Talen stock could reach $1,050/share
If Talen signs more data center contracts and power prices rise, Dan Dreyfus projects $70/share FCF at a 15x multiple, implying a $1,050 stock price.
Snapshot · All-In with Chamath, Jason, Sacks & Friedberg
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Explore episode
Jun 12, 2026
Where this was said
EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology
At 36:50 · chapter starts 27:19
Oleg Nodelman uses a military analogy to explain the history of cancer treatment before pitching Aktis Oncology — a radiopharmaceutical biotech with clinical data due in 2027 and Eli Lilly as a strategic backer.
EcoR1 10x'd investors, 20% annualized since 2013
EcoR1 Capital has returned 10x to investors since its 2013 inception, compounding at 20% annually, growing from $13M to $2.5B AUM.
Oleg Nodelman Explains Radiopharmaceuticals as Micro-Drone Warfare
Chemo is carpet bombing. Immunotherapy is recruiting local allies. Radiopharmaceuticals are micro drones: 2-centimeter precision, single-cell blast radius, autonomous targeting. Aktis Oncology has built the platform to deliver any radioactive payload to any target — and the data readout is less than a year away.
Talon has 2 GW nuclear + 6 GW natural gas
Talen Energy owns 2 gigawatts of nuclear power and 6 gigawatts of natural gas baseload power.
Talen Energy: Buy Below Replacement Cost, Sell at a Premium
Talen Energy trades at a $25B enterprise value versus a $45B replacement cost. At 7x free cash flow on a $50/share FCF base, with comparable infrastructure at 15x, the equity should more than double just doing nothing. If power prices rise and data center deals accelerate, you get $1,050.
$25B EV vs $45B replacement cost
Talen Energy can be purchased at a $25B enterprise value while its replacement cost is $45B, implying the equity alone should more than double just to reach replacement cost.
Similar snapshots
$14K/month in 6 months
Sam built Algrow from zero to $14,000 in monthly revenue within just six months of shipping his first MVP.
10,000 users in 6 months
Algrow reached over 10,000 users in roughly six months, driven almost entirely by organic Discord community growth.
First 400 users from Discord
Sam acquired his first 400 users entirely through Discord communities, without paid advertising or traditional outreach.
480 new customers in one month
Algrow added exactly 480 new paying customers in its most recent month, demonstrating strong ongoing growth.
£10K revenue in last 4 weeks
Sam's Stripe dashboard showed over £10,000 in revenue in the last four weeks, equivalent to roughly $13,000–$14,000 USD.
Free access for early users as growth hack
Sam gave all early users free access so they could show the tool to friends, turning them into live demos and advocates who helped the product spread virally.
No self-promo rule exploit: screen sharing
By silently screen-sharing his tool in Discord voice chats rather than posting links, Sam attracted curiosity without violating no-self-promo server rules.
$10K+ from affiliate marketing first
Before building Algrow, Sam and two friends made over $10,000 in revenue through affiliate marketing for RizzApp by posting faceless texting story content.
$13K MRR with $0 marketing spend
Bhanu grew SiteGPT to $13,000 monthly recurring revenue entirely through organic channels, spending nothing on paid marketing.
