Constellation owns ~21GW of US nuclear generation — the largest fleet in the country — and is signing AI hyperscaler nuclear PPAs; it is the primary power-layer asset for 24/7 carbon-free electricity serving Physical AI data centers.
Research snapshot · 6/29/26
CEGConstellation Energy
HALEU (High-Assay Low-Enriched Uranium)
Open CEG in Robinhood ↗Conviction●●●○○3 of 5
Research target325.95Snapshot target
Thesis statusINTACTLast reviewed 6/29/26
Market cap93.69BSnapshot value
Additional hyperscaler nuclear PPA announcements; Three Mile Island restart milestones; Calpine synergy realization; regulatory nuclear extension approvals
Nuclear fleet unplanned outages; IRA nuclear PTC rolled back; AI hyperscaler PPA signings slow
Positive — nuclear renaissance narrative widely covered; Microsoft Three Mile Island deal prominent
Snapshot · 6/29/26🟢 Lean-Bull · 13F 20+/5- · short↑0.26
Snapshot · 6/29/26