Talen Energy is a compelling investment, though it faces potential risks related to regulatory interference and interest rate sensitivity.

“Talon is maybe 3x upside, 5x upside, but it's eight years out. And I think one of the other challenges with Talon that I would kind of use as a valuation metric is I think it's more interest rate sensitive than MGM is um because the power purchase agreements really are where a lot of the revenue com”