CFRA's Daniel Rich says Constellation Energy's (CEG) latest earnings pointed to an "okay quarter." On the positive side, he highlights the company's guidance staying in the midpoint range and says overall core trends are very much still intact. Daniel explains his firm's bullish position heading into the report, including a potential bipartisan support for expansion into nuclear energy output. He cites big tech deals with Microsoft (MSFT) and Meta Platforms (META) as indicative of continued demand for electricity solutions.