The ISA would cover the terms and conditions of grid interconnection for Amazon Web Services' ( AMZN ) proposed 960 megawatt data center complex to be located behind the meter at the Susquehanna nuclear power plant, the analyst noted. While the firm expects a negative market reaction, it views weakness in Constellation Energy ( CEG ), Vistra ( VST ) and PSEG ( PEG ) as "an excellent buying opportunity" as the firm sees a path to more nuclear data center deals, the analyst tells investors. The firm still believes multiple large data centers will be co-located at power plants in PJM and in ERCOT, the Texas power market, the analyst tells investors.