$TLN 0.62 Developing

Notable posts

• @StockSavvyShay neutral 890 eng

  THE ELECTRICITY VALUE CHAIN • $CCJ uranium supply • $CEG nuclear baseload • $SMR modular nuclear reactors • $OKLO micro-nuclear generation • $EOSE zinc long-duration storage • $GEV power conversion hardware • $VRT power distribution & cooling • $VST flexible generation & storage • $TSLA utility-scale lithium storage • $FSLR thin-film solar for hyperscale • $NNE utility-scale renewable buildout • $TLN North American renewable generation • $BWXT nuclear components & specialty fuel

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• @StockSavvyShay bullish 425 eng

  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 spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $MU, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity | $AVGO, $MRVL, $ALAB, $CRDO, $AAOI, $ANET Connectivity determines whether AI clusters can move data fast enough because training runs span tens of thousands of chips that need to act like one machine. Once copper runs out of reach that causes the cluster depends on optics, retimers, switches and custom silicon to keep the system moving. • Power | $CEG, $VST, $GEV, $FPS, $VRT, $NVTS, $TLN, $ON Power determines whether new AI data centers can actually come online because the binding constraint is shifting from getting chips to getting megawatts so the value flows to the companies that control generation, grid equipment, power delivery, thermal management and efficiency. • Compute | $NBIS, $CIFR, $IREN, $APLD, $WULF, $CORZ, $CRWV Compute capacity is overflow layer when hyperscalers are sold out. Capital alone doesn't guarantee GPU access which is why buyers are signing multi-year contracts for clusters before they are even fully built. • CPU | $NVDA, $AMD, $INTC, $ARM, $QCOM On-device CPU (edge compute) becomes next bottleneck as AI moves into inference, agents, PCs, phones, vehicles and physical devices.

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• @ProfKayaFinance bullish 169 eng

  Güncel enerji ihtiyacına rağmen endekslerin gerisinde kalan 4 enerji şirketi favori sıralamam bu şekilde. Bence bir tık haksızlığa uğruyorlar. 1. $CEG | Constellation Energy 2. $VST | Vistra Energy 3. $NEE | NextEra Energy 4. $TLN | Talen Energy

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• @wallstengine bullish 72 eng

  Goldman Sachs initiates Talen Energy $TLN at Buy, $499 PT They cite three drivers: 1. 17-year AWS PPA de-risking cash flows 2. 99% PJM exposure as power supply tightens 3. Upside from more potential PPA signings tied to data center demand https://t.co/MVv9MfQ061

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• @tenet_research neutral 25 eng

  Tenet Market Wake-Up Summary 📷📷 June.18.26 $SPX $AAPL $INTC $AVGO $OKLO $LEU $META $TSLA $NOK $RUM $UUUU $QBTS $ONDS $ZETA $PFE $SPCX $TSEM $MRVL $SWBI $ACN $KR $ALB $ENPH $QURE $CEG $TLN $CURB $ENGN $INTU $CAST $LNKS $LPA $NVCR $LEGN @ripster47 | @tenet_research | @TenetCharts

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