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.
>> Yeah. How about we do a quick one because I feel like for whatever reason, Constellation ended up in our watch list um the last three times, whether it be, you know, SAS companies or anything else.
Um so I think we don't need to talk too much about it anymore, but obviously we also need to debate where it is here. And I think that's not that easy. Um maybe we can just um we don't have too much on consolation, but one of the interesting things um by now we're