BW

arcanition

Don't start this shit again. We all got burned by that unemployed idiot that convinced us Bath & Body Works was going to go to the moon because his local B&BW was packed full.

sorean_4

That’s not correct. What you seeing as a single user test is the marketing material. A telecom company employee calling from isolated location back to head office. This is marketing for standard person to understand. The MNO’s have been testing, improving and developing network connectivity on Bluebirds for 2 years. BB1-5 with BW3 is providing 120 minutes a day of testing time. Last year fairwinds technology tested ASTS sats for warfighter, military communication over secure channels. The military tests passed. This would not be a single user being tested for US army and Navy. This would be a complex military communication test scenario.

mneymaker

It doesn’t count with a BW of 405lbs considering our heavy bags since Friday LMAO

crywhenugetolder

BW should be on this list

Theresnolight5

Yeah, I sold BW May 2025 for 89cents. It was stagnant for months. And had read about staying away from penny stocks. A few weeks ago an article came up mentioning them as part of the AI sector.. so I checked. Holy crap..it was then $20+/share.

Old-Pomegranate3634

Connect APLD to BW and RILY as well. All three in it together it seems.

creemeeseason

Babcock & Wilcox (B&W) (NYSE: BW) today announced it is collaborating with TerraSpark in support of its planned energy generation project in West Virginia. The project, known as the TerraSpark Energy Campus, will include a 1.6-gigawatt (GW) coal-fired power plant, a multi-industry campus and a Coal Innovation & Training Center for rare earth extraction and advanced materials initiatives. The project has been awarded an $18.5 million grant from the U.S. Department of Energy to support its development.

origami_bluebird

7 in orbit right now (including BW3) and they only need 25 to be FCF positive and for intermittent coverage to begin, and only around 100 sats for global coverage vs Starlink who needs to launch around 25,000 for tech that still cannot currently achieve 5G speeds unlike AST which has proven it to most of the global telecom companies (like Verizon and AT&T which have already partnered with AST because they understand they will be the global leader in Direct to Cell) Is your argument that AST will never launch their sats because they can't launch themselves? Realize SpaceX is launching their next 3 sats in the coming weeks. So it would take anitcompetitive trade practice for them to not launch AST. Amazon Blue Origin is responsible for failure of last launch and we can also use ISRO (again) and ULA Vulcan to launch.

Smoothie-Groovy

I guess no one gives a fuck about those implicated in the Epstein files anymore. Victoria Secret and B&BW are evil companies you shouldn’t be purchasing from.

TastyArcher5080

Bruh. I bought 2k shares of BW at 1.05 and sold at .97 . Then I bought 2K shares of BW at 1.13 and sold at 1.09. Also bought 100 shares of STRL at $74 and sold at $143. At least I made money on that one.

Status-Pride1260

I've been long BW since $6. The litigation is a salty short seller. They supply APLD and will continue to break into the HPC space.

Theresnolight5

We all have a similar story. I sold BW for 79cents in May 2025. It was stagnant for months. I sold and all of a sudden, out of nowhere.. BOOM! 3,000+%

butts____mcgee

The last stock I posted in one of these threads (BW) got downvoted into oblivion and I was told I was an idiot. It cost about 70c at the time.

heinzhelmut

BW

happy123z

Smart man. BW is a miracle that keeps miracling

lookapook

BW

Outrageous_Appeal_89

Sadly stocks, every time shorts sell it off 5+% i buy. Fair value using conservative metrics is $20-$25 and that’s assuming $BW doesn’t breakout and go much higher. SpaceX ipo and possible IPO of other units will be future catalysts

Vlisa

Fuckin’ BW diluting me.

stockjocky

WULF and BW are my current AI plays. Jan 2027 calls. BW has just entered the AI sector and has been performing nicely. it is in the materials/industrials arena.

ShootsnLadders

I sold like 3000 shares of BW at $3.74 after making what I thought was an acceptable return lol

creemeeseason

I think I was the under $20 person in that. The other person wanted to buy it after a big run. It went back to $17-18, for the record. It is amazing how price action has played out. I remember talking to a few people about BW when it dropped from $7-4.50 and more when it went from $13-9. Any of those buys would be amazing right now.

