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Talen Energy: Nuclear Cashflows, AI-Driven Demand & CCGT Optionality. Buy Recommendation

In my opinion, Talen Energy (NASDAQ: TLN ) is entering a phase of qualitative upgrade, it secures multi year green revenues from AWS, strengthens its flexibility with efficient natural gas units next to data hubs, and appliesMr. Mavroudis is a professional portfolio manager specializing in institutional and private portfolios. He focuses on risk management, which is accompanied by in-depth financial market analysis (fundamental, macro and technical) to control the risk undertaken by the portfolios. He inves ...