CEG·Constellation Energy Corporation

Constellation Energy (CEG) is being touted as a potential key energy provider for the burgeoning AI infrastructure sector, which could unlock significant growth. This positioning is supported by a $2.2 billion revenue floor and the presence of nuclear data center sites. This shift towards AI infrastructure is a key reason why a prominent investor, Dan Loeb, initiated a substantial position in CEG during Q4, acquiring 475,000 shares. This investment signals confidence in CEG's ability to supply electricity to data centers, a trend expected to drive demand. The company's diverse energy generation portfolio and attractive valuation further solidify its position as a sector leader. The company is also expected to benefit from favorable policy shifts in Washington. The market should watch for further developments in data center expansion and any policy updates that could impact CEG's operations.