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Amazon.com Inc. (AMZN)
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Microsoft Corporation (MSFT)
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Constellation Energy Corporation (CEG)
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Talen Energy Corporation (TLN)
Q: Hello
What is your view on starting a new position for long term, in Constellation Energy, after Monday's 12.5% decline ?
The quarterly results and the guidance, as reported today morning, seem to be impressive, handily beating street estimates. What are your thoughts ?
Apparently most nuclear energy stocks were down today, in response to FERC decision to reject a proposal from the grid operator to ramp up the amount of power supplied to Amazon's data centre by Talen Energy. The FERC said in its filing Friday that it rejected the Amazon nuclear power agreement due in part to concerns that it could threaten the reliability of the power grid and raise energy costs for the public.
How could this impact CSG's 20 years power deal with Microsoft, which still needs approval from the NRC ?
Thank You
What is your view on starting a new position for long term, in Constellation Energy, after Monday's 12.5% decline ?
The quarterly results and the guidance, as reported today morning, seem to be impressive, handily beating street estimates. What are your thoughts ?
Apparently most nuclear energy stocks were down today, in response to FERC decision to reject a proposal from the grid operator to ramp up the amount of power supplied to Amazon's data centre by Talen Energy. The FERC said in its filing Friday that it rejected the Amazon nuclear power agreement due in part to concerns that it could threaten the reliability of the power grid and raise energy costs for the public.
How could this impact CSG's 20 years power deal with Microsoft, which still needs approval from the NRC ?
Thank You
Q: could you comment on both and whether you would invest in them