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TTNN Amazing fundamentals (Epic DD) MUST READ
$TMGI Shareholder letter coming early next week with exciting updates
Vivint Smart stock gains after NRG starts notes offering to partially fund takeout
Vivint Smart Home lawsuit loss could result in revised terms for NRG deal - analyst
Vivint Smart Home stock drops after losing $190M court verdict amid NRG takeover
💰💰💰Good morning! #premarket #watchlist 12/6 $SMMT -Summit Therapeutics Partners with Akeso Inc. in Deal for Up to $5 Billion, $VVNT -NRG Energy to Buy Vivint Smart Home for $2.8 Billion, $WISA -WiSA Technologies Launches New App Delivering Powerful and Intuitive Control of WiSA-Enabled TVs
NRG Q3 Earnings Beat Estimates by 53%, revenue up 547% from last year: stock precedes to plummet 12% for some fucking reason.
NRG Q3 Earnings Beat Estimates by 53%, revenue up 547% from last year: stock precedes to plummet 12% for some fucking reason.
$AGSO cancels 33.5 million restricted shares, approximately half of shares outstanding
$AGSO cancels 33.5 million restricted shares, approximately half of shares outstanding
$AGSO cancels 33.5 million restricted shares, approximately half of shares outstanding
🚨🚨🚨🚨$AGSO REVERSE MERGER! TitanNRG WHERE MY COPPER APES AT? 🦧🚀🤌
SoFi is undervalued (based on market caps of other NFL stadiums)
I’ve analyzed the latest quarterly reports of most public companies in the US and here are the ones with the fastest revenue growth over the 1st quarter of this year.
I’ve analyzed the latest quarterly reports of most public companies in the US and here are the ones with the fastest revenue growth over the 1st quarter of this year.
NRG Energy - a value trade with good fundamental and technical delta.
HUGE CHANCE FOR A BUY 20% safe growth
What happens to a biotech stock after its first working medicine?
NRG took a beating today 17% down.. Yolo 12k in options and almost 7k on the stock. Betting on a 5-8% rebound by end of week.
Let's invest and make Texas the new Wall Street and sale in 10 years. Everyone profits, everyone wins
Mentions
It would probably be wise to diversify with some of the larger energy providers and builders too. GEV, NRG, DUK, NEE, ENB are all big enough so that if your individual plays like IREN, NXXT, etc blow up you'll still see some gains since the big providers will also have to scale.
Yes but that’s an issue with ERCOT and the local utility providers - Google gets to bypass this issue. All the data centers have direct power purchasing agreements with independent power producers like Vistra, NRG, etc. They literally get the electricity straight from the reactor, wind farm, turbine, whatever.
Buying PLTR, ORCL, and HOOD at the peak price was a solid choice NRG.
>Question is: why is the performance of the remaining 493 companies so bad? Why aren’t they going up? sort of depends on how you measure the data, and the way indexes are constructed can give you a warped or incomplete idea of how stocks are performing. but Mag 7 and tech are hardly the only S&P 500 stocks performing well this year, or the past few years. Just a few examples: - Caterpillar is up 55% TYD - Newmont mining us up 124% YTD - NRG Energy is up 91% YTD - Wynn Resorts is up 44% YTD - Hasbro is up 36% YTD https://www.slickcharts.com/sp500/performance Over the 5 years ending Jan 2025, some of the best performing S&P 500 stocks are not tech or Mag7: MasterCard, NextEra Energy, T-Mobile https://custommapposter.com/article/12-best-performing-s-p-500-stocks-in-the-last-5-years/1781
>Clearly the market isn't stupid enough to have missed this so I must be missing something. If you think the market is missing it you're probably missing the stocks. Vistra, Constellation, Talen, NRG... list goes on.
Fairly strong rebound on CEG today. All the large generators (CEG, VST, TLN, NRG) reported fairly weak quarters with top line misses.
