Microsoft is mentioned as a partner in a 20-year power purchase agreement with Constellation Energy for the Crane Clean Energy Center.
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A Stock a Day Until I Can Quit My Job: Day 30
Jul 20, 2025
The creator analyzes Constellation Energy (CEG), highlighting its acquisition of Calpine, its role as a major independent power producer, and its expansion into various energy sources including nuclear, gas, and solar. The video discusses Constellation's strategic partnerships with tech companies via PPAs, its investment in Rolls Royce's SMR venture, and its proactive pursuit of SMR licensing. However, the creator expresses caution regarding CEG's current valuation, noting it trades at a high multiple of sales and that much of its growth may already be priced in, making it less attractive for now.
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Meta is mentioned as a partner in a 20-year power purchase agreement with Constellation Energy for clean energy, indicating a strategic relationship.
Constellation Energy is analyzed for its business operations and growth potential, but the creator holds off on a buy recommendation due to valuation concerns and the belief that easier money has already been made in the sector.
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