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Own CEG due to control of irreplaceable nuclear power amid persistent network supply constraints.
Constellation Energy, trading under the ticker symbol CEG, operates America's largest nuclear fleet and is restarting the healthy reactor at Three Mile Island under a 20- year deal with Microsoft.
Constellation Energy and Vistara control the irreplaceable nuclear power this decade, and GE Vernova turbines are fully booked for years. As long as the network suffers from supply constraints, I am happy to own these three companies.