Healthy_Bathroom_666

BW (Babcock and Wilcox) - whilst certainly AI linked, as this company addresses one of the key bottlenecks, power… the recovery it’s had this year has been phenomenal. Whilst the world has been focused on intermittent renewables and is looking at nuclear in the next 10 years, gas is the solution for here and now. Siemens and GE would still be the go to, but their equipment is impossible to get your hands on - this has helped BW build a 2.4bn backlog. 1 year return is 3,653%….

mark_man

You're generous to share the intel! Funny story - Robinhood unfortunately made me wait on depositing funds I was planning to use for CABA on 5/1, right before it's subsequent run up (I still brought shares after the increase, but I imagine calls would have been affordable beforehand). I managed to miss today's BW jump too - that was my fault for getting distracted with work last week though, can't blame Robinhood for that one

Vlisa

Own BW 10c exp 2028 but liquidity so low I don’t get to see my gains.

creemeeseason

BW earnings: Revenue in the first quarter of $214.4 million, a 44% increase compared to the same period of 2025, ahead of consensus street expectations Net loss from continuing operations was $79.6 million in the first quarter, of which $81.8 million was due to non-cash warrant and stock appreciation rights increased valuations from improved common stock performance Adjusted Net Income from continuing operations, which excludes non-cash warrants and other stock costs, was $2.2 million in the first quarter Adjusted EBITDA in the first quarter of $16.1 million, a 296% increase compared to the same period of 2025, ahead of consensus street expectations Total global pipeline grew by 17% to more than $14.0 billion Bookings of $2.5 billion in the first quarter, a 1,971% increase compared to the same period of 2025 Backlog of $2.7 billion in the first quarter, a 483% increase compared to the same period of 2025 Significantly reduced secured debt and unsecured bonds by 87% to a net debt of $42.4 million at the end of the quarter

AlertPen4796

BW up and heating bers pipe

Mug_of_coffee

No worries. I am not sure I fully understand your questions either, but will provide an example which will hopefully clarify things: Last week (or actually the Friday before) I noticed NVDA had unusually high IV/HV a couple weeks out from earnings. IV/HV around 140% caught my attention, so I did the math - NVDA was trading at about $198 at the time, and I sold $192.5C approximately 14DTE to expire before earnings; this brought my cost basis to $189.33. I can't remember the premium received, but I believe it was a >2% return in 2 weeks. On a megacap, with a fairly large cushion, I felt like that was a good trade. Then NVDA started running after AMDs steller earnings, and I was able to roll it up and out to a 200C for $1.38 credit. Granted, NVDA is now trading around $215, so I might've done better if I just went long, but that's not the game I am playing. I also have two ITM Buywrites on IREN. One I bought shares at $47 and sold a $41C 5 weeks out, and the other I bought shares around $55 and sold the $50C. IREN had good earnings and news, and is now trading around $60, so again, I probably left money on the table. I can't remember the exact percentage I entered the trades with, but the first one was close to 10% return so long as IREN doesn't close below $41 at expiry. $55/50C BW I sold into the pre-earnings IV ramp for 5-6% for 2-3 weeks expiry, again, assuming IREN doesn't close below $50 @ expiry, and my actual cost basis is lower than the strike price. This only works with inflated IV though. A paradigm shift for me was focusing on selling premium, rather than holding shares. I am after the premium and want the shares to get called away.

bodymindtrader

#BREAKING: HANTAVIRUS new cases confirmed in France, Turkey, Argentina, Brazil and Lebanon. Source: Reuters BW

callsonreddit

Why no one talk about Babcock $BW? \+3,434.09% 1Y

creemeeseason

Right? Turbines are sold out through 2030. I still think BW can win some more new build contracts too, if their first ones go well. Slightly different design.

ai-moderator

#TLDR --- **Ticker:** $RILY **Direction:** Up 📈 **Prognosis:** Buy Shares and $10 Calls (Expiring 5/15) **Catalysts:** May 7th ($RILY) and May 11th ($BW) earnings + Insider buying window reopening. **Ape Logic:** The company's 25% stake in another stock ($BW) is allegedly worth more than its own entire market cap. Free money glitch activated. 30k YOLO engaged. 🦍🚀

Bumi-KingOfOmashu

They’ve contracted $21B in backlog, have almost 1GW contracted, are positioned in states with massive amounts of energy savings due to climate, have secured energy contracts with BW, and have a secured supply chain for builds. They haven’t had one delay and have executed perfectly.

crywhenugetolder

So bummed I miss this run. I was in at $139 and sold for some profit. BW has also had an insane run.

