← @matthew_sigel

$TLN

BEARISH2026-05-13
Price around the call
2026-05-13
By horizonMaturing · ~0 trading days to go
1d
-4.1%
5d
+2.9%
21d
Original post
matthew sigel, recovering CFA · 2026-05-13

IPP weakness, especially $TLN --> >Hot PPI >Rising interest rates >$AEP equity issuance ($2.6B vs. $69B cap) >Hill County, TX: One year pause on data center construction >FERC Chair Laura Swett says PJM may be 'too big to function.' >PJM co-location workshop previously scheduled for tomorrow looks to be cancelled w/ new meeting July 23rd. Unconfirmed. "One of the largest utilities in the country is considering leaving PJM and I can't say I blame them." - FERC Chair Swett

View on X ↗