$Constellation Energy Corp(CEG)$ 2022 wasn’t just the breakout year for AI，it was also the turning point for rising electricity prices. Everyone says $NVIDIA(NVDA)$ is the biggest winner of the AI boom, and that no matter which tech giant comes out on top, the “shovel seller” never loses. But if you look deeper, the real winner could be the U.S. power sector. Every part of modern industry, especially AI, runs on electricity，from start to finish. Until we have new forms of energy, electricity demand will keep climbing as long as the world keeps advancing. I firmly believe U.S. electricity prices are set for another surge between late this year and early next, and I’m holding onto Constellation Energy with conviction.
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