Top Nuclear and Clean Energy Stock Powers AI Boom

Constellation Energy (NASDAQ: CEG) harnesses nuclear, renewables, and natural gas to power America’s clean energy future, capitalizing on surging AI data center demand. 

First-quarter 2025’s 8.6% revenue growth to $6.69 billion and the Calpine merger’s value signal breakout momentum - without even getting into this week’s big Meta (NASDAQ: META) win. 

Outpacing GreenTech and legacy utilities alike, Constellation’s nuclear fleet and strategic acquisitions position it as a high-conviction trade for explosive gains.

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The Big News: Meta Inks 20-Year Deal for Nuclear Energy

Meta’s 20-year power purchase agreement with Constellation Energy, signed on June 3, 2025, secures 1,121 megawatts of emissions-free nuclear energy from the Clinton Clean Energy Center in Illinois, starting in June 2027. 

This deal ensures the plant’s continued operation and relicensing, averting closure after its Zero Emission Credit program expires, while adding 30 megawatts through uprates. Supporting Meta’s goal of 100% clean electricity for its AI-driven data centers, the agreement preserves 1,100 jobs and delivers $13.5 million in annual taxes to municipal coffers (aligning with President Trump’s stated reshoring and regional reinvigoration goals). 

Additional tailwinds include surging data center demand, with tech giants like Microsoft (NASDAQ: MSFT) and Amazon (NASDAQ: AMZN) also partnering with nuclear providers, and rising public support for nuclear at 61%. 

President Trump’s executive orders to quadruple U.S. nuclear capacity by 2050 and streamline regulations further bolster the deal’s impact, positioning Constellation to capitalize on a $1 trillion data center market growing 15% annually.

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Operational Overview and Recent Earnings

Clean energy generation supplies electricity through nuclear, renewables, and natural gas, meeting rising data center needs. Constellation’s portfolio includes 21 nuclear reactors, gas plants, and renewables, serving utilities and tech giants. 

In Q1 2025, revenue grew 8.6% year-over-year to $6.69 billion, beating estimates of $5.92 billion, per a May 2025 update. Non-GAAP EPS met consensus at $2.14, tempered by GAAP declines from nuclear production tax credit adjustments. 

Nuclear output reached 45,582 GWh, with a 94.1% capacity factor, while gas and renewables hit a 99.2% dispatch match rate. Operating cash flow turned positive at $107 million, up from a $723 million deficit in Q1 2024, driven by data center contracts.

Strategic Positioning and Competitive Edge

A dominant force in the $500 billion U.S. power market stems from Constellation’s 23 GW nuclear capacity, the nation’s largest, and 99% carbon-free generation. The $31 billion Calpine merger, set to close by Q4 2025, adds 25 GW of gas and renewables, valued at $65 billion to replace, boosting scale. 

Partnerships with hyperscalers, alongside a $2 billion nuclear uprate program, target a $1 trillion data center market growing 15% annually. A 7% revenue CAGR forecast through 2029, outpacing the 4% utility average, is fueled by AI-driven demand and a nuclear production tax credit floor of $44.75, ensuring stable pricing. 

With 94% fleet reliability, Constellation leads in clean energy delivery.

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Bear Case

• Tariff-driven cost hikes could curb data center capex, reducing power demand by 5-10%. 

• Regulatory delays in the Calpine merger risk $500 million in synergies. 

• Overestimated demand forecasts may lead to revenue shortfalls. 

• Competition from NextEra Energy (NYSE: NEE) could erode renewable share. 

• Extreme weather or outages may disrupt nuclear output.

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That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.

Best Regards,

— Adam Garcia
Elite Trade Club

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