Скачать или смотреть CEG: This $80B Company Powers Microsoft's AI (Nobody Talks About It) - Constellation Stock Analysis

Microsoft just paid CEG DOUBLE the market rate for nuclear power, and 99% of investors missed it. While everyone chases NVIDIA and AI chips, the REAL infrastructure play is hiding in plain sight.
🔥 KEY POINTS COVERED:

Why Microsoft paid $115/MWh vs $60 for renewables
The Three Mile Island restart deal worth billions
CEG's 22,000+ MW nuclear fleet advantage
200%+ stock gains since ChatGPT launch
Data center power demand rising 500% by 2035

💰 CONSTELLATION ENERGY (CEG) BY THE NUMBERS:

Largest nuclear fleet in America
95% capacity factor (vs 25-40% for renewables)
Serves 75% of Fortune 100 companies
$80B market cap, S&P 500 member
25% dividend increase in 2024

⚡ THE AI POWER CRISIS:
Data centers already consume 4.4% of US electricity and could hit 12% by 2028. AI workloads need 24/7 baseload power that solar and wind simply cannot provide. Nuclear is the ONLY scalable solution.
🎯 INVESTMENT THESIS:
While retail investors chase semiconductor stocks, Big Tech is quietly securing nuclear power agreements. Amazon ($650M deal), Microsoft (20-year CEG contract), and Google are all going nuclear. CEG owns the biggest fleet.
📊 RECENT PERFORMANCE:

Q4 2024: $2.71 EPS (beat estimates)
Raised growth guidance to 13%+ through 2030
Credit rating upgraded to Baa1
Completed $1B share buyback program

⚠️ RISKS TO CONSIDER:
Regulatory hurdles, execution risk on restarts, valuation concerns after massive run-up, and potential competition from other utilities.
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TIMESTAMPS:
0:00 - Microsoft's Shocking Nuclear Deal
2:30 - What is Constellation Energy?
4:45 - The Hidden AI Infrastructure Play
7:15 - Financial Deep Dive & Numbers
9:30 - Growth Catalysts & Investment Thesis
11:45 - Risks & Final Thoughts

DISCLAIMER: This content is for educational purposes only and should not be considered personalized investment advice. Always do your own research and consult with qualified financial professionals before making investment decisions.
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