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daniel drapcho

T3 · host / generalist
1 call·1 name·100% bull·last heard 2 months ago·All-In Podcast
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no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$TLNTalen Energyposition

Daniel Drapcho pitches Talen Energy: buying power at a discount to replacement cost mid-nuclear cycle

2GW nuclear plus 6GW gas baseload at $25B EV vs $45B replacement cost. Base free cash flow of $50/sh doing nothing; $70-100+ with new PPAs and build-out. Direct beneficiary of the hyperscaler power deficit (PJM needs +106GW).

All-In Podcast2026-06→

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Talen Energy
HIGHdaniel drapcho·All-In Podcast·2 months ago· position
Daniel Drapcho pitches Talen Energy: buying power at a discount to replacement cost mid-nuclear cycle
2GW nuclear plus 6GW gas baseload at $25B EV vs $45B replacement cost. Base free cash flow of $50/sh doing nothing; $70-100+ with new PPAs and build-out. Direct beneficiary of the hyperscaler power deficit (PJM needs +106GW).
"Talon Energy is a power producer. They have 2 gigawatts of nuclear power and they've got 6 gigawatts of natural gas base load power. Today in the stock market, you could purchase…"
21:45