"I would have thought that nuclear would be a good bet given how much power is needed lately" Yes, but the issue becomes you have these SMR companies that either are a long way from profitability and/or haven't built their first reactor. When stuff like OKLO is up 760% off the low and they haven't built a plant yet or anything, if momentum stops, the re-rating down to reality can be significant. Most of the last 5 years has been a market of narratives and momentum and narratives can take something way further than anyone can expect, but when it stops, if there isn't fundamental support you can have an OKLO down almost 50% in less than a month. In terms of nuclear energy needs, CEG/VST/TLN/NRG are volatile stocks but they're providing today vs might build a reactor next year or the year after. "I certainly didn’t expect them to issue more stock" If you own a speculative growth stock that isn't profitable but the stock is doing well, they're going to raise money into that demand for the stock while the demand is there.
I need huge moves tomorrow from NRG and DDOG. These past two weeks have been devastating for me ugh
I don't need to try it out. I've sold GE, CEG and NRG way too soon. Sold GE at a slight loss years ago before the take-off, made a hefty profit on the other two. I am not crying over it, stopped following those stocks. I just moved on. I've been in so many stocks over the 12 years of investing, that I would go crazy following it all and ruminating over the could-have-been imaginary gains I missed out on.
VST, CEG, TLN, NRG all up massively in recent years and things like PWR/EME have done very well. BE/FLNC/etc in terms of battery/fuel cell have turned into complete FOMO lately. The data center energy trade has been going on for a couple years already. It's not to say that some of the names aren't good companies/there isn't more to go, but when you have something like VST up 880% in the last 5 years given the nature of the company even in the best case scenario it's hard to see another 880% over the next 5 years. With a lot of names in this theme, there's also a very heavy reliance on the data center growth story. If something curtailed the theme (not saying it will imminently, but if) then a lot of these names will re-rate signficantly lower. So not saying there isn't more to go (especially in the best case), but the easy money has been made and if there's a blip in the AI theme, these names will definitely head lower.
Data center and energy firm Tidal NRG wants to build a helium-based cooling system for AI racks. It has signed a deal with Innov8 Gases, a gas specialist, which will see the two companies co-develop next-generation cooling technologies based on helium. Just because it currently isn't the norm doesn't mean there isnt a better way. Don't forget how much the horse amd buggy people hated automobiles. The future is helium.
I was interested in their story last year when they IPO’d but recently they’ve seemed to struggle quite a bit. First of all, the “Permian is dead” theme seems to be taking off. Take a look at TPL. It’s pretty much dropped 50% off ATH in the last year. LB is considered a mini TPL so they trade pretty similar. One of the more intriguing stories with LB is the potential for data centers but we haven’t seen any solid deals. The NRG deal was to potentially power a data center in 2029. If you want to make money from the data center theme, there are way better investments than “we potentially have a data center in 4 years”. So, it’s not a very good data center play. The Permian is favored by the market right now. I wouldn’t say it’s undervalued either. Maybe it’s a decent recovery play. I’m personally just holding shares and waiting to sell for some profit.
Following the same logic - which is energy companies that are providing energy to data centers - here are some others. Note - I’m not invested in these other ones, so do your own DD and let me know. Maybe I’ll join you…. TLN (nuclear, but contracts with Amazon), NRG (natural gas), NEE (volatile renewables), EQT (natural gas), GEV (equipment/infrastructure)
STZ is a falling knife with no clear support in sight so idk why u would buy that u should be green now on WELL so secure profits ALGN is not a bad play for the downside, but I wouldn’t have taken that anyway NRG is still on a bullish trend and didn’t break support so i don’t understand why u thought grabbing puts now was a good idea u should be green on RJF VST doesn’t look bad now, but u shouldn’t have grabbed calls just yet UBER is a good play, but u bought short time. traders still don’t seem to understand that the biggest reason for their losers is because they DON’T buy long-dated contracts. when i started buying longer-dated contracts, meaning 2+ months ago, my trading consistency changed DRASTICALLY i don’t see why u thought buying TPR was a good idea, there’s no clear support in sight i think ur problem is ur focusing on too many plays at the same time and ur focusing on names that barely have any volume or open interest. stick to fewer plays, buy long-dated contracts, don’t buy random shit at random levels. be picky with ur trades and make sure ur plays have good flow because it adds conviction. u see whales dumping millions worth of calls or puts into a stock with a chart that looks good for upside/downside, assume those whales know something that u don’t because most likely that’s actually the case
NXXT - Next NRG. Just got land for infrastructure and couple months ago signed LOI with LA hospitals for energy infrastructure/supply.
