Data centers are pushing up electricity demand, bringing more attention to nuclear energy stocks. Two main plays right now are Constellation Energy (CEG) and NuScale Power (SMR), but they offer very different risk profiles. Constellation is already established with an $88 billion market cap and over 22 gigawatts of nuclear capacity. They have active 20-year deals with Microsoft and Meta set to come online by 2028. They are profitable, pay a 0.6% dividend, and analysts expect 15% annual earnings growth over the next few years. NuScale is developing small modular reactors. They have a smaller market cap under $4 billion and are the only company with NRC design approval for these newer reactors. The downside is they won't see meaningful revenue for a while. Their Romania project isn't expected to start until 2033. They are also burning cash and diluting shares, having sold 39.3 million shares this year to raise $750 million. Constellation offers a proven business with a steady floor, while NuScale is a riskier long-term bet that is still years away from commercial operations.