Reddit Posts
Mentions
$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
$CEG that has the most nuclear reactors in their fleet and has deals with Meta and MSFT says “hi back” $TLN that has a deal with AMZN’s AWS says “hi” $VST as well says “hi” as well.
I don’t think it’s too late, but I have been waiting for some steam to come out (pun intended). The names I have liked (I guess take my opinion for what it’s worth): CEG - top nuclear energy generator in NA, numerous nuke sites and is buying Calpine to increase nat gas plants VST - Texas based with increased footprint in PJM area with recent acquisitions, numerous nuke sites in purchase along with nat gas TLN - single nuke site, PJM area, some Montana exposure D - split generator and utility, Virginia based SO - commissioned newest US reactor, Vogtle Haven’t looked at NRG. I like CEG and VST the most personally.
Per Q2 filings, Two Seas Capital opened a large position. They’ve had a stake in Coreweave for a while (maybe even >5%?) and have positions in a few adjacencies like CEG TLN VST (though reduced the latter two) and NBIS, maybe as a hedge. They’ve got a good track record of anticipating regulatory developments that move the needle not just on price but on companies’ futures; like a couple other funds I’ve reviewed, they anticipated some positive (or less negative than expected) changes in solar guidance from the govt in Q2 and did well on that. With their pharma holdings, and post-bankruptcy stuff like WOLF, it’s easier to infer what the regulatory/legal catalyst is, compared to APLD (or, CLMT or GLNG.) However, my guess is their position and influence at Coreweave - very vocal about recent deals in press - give them more insight, and they seem to be good at predicting legal and regulatory stuff across industries.
Thought the same. This is my third S&P inclusion play rn along with HOOD and TLN
Yeah this is just greedy. You can't be happy to sell at $300 and then sad when it goes higher than that. This is when TLN crashes back to 270 and all you've done is lost $2800 when you could've had the shares called away at 300
Thanks, and yes, so far it was a good move - time will tell. I never thought that TLN - an energy stock would do this - sure TSLA, PLTR etc. do...
Could just be me, but I sounds like you're getting greedy. You were happy at $300. You bought it back at $345 and now its $386 and you're still holding. I don't know the first thing about TLN, but based on what you've told us I'd would seriously consider selling outright now. Of course that's just my experience, greed has almost always blown up in my face.
Yes - this does happen. Not familiar with TLN. But this has happened to me a few times with NVDA and MSFT. I now sell way out of the money calls and hope. Hope that they stocks don't explode. Guess I'm a bear that way.
Has anyone looked at the 2028 forward PE for CEG/TLN? These are energy generation companies trading at 2028 forward PE of like 38 lol.
$TLN - best energy play. Will power data centers. Don’t sleep on TLN. Will make you rich
You should check out energy stocks. CEG, GEV, OKLO and TLN. These are stock that will be providing energy to data centers. GEVernova was a spin off GE, for every 8 shares of GE you got 1 share of GEV. It spun off at $139 +- a share and today closed at $645. PLTR, Palantir Technology is an AI company. It was at $12 a year ago and today closed at $155. If you want to win in the market you need to look to the future. Not Target! Not Starbucks! Not General Food! Although Costco is a good pick but pricey at this point!
CEG, TLN, VST but they’re all priced in already
Anyone looking at SDR stocks NNE, TLN is going off today which is the only one I didn't buy
$TLN has been on fire and is up another 10% in PM
$TLN is a rocketship to the moon 🚀 Best of breed energy play. Momentum is undeniable. $TLN 🚀
I’m short corn, short usd/chf, and long OPEN. With cash on the side lines eyeing TLN calls for the week
anyone know why TLN is down over 2% today?
