel-cycle large cap. … Show more

Power is now the binding constraint on AI compute, making power suppliers like Vistra, Constellation, Talen and NextEra the clean AI infrastructure trade. About 20 earnings calls showed Vistra turning Meta's nuclear demand into contracted revenue, Exelon warning on PJM reliability and NRG sizing ERCOT's large-load pipeline at 36 GW. AI infrastructure is becoming investment-grade, with Hut 8 issuing the first single-sponsor IG construction bond for a data center. x.com 

Constellation Energy's baseline is now strong enough to support the equity story without immediate new hyperscaler deals; AI and contracting add upside. Its new framework guides 2026 adjusted operating EPS of $11.00-12.00 and 20%+ base EPS growth through 2029, excluding buyback accretion, with a $5.0B buyback and $3.9B of growth capital. Shares fell because management announced no new data center deal after expecting one by this call, and the EPS midpoint was slightly below consensus. x.com 

Constellation Energy earns an A growth grade among large S&P utilities, and its massive nuclear fleet supplies the premium 24/7 product data centers need. It keeps converting output to long-term PPAs, recently signing another 920 MW, while substantial uncontracted nuclear capacity remains available. That leaves more unregulated merchant exposure than Vistra, whose larger retail book gives steadier earnings. x.com  x.com  x.com 

Constellation Energy owns the scarcest asset in the one commodity hyperscalers absolutely need: 24/7 firm clean power from the largest US nuclear fleet, 21 reactors and about 33 GW that cannot be replicated this decade. US power demand is growing fastest since WWII, and about 75% of carbon-free output is uncontracted, so each Microsoft- or Meta-style PPA re-rates earnings. Management guides 20% EPS CAGR through 2029, at 23x forward, with the PTC floor limiting downside. x.com 

A US move to fast-track grid connections for AI data centers is bullish for both power producers and data-center operators: Constellation Energy, Vistra, NextEra Energy, IREN, Applied Digital, Hut 8 and Nebius. x.com