TLN
3 tracked calls · 2 long · 1 short · last 90d: 1L/1S
first called by ThreadGuy 3mo ago
LONGPOSITION1mo ago
“The replacement cost is $45 billion. And because they've got debt, it means that the equity value just to get to replacement cost is more than a double from…”All-In Podcast
Talen Energy doubles by sitting still and could 3x: clean baseload power scarce as AI demand explodes.
TLNLONG@ $341.81
$335.65-1.80%
since call Jun 12
peak +19.1%
SHORT1mo ago
“I just think everything in AI is going to need to grapple with increasing regulatory risk... the big negative externality for Talon is nothing to do with Talon”All-In Podcast
Talen faces a big external risk: US regulation could cap power prices or hamper terrestrial compute.
TLNSHORT@ $341.81
$335.65+1.80%
since call Jun 12
peak +8.7%
LONGPOSITION3mo ago
“This was, if we're following hallucination yield, by the way, this TLN name is what GPT likes the most for a long energy that is in bloom. It's $16 billion…”ThreadGuy
Energy/nuclear names that power AI data centers get bid as part of the trillion-dollar infra theme.
TLNLONG@ $354.89
$335.65-5.42%
since call Apr 28
peak +13.7%