You all know I’m very bullish on nuclear energy. DKI has expressed that opinion through a huge position in physical uranium which has more than doubled in a couple of years.
Today, we’re going to be hosting Enrique Abeyta of HX Research as he discusses his positive thesis on Talen Energy ($TLNE) which owns a profitable nuclear plant and has just signed a high-priced supply contract for a big data center. In recent weeks, there’s been talk that new AI-focused data centers want to be located near nuclear plants. Here’s that thesis playing out in real-time.
Subscribers of both Deep Knowledge Investing and HX Research are invited to submit questions and participate in the discussion live. I’ll also be livestreaming to my X account (@Gary_Brode) and my LinkedIn Live.
The webinar is today (May 21st) at 12pm Eastern Time.
Zoom Link: https://us06web.zoom.us/j/83633262620?pwd=D3mvQ0IMxGPPEczx96GwYdgzd3d56S.1
Passcode: 547394
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