**MOD TOOK THE POST DOWN FOR SOME REASON SO HERE'S THE PITCH EVERYONE.. HAPPY TENDIES!** == **in my 10 years of trading markets, I have never come across a stock more misunderstood than SEI (SOLARIS ENERGY INFRASTRUCTURE).. this is the easiest double in the market right now and I'll explain why** market thinks this is a boomer oil & gas stock which is why this trades 4x EBITDA and has 20% short interest.. but this company is indispensable for Elon's xAI datacenters as back-up power gen. Elon actually took a 50% stake through a JV structure as he knows he will need this for a very long time. I can go into the background in more detail in a separate post, but basically Elon almost fried his $2 billion worth of NVDA GPUs because the power grid went dark for a few hours and these chips need to be constantly cooled.. that's when he realized he needs on-site natural gas power generation which is what SEI does. he then proceeded to sign a multi-billion dollar deal with SEI.. even if we assumed zero new deals and SEI just powers xAI datacenters in perpetuity, this stock is absurdly undervalued and an easy double. they have a $2 billion enterprise value on nearly $500 million of EBITDA (once the Elon power deal fully ramps in 2027) which is a 4x multiple. look at any of the other AI power stocks like VST CEG TLN that trade 15x+ EBITDA. once the market realizes SEI is an AI stock, this can easily go to 10x EBITDA on top of that, I suspect there are a lot more deals coming for SEI.. OpenAI and META have been studying how fast Elon was able to scale up xAI datacenters and get Grok to the leading edge, and experimenting with natural gas power gen. imagine if you get an announcement with OpenAI as a customer with the stock at 20% short interest **I smell real tendies here and want to make money with the group**
"Looking for stocks that can (or starting to) take off and could become big players in the near future." IMO if a growth name isn't up quite nicely in the market that has been the last two months I would question what's wrong with it. Have already started to trim a bit some of the things that are up substantially in a very short period of time, things like NET up more than 100% off the low of less than 3 mo ago and ASTS practically going vertical up 110% in a month. I'd rather wait for better opportunities in some of the better/best growth stories than buy something so-so because it hasn't run up as much. " AI, space, robotics and defence stocks are particularly great nowadays" Industrial stuff like FIX and LMB up a lot this year and over the last 5 years (LMB up 3,700% in the last 5) but nobody buys these things on here because they're not flashy companies. VST/TLN/CEG in utilities. PWR/EME. All this stuff that keeps doing well but nobody seems interested because it looks boring on the surface - yet something like PWR has far outperformed most of the mag 7 over the last 5 years. Mitsubishi Heavy Industries in Japan up a bit over 1,000% in the last 5 years. Even with tech there's barely any discussion of tech on here that's not mega cap tech - NET up a casual 100% off the low with no mention. PLTR had such skepticism and now people are asking about whether it's too late or not. Euro defense is a good theme with the spending that will occur, but Rhinemetall up 264% in the last year and 2,100% over the last 5 years already takes a fair amount of that into account.
$TLN is a beast and will power AI and data centers Ridiculous momentum. TLN 🚀
$TLN & $OKLO are some energy companies that are simply killing it today. So much more room left to run on $AMZN & DOD contracts respectively
$TLN damn!!! Amazon partnership going to be huge TLN 🚀
$TLN partnership with $AMZN $TLN going to the moon. Best energy play with data center kicker TLN
The largest operator in the US of active nuclear reactors is CEG. TLN gets grouped with CEG, but they only operate a single BWR site in Berwick, PA. VST has a small portfolio of nuclear reactors. GEV and ETN for new facilities. GEV is more on the turbine and SCADA/PLC side. ETN for components.
Good move today for the clean energy names: CEG, VST, TLN, OKLO
$TLN will be the best return in energy for ‘25
$TLN - solid energy play w AI kicker
Some growth (selected tech, minor adds to AI-adjacent names that I'd either reduced like LMB or re-started smaller positions in things I'd sold entirely like TLN), more international (trying to find growth ideas in Europe - defense but also other things - and elsewhere because I do think there has been a moderate reversal of what has been tremendous foreign flows into the US and I can see that continuing), some core/value stuff. I've been buying some of what was so hot for the last two years that has been obliterated, but definitely not just that.
Genuine broad take: I think the "phase one" of investing in the AI theme was one of the most easily expressed, best themes in ages. I think you had the DeepSeek concerns and that caused tremendous concern about a slowdown in spending but it also seemed to cause the market to start the process/want to believe the process had started where phase one slows down and we start to move towards phase two beneficiaries. I don't know about anyone else, but looking at some of the phase two beneficiaries announcing earnings lately, I think it's a mixed bag. For all the Benioff hype, CRM's guidance was underwhelming. MDB imploded the other day. Other issues in the world don't help, but I do think that people got concerned about AI spending, then got concerned about the rest of the AI theme and the concern about the rest of the AI theme likely made them probably even more nervous about the AI spending theme. I did think that the AI theme - and also, some very speculative growth stuff - did get ahead of itself but I thought it would resolve itself eventually in sort of a 2022 sequel. Instead, a lot of stuff has felt like it's trying to speed run 2022 in a couple of months. The sentiment for the AI theme is horrible. The market - at least looking at history - does tend to overreact in these sorts of situations. Is there slowing in spend? Some. Might there be further slowing, especially if the economy really starts to roll over? Probably. But - at least with everything as is *at this point in time* I don't know that the future of AI is quite as dire as sending CEG/VST down a third in a month would indicate. It *does* show how wholly and completely CEG/VST/TLN and others are tied to the current state of the AI theme. Something like Vistra was never a growth stock. You're talking about something that from 2016 to 2023 was up 40%. Before that it was part of a bankruptcy process. I think if the AI theme were to fall apart entirely, VST/CEG and other peers are definitely going lower. At this point I don't see that as likely and some AI things that I've sold or trimmed, I have added back gradually/carefully as I think the obliteration lately has made them interesting again. I don't know when the selling ends but I do think that at least in the near-term it's probably late innings and things have become overextended. If it quickly becomes clear that's not the case, I'll be wrong and will sell and move on to something else. So, basically: I did think the AI theme (and particularly some other specuative names/themes) got overextended in a way that felt 2020/21 in ways. I thought eventually you'd get a sustained unwind in growth a la 2022. Instead, you got -30% in a number of things in a matter of weeks. I do think that there is some reality to AI spend slowing and slowing further if there's a broader slowdown but I think (and maybe I'm wrong?) that the market gets overdone to the upside and downside and a lot of things are currently an example of the latter. I'm not adding back big time by any means and have done so carefully and gradually - VRT in the 80's is an example.