LandBridge Company LLC (NYSE: LB) (“LandBridge”) announced that it has entered into a strategic agreement with NRG Energy, Inc. (“NRG”) with respect to a potential data center site in Reeves County, Texas, in the Delaware Basin. Finally some good news for LB. Up 16% today
NXXT - Next NRG is going to be the next big thing, just secured land, going after healthcare contracts. under 1 bil MC. get in early.
Look at the giant green volume candle at 10:33am https://financhle.com/company/NRG/options/O:NRG250926C00170000 i usually watch this website’s feed
Oracle seems overpriced SHORT-TERM, but who benefits from POWERING data centers? Didn't Oracle make an exclusive deal with Bloom Energy (BE) so they don't need to depend on NRG and Vistra? Because I think "Bloom" with little competition is the biggest beneficiary. Am I right?
Ahead of the Fed announcement, here’s a look at the best performing S&P 500 names fueling 2025’s gains. No. 1: Seagate Technology (STX), +140.8% YTD. No. 2: Western Digital (WDC), +125.3% YTD. No. 3: Palantir Technologies (PLTR), +123.9% YTD. No. 4: Newmont Corp (NEM), +111.2% YTD. No. 5: Micron Technology (MU), +87.1% YTD. No. 6: GE Vernova (GEV), +85.2% YTD. No. 7: Oracle (ORCL), +81.7% YTD. No. 8: NRG Energy (NRG), +81.2% YTD. No. 9: GE Aerospace (GE), +75% YTD. No. 10: Paramount Skydance Corp (PSKY), +72.8% YTD.
“Howdy Modi” had over 50,000 attendees at Houston’s NRG stadium in Sept 2019. Maybe Modi didn’t like the tariffs Trump dropped on them for buying Russian oil. Probably more to this meeting, but now we are here on the timeline.
$NRG to +$150 this week, a shaman spoke to me about it in a dream
Does this mean in a 401k through an employer, I can purchase individual stocks? I'm having a hard time moving anything around in my Fidelity 401k through my NRG Affiliates program.
I have NRG. Looking into buying NEE. I read they supply more power to data centers.
Why not NRG vs VST but not GEV or CEG? I’d thought I was late to VST last year since it already went up a good amount but it’s done really well for me. So wouldn’t necessarily say you’re late but keep in mind these names can be as volatile as other AI stocks. I’d say also look into CEG or GEV but can’t go wrong with VST. As a bonus, Pelosi owns it.
I don’t think it’s too late, but I have been waiting for some steam to come out (pun intended). The names I have liked (I guess take my opinion for what it’s worth): CEG - top nuclear energy generator in NA, numerous nuke sites and is buying Calpine to increase nat gas plants VST - Texas based with increased footprint in PJM area with recent acquisitions, numerous nuke sites in purchase along with nat gas TLN - single nuke site, PJM area, some Montana exposure D - split generator and utility, Virginia based SO - commissioned newest US reactor, Vogtle Haven’t looked at NRG. I like CEG and VST the most personally.
I sure know how to pick em. NFLX, ROOT, NRG. Going to buy RKLB calls next if anyone wants to short my poor picks. Smh.
DAVE and NRG both beat expectations and are being punished. Make it make sense.
yeah, i agree on the no good news. I'm still betting it recovers in a year or so though. Its a behemoth. I wouldn't say everything has been negative either. My personal account is up 25% YTD, and I have mostly petty safe plays at the moment with the bulk of it. Energy is doing well (OKLO, NRG). Drone and robotics stocks are doing well, NVDA and PLTR continue to do well as well as the ai driven stuff...data centers ect.
NRG great earnings, massive power demand for AI -> tanks. Market can remain irrational longer than you can remain solvent.
Why NRG dump did they not exceed expected EPS?
