The analyst discusses two stocks he intends to hold long-term. The first is Constellation Energy (CEG), currently priced at $309.06, down 13% in the last month, he calculates a target price of $582.2, saying that this stock is undervalued due to power needed from data centers. The second stock discussed is Mama's Creations, ticker MAMA, a food company whose gross margins are up from 11.9% to 27.0%. Citing a CEO with a profitability focus who just acquired Crown 1 Enterprises for 0.3x revenue. This acquisition has increased sales to 40% and based on the CEO's goal of 1 billion by 2030 and given the debt decrease this leads to a target of approximately $53.71 if they sustained their earnings and reach their goals.