The amount of energy Meta Platforms (META) will buy from Constellation Energy (CEG) in its new deal can power a million homes, says Travis Miller. While the deal is huge when it comes to power production, Travis says there's too many unknowns in how huge it will be for either company's top line. That uncertainty reflected in Constellation's stock price today. Travis explains his bearish perspective on Constellation and similar companies like Vistra (VST) and NRG Energy (NRG).
The Watch List
03 Jun 2025
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