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CEG, TLN, & NRG. After POTUS' meeting with the MAG7 folks o think energy is where its at this year. AI is only viable if we can source the energy to power it. I bought 5 shares of each just to see what happens.
Today. White House meeting with tech CEOs (OpenAI, Microsoft, Google, Amazon, Meta, xAI, Oracle) for "Ratepayer Protection Pledge" for datacenter energy. Bull or bear on OKLO, SMR, NNE, VST, COHR, CEG, TLN, LITE, or BE? Reasoning?
$TLN - Talen energy. Powering AI and data centers. Can’t be stopped 🚀
CEG had solid numbers, so hoping to see similar for VST! TLN tomorrow evening too.
Hey! Sorry I’m late to this thread, but I just wanted to add I have almost an identical portfolio to you : RKLB instead of ASTS, NBIS, CRSP, BULL instead of HOOD, and for nuclear energy part, was debating between TLN or VST instead of SMR. What are your thoughts on those 2 (TLN and VST)
$TLN powering AI and data center boom. TLN won’t stop
Part of the drop is due to today being ex-dividend date. So shave off $0.74 just for that. Generally speaking, alot of energy is down today. DUK NEE D EXC XEL all down near or over 1%. In terms of overall utilities up, it's primarily the big AI players up - TLN CEG.
For the IPP's like CEG/VST/TLN, I don't think so. The price cap was already used in the last two capacity auctions. PJM is also working to speed up its process of adding new generation to the transmission grid. This might open the door for more dealmaking between datacenter operators and the IPP's is my thinking. I mean, the possibility of overbuilding generation is a fear and needs to be considered. That is my larger concern here, plus more behind the meter generation. But, demand is still there. Like I was spooked a bit by that news a few weeks ago and closed my VST position. But opened a small position back up for what it's worth. I am still more heavily weighted into regulated utilities but would not be buying here at these levels lol.
Yes they own the biggest nuclear fleet, Ceg owns the biggest gas power production, they don't own natural gas production ( slightly higher than vst gas power production if they successfully acquire cagnex by year end), the solar wind and hydroelectric is tiny. Their new gem is owning the biggest geothermal production now but then again CEG is trading at a huge premium over VST, VST is trading at a huge discount vs the same companies in this sector like LNG CEG and TLN, also.VST has a much more aggressive hate buy back.
KO has been very good to me on one end. I don’t hold shares but have run bullish short strangles for the last year. I always keep a higher delta puts. I also usually leg into the calls when the stock pops. HSY can also work but for the most part just covered calls. On the other end TLN is kinda like playing with fire but only have had to roll a few time over the last year. Usually can sell a decent sized call on their pops.
$TLN - Talen powers AI and data centers. Big tailwinds in 2026 TLN 🚀
TLN-- Talent Energy dropped $14 on Friday; now is a good time to buy in
$TLN powers AI and data centers and will continue to moon
Pretty bummed, but sold my VST shares this morning. Really like the IPPs (CEG, VST, TLN) but I don't want to hold a falling knife with all the bi-partisan pressures against them. I'm probably wrong, but whatever lol.
Any thoughts on $TLN? Some big swings this week.
Re the IPPs and the Trump proposal for PJM: The Trump administration’s proposal, announced on January 16, 2026, involves directing PJM Interconnection—the largest U.S. grid operator—to conduct an emergency reliability auction. This would allow tech companies and hyperscalers (such as those building AI-driven data centers) to bid on 15-year contracts for new power generation capacity, effectively requiring them to fund the construction of approximately $15 billion in new plants to address surging electricity demand in the PJM region. The plan also includes temporary two-year price caps on standard PJM capacity auctions to curb short-term rate hikes for the 67 million consumers in the 13-state area, while shifting more grid expansion costs onto data center operators rather than households. This proposal is not necessarily negative for Talen Energy, a major independent power producer with a significant portfolio of nuclear, natural gas, and other generation assets concentrated in the PJM market. In fact, it could be net positive in several ways: • Boost to New Generation and Revenue Streams: The auction’s focus on long-term contracts for new capacity aligns with Talen’s strengths as a baseload provider. Talen could participate in or benefit from building and operating new plants, securing stable, multi-year revenue from tech firms amid rapid data center growth. This is particularly relevant given Talen’s existing partnerships, such as its agreement with Amazon to supply power from the Susquehanna nuclear plant to adjacent data centers. The proposal addresses PJM’s projected 17% peak demand increase by 2030, creating opportunities for generators like Talen to expand output and capture higher-value contracts. • Support from Broader Trump Energy Policies: Talen has already benefited from the administration’s emphasis on grid reliability, including emergency orders under Section 202(c) of the Federal Power Act to keep Talen-owned units (like those at the Wagner Generating Station) running beyond environmental limits during high-demand periods. These actions, part of Trump’s “energy emergency” declaration, have extended plant lifespans and supported fossil fuel and nuclear operations—key to Talen’s fleet. • Market and Portfolio Expansion: Talen’s recent $3.45 billion acquisition of 2.6 GW of natural gas assets in Ohio and Indiana further positions it to capitalize on western PJM demand growth from data centers. Market reactions to the proposal were bullish for power producers, with Talen’s stock (TLN) rising 11.8% on the news, alongside gains for peers like Vistra (VST) and Constellation (CEG). Potential downsides exist, such as execution risks if PJM resists the directive (as it has indicated it won’t attend the White House event) or if price caps temporarily limit auction clearing prices. Regulatory hurdles at FERC could also delay implementation. However, these do not make the proposal inherently negative; instead, it supports Talen’s business model by promoting investment in dispatchable generation and shifting costs away from ratepayers, potentially reducing political backlash against high energy prices. Overall, the initiative could enhance Talen’s competitive edge in a high-demand market.
I know it’s hard to buy after a rally, but $TLN is just getting started. Energy demands for AI and data centers will drive TLN to 2x or 3x in 2026
Check out $TLN. Look at the chart. Understand that AI and data center power demands will guarantee crazy growth. Buy TLN. Get the gains 🚀
$TLN - Talen energy powers AI and data centers. Tailwinds for years to come. TLN 🚀 💰
I want to buy stocks involved in datacenter infrastructure. GEV CEG STRL FIX TLN Are on my short list. And Fintech like NU, HOOD, MELI. Maybe Mastercard after today.
$TLN - data center and AI energy demands are winds in the sails of Talen Energy TLN 🚀 💰
EQUIPMENT • GEV: Manufactures the gas turbines and grid gear needed to generate electricity. • ETN: Provides the electrical switchgear and transformers that regulate power flow. POWER • CEG: Supplies 24/7 carbon-free nuclear power for continuous baseload operations. • TLN: Hosts data centers directly at power plants for "behind-the-meter" energy. • VST: Generates reliable gas and nuclear power to stabilize the grid. CONSTRUCTION • STRL: Builds the concrete foundations and site infrastructure for data centers. • FIX: Installs the industrial HVAC systems required to cool servers. • VRT: Manufactures specialized liquid cooling and power hardware for GPU racks. • EME: Performs the complex mechanical and electrical installation work.
$TLN will continue popping. Best energy play tied to AI and data centers will
$TLN powering AI and data centers Look at the chart and yolo
$TLN - Talen energy will power AI and data centers TLN 🚀 💰
$TLN - Talen energy will power AI and data centers. TLN moves substantially higher
$TLN moves up substantially in 2026. Talen will power AI and data centers. Business is booming. $TLN 💰 🚀
I bought $10,000 worth of TLN feb 380/400 bull calls on the dip today and I am 12% already! I should have just bought calls! I am such a nerd
Distributed energy plays are my pick for '26. Data center build-outs and continuing electrification of vehicles (esp. delivery fleets) will mean cocaine and champagne in this sector. Some names to watch: PPSI — Pioneer Power Solutions NXXT — NextNRG, Inc. FLNC — Fluence Energy CEG — Constellation Energy TLN — Talen Energy VGAS — Verde Clean Fuels ETN — Eaton Corporation
Distributed energy plays are my pick for '26. Data center build-outs and continuing electrification of vehicles (esp. delivery fleets) will mean cocaine and champagne in this sector. Some names to watch: PPSI — Pioneer Power Solutions NXXT — NextNRG, Inc. FLNC — Fluence Energy CEG — Constellation Energy TLN — Talen Energy VGAS — Verde Clean Fuels ETN — Eaton Corporation
Bloom for sure. Some others I trade in this space: PPSI — Pioneer Power Solutions (largest holding) NXXT — NextNRG, Inc. FLNC — Fluence Energy CEG — Constellation Energy TLN — Talen Energy VGAS — Verde Clean Fuels ETN — Eaton Corporation
I’m a fan of CEG, TLN, VST, and NRG within the utilities sector and aligned with the AI trade
VST TLN CEG NRG and take it out to natural gas and add EQT WMB AM and so on. First couple all probably a little overheated still, went up crazy all summer. Natural gas stuff still a little weird with commodity futures still tied to “is it cold” and not “how much of this juice does META need”. Not FA
Talen energy $TLN - powers AI and data centers. Will continue moon mission next two years 💰
TLN. Great assets (in place nuclear power getting higher priced electricity contracts & natural gas generation). Electricity is in short supply and TLN is the Best UN regulated power producer And the stock has pulled back !