The issue isn't politics (if anything, I'd think these names are more likely to potentially benefit from deregulation), it's a substantial re-rating of a lot of the AI infrastructure trade that did so well last year. As others have said Deepseek and MSFT cancelling leases, but I look at something like CRM and Benioff hyping AI only to offer like, 6-7% rev growth guidance. MDB is *cratering* after earnings yesterday afternoon. For all of the enormous volume of discussion about what AI could be and the tremendous amount of money thrown at it, it isn't translating to the kind of numbers at this point that people would like to see - at least from a lot of businesses. You're already starting to see things like BABA giving away AI imaging tools and AI services as a Prime feature from Amazon. I'm not saying that there isn't a lot of potential with AI but right now it feels like the market has decided that it wants to move towards phase two of AI and the earnings from companies that have spent so much time talking up AI are a mixed bag. For every SNOW that actually has good earnings there's a MDB and CRM that are totally underwhelming (that MDB guidance was horrible) or just okay (CRM.) The interesting thing about Deepseek and the Microsoft lease issue is that you have these sort of denials that "spending is still on track" and the market imo really has made up its mind that there will be a definite slowdown in spend. If tech companies don't start seeing more of a return on all this investment in the coming quarters, I think you will absolutely see a slowing in spend. CEG/VST/TLN feel correlated with NVDA and given the action of recent weeks it's very clear that the performance of the last couple of years was almost entirely reliant on AI. Short-term all of these are oversold and are down substantially. With things as is I don't see much downside in the near term and these names have become more interesting again - but it really is going to continue to be very correlated with how people perceive the AI theme.
CNQ in the mid $20's with a 5.8% yield and very good (as energy companies go) management is an example of something that I'm fine continuing to nibble on if it goes lower and reinvest dividends. CNI would be interesting in the mid $90's. Some of the European alcohol names are trading as if people aren't going to drink again - Remy Cointreau, for example. Yes, the alcohol names are absolutely facing headwinds, but something higher end like Remy down 80% off the high is compelling enough to start a small position and perhaps there's eventually consolidation. Would be thrilled to get another chance to add to some of the trash collection names and perhaps if you get even a brief risk on window again some more defensive names come down. Along the same lines, ABBV currently has an RSI in the 80's and is way overbought; would be interested in that starting if it gets back under $200. The IPP names (VST, CEG, TLN, etc) aren't something I'd pile into but are starting to get interesting again. I think there's a decent amount on the shopping list and I continue to gradually - emphasis on gradually - buy. That said, I am trying to create more of a mix of growth and value/core and I think that's how I see things staying for the foreseeable future: a portfolio that leans growth but spans everything from value to a handful of smaller positions in selected very speculative growth.
I like TLN better at this point. Much lower P/E
Im loading up on Oracle. This is because the US is destroying their cyber security infrastructure. Im think that most agencies will get that ransomware attack from India. Oracle will then swoop in, get a 1TLN contract and take hammers to all the laptops.
A fair amount of the AI trade not looking well, especially the power names (CEG/VST/TLN) and other data center trades (VRT, etc.) A lot that hasn't worked is working and perhaps the European defense trade is pulling some money away from other themes.
It’s the high beta stocks. The people screaming are getting killed on the high beta. Overall market is down so small. The AI/power momentum trade that also caught non spec companies (GEV, TLN, CEG, etc) are down 10-20% last 5 days.