Bluefin_in_Dresden

BW, oversold

ahuskybitjoffrey

Be careful, this is part of the unhinged "Short RILY to 0" group's attack basket, as RILY holds a stake in APLD, along with BW and a future power IPO/SPAC I forget the name of. Not being negative, I like these guys, just be aware.

MyBoomstickIsBigger

[The BW dream is over](https://youtu.be/deEdGeTYRkU?si=9vOzxLg0gFeBSX9o)

mrpuma2u


Healthy_Bathroom_666

Babcock and Wilcox (BW) up over 6,000% on the 1 yr chart - still feels seriously slept on given the power demand for data centres

CallsOrPutsYES

SNDK, AXTI, BW, RGC are all up 2000% plus over the last 52 weeks.

Local_Sentence_2463

Indeed, I hope they do buyback the preferred shares in these distressed prices. They certainly have the funds to do so with their BW and spaceX positions. If not those, they also have 299mil in net income so hopefully a portion of that was used to buyback the preferred. I think they did so that, bought back about 30mil.

Babyfat101

Im NOT familiar with BW…are you paying up for shares with voting rights? If so, I suggest to re-think wanting this. Your votes/shares will never matter. You seem tech heavy to me, so more diversity and NOT meme/high beta/high risk stocks stock/ETF. Heck, an index fund would be smart (but viewed as boring to some who want to get rich quick). With all that’s been blown up and it’ll take awhile to rebuild, look into companies like…CVI, LYB, CF…

SelfDiagnosedUnicorn

Trimmed BW this morning on its ATH to when it reached near what I consider its fair value.  Didn’t know what I was holding the cash for until I saw NOW taking it in the chin on bad sentiment.  That’s my big trade for the month.

creemeeseason

I think we talked about it in the $130s and I've kicked myself all the way. Then I remembered that BW is almost a 9x for me since August and there are always more opportunities out there.

creemeeseason

This prompted me to look at my port and realize I have a huge overweighting to energy and power. Happy! BW, SHLS, WBI, NE, PPIH...even KFS has exposure to power infrastructure. Fun times!

NonStopGravyTrain

What are your goals? To beat the market while managing risk, or swinging for the fences with the understanding you might lose a lot? Either way, AMAT and VRT are s-tier businesses but the markets are aware of it and have priced in perfection. BW is basically one step above meme stock in my opinion, in that it actually does have a legitimate business case, but up 5000% YOY and still not profitable. Not the bag I'd want to be holding.

creemeeseason

I'm assuming BW is going to announce another data center deal? Beautiful breakout. The 52 week price variation is nuts. The range is $0.22-$17.39. Done with my selling on this one for the foreseeable future (I've sold about half).

Possible-Pirate9097

Thanks! Yeah I think DGXX will recover and really like Nebius too. Have a look at posts by the user retiredportfoliomgr on reddit - I found out about him because of BW getting a contract with APLD (he was/is big on BW) but he has good writeups on NLST. I like GLXY too. If you're buying shares, you won't go wrong. Ones I'd keep an eye on for the short term are FSLY, UCTT, BKSY (like you said), KOS, MU, WDC and BW.

Zann77

check out BW.

Tytuseva

Hey Orange man, do the tweet thing. It’s like the overtime button from BW3s but for green candles.

happy123z

BW is great.  I caught that weird ass not peeve drop haha

gamjatang111

A lot of smaller overlooked ones too like BW and FTK

stockjocky

My BW jan 2027 calls are up 143%. it has been performing nicely even though a short seller (Wolfpack Research) has been trying to crush the stock. there should be a law against this. show us what you got Wolfpack!

crywhenugetolder

BW & BE also been on a tear

AntoniaFauci

History kind of not relevant since BW is basically a phoenix of its former self.