TLN, RBRK, RDDT Electric assets, best in class cyber resilience, and under appreciated app monetization
$TLN will be power leader for AI and data centers
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
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 something like OKLO trading at like a $25B market cap despite being *very* early stage - all the sudden OKLO is down about half in a month. The easy money has been made in the former and the latter lost just shy of half the moment the market started to have a little turbulence. Even with something like VST up 760% in the last 5 years, the best case scenario it could do fine but it's tough to see where the next 760% comes from and worst case scenario, the gains are heavily due to the AI/data center theme - any slowing in that and the downside is considerable (when the DeepSeek story happened earlier this year, VST was down 28% in a few days.) VST was a formerly bankrupt utility that did not much of anything for several years until data center demand. Names like PWR are up 500% in the last 5 years, as well. It's not that companies like PWR/VST/CEG/TLN/GEV, Siemens Energy in Europe or Mitsubishi Heavy and Hitachi in Japan are bad companies, but the theme has been going on for a while now already. The NUKZ etf is up about 50% YTD. I agree with the other poster who talked about nat gas.
My holdings: CCJ, LEU and LTBR for energy. CEG, VST and TLN for utilities. GEV and FIX for infrastructure.
$GEV and $VRT are the plays. Could take a look at $CEG, $VST, TLN and $NEE as well.
So you are suggesting not to go with TLN, BE, WULF and the likes? What would you prefer to invest in then ?
The hyper scalers know how to build LLMs and run data centers. Generating electric power is a completely different thing. AMZN has widely contracted with TLN to access its reliable nuclear power, GOOG has contracted with several utilities and did an interesting deal & investment in WULF. As much as the hyper scalers want clean low carbon power - they need electrons far more, so they are contracting with utilities that mostly use natural gas or buying and installing the natural gas turbines IF they can get one (4 years back ordered). The regular utilities Are seeing new growth from the hyper scalers , but this is mixed in with their existing residential and commercial generation and transmission/distribution businesses. Some well run ones will be ok stocks And pay you a growing dividends. But the new generation stories like TLN, BE, WULF have been / will keep being leaders as pure plays. There are flaky power stories that are Years away from any profits or cash flows and some that take on enormous debts - so avoid those.
If it pulls back a touch TLN is very well positioned. They are the Generating asset that used to be part of utility PPL. They run the Susquehanna nuclear plant (zero carbon !) that they have wisely entered into contracts with AMZN. At High contracted rates ! They are adding natural gas generation to their nuclear asset base. Smart management with lots of free cash flow/ doing share repurchases/ and delivering new growth.
Fairly strong rebound on CEG today. All the large generators (CEG, VST, TLN, NRG) reported fairly weak quarters with top line misses.
"I would have thought that nuclear would be a good bet given how much power is needed lately" Yes, but the issue becomes you have these SMR companies that either are a long way from profitability and/or haven't built their first reactor. When stuff like OKLO is up 760% off the low and they haven't built a plant yet or anything, if momentum stops, the re-rating down to reality can be significant. Most of the last 5 years has been a market of narratives and momentum and narratives can take something way further than anyone can expect, but when it stops, if there isn't fundamental support you can have an OKLO down almost 50% in less than a month. In terms of nuclear energy needs, CEG/VST/TLN/NRG are volatile stocks but they're providing today vs might build a reactor next year or the year after. "I certainly didn’t expect them to issue more stock" If you own a speculative growth stock that isn't profitable but the stock is doing well, they're going to raise money into that demand for the stock while the demand is there.
Yes. TLN for example posts 35% eps growth. A power company. Remarkable
$TLN - Talen Energy. Powering AI and data centers. TLN doubles in 12 months 🚀
US BANK RESERVES FALL TO $2.8 TLN, LOWEST SINCE 2020 LOL the crash will be fantabulous
As long as AI and data centers are a thing, $TLN stock will rise Early innings
$TLN - Talen energy - crazy tailwinds as it powers AI and data centers. TLN doubles in 12 months 🚀 💰
VST, CEG, TLN, NRG all up massively in recent years and things like PWR/EME have done very well. BE/FLNC/etc in terms of battery/fuel cell have turned into complete FOMO lately. The data center energy trade has been going on for a couple years already. It's not to say that some of the names aren't good companies/there isn't more to go, but when you have something like VST up 880% in the last 5 years given the nature of the company even in the best case scenario it's hard to see another 880% over the next 5 years. With a lot of names in this theme, there's also a very heavy reliance on the data center growth story. If something curtailed the theme (not saying it will imminently, but if) then a lot of these names will re-rate signficantly lower. So not saying there isn't more to go (especially in the best case), but the easy money has been made and if there's a blip in the AI theme, these names will definitely head lower.
