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tuwfy

Is TAC next the IREN?

Epic DD Analysis

TAC (TransAlta Corp) imo looks like a solid play. Just picked up some calls (3/20/26) on TAC bc exposure to AI and data center boom without taking on the excessive risk that comes with fat ass plays like IREN. Canada is always behind the times, but thats good in this case, that leaves TransAlta space to expand as AI infrastructure pushes north and requires dependable clean energy. TAC already plans to supply future Alberta data centers with its own renewable assets, so it has the potential to benefit from AI energy demand growth with stable, long-term contracts. Add share buybacks, analyst upgrades, and robust cash flow, and you have a company that's quietly positioning to surf the AI wave with far less volatility than IREN.

(my first dd lmk what yall think)

Posted Oct 10, 2025, 7:23 PM UTC

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