Energy — Power generation

2 calls tracked · 2 active

Total Calls

Active

—

Accuracy

Direction Mix

Bull 100%

All Calls

LONG$CEGActive

Constellation: the nuclear fleet nobody can rebuild, carrying new debt

The largest US nuclear operator, now with Calpine's gas, earning more each quarter. Bullish on owning irreplaceable power; the debt is the watch item.

Largest US nuclear fleet plus Calpine's gas: about 55 GW.

Q2 2026 adjusted operating EPS $2.55 (vs $1.91); 2026 guide raised to $11.50–12.50.

ai-infrastructureenergypower

Med3YEnergy — Power generation4 Nov

LONG$VSTActive

Vistra: the power is contracted, the price is the question

A large US generator with 20-year datacentre deals and nuclear it already owns. Bullish on owning the scarce input; the open question is what the contracts pay.

20-year datacentre deals: Meta (2,600+ MW) and Amazon (1.2 GW from Comanche Peak, from 2027).

Q2 2026 Ongoing Ops Adjusted EBITDA $1.77B (+31%); 2026 guide $6.8–7.6B.

ai-infrastructureenergypower

Med3YEnergy — Power generation4 Nov

View all market calls