Talen Energy Corp New. Every tracked FinTwit mention of $TLN, newest first. 17 mentions since the first on Mar 3, 2026. See the price chart.
June 2026 · 2 mentions
Jun 2
Midas — $VST
$TLN
$CEG
$SMR
$NRG
If you want to know when I enter and exit, make sure to follow me.↗
Jun 1
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…↗
May 2026 · 10 mentions
May 17
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 · 2 mentions
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↗
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…↗