Datacenter: Nuclear + Natural Gas The IPPs that provide energy to the datacenters appear to be re-rating due to the 20 year deal between Constellation Energy and Google. My preference is for $VST based on relative value and earnings growth potential. One of the cheapest ways to bet on datacenter demand is energy. Nuclear and nat gas don’t pressure household utility bills and face less regulation… the mid-term risks around datacenter theme I believe are priced in now.
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