$Talen(TLN)$ At this point, the bull case for nuclear energy has become significantly stronger. Structural underinvestment on the supply side, coupled with surging electricity demand driven by AI data centers and broader electrification trends, is creating a perfect storm. Add to that the global urgency to secure clean and reliable power for decarbonization goals, and it’s clear，nuclear is set to outperform the broader market well into the 2030s, possibly even through the 2040s.
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