Constellation Energy (CEG) vs. VST and TLN: Can Nuclear Power and AI Demand Drive Earnings Growth?

Is CEG a good stock to buy? We came across a bullish thesis on Constellation Energy Corporation on Astute Optics – US’s Substack. The thesis was published on September 12^th, when the stock was trading at $284.75, and CEG gained 3.87% since then. The gain appears to reflect optimism around long-term nuclear power agreements with Google and Amazon, strengthening revenue visibility as AI data centers drive electricity demand. In this article, we will summarize the bulls’ thesis on CEG....