AntoniaFauci

Personally I’m playing that story from the long side but did you read the report? I don’t think any facts it references are untrue. The conflicts and intermingling of BW and APLD and RILY and Base Electron is not what you want to see, especially with Bryant Riley’s checkered past.

Late-Activity-2513

its $BW time aka double dih

creemeeseason

Haven't read the call yet, but apparently BW hinted that another big deal was imminent (bigger than the last deal) and several more in the pipeline. Good luck shorts.

Cataclyzm7

Thoughts on RILY after BW started recovering ytd

happy123z

Either hold on or get out or invest in good companies that will also benefit from the war and a slow or fast drawdown. VG, MOS, CF and EONR are my plays. They're good companies projected to grow already and will be be accelerated by this conflict. Or we all die, either way I'm fine. Aside from my core individual holdings ASTS, SLS, DRTSW, IBRX, NLST, and BW. They're long term and will survive this administration and as much as I fear for our country and the world right now I will be smashing that buy button with fat, piggy fingers for the next 5 months if they crash. Then my month-long getaway during the midterms/civil war. And so it goes...

AntoniaFauci

BW and APLD and RILY are inextricably linked. RILY is the financial firm that blew itself up a couple years ago when the CEO made a foolish napkin deal with a fraudster. They’ve spent the last year or two sorting out the aftermath. The fraudster has been sued and criminally charged, RILY has taken billions of writedowns and basically cut the company in half to recover. Along the way the stock dropped from $60-80 range to as low as $2.56 Part of the recovery has been getting caught up on overdue filings. RILY had missed numerous filings and as of fall 2025, they were technically delisted for these breaches. They changed auditors and used a lot of loopholes to stay listed temporarily pending a series of extensions. Finally in January 2026 they filed the overdue quarterlies, staving off final delisting. The quarterlies indicated a strong trajectory. The stock has had relief rallies to $11 and recently settled in around $7-8. RILY is the largest shareholder of BW and APLD, so BW’s share price rise has bolstered RILY’s financial health. The biggest catalyst was to complete the annual filing before March 17. Yesterday however they announced they’re using an old loophole to get an extension to March 31. They also announced they would be paying off debt that’s due this year by issuing shares to the bond holders, effectively dilution. Recently BW and RILY have been, understandably, linked in how they trade.

creemeeseason

I would assume it's related to the short report. Also, it's a bad day to hit because the market is garbage which probably makes it worse. The CEO of Base Electron put out this statement: Base Electron is a newly formed IPP that is building power generation to allow data center capacity expansion in North Dakota and beyond. The BW solution is unique in its speed of delivery vs traditional gas turbines and at an attractive cost. Base Electron engaged B. Riley to form the legal entity for us, but they do not have any board seats or influence over the company. More to come on the role of Base Electron in the next few weeks. Base electron is the company who recently signed a deal with BW and is also the subject of he short report.

ap485860281

u/creemeeseason - sharp drop in $BW - is it just Wolfpack doing Wolfpack things?

lupindub

Just a heads up to anyone still in this play a new short report just dropped yesterday on BW which the report claims may have done a questionable deal with Base Electron, who happens to share the same address as RILY in Santa Monica Weather it’s true or not, it’s not a good look considering RILY fraudulent history https://www.wolfpackresearch.com/items/babcock-%26-wilcox’s-(bw)-much-hyped-%242.4-billion-deal-appears-to-be-with-an-opaque-rily-backed-corp%3B-and-apld-has-already-contradicted-disclosures-about-the-deal

radpowerbike

BW - I have made a good bit but Wolfpack reckons the 2.3 billion contract is made up! Should I get out ?

Cabininthewoodsdude

They have a pretty big position in BW. It's down about 13% today. If I had to guess it's probably from BW's performance today

creemeeseason

BW getting hot by a short report, haven't read the details...