NRG!! https://preview.redd.it/8mmx2rl129hf1.jpeg?width=1290&format=pjpg&auto=webp&s=3cf5e86fb4a5a43161b702ffb0995ad5a4e9a915
https://preview.redd.it/cqjzwz6n09hf1.jpeg?width=1290&format=pjpg&auto=webp&s=ccb9454a1c0e4ed46076611d338444238f2feddf NRG! Moster nuclear/energy stock with with earning tomorrow!!! Can go up 10% if good results!
UTES week!!! VST, CEG, NRG - don't do me dirty
Great LMN, and TOI reports today, glad to own them. CSU coming on the 8th, probably a good quarter ahead. And if anyone else is curious about earnings season, but doesn't know off the top of their head, here: >**Monday**: Palantir, MercadoLibre, Hims & Hers Health, Vertex, Williams Cos, Wayfair, and Tyson Foods >**Tuesday**: AMD, Caterpillar, Amgen, Eaton, Arista Networks, Pfizer, BP, Apollo, Marriott, Zoetis, Diageo, Coupang, Yum! Brands, Infineon, Super Micro Computer, DuPont de Nemours, Rivian Automotive, and Snap >**Wednesday**: Novo Nordisk, McDonald's, Walt Disney, Uber, Shopify, AppLovin, DoorDash, Siemens Energy, Airbnb, Emerson Electric, Fortinet, CRH, Honda Motor, Glencore, Occidental Petroleum, Rockwell Automation, Bayer, NRG Energy, DraftKings, Duolingo, and Lyft >**Thursday**: Eli Lilly, Toyota, Siemens, Allianz, Sony, Gilead Sciences, ConocoPhillips, SoftBank, DBS, Constellation Energy, Rheinmetall, Vistra, Flutter Entertainment, Atlassian, Cheniere, Datadog, Block, Kenvue, Take-Two Interactive Software, Warner Bros. Discovery, Pinterest, Expedia, Rocket Lab, Twilio, NuScale Power, Maplebear, Monster Beverage, Wynn Resorts, and Peloton >**Friday**: Wendy's, Under Armour, and FuboTV *Huge* week ahead for earnings in what will already be a hugely volatile week. We've seen (I think) almost all of the MAG7 so far, but these guys aren't exactly chumps either.
Big fish with strong “earning” reports coming next week! 🚨❗️(AMD, ANET, BWXT, NRG)  https://preview.redd.it/fgfd39v4b9gf1.jpeg?width=1290&format=pjpg&auto=webp&s=6f27aa4d5067501e99cdec836d43a0334c2ba939 Agree with the potential of a 5-10% increase after earnings?? Spolier alert: NOT penny stocks
Big fish with strong earning report coming next week! 🚨❗️(AMD, ANET, BWXT, NRG) https://preview.redd.it/6rfm1gvia9gf1.jpeg?width=1290&format=pjpg&auto=webp&s=422387f20e31ff2bd012fe79552ac019105fa1c8 Agree with the potential of a 5-10% increase after earnings??
Still remember in September 2019 the big “Howdy Modi” rally in Houston Texas..over 50k people in the NRG stadium. Maybe looking for another visit.
Want to make real money? Buy profitable companies with great futures such as MOD LEU CEG VST NRG MYRG EME. These are all the energy players that are going to power AI data centers and the US grid in general. Those are some of my large holdings in the energy space. Energy space has a long runway, lots of tailwinds and analyst love them. If you are fortunate enough to cash out with a big win. Diversify into these or other profitable companies and I will see you at the Yacht Club :)
The point of holding the index is humility. Quick, name for me the best performers in the S&P500 this year. Here’s the list from Yahoo! Finance: Palantir, GE Vernova, NRG, Seagate, SuperMicro, Howmet, Newmont, Tapestry, Coinbase, and Jabil. How many of those could you have predicted would be top performers in the first half of 2025? How are you going to beat the index without the best performing stocks in the index?
Every utility stock I know off the top of my head is green for the day and some are pumping after hours like these and NRG too.
