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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 | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
BE Bloom Energy US$210.7746.0% undervalued intrinsic discount 4.6%7D -22.9%3M | ||||||
EQT EQT US$54.5733.0% undervalued intrinsic discount 1.6%7D -1.2%3M | ||||||
CEG Constellation Energy US$276.7535.9% undervalued intrinsic discount 1.4%7D 4.2%3M | ||||||
SMR NuScale Power US$9.2926.5% undervalued intrinsic discount -1.2%7D -27.9%3M | ||||||
ERII Energy Recovery US$7.77n/aintrinsic discount -1.6%7D -2.9%3M The author hasn't set a fair value for ERII | ||||||
ARRY Array Technologies US$4.59n/aintrinsic discount -2.1%7D -48.0%3M The author hasn't set a fair value for ARRY | ||||||
NEE NextEra Energy US$81.84n/aintrinsic discount -2.2%7D -2.2%3M The author hasn't set a fair value for NEE | ||||||
PLUG Plug Power US$2.19n/aintrinsic discount -3.5%7D -44.4%3M The author hasn't set a fair value for PLUG | ||||||
FLNC Fluence Energy US$10.88n/aintrinsic discount -4.1%7D -59.9%3M The author hasn't set a fair value for FLNC | ||||||
FSLR First Solar US$204.46n/aintrinsic discount -4.6%7D -32.5%3M The author hasn't set a fair value for FSLR | ||||||
GEV GE Vernova US$911.9336.0% undervalued intrinsic discount -4.7%7D -4.1%3M | ||||||
TLN Talen Energy US$296.11n/aintrinsic discount -5.8%7D -21.5%3M The author hasn't set a fair value for TLN | ||||||
BLDP Ballard Power Systems US$2.25n/aintrinsic discount -6.3%7D -64.3%3M The author hasn't set a fair value for BLDP | ||||||
FCEL FuelCell Energy US$17.76n/aintrinsic discount -9.1%7D -16.7%3M The author hasn't set a fair value for FCEL | ||||||
EOSE Eos Energy Enterprises US$3.26n/aintrinsic discount -14.4%7D -63.7%3M The author hasn't set a fair value for EOSE |
Watching
22
| Company | Price & Valuation | FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
TE T1 Energy 8.4%7D -54.0%3M | US$4.79 n/aintrinsic discount | The author hasn't set a fair value for TE | PS 1.4x | E 98.9% | US$9.86 | |
BE Bloom Energy 4.6%7D -22.9%3M | US$210.77 46.0% undervalued intrinsic discount | PS 19.9x | E 42.1% | US$275.08 | ||
EQT EQT 1.6%7D -1.2%3M | US$54.57 33.0% undervalued intrinsic discount | PE 12.6x | E 9.8% | US$67.68 | ||
CEG Constellation Energy 1.4%7D 4.2%3M | US$276.75 35.9% undervalued intrinsic discount | PE 28.3x | E 17.0% | US$348.30 | ||
VST Vistra 0.6%7D -11.4%3M | US$137.09 n/aintrinsic discount | The author hasn't set a fair value for VST | PE 22.7x | E 15.0% | US$217.42 | |
DUK Duke Energy 0.3%7D 0.3%3M | US$120.25 n/aintrinsic discount | The author hasn't set a fair value for DUK | PE 18.1x | E 8.2% | US$137.28 | |
SMR NuScale Power -1.2%7D -27.9%3M | US$9.29 26.5% undervalued intrinsic discount | PB 1.8x | E 52.3% | US$12.63 | ||
D Dominion Energy -1.6%7D 1.5%3M | US$65.55 n/aintrinsic discount | The author hasn't set a fair value for D | PE 23x | E 12.2% | US$71.82 | |
ERII Energy Recovery -1.6%7D -2.9%3M | US$7.77 n/aintrinsic discount | The author hasn't set a fair value for ERII | PE 25.9x | E 27.1% | US$9.33 | |
ARRY Array Technologies -2.1%7D -48.0%3M | US$4.59 n/aintrinsic discount | The author hasn't set a fair value for ARRY | PS 0.6x | E 61.0% | US$9.11 | |
NEE NextEra Energy -2.2%7D -2.2%3M | US$81.84 n/aintrinsic discount | The author hasn't set a fair value for NEE | PE 18.4x | E 6.7% | US$98.39 | |
CCJ Cameco -2.4%7D -11.2%3M | US$100.01 n/aintrinsic discount | The author hasn't set a fair value for CCJ | PS 17.4x | E 35.3% | US$128.50 | |
PLUG Plug Power -3.5%7D -44.4%3M | US$2.19 n/aintrinsic discount | The author hasn't set a fair value for PLUG | PS 4.1x | E 76.0% | US$3.55 | |
FLNC Fluence Energy -4.1%7D -59.9%3M | US$10.88 n/aintrinsic discount | The author hasn't set a fair value for FLNC | PS 0.6x | E 64.7% | US$16.33 | |
RUN Sunrun -4.1%7D -43.6%3M | US$8.78 n/aintrinsic discount | The author hasn't set a fair value for RUN | PE 5.3x | E 9.7% | US$15.97 | |
FSLR First Solar -4.6%7D -32.5%3M | US$204.46 n/aintrinsic discount | The author hasn't set a fair value for FSLR | PE 12.6x | E 14.9% | US$275.30 | |
OKLO Oklo -4.6%7D -40.0%3M | US$40.14 n/aintrinsic discount | The author hasn't set a fair value for OKLO | PB 2.3x | E -1.9% | US$79.88 | |
GEV GE Vernova -4.7%7D -4.1%3M | US$911.93 36.0% undervalued intrinsic discount | PE 25.5x | E 9.8% | US$1,236.43 | ||
TLN Talen Energy -5.8%7D -21.5%3M | US$296.11 n/aintrinsic discount | The author hasn't set a fair value for TLN | PS 3.8x | E 37.7% | US$459.94 | |
BLDP Ballard Power Systems -6.3%7D -64.3%3M | US$2.25 n/aintrinsic discount | The author hasn't set a fair value for BLDP | PS 6.4x | E 34.1% | US$3.30 | |
FCEL FuelCell Energy -9.1%7D -16.7%3M | US$17.76 n/aintrinsic discount | The author hasn't set a fair value for FCEL | PS 8.5x | E 61.3% | US$22.83 | |
EOSE Eos Energy Enterprises -14.4%7D -63.7%3M | US$3.26 n/aintrinsic discount | The author hasn't set a fair value for EOSE | PS 5.5x | E 54.4% | US$6.67 |