Gabz
Stock & Crypto Trader, SuperTrend Indicator Owner
Fermi is an overlooked way to play AI because almost no one is watching who powers the chips. Rick Perry's company has built an 11 GW private, behind-the-meter energy grid for AI hyperscalers, with a 6 GW Clean Air Permit, a nuclear pilot, $785M in new equipment financing and a $500M MUFG loan. At $9.5, the stock sits well below analyst targets of $20 or more, and two buy signals are in play. x.comÂ
Fermi is Rick Perry's nuclear-and-gas private grid for AI hyperscalers, and most people are still ignoring it. It has 11 GW permitted, $785M in fresh equipment financing and analyst price targets still at $20 or more. Two buy signals from May and June remain in play, with money flow, volume and momentum improving; a break above $10 opens $10.80, then $12. x.comÂ
Fermi's first data center tenant is a massive one, making this a high-conviction setup. TensorWave signed a binding lease at Project Matador in Texas, with phase one locking in 222 megawatts and about $6.5 billion of contracted revenue over 15 years, and expansion rights could take it past 650 megawatts. Part of the lease is expected to carry a guarantee from a major AI name. Construction is 6 gigawatts into a 17-gigawatt build, first power is targeted for 2026, and volume shows accumulation. … Show more
Fermi's pullback on its $375 million convertible note looks like a chance to buy the fear, because the capital funds its gigawatt-scale Project Matador AI power campus in Texas. Capped calls limit dilution for shareholders up to $14.64 a share. Demand for dense, redundant power for hyperscalers keeps accelerating, with reports of possible major tenant interest such as OpenAI. Analyst targets sit well above the price, and with the proxy fight over, management can focus on execution. x.comÂ
Fermi has no revenue and is only promising a 17 MW Texas project by 2032. Its steep share-price decline looks like capital markets disciplining a speculative business. x.comÂ
Fermi's valuation has now fallen to where starting a position makes sense, because the market has finally discounted risks that were apparent more than a month earlier. Those risks were clear from conversations with other management teams and Texas regulators; @chinoalemano notes the market concluded only about a third of the potential 1,600MW for 2027 would actually happen. x.com x.comÂ
Fermi's services agreement with TSK, Spain's leading power EPC firm, de-risks Project Matador and confirms its AI data-center buildout remains on schedule. TSK will handle front-end engineering, permits and site preparation for three Siemens gas turbines in Phase 2. Per JMP Securities, OpenAI is evaluating and touring the site; a binding lease would cement Fermi's standing. Its private microgrid, targeting 1.5 GW by late 2027 and 17 GW by 2038, bypasses grids like ERCOT. x.comÂ
Scarce power available for 2028 delivery and rising demand for that capacity favor Galaxy Digital, IREN and Cipher Mining. XCapitalMgmt highlights Galaxy management's report of delayed competing projects, stronger demand from hyperscalers and AI firms for 2028 capacity, and more selective financing. Galaxy has over 800 MW secured at Helios II but is still evaluating tenants and deal terms. x.comÂ
Alphabet's and Amazon's decades-long nuclear power deals show the AI buildout is not going backwards, since hyperscaler growth depends on securing electricity. Google committed to 20 years of nuclear power from Constellation Energy, supporting 890 MