Group 1 - The company Constellation (CEG) has transformed from a nuclear energy operator to a significant supplier of AI economy infrastructure [1] - The focus of the analysis is on uncovering high-upside opportunities in overlooked sectors, particularly in small-cap, energy, commodities, and special situations [1] - The investment strategy emphasizes growth, looking for fundamental momentum indicators such as EPS, ROE, and revenue [1] Group 2 - The analyst has been managing personal capital since 2020 and has been advising under MiFID II after obtaining a license [1] - The educational background includes a bachelor's degree in Business Administration and Economics, with a master's thesis focused on the impact of financial results announcements on stock returns and trading volumes of micro-cap gold mining companies [1]
Constellation Energy: From Utility To AI Infrastructure Backbone