Apr. 27 at 1:02 AM
$TLN closed Friday at
$237.40, less than 9% from its October high of
$258. The AI power trade is red hot —
$GEV and
$BE have ripped 40%+ quietly, and
$CEG/
$VST weekly charts are turning constructive. TLN sits on 10–13 GW of nuclear+gas assets, locked in a long-term AWS deal, up 215% in '24 and 86% in '25. It's been coiling for nearly 6 months, with the weekly downtrend line sitting near
$242. A volume-clearing break above that could spark catch-up to
$280–
$300.
My plan: Monday conditional order — if price breaks
$242 on volume and holds 30+ mins, I'll grab calls (or shares), 12% position. Stop at
$228. If it fails and pulls back to
$230, wait for a re-test. The AI infrastructure story is still early. TLN won't stay down forever.👉If this is helpful to you, tap @LiveCommander