Every constraint in the power-demand thesis hardened at once. The Meta PPA for 2,600 MW of nuclear capacity converts speculative hyperscaler demand into contracted revenue, while ERCOT and PJM load growth forecasts stayed firm or rose.
Tessara post-call read · synthesized from the earnings-call transcriptreported May 7, 2026
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What moved, what it means for the thesis, and the signal others missed. Every name you cover, the night it prints.