Murray Coffey
06-04

$Talen(TLN)$ crushed it in Q1 2025,pulled in $200M in revenue and $87M in free cash flow, beating their own guidance. They’re actively buying back stock too,$83M worth already! The fossil fuel plants, especially Montour and Brunner Island, really stepped up power generation. And hey, the AWS campus is now fully electrified,Talen’s supplying the power and making revenue off it. With more builds underway, I’m honestly pretty bullish on their future growth.

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