Constellation Energy (NASDAQ: CEG) is emerging as a critical power supplier for AI data centers. With long-term contracts, federal support for nuclear, and decades of operating expertise, the company could lock in durable growth for years. Regulatory risks remain, but the opportunity is substantial.
Stock prices used were the market prices of Feb. 6, 2026. The video was published on Feb. 10, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