ChatGPT launched in Nov of 2022. Nvidia the poster child for AI — their stock has returned 928% since then. So maybe we’re in the 2nd quarter. Other examples are companies like Palantir with a 1314% return over the past 5yrs, & even an old legacy company like Oracle has a YTD return of 42%. Tech analysts talk about inferencing driving the next wave of growth as enterprises & governments deploy agentic AI to automate many of the tasks currently being done by knowledge workers. And then there is the impact Gen AI will have on healthcare and energy plays like NRG, SMR, OKLO. The impact on education will be incredible too. Check out what is happening with the Alpha school in TX with their students being in the top 2% for standardized test scores. I’ve been selling technology for 35 years and currently sell PCs. AI is helping me resolve technical issues for customers like how to program an asset into the BIOS of our PCs, how to resolve issues deploying custom images using MSFT Configuration Manager etc. without having to engage our technical resources. Tesla’s Robotaxi and Optimus for robotics will be another gauge to watch for the impact on the stock market. Personally I love to read and talk to AI about all kinds of things — supernovas, Dojo, data & analytics companies like Snowflake, Databricks a pre-IP company, quantum computing, blockchain, stablecoins, tokenization of stock in private companies like what was announced by HOOD in Europe. etc. Never been more content in life. It’s wild what is happening.
I used to hold NRG and AGC stock as those are in the renewable energy sector and had to sell them. I think these companies are a good long term hold
Who else here Got Calls before close hoping they pump over the weekend with some MANgo NRG? Went for a bundle of $620's long shotting. We'll see
OKLO isn’t a nuclear stock though, it’s a speculative company on fission with 0 revenue. If you wanted to play nuclear you would go with something like CEG or NRG
OKLO isn’t a nuclear stock though, it’s a speculative company on fission with 0 revenue. If you wanted to play nuclear you would go with something like CEG or NRG
Vst has been great. NRG not bad too.
NRG, OKLO, CEG, SMR. Instead im bag holding RDDT
Same but at least you’re up. I sold sound hound on Monday up 10% then it popped another 20% on the same day. Same with NRG energy. Again at least you’re up. I read the charts and check for signs. But sometimes there’s other factors at play. It took me a couple years to get as profitable as to where I am now. But I’m still learning. Good luck.
$ESE * Q2 sales grew 7% to $265.5 million * GAAP EPS increased 33% to $1.20 * Orders surged 22% with book-to-bill ratio of 1.10x * Record backlog of $932 million * Operating cash flow improved by $39 million YTD * Raised FY2025 Adjusted EPS guidance by $0.10 * All three business segments showed revenue growth * Successfully completed SM&P acquisition * Inflationary pressures affecting margins across segments * Lower cybersecurity/compliance solutions sales in USG segment * Moderation in renewable energy projects affecting NRG sales
Hung like a can of ~~Red Bull~~ five hr NRG👌 fixed it for U!
CEG, NRG, VST on sale too
Think that is more on this news: >GE Vernova stock jumped Wednesday after the power technology company announced it was joining forces with another energy provider and a builder to meet the growing demand for electricity from power-hungry AI data centers. >GE Vernova, NRG, and privately held construction company Kiewit will work on four projects totaling 5 gigawatts of natural gas-fired electricity production, a capacity that’s enough capacity to power a few million homes for a year. [https://www.barrons.com/articles/ge-vernova-stock-ai-data-center-nrg-kiewit-0475194e?mod=hp\_latestnews](https://www.barrons.com/articles/ge-vernova-stock-ai-data-center-nrg-kiewit-0475194e?mod=hp_latestnews)
It'll need to separate from the AI trade first though and wooooo baby is that gonna be ROUGH. If this turns out to be "it" and the beginning of the AI bust, a CEG can probably retrace to $150ish. CEG, VST, and NRG, etc, are likely no longer touchable until they can separate from AI.
It not as sexy as Tech, AI, Comms and space stock hype gets but NRG Energy**, LEU Centrus Energy , TLN and some other energy stocks are good. I’m sure you already know of VOO , VUG Other than this playing on earnings (Walmart and others) seems to be doing well for some people.
Inside traders Nancy Pelosi expect American energy producers to go up from tariffs. **Texas & U.S. Utilities** → ($VST, $NRG, $D) → **More demand for Murican Energy compared to importing.** And companies that have tariffs foreign imports/exporting products to go down. **$PDD (PDD Holdings - Temu)** → **10% increase on all costs due to tariffs.** For that reason, I'm doing the opposite of what everyone expects, so this should work. Full porting weekly calls on PDD on Monday and weekly puts on VST.
Shoutout to u/NRG1975 for mostly predicting SPY rally. Need that 605 by Thursday EOD tho. 
Show thyself u/NRG1975 What happened to SPY?  Good thing I didn’t touch it this time lol
I have a watch list. I only put $25/week in my account, so sometimes I have to wait until I have enough to buy a stock. As far as picking stocks, I look at a lot of things. Some of my biggest winners have been because I liked the company, like NRG, who I worked for for a few years. I bought Southern Copper because it looked like a strong company, and mining is important for battery production for electric vehicles. Iron Mountain because I've worked so many places that had their bins for document shredding. On the other hand, one of my biggest losers was Virgin Galactic. Since I couldn't buy SpaceX stock, I tried them, but it ended up being a total loss. I use Schwab, and they have themes. Baskets of stocks around an area like health care or AI. Sometimes, I look through those to see what individual stocks are listed and just buy a few of the smaller ones to see if they'll take off. I invested in a Uranium ETF because I thought that people would eventually realize that nuclear power is going to be necessary. It floundered for a while, and then the big tech companies started publishing their plans to invest in nuclear power. I use Schwab ratings sometimes depending on if I am looking to invest in a type of company, to pick one they rate better, or Yahoo Finance has a lot of information. You can set up a watch list on Yahoo Finance, too. I usually only buy a few stocks of any given company though, so most gains or losses are pretty small currently.
Don’t sleep ok energy stocks. More energy is needed to power AI. Look at NRG every stock year to date. K bye
Good point! With AI driving up energy needs, I’d keep an eye on companies like **AES** and **NRG** for data center power solutions. Traditional utilities like **Duke** and **Dominion** might also benefit from the demand boost. Even **NextEra** could be interesting if they pivot a bit.
I hold IESC NRG VISTA LANDBRIDGE
Will my NRG calls pay off? or is the a premarket juke
Yes everyone in the market is wrong, and you are correct NRG1975.
I stand corrected, my above post under credits VSTs ownership of a Texas Nuke , I saw this Jeffries summary of a Business Insider story on a leak of Amzn internal deliberations on Nuke data-center co-location. It’s worth noting the other TX data-center discussed in here is the Southern Project (partially owned by CEG) this was 44% bought from NRG in 11/2023, after this transaction NRG no longer owns any nuclear gen.
Here is my thoughts on the space I have followed/owned CEG, NRG, TLN and VST (mainly via ENGH it’s nuclear acquisition) Since OP all these shares have performed extremely well, while TLN and CEG have been the only two players to announce deals with hyperscalers 1. TLN with AWS/AMZN for a buildout of up to 960MW data campus (with 120MW already built out 2. CEG and MSFT have announced a partnership that is contingent on CEG starting up a unit at three mile island and alot of other contingencies, which if all come together would start earning CEG money in 2028-29 This leaves me to believe 1. Dual-reactors are key to any colocation deal for now , because in single reactor plants (most of VST nukes) the power is shut off for planned maintenance outages, which makes the co-located data center immediately a “taker” of the utilities power supply (aka the grid) and that strips away most of the benefit to a behind the meter deal between the plant operator and data center tenant 2. States matter - Tln was able to do the AMZN deal because their asset located in PA (Susquehanna plant) is a dual reactor which never received any state level subsidies to keep the plant open, compare that to states like IL,OH,NY,NJ, and a few more (where good amount of CEG dual reactors are located, as well as VST single reactors) who were compensated in the form of hourly credits per MWH to make sure the plants didn’t shut down, these state programs require the plant operator to offer a larger amount of output to the state for years, in that period of time the state would have to grant sign-off on any deal , and lastly the state would need to be incentivized to give up the base-load power they currently have locked in under these subsidy programs Lastly , I am not sure why NRG gets mentioned in this Nuke colocation theme, it is my understanding that NRG sold its last nuclear plant to CEG under pressure from Elliot management and proceeded to take the money and buyback shares , they are clearly riding the wave, long term NRGs model of owning less generation assets while growing the overall amount of power sold to customers seems it can run into problems if power pricing continues in its trajectory. Merely my two cents and definitely not investment advice