Cabininthewoodsdude

I think most of us are waiting on their 10K to drop. They have some profitable positions in BW and APLD and were supposed to be having some debt restructuring. We're just waiting on the filing. Should be sometime this week or next

Healthy_Bathroom_666

BW @ circa $2 (not one of the lucky ones who got in at $0.31)- demand for power in the US is huge at the moment, but whilst everyone has been focused on the next technology and renewables, the traditional gas option was a pretty obvious play. Siemens and GE are so booked up that it looked likely some of the long forgotten companies might have a resurgence - they also did a rather good job of restructuring their debt (and not going bust!)

Successful-Produce78

$RILY seems largely undervalued considering their $BW and $APLD investments. Could we potentially see a short squeeze?

Cabininthewoodsdude

I think everyone's waiting on their 10K to drop. They had some profitable positions in BW and APLD and were supposed to be having some debt restructuring. We're just waiting on the filing. Should be sometime this week or next

ArtisticFrame5790

BW been carrying mine

Vlisa

I unironically love the market. Actually managed to buy LEAPs early in BW. Still down for the week. lol

ArtisticFrame5790

Anyone holding BW?

creemeeseason

BW is probably going to $15 or more, ultimately (in my opinion).

gamjatang111

so people can decide if they want to get in? Look at one of the comments below talking about BW, it is also up 21% Pre market but the news is still helpful for people who want to know the reason why it is up and evaluate if it can go up further

creemeeseason

Babcock & Wilcox (B&W) (NYSE: BW) announced today that it has received full notice to proceed on a $2.4 billion design-build agreement with Base Electron, an independent power producer (“IPP”) backed by Applied Digital (NASDAQ: APLD), to deliver 1.2 gigawatts (GW) of new generation capacity. The generation is intended to supply power to Applied Digital AI Factory campuses under separate power supply agreements. The project includes four 300-megawatt natural gas-fired boilers and steam turbine generator systems.

Disastrous_Rent_6500

DHT, Frontline, Dorian LPG, BW LP, Skorpio Tankers

Crazy_Donkies

I bought ALAB even though I think it's overpriced by 25%. Thinking NVDA talks Vera Ruben and BW rampup.

15xorbust

BW

InfiniteLicks

https://www.amazon.com/Options-Trading-Dummies-4th-Duarte/dp/B0BW6FJQ8Z#:~:text=Book%20details&text=This%20book%20breaks%20down%20the,income%20under%20today's%20market%20conditions.

Natural_Lime_3899

That is a fair assessment but for example. I held BW stock for 3 years and it traded sideways at $1 and went to .33 then back to a dollar then to 5 then back to 1 and eventually it went to 11. That was an 1,100% gain. So it may take a few years but eventually if they keep bettering the business the market will eventually take notice and it’ll be worth the wait. Most undervalued cheap companies take 3-5 years to pay off big

Basicly-Inevitable

Should I just put everything in BW and wait?

ChronicScroll3r

Crypto is bear market. I can’t see money going back to crypto with plenty of uncertainty Trump, his erratic threats and potential Iran deal It’ll go from metals and sit in cash. I’m spread all over, Google, RKLB, ASTS, LUNR, RCAT and BW. Bought all on the dip

Vlisa

GEV BW and BE have been my MVP‘s this month. semi’s are down, but data centers aren’t dead.

Tradingland

RILY Short squeeze + BW stake. High teen is minimum price

ArtisticFrame5790

I’m a shares guy. I don’t use them often. But when I have used them. I’ve honestly missed out on way more gains then it’s saved me on losses. Example - had BW at $1 average in one account. Decided to add it in a second account at $1.80. Got stopped out at $1.60. It’s now at $10. Bought HOOD in April at $50, got stopped out at $48. It went a little lower then rocketed to over $100. I’ve not really used them since