$TLN - Talen energy is powering AI and data centers. TLN rally is in early innings 🚀 💰
TLN underrated energy play
So on a traditional valuation standpoint, it’s expensive from where it currently trades. Totally agree. If the AI momentum looses steam, ETN will most definetly come down with it. Over the past couple months (since last earnings) it has sorta traded sideways but certainly in lag to the AI momentum (that was a AC power joke regarding power factor). VRT is very, very rich at these levels due to its best-in-class cooling technology, but so is GEV. How to put a valuation on CEG, TLN, and VST I have struggled with as well. Sold CEG but still holding VST. TLN never made a ton of sense to me as for one, only a single nuclear site in central PA and they are still working on convert sites of gas.
$TLN - Talen energy - biggest energy winner of AI and data center boom. TLN doubles in 12 months 🚀
Following the same logic - which is energy companies that are providing energy to data centers - here are some others. Note - I’m not invested in these other ones, so do your own DD and let me know. Maybe I’ll join you…. TLN (nuclear, but contracts with Amazon), NRG (natural gas), NEE (volatile renewables), EQT (natural gas), GEV (equipment/infrastructure)
$TLN - Talen energy will power AI and data centers and the stock will double in 12 months 🚀 💰
$TLN - Talen Energy will rip higher. It is powering AI and data centers, which means business is booming TLN 💰 🚀
$TLN - best of breed energy play as they power AI and data centers TLN to double in 2026 🚀 💰
CEG, VST, TLN are my picks
So what are your favorite “value” stocks. Something tells me you don’t even see GOOGL or AMZN, or NVDA as value stocks simply on the basis of being tech stocks. Let me guess, KO? KVUE? UNH? I bet you missed TLN at 11 p/e. I bet you’re missing MARA at a 13 p/e. I bet you missed TSM at a 23 p/e. MSTR has a relatively low p/e around 30. I bet you think that’s overvalued even though it’s a textbook example of a value stock that’s measured on the strength of its balance sheet.
$TLN - Talen energy will power the growth of AI and data centers TLN 💰
$TLN - Talen energy will power AI TLN will continue to moon and make shareholders rich
$TLN - energy play which will continue to 🚀 with AI wind in the sails
$TLN - energy play powering AI - look at the chart and you will buy
$TLN - will power AI and data centers, which is why it has mooned, and will continue to do so TLN best energy play
$TLN energy play powering AI. Aka a stock that will make you 💰
$TLN - best energy sector play. Huge tailwinds as AI ramps - TLN will literally power AI growth TLN 💰
$TLN - energy play w tailwinds from AI and data center
Nuclear is future. Always invested and happy. Oklo, NNE and SMR. TLN included. Great long term investment stocks
$TLN is the energy play 🚀 Powering data centers
CEG , OKLO , TLN, and SMR. Power is the nut to crack with data centers. BTW: That pic is how traditional datacenters were built. AWS, Microsoft, and Google have the most on the books and they look quite differrent.
I'll take the one that actually has Nuclear, like $TLN
First off, I’ve been investing for 2 years and have limited experience. But to answer your question, I read news, mostly on Yahoo Finance, and in November last year I had an aha moment when I realized that just like AI needed chips (Nvidia etc) they also need immense power. And in November there was an article about this, and about different American energy companies. I made a watchlist of all of them + others I found, and then I watched them over time. I invested early in VST because it seemed less volatile and less ”fame driven” than OKLO with the connection to Sam Altman. I saw OKLO go from 18 to 50, then down again to 20 in March 2025, the up and up and up after that. The point of my story here is to be curious, make watchlists so that you get to know the movement of the stock over time. FWIW my energy watchlist is CCJ, CEG, NUKL.DE, OKLO, SMR, TLN, VST, XLU. I also bought Siemens in Germany for similar reasons. Disclosure, I hold OKLO, VST, CCJ and Siemens. Wish I had bought TLN early as well. I have other lists for eg quantum computing and for minerals.
$TLN - energy play powering data centers so obv it will continue to moon
$TLN - powering data centers. Best energy play. Momentum is undeniable TLN 🚀
$TLN - Talen energy will power AI Best of breed energy play
OKLO URA and TLN VST and VRT We are just getting started with generating energy for AI.
$CRC and $TLN - strongest energy plays
$TLN - Talen Energy - energy play with crazy momentum and upside 🚀
$TLN best energy play and the momentum can’t be stopped. Will power the data centers of tomorrow 🚀
$TLN best energy play next 3 years