It's impossible to read any website these days without seeing something about renewable energy. However, there's another form of energy that stands to benefit from the intermittent nature of renewables.
At the Sohn San Francisco conference this week, Chris Hansen of Valiant Capital Management presented his thesis for nuclear power. He believes Constellation Energy will benefit from the next big super-cycle in power, describing it as one of "the most compelling investment pieces and opportunity[ies]" that he's seen in the last 40 years.
The sector Hansen proposed is power, which he noted is a massive...