I like 80% TLN 20% CEG and short a bit of NRG and VST thinking below I have followed/owned CEG, NRG, TLN and VST (mainly via ENGH it’s nuclear acquisition) Since OP all these shares have performed extremely well, while TLN and CEG have been the only two players to announce deals with hyperscalers 1. TLN with AWS/AMZN for a buildout of up to 960MW data campus (with 120MW already built out 2. CEG and MSFT have announced a partnership that is contingent on CEG starting up a unit at three mile island and alot of other contingencies, which if all come together would start earning CEG money in 2028-29 This leaves me to believe 1. Dual-reactors are key to any colocation deal for now , because in single reactor plants (most of VST nukes) the power is shut off for planned maintenance outages, which makes the co-located data center immediately a “taker” of the utilities power supply (aka the grid) and that strips away most of the benefit to a behind the meter deal between the plant operator and data center tenant 2. States matter - Tln was able to do the AMZN deal because their asset located in PA (Susquehanna plant) is a dual reactor which never received any state level subsidies to keep the plant open, compare that to states like IL,OH,NY,NJ, and a few more (where good amount of CEG dual reactors are located, as well as VST single reactors) who were compensated in the form of hourly credits per MWH to make sure the plants didn’t shut down, these state programs require the plant operator to offer a larger amount of output to the state for years, in that period of time the state would have to grant sign-off on any deal , and lastly the state would need to be incentivized to give up the base-load power they currently have locked in under these subsidy programs Lastly , I am not sure why NRG gets mentioned in this Nuke colocation theme, it is my understanding that NRG sold its last nuclear plant to CEG under pressure from Elliot management and proceeded to take the money and buyback shares , they are clearly riding the wave, long term NRGs model of owning less generation assets while growing the overall amount of power sold to customers seems it can run into problems if power pricing continues in its trajectory. Merely my two cents and definitely not investment advice
I'm a long time utilities investor (15 years). It's usually very boring (mostly sideways + dividend), you need to wait for significant dips (decreases in demand due to a downturn or some disaster) in order to be worth the investment (compared to other sectors). Buying a top before a crash can therefore range from painful to catastrophic (takes long to get back up). I've never seen such a steep rise in the market prices of utilities. I still can't believe what I'm seeing right now. I've received CEG for "free" from my EXC position some years ago. It has now a way higher market cap than EXC itself (used to be smaller when it split off). I've unfortunately sold CEG in Q1, because it seemed like there was little steam left in the P/E. I was wrong, because there was apparently still some AI momentum driving it up. I've bought into VST during the July's dip, because I wanted to try a momentum trade (being more of a Buffet-style investor historically). The gain has been sick so far (for a utility). I'm also in NRG since 2023 (up 140% from a year ago). However, now I'm just waiting for a signal to take profits and get out. Holding for a dividend (which is what I typically use utilities for) seems very inefficient at the current valuations (better alternatives may exist). Except now I don't know, what signal I'm looking for (if I used P/E alone, I would have sold already).  TL;DR: My gut feeling is that it is not a particularly good time to buy utilities (bagholding is painful with those). US has a lot of natural gas and a NG powerplant takes about a year to build. So I see some dramatic rise in electricity costs unlikely (only in short term).
Unfortunately, utilities have already rallied. Not sure if they will continue. Just take a look at VST or NRG charts.
Constellation, NRG and Vistra dragging XLU up by 2% while all other sectors are red. 🤣
Do you like companies like Modine, Vistra, NRG, FIP, Landbridge, celestica for 2030 projects?
Those are both good choices. One gives exposure to housing/infrastructure development and the other gives exposure to energy. Personally I like CRH over EXP and VST over NRG. Why not both? I think energy/infrastructure are good investments for the long term. If I had to pick one though I think EXP but if you don’t have a position yet then I’d look into CRH.
What is the better choice NRG or EXP? They both have been performing similarly. I like NRG because of the demand in energy in Texas, however EXP has been kicking butt with all of the housing development. What's your thoughts?
