Good news on the tape. One reason Talen Energy ($TLN) stock price is up so much in the past year is a deal they did with Amazon to provide nuclear energy from its Susquehanna plant to Amazon’s nearby data center. This morning, the companies announced an expansion of that deal with Talen now supplying electricity … Read more
Maybe we should have called this The Energy Issue. President Trump is trying to cut through decades of red tape by building nuclear reactors on military bases. If you want to electrify everything and have AI datacenters without more carbon-based energy, nuclear is the only option. Do you own enough uranium? 90% of US companies … Read more
Last night (Vietnam time), I had a conversation with an expert who has experience designing AI datacenters. In addition to some highly technical information, he made four points that I think are relevant to DKI subscribers and the portfolio. I note that there are many details still to be learned and this expert was speculating … Read more
As you all know by now, DeepSeek caused an implosion of the US-based technology and energy space on Monday. On Tuesday, the market decided it has over-reacted and many of the heavily-sold stocks regained ground. I want to address the speculation on both sides of the discussion and to update you on how this affects … Read more
You all know I’m very bullish on nuclear energy. DKI has expressed that opinion through a huge position in physical uranium which has more than doubled in a couple of years. Today, we’re going to be hosting Enrique Abeyta of HX Research as he discusses his positive thesis on Talen Energy ($TLNE) which owns a … Read more
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
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