rohventu

Couldn't post from my investing account cuz it's recently made but this is why I'm banking on this stock: $GUTS 6-month REMAIN-1 midpoint results out by the end of the week! This is the kind of clinical data that would turn fractyl health's already promising findings into real and durable results that investors can get behind, with analysts predicting a **300-500%** upside. This might be a biotech **What is Fractyl Health trying to do?** For people unfamiliar with Fractyl Health, they are currently researching Revita, an endoscopic procedure that gently resurfaces the mucosal lining of your small intestine to increase insulin sensitivity, blood sugar control, and appetite regulation. People with diabetes and obesity develop metabolic patterns in these cells. The mucosal lining secretes hormones that make maintaining weight after weight loss difficult. After 1 year of stopping GLP-1 medications, many people regain 30-50% of the weight they lost. Revita helps lock in weight loss after stopping GLP-1 medications. Not only does it cost $1000-1350 a month to stay on these medications. Nobody wants to feel like they have to stay on a pill their whole life to keep weight loss they have pain-stakingly earned. **CLINICAL DATA:** - Fractyl health's randomized 3-month REMAIN trial data showed the sham group regaining 10% BW - People who got revita continuing to lose 2.5% of BW, even after stopping GLP-1's. - Their open label REVEAL-1 cohort 6 month data shows a mean weight gain of 1.5% BW as opposed to the usual 10% people regain after stopping GLP-1s. **THE UPSIDE:** The GLP-1 market is currently estimated to be $50-65 billion in 2025, with forecasts that it could even rise to 210 billion by 2035. Personally working in healthcare, seeing the increasing prevalence of GLP-1 drugs and understanding the risk of similar endoscopic procedures (<2% of serious complications, patients are home the same day), I have a strong conviction that if results come through, PDA approval and consumer adoption is almost guaranteed to follow. With interest from investors like Peter thiel and Alphabet who already have a stake in GUTS, I'm excited to see how investors move once this stock becomes significantly derisked

creemeeseason

sold a few shares of BW. I had planned to take first profits at $10, but let it run a little. Still a massive position, but after 5x gains, I gotta take a little off the table. Still think it's easily a $15 stock of it doesn't land any more new business.

dvdmovie1

Shifted out of remaining IPP positions a couple weeks ago (further negative IPP discussion: https://pbs.twimg.com/media/G_bv50iW0AAiU6i?format=jpg&name=900x900.) Added more elsewhere like turbine names and services (wish I'd bought more BW at the beginning of the year), more to CCJ, new TPL, more to EQT and pipelines like WMB/KMI. More copper, more gold mining.

softboiledjadepotato

Pelosi trade and chill. BW

Data_Over_Dogma

He will use something like this closer to the midterms. Right now he’s just normalizing his own base. He needs the insurrection act to circumvent the Posse Comitatus act which prevents the US military to be used for civil law enforcement. If you are going to upset democracy, you need more forces than just ICE. Venezuela told him that international law isn’t a barrier next is an open assault on US law. NSPM 7. Read it if you have time. This will allow him prosecute political dissension as domestic terrorism. Before a crime is committed, just Susie Ted. https://youtube.com/shorts/yuVoN7JYxUU?si=QP-Rdxv-Ro2-g6HU https://youtu.be/hKvBzvVYlKw?si=RQgH926BW16FR6JE https://www.whitehouse.gov/presidential-actions/2025/09/countering-domestic-terrorism-and-organized-political-violence/ They are going to try it. Trump is buddies with Orban, he wants what he has.

AntoniaFauci

RILY is assumed to own sizeable parts of BW and APLD.

Wide_Neighborhood_49

Man in college we used to go to BW3's for .25 wings on tuesdays. That was the life

Vlisa

Power wise? I have a position in UUUU and BW. Also watching news from NRC since Trump just switched the head.

impala_1991

Babcock and Wilcox BW

cshellcujo

I somehow found BW when it was like $0.33, and got really into the tech they were making at the time/figured delisting concerns were overblown. Trades in the $6-7 range now

mosmani

Yes & I am in pain for missing life changing moment. I stumbled on BW (Bobcock &) about a year ago during the so call "libration week". I purchased 75k shares @ .29 cent and sold it at .50 cents within a week. Now BW is at $7. 😢😢

radpowerbike

You need to get on BW another comeback story just like RR

radpowerbike

I will wait for BW to come down and buy in again.old industrial boiler company getting back in the game with enviro scrubbing power plants and AI power for data centers. Apes haven’t discovered this one yet, I hope they don’t.$2 to $7 in the last 3months.

creemeeseason

BW new high close, just a few pennies off the intra day high a few weeks ago. Giddy up.