Rob May, GP @ Half Court
Constellation Energy's Q2 2026 contracted nuclear capacity signals the AI power crunch moving from accelerators down to electricity as the binding constraint; the bull case hinges on contracted, inflation-linked earnings deserving premium valuations, while bears worry execution risk on 2029 start dates and regulatory uncertainty.
Read the full post on Investing in AI ↗
Topics: Energy & Climate · AI (Horizontal)
Published by Investing in AI · their site ↗
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