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- Powering the AI Revolution: Next-Gen Energy & Grid
Powering the AI Revolution: Next-Gen Energy & Grid
As AI and data centers drive an unprecedented surge in electricity demand, the grid must evolve. This is a tracking list (not a buy list) designed to monitor the companies aiming to capture this supercycle. It bridges clean baseload utilities, next-gen nuclear, hydrogen alternatives, and solar.
Note: Many of these names are highly speculative and unproven. I am tracking them to monitor the macro theme, but deep fundamental research is required to determine their actual quality and viability.
Watching
22
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
FCEL FuelCell Energy US$28.116.3% undervalued intrinsic discount 17.1%7D 321.4%3M | ||||||
TE T1 Energy US$8.5616.5% undervalued intrinsic discount 4.3%7D 111.4%3M | ||||||
PLUG Plug Power US$2.646.8% undervalued intrinsic discount 3.9%7D -1.9%3M | ||||||
EQT EQT US$52.6124.9% undervalued intrinsic discount 1.2%7D -13.3%3M | ||||||
DUK Duke Energy US$129.606.0% undervalued intrinsic discount 1.0%7D -1.7%3M | ||||||
GEV GE Vernova US$1,113.1112.3% undervalued intrinsic discount 1.0%7D 22.2%3M | ||||||
D Dominion Energy US$69.750.6% overvalued intrinsic discount 0.8%7D 11.3%3M | ||||||
ERII Energy Recovery US$8.8419.6% undervalued intrinsic discount 0.3%7D -14.4%3M | ||||||
NEE NextEra Energy US$88.3410.4% undervalued intrinsic discount -0.4%7D -5.7%3M | ||||||
OKLO Oklo US$52.3635.0% undervalued intrinsic discount -0.8%7D 12.4%3M | ||||||
BE Bloom Energy US$270.892.7% overvalued intrinsic discount -1.5%7D 99.3%3M | ||||||
ARRY Array Technologies US$6.9729.3% undervalued intrinsic discount -2.1%7D 0%3M | ||||||
BLDP Ballard Power Systems US$3.5210.0% overvalued intrinsic discount -2.8%7D 39.1%3M | ||||||
SMR NuScale Power US$9.7690.2% undervalued intrinsic discount -4.9%7D 6.6%3M | ||||||
RUN Sunrun US$12.7435.2% undervalued intrinsic discount -5.5%7D -3.6%3M | ||||||
FSLR First Solar US$224.577.8% undervalued intrinsic discount -6.1%7D 14.8%3M | ||||||
CCJ Cameco US$96.5422.1% undervalued intrinsic discount -6.7%7D -12.4%3M | ||||||
VST Vistra US$151.0533.0% undervalued intrinsic discount -7.0%7D -1.7%3M | ||||||
TLN Talen Energy US$364.676.1% undervalued intrinsic discount -8.7%7D 10.5%3M | ||||||
CEG Constellation Energy US$239.2533.6% undervalued intrinsic discount -9.4%7D -13.1%3M | ||||||
FLNC Fluence Energy US$17.008.5% undervalued intrinsic discount -11.8%7D 28.8%3M | ||||||
EOSE Eos Energy Enterprises US$5.2345.7% undervalued intrinsic discount -14.1%7D 16.7%3M |
Watching
22
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
FCEL FuelCell Energy 17.1%7D 321.4%3M | US$28.11 6.3% undervalued intrinsic discount | PS 11.3x | E 63.0% | US$22.00 | ||
TE T1 Energy 4.3%7D 111.4%3M | US$8.56 16.5% undervalued intrinsic discount | PS 2.7x | E 94.2% | US$10.07 | ||
PLUG Plug Power 3.9%7D -1.9%3M | US$2.64 6.8% undervalued intrinsic discount | PS 5x | E 75.0% | US$3.62 | ||
EQT EQT 1.2%7D -13.3%3M | US$52.61 24.9% undervalued intrinsic discount | PE 10x | E 3.4% | US$69.24 | ||
DUK Duke Energy 1.0%7D -1.7%3M | US$129.60 6.0% undervalued intrinsic discount | PE 20x | E 8.0% | US$138.56 | ||
GEV GE Vernova 1.0%7D 22.2%3M | US$1,113.11 12.3% undervalued intrinsic discount | PE 31.9x | E 6.9% | US$1,212.33 | ||
D Dominion Energy 0.8%7D 11.3%3M | US$69.75 0.6% overvalued intrinsic discount | PE 21x | E 9.6% | US$69.58 | ||
ERII Energy Recovery 0.3%7D -14.4%3M | US$8.84 19.6% undervalued intrinsic discount | PE 22.1x | E 16.6% | US$11.00 | ||
NEE NextEra Energy -0.4%7D -5.7%3M | US$88.34 10.4% undervalued intrinsic discount | PE 22.5x | E 8.3% | US$99.20 | ||
OKLO Oklo -0.8%7D 12.4%3M | US$52.36 35.0% undervalued intrinsic discount | PB 3.5x | E 20.3% | US$88.63 | ||
BE Bloom Energy -1.5%7D 99.3%3M | US$270.89 2.7% overvalued intrinsic discount | PS 31.5x | E 44.9% | US$280.93 | ||
ARRY Array Technologies -2.1%7D 0%3M | US$6.97 29.3% undervalued intrinsic discount | PS 0.9x | E 57.1% | US$10.25 | ||
BLDP Ballard Power Systems -2.8%7D 39.1%3M | US$3.52 10.0% overvalued intrinsic discount | PS 10.4x | E 27.2% | US$3.20 | ||
SMR NuScale Power -4.9%7D 6.6%3M | US$9.76 90.2% undervalued intrinsic discount | PB 2.9x | E 41.9% | US$15.36 | ||
RUN Sunrun -5.5%7D -3.6%3M | US$12.74 35.2% undervalued intrinsic discount | PE 5.4x | E -26.5% | US$19.11 | ||
FSLR First Solar -6.1%7D 14.8%3M | US$224.57 7.8% undervalued intrinsic discount | PE 14.5x | E 15.6% | US$247.30 | ||
CCJ Cameco -6.7%7D -12.4%3M | US$96.54 22.1% undervalued intrinsic discount | PE 93.5x | E 26.5% | US$123.87 | ||
VST Vistra -7.0%7D -1.7%3M | US$151.05 33.0% undervalued intrinsic discount | PE 24.9x | E 12.0% | US$222.89 | ||
TLN Talen Energy -8.7%7D 10.5%3M | US$364.67 6.1% undervalued intrinsic discount | PS 5.1x | E 32.4% | US$473.22 | ||
CEG Constellation Energy -9.4%7D -13.1%3M | US$239.25 33.6% undervalued intrinsic discount | PE 22.5x | E 13.6% | US$357.81 | ||
FLNC Fluence Energy -11.8%7D 28.8%3M | US$17.00 8.5% undervalued intrinsic discount | PS 0.9x | E 58.2% | US$18.59 | ||
EOSE Eos Energy Enterprises -14.1%7D 16.7%3M | US$5.23 45.7% undervalued intrinsic discount | PS 11.5x | E 27.9% | US$9.63 |