#Uranium

Talen Energy ($TLN) Expands its Deal with Amazon

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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

DeepSeek and the Need for Power Generation

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Last night (Vietnam time), I had a conversation with an expert who has experience designing AI datacenters. In addition to some highly technical information, he made four points that I think are relevant to DKI subscribers and the portfolio. I note that there are many details still to be learned and this expert was speculating … Read more

DeepSeek and the DKI Portfolio

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As you all know by now, DeepSeek caused an implosion of the US-based technology and energy space on Monday. On Tuesday, the market decided it has over-reacted and many of the heavily-sold stocks regained ground. I want to address the speculation on both sides of the discussion and to update you on how this affects … Read more

Enrique Abeyta, Nuclear Energy, and Talen Energy $TLNE

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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 … Read more

Webinar on Energy with Tracy Shuchart of Hilltower – New Time

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Tuesday’s webinar on energy with Tracy Shuchart has been moved to 11am Eastern Time. All are welcome. Login details here: Gary Brode is inviting you to a scheduled Zoom meeting.   Join Zoom Meeting https://us06web.zoom.us/j/89536650169   Meeting ID: 895 3665 0169   —   One tap mobile +19292056099,,89536650169# US (New York) +16469313860,,89536650169# US   — … Read more

Details for February Webinar on Energy with Tracy Shuchart

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February’s webinar will focus on energy including oil, gas, nuclear/uranium, and related geopolitical events that affect this sector of the market. We’ll be hosting energy expert, Tracy Shuchart, CEO and Founder of Hilltower Resource Advisors on Tuesday, February 13th at 12pm Eastern Time. She started her career in 2005, in finance, at the Chicago Board … Read more

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