Talen Energy Corp New. Every tracked FinTwit mention of $TLN, newest first. 66 mentions since the first on Jul 22, 2025. See the price chart.
July 2026 · 1 mention
Jul 15
TheValueist — $CEG $VST $TLN $NRG I don’t see how the merchant power names don’t trade up on this massive auction shortfall, but I’ve been proven wrong for the past 18 months on all the other in…↗
June 2026 · 5 mentions
Jun 27
Shay Boloor — THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY
The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spe…↗
TheValueist — $TLN coming back to life. I'm long TLN 1/15/27 c400. I believe the merchant power names will come back in favor by year-end, but as always, the market loves to prove me wrong.
*Ta…↗
Wayne Liang — $DGXX and $SLNH (recent trades) are still asymmetric relative to where their comps are valued.
E.g. $SLNH at ~$300M MC vs. $TLN at $15B or $CEG at $97B (renewable AI power thesis)…↗
May 17
Wayne Liang — $NVDA drops earnings on May 20th after close, and as usual, it's carrying the entire market on its back...
$SNDK reports reaffirmed the memory layer of the supercycle. $AMD valida…↗
May 14
Wayne Liang — Quick recap on some of our recent setups, in different layers of the same supercycle.
Nailed the $SNDK rally, alongside $MRAM as a proxy which ran from ~$13 to ~$51 at peak. Naile…↗
May 13
TheValueist — I agree with this and the merchant names have still traded awfully this year. I’m long $CEG $VST $TLN and will continue to hold, not add, for the time being.
April 2026 · 3 mentions
Apr 26
InvestmentGuru — The AI Power Crisis Is Becoming the Trade of the Decade
The narrative has shifted.
It’s no longer about chips — it’s about electricity. Morgan Stanley estimates a 126 GW surge in…↗
Apr 16
TheValueist — $CEG $VST $TLN $NRG ERCOT’s Load Filing Signals a New AI Power Regime in Texas, Not a Literal 367.8 GW Outcome
https://t.co/a8xjftaRsP
Bottom Line: ERCOT’s 367,790 MW 2032 headli…↗
Apr 11
TheValueist — $CEG $VST $TLN $NRG RESEARCH NOTE - PJM Reliability Backstop: Hybrid Procurement Reorders the Merchant Power Opportunity
https://t.co/FWkC9iVjQb
Bottom Line: PJM's reliability ba…↗
March 2026 · 3 mentions
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 5
TheValueist — One additional new great data set on BBG - grid-scale energy storage.
$CEG $VST $TLN $NRG https://t.co/VbeaPkKWJn↗
Mar 3
TheValueist — Lone Pine likes the merchant power producers - Kelly Granat
$CEG $VST $TLN $NRG↗
February 2026 · 4 mentions
Feb 22
TheValueist — $XLU IV on OTM leap calls starting to tick up. Could be another opportunity like $EWY to get IV-driven premium appreciation from an ETF you would otherwise be happy to own.
I'm no…↗
Feb 22
TheValueist — If you've been connected with me on X, you know I've been involved with the merchant names $CEG $VST $TLN $NRG for quite some time. $XLU , which includes many of these merchants, a…↗
Feb 21
Serenity — @ParTheBuilder This is a riskier option for maximum returns using OTM options in an extremely low volatility ETF in $XLU for US power/grid exposure.
You won't get the same returns…↗
Shay Boloor — DOE is moving to strengthen the nuclear fuel supply chain by launching “Nuclear Lifecycle Innovation Campuses.”
States will be asked to host sites supporting the full fuel cycle i…↗
Jan 24
Shay Boloor — $NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
NUCL…↗
Jan 21
Shay Boloor — President Trump said the U.S. is going heavy into nuclear energy citing major safety advances.
He argued nuclear is now both reliable & cost-competitive for powering the economy.…↗
TheValueist — Life comes down to supply/demand. I don't believe there is any way to interpret yesterday's developments at PJM other than that the US is massively short of power. The merchant nam…↗
Dec 19
TheValueist — $CEG $VST $TLN $NRG PJM Market Scarcity and the New Co-location Regulatory Regime - A Comprehensive Analysis↗
Dec 19
TheValueist — $CEG $VST $TLN $NRG PJM Market Scarcity and the New Co-location Regulatory Regime - A Comprehensive Analysis
Thread unrolled:
https://t.co/yYwHD5pG77↗
Dec 19
TheValueist — $CEG $VST $TLN $NRG PJM Market Scarcity and the New Co-location Regulatory Regime - A Comprehensive Analysis
Recent power auctions and federal directives indicate that the PJM ene…
July 2025 · 1 mention
Jul 22
IvanaSPEAR — PJM, the biggest US grid, sets capacity prices at $329.17 from $269.92. 🚀
Data centers for AI are driving the biggest surge in US electricity demand in history.
Tune into our…↗
— $VST
$TLN
$CEG
$SMR
$NRG
If you want to know when I enter and exit, make sure to follow me.
Tradable Astronaut — Top ranked names in nuclear on the Aion Index:
$ASPI 100/98
$IMSR 97/98
$NNE 94/95
$TLN 86/88
$SMR 86/72
Some of these charts look like they're about to do something. http…↗
Wayne Liang — One could say $AMD is one side of the barbell, as the de-risked and established setup that has high probability of working out. Extremely low risk.
Now the other side of the barbe…↗
May 13
Wayne Liang — I'll make this super clear for people wondering if $DGXX or $SLNH is more asymmetric:
They serve two completely different purposes, in different layers of the same supercycle. Bot…↗
InvestmentGuru — NUCLEAR / SMRs: The Long-Term Power Trade for AI
AI needs one thing more than chips:
Reliable power. Hyperscalers are now locking 10–20 year nuclear deals to secure dedicated ene…↗
May 6
TheValueist — $TLN KEY READ-THROUGHS FROM TALEN ENERGY Q1 2026 EARNINGS CALL AND COMPANY PRESENTATION
Talen’s Q1 2026 materials provide one of the clearest public signals to date that PJM’s tig…↗
May 6
TheValueist — $TLN (Bloomberg) -- Talen Energy reaffirmed its adjusted Ebitda guidance for the full year; the guidance missed the average analyst estimate.
YEAR FORECAST
Still sees adjusted Ebit…↗
— OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…
— $CEG $VST $TLN $NRG The “bullish at first read” reaction is understandable because it implicitly assumes 2 things: 1) incremental demand is being de-risked via long-tenor, take-or-…
TheValueist — $CEG $VST $TLN $NRG Definitely difficult to implement what they are floating. More to be revealed. The 2028/2029 PJM auction is set for June 2026 and the cap/collar mechanism has n…↗
TheValueist — $CEG $VST $TLN $NRG As I said below, the pressure is on for the merchant providers. They are easier targets than the utilities. They must do all they can to hold on to market power…↗
TheValueist — $CEG $VST $TLN $NRG PJM Market Reform: Shifting Capacity Costs to Data Centers↗
Jan 16
TheValueist — $CEG $VST $TLN $NRG (Bloomberg) -- President Donald Trump and US Northeast governors will direct the nation’s largest grid operator to hold an emergency power auction that would fo…↗
Jan 15
TheValueist — $CEG $VST $TLN $NRG The managers/CEOs running these merchant power companies are damn smart - leadership at CEG, VST, TLN, NRG, as well as the spate of private small-scale generato…↗
Jan 15
TheValueist — $TLN Talen Energy Acquisition of ECP PJM Assets and PJM Capacity Market Dynamics
Talen Energy’s $3.45 billion acquisition of the Lawrenceburg, Waterford, and Darby gas-fired fleet…↗
Jan 15
TheValueist — $TLN $CEG $VST $NRG - I highly recommend watching/listening/reading my pieces below if you are investing in any part of the power generation sector. TLN up 10% pre.
