We came across a bullish thesis on Talen Energy Corporation on FJ Research’s Substack. In this article, we will summarize the bulls’ thesis on TLN. Talen Energy Corporation’s share was trading at $418.03 as of October 16th. TLN’s trailing and forward P/E were 111.87 and 22.78 respectively according to Yahoo Finance.
Photo by Frédéric Paulussen on Unsplash
Talen Energy represents a rare opportunity to invest in a company at the intersection of energy and digital infrastructure....
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When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
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Put another way, that’s roughly equal to:
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