Brianne GardnerConstellation EnergyCEGTOP PICKNov 28, 2025

Largest nuclear fleet owner in the US. Very strong asset base. Deal this week with one of the big hyperscalers. Bull market for power is still intact. Diversified. High-quality company means lower risk. No problems owning.

He owns CPX instead, more upside.

Is up 15%, because today they announced another deal with Alphabet. They are the largest producer of carbon-free energy in the U.S. Buy here, add at $243, then $230.

Enormous electricity demand coming from AI and data centres. Owns largest nuclear fleet in the US -- dependable baseload of reliable electricity that can run 24 hours a day, an increasingly valuable asset. Signs contracts directly with major companies who can't afford a power disruption. 

Recent natural gas acquisition increases its diversification, and makes it the largest electricity producer in the US. Ranks 7/10, with ~25% upside. Yield is 0.06%.

It reports Monday. It supplies big tech companies. Earnings are fine. What matters with this is the zeitgeist.

Utility sector is starting to slowly matter again. Getting attention because power demand is growing, especially in US with AI and data centres.

She invests selectively in the space, and this is a name to own.

Down 20.55%, but is worth buying on dips, because new power plants take forever to build and they don't price gouge. At 24x PE, he likes this one..

 It reports Friday. A winner that will keep winning.

At the end of the day, will come down to trying to secure deals like those with MSFT and META. Companies are going to need that comfort level of secure capital before building out new capacity. Traditional nuclear is famous for cost overruns.

He doesn't follow it that well. Although quantum computing is quite far off AI will continue to grow the need for data centres so more energy will be needed. Therefore CEG should do well.

Is a huge data centre play and soaring because of that. Then DeepSeek happened to throw doubt and hammered the stock. It has since risen. Is waiting until there's more clarity about this space and DeepSeek's actual costs.

A lot of the power, and even nuclear, stocks got hit. The market got that side of it right because in most technological revolutions, the price starts out high and then starts to come down as the demand goes up. If you look at what BABA came out with today, it puts DeepSeek in the back seat.

The power side is where you should be taking a bit of profit. You can see that a lot of people have over the last few days.

Unsure on direction of company as new data/A.I. companies are finding ways to use less energy. Will be a good stock to watch. 

The utilities sector has outperformed this year, so his holding has outgrown his portfolio weighting. It's a little expensive historically, now trading at 26X PE.

Very volatile and prefers other names, but this tends to bounce back because of its involvement in data centres. Take profits at $250-260.