(Bloomberg) -…↗
Jan 9
TheValueist — $CEG $VST $TLN Nuclear Power Uprates: Economics, Engineering, and Capacity Expansion Strategies↗
Jan 9
TheValueist — $VST $CEG $TLN $NRG this is not the last gigawatt-scale PPA that will be executed in 2026 or in the future.↗
Jan 9
TheValueist — $VST $CEG $TLN $META the market is absolutely underestimating the capacity and value that will be created by nuclear uprates at existing facilities. These uprates will generate tre…↗
Jan 6
InvestmentGuru — The Fastest Growing Companies Heading Into 2026
From AI infrastructure and space to biotech, energy, and digital assets, these companies are where real growth is showing up on the…↗
Jan 6
TheValueist — $VST $CEG $TLN $NRG Vistra Acquisition of Cogentrix Energy Portfolio Analysis↗
Jan 5
TheValueist — $CEG $VST $TLN $NRG
EXECUTIVE SUMMARY
https://t.co/9TH3D5hcZ6
Monitoring Analytics’ “Analysis of the 2027/2028 RPM Base Residual Auction Part A” frames the 2027/2028 PJM capacity…↗
Jan 5
TheValueist — $VST $CEG $TLN $NRG Vistra announced definitive agreements to acquire Cogentrix Energy, a portfolio of 10 modern natural gas-fired generation facilities totaling approximately 5,49…↗
Jan 5
Shay Boloor — THE U.S. DEPARTMENT OF ENERGY ANNOUNCES $2.7B TO STRENGTHEN AMERICAN URANIUM ENRICHMENT
That money supports the entire nuclear stack:
• Upstream uranium miners & fuel processors…↗
Jan 4
Shay Boloor — THE 8 LAYERS OF THE REAL-WORLD AI BOOM
1. $NVDA, $AMD, $ASML, $ARM & $AVGO design & manufacture the processors that AI models run on.
2. Those chips only work at scale because of…↗
TheValueist — $CEG $VST $TLN $NRG Federal Energy Regulatory Commission action on December 18, 2025 directed PJM Interconnection, L.L.C. to implement a formal, tariff-based framework governing “c…↗
Dec 18
TheValueist — $CEG $VST $TLN $NEG PJM 2028/2029 Auction: Capacity Regime Pivot
The video offers a forward-looking analysis of the PJM 2028/2029 Base Residual Auction (BRA) taking place in June…↗
Dec 18
TheValueist — $CEG $VST $TLN $NEG The 2028/2029 PJM Base Residual Auction (BRA) has not yet cleared, and therefore the “rundown” is necessarily a forward-looking assessment of the auction’s expe…↗
Dec 18
TheValueist — $CEG $VST $TLN $NEG PJM 2027/2028 Capacity Auction: Scarcity, Price Cap, and Resource Adequacy
The video offers a detailed analysis of the PJM 2027/2028 Base Residual Auction (BRA…↗
TheValueist — $CEG $VST $TLN $NRG The 2027/2028 PJM Base Residual Auction (BRA) cleared at the FERC-approved Variable Resource Requirement (VRR) cap of $333.44/MW-day (UCAP) across the entire PJ…↗
Dec 17
TheValueist — $TLN $VST $CEG *TALEN ENERGY RISES 2.3% AFTER PJM AUCTION; VISTRA UP 1.9%↗
Dec 15
Shay Boloor — A reminder that $NVDA is hosting a power summit this week because AI data centers are projected to face a 44 gigawatt power shortfall by 2028.
• At the top of the stack are the co…↗
Dec 14
TheValueist — $TLN Talen Energy: PJM Expansion and Contracted Rerating Strategy
The video offers a comprehensive analysis of Talen Energy Corporation’s (TLN) strategic transformation, focusing…↗
TheValueist — $CEG $VST $TLN $NRG US Independent Power Producer (IPP) Market Dynamics and the Impact of GAI
The video provides a comprehensive analysis of the U.S. independent power producer (I…↗
Dec 14
TheValueist — $CEG $VST $TLN $NRG US Independent Power Producer (IPP) Market Dynamics and the Impact of GAI↗
Dec 14
TheValueist — $CEG $VST $TLN $NRG US Independent Power Producer (IPP) Market Dynamics and the Impact of GAI
Audio overview - the IPP market is a complex topic with many moving pieces, so the a…↗