TLN - Talen Energy Corporation 0 WATCHERS

Here are four reasons keeping me on the sidelines: 1. An AI demand delay or significant slowdown will cause data centers to sit idle, or compute could become far more energy efficient in the near term where AI applications will require far less energy than it requires today. 2) Capital …

I like the ETF UTES. It’s only got a 1% dividend, but almost 40% of it is the 3 hottest utilities (TLN, CEG, VST) so it may have more capital appreciation than other ETFs

I agree but in looking at some of the major independent power producers that have nuclear exposure (in the, uh, good way) - Constellation, Vistra, and Talen - they’ve all had massive gains this year and have come back to earth somewhat. Investors and analysts are now a little more …

look man. You got a lot to learn. this is a very hard game but you want a heads up. Take whatever $ you got right now and put it into $AAUC when the market opens on monday. Go look at that chart and the next tickers on the daily …

The IPP names (CEG/TLN/VST/NRG/HNRG) have already done extremely well in recent years. NFG would be something that I think is interesting (and kinda unique in that it is a utility that is also a nat gas producer + owns pipelines/storage) that's more of a decent value. Also, in an area …

$TLN, and $DUK

My portfolio is the following, equal weighted(can't be bothered to type it out manually, hoping it pastes from a spreadsheet well): || || |AVGO| |NVDA| |META| |JPM| |NFLX| |PLTR| |WMT| |V| |ORCL| |CSCO| |FIX| |TWLO| |CW| |CIEN| |TLN| |USFD| |WWD| |LITE| |FLEX| |CASY| |IDCC| |AWI| |DY| |TTMI| |EAT| |SANM| |CTRE| …

It's not hype, but there is something to "I can deliver energy now" vs "I can have one of these built in 2027." Beyond that, the issue becomes the IPPs that can deliver now are already up 500-700% in the last 5 years and in the latter category you had …

TLN

List incoming: Semi/chips: TSM, AMD, NVDA, AVGO, ASML, MU Datacenters/energy: NBIS, APLD, VRT, CEG, VST, TLN Other: GOOG/L, , MSFT, META, AMZN Just the stuff off the top of my head. Look into each of these yourself, not all are value buys and some are speculative. Just a quick lost …