Good news on the tape. One reason Talen Energy ($TLN) stock price is up so much in the past year is a deal they did with Amazon to provide nuclear energy from its Susquehanna plant to Amazon’s nearby data center. This morning, the companies announced an expansion of that deal with Talen now supplying electricity … Read more
I’ve been reading and thinking a lot about nuclear power recently. There are billions of people around the world who want a higher material quality of life. That correlates almost 100% with higher energy usage. In the US, we want to electrify everything, but don’t have the energy infrastructure to support all the EVs environmentalists … Read more
The polls have been inaccurate for the past three US Presidential elections. Knowing that, DKI was watching Bitcoin, the prediction markets, and a few other select stocks and economic markers to see that a Trump landslide was coming long before the network announcers could do so. Could we get a sound money advocate as Federal … Read more
Information contained in this report, and in each of its reports, is believed by Deep Knowledge Investing (“DKI”) to be accurate and/or derived from sources which it believes to be reliable; however, such information is presented without warranty of any kind, whether express or implied. DKI makes no representation as to the completeness, timeliness, accuracy … Read more
Note – we just moved the time. The new correct time is 12pm tomorrow (Thursday, the 7th) I’ll be discussing Talen Energy ($TLN) with Enrique Abeyta of HX Research this Thursday, November 7th at 12pm Eastern Time. We will be discussing the recent adverse regulatory decision and how it affects Talen and other co-location projects. … Read more
