Constellation Energy

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 23, 2025 by Michael Barton · said 1 times in 1 episodes since 2025 · across every show →

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Everything said about Constellation Energy, oldest first

Oct 23, 2025 bullish
Assertion Supported
Barton: AI Infrastructure and Energy Stocks Outperform Mega-Cap AI Winners Like Microsoft and Meta
“AI infrastructure, right? Like the build out of AI, the data centers, the constellation energy, the nuclear, the power needed to, You know, power these GPUs. Those stocks are up, like, 50. And then you would say, you know, well, Microsoft's, like, probably an …”
Michael Barton Oct 23, 2025 ▶ 41:55 Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
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