The success with NRG has helped them a lot
RIVN and NRG going to make moves this week and also grabbing some QQQ
NRG $80 calls AMD $135 puts RIVN $15.5 calls
I own 100 shares of Nvidia, 100 shares of SE, and 200 shares of NRG. So I sold covered calls on these. The cash secured out was also on Nvidia because if I got assigned I wouldn’t have been mad.
I spend some time researching this, but I couldn’t find any companies that provide components for all the heat pumps across different brands This is a bit of non-sequiter but after hitting a dead on the heat pumps I did buy some stock in Eaton, bit late to the show on that one, and have been following $NRG and need to read more, but has potential, but those are my two energy plays at the moment.. I’ll follow up if I find something worth researching!
I don’t like the geh ber NRG this brings
I see only one stock in energy. NRG, PAA, KMI, ET, EPD. Are more energy companies some natural gas and Oil/natural gas pipeline companies. These are just companies ideas to look at for ideas. Some are LPs with great dividends. I work in the power generation industry 50% of the electricity in new england is made from natural gas piped in from somewhere else i think you’ll find the same for most regions. Electricity is more and more being produced by natural gas because of how clean it is compared to coal along with other reasons.
NKE in 2018 was red hot, coming off the the collaborations with Virgil Abloh and the full impact of the NRG aka Neighborhood offense. NKE in 2024 looks like a loser because the CEO is a white haired corporate geek with no connection to the core Nike consumer. Sell.
I got 82%. WINNERS: NVDA, MSFT, SMCI, NRG, KKR Lost on a few others or I'd be up 100% No options.
Look at its chart. The stock was worth $400 and now crashed to $100, which is when it hit #1 on the model's confidence list. Its confidence hasn't declined; nVidia just surpassed it. We're about one to two years away from the price of electricity doubling or tripling due to every available power source being put to use training superintelligences. I also put money into NRG today and I'm investigating raw land in Pennsylvania as well. The model doesn't "think" about fundamentals like that, but it can see that big institutions are buying these energy companies. Look out for companies that already have huge power contracts that can be repurposed for training and inference, like the aluminum smelters mentioned in that AI researcher's paper. Right now, GPUs are the limiting resource. Soon electricity will be. nVidia is going to continue to grow, but the market is forward-looking. There's six months left in the chip boom and then the energy boom will start; the smart people are buying up energy contracts now.
Kinda looks like a trend reversal to the naked eye although I'm holding the top 3 stocks. (Constellation , Vista & NRG) and they have been absolute golden geese these past few months.
NRG looks nice, but I find it weird that it has half the market cap of Vistra but 4 times the number of employees. But Vistra might be overvalued right now, so you think it would be smart to just buy both?
They are both great. I also like southern copper and NRG
It's not all about the project in New York. That's just the latest boon in a string of good news for Pineapple Energy. * The EPA's Solar for All initiative is a huge tailwind for PEGY. First and foremost, this is a residential solar utility company instead of a large-scale utility like NRG or Constellation. That made eligible as a recipient for the funds, with special large budgets dedicated to Hawaii and New York (PEGY's biggest markets). The money will go a long way towards alleviating operating costs, which has been its biggest bane: even though PEGY has amazing revenue growth compared to contemporaries, it hasn't been able to maintain a steady profit margin. * The tariffs on Chinese solar panels lifted all solar stocks upon announcement. In the long term, it prevents domestic providers from having to engage in cost slashing (unlike EV cars) to keep up. * The new CEO is the former head of SUNation, PEGY's most successful acquisition. Maskin has two decades of hands-on experience in this space and frankly I think he's more suited to the position than Udseth. * The company has been slowly crawling towards profitability since 2023 and should reach it by the end of this year. The main thing investors should do, if possible, is boost the stock high enough so PEGY reneges on their planned reverse stock split or settles for a 2-to-1 deal instead of the planned 10-to-1. PEGY has most of the elements in place to be a major residential solar player - sufficient presence in the relevant markets, involvement throughout the entire value chain, and proprietary assets to separate them from competitors. Currently it's interest rates and input costs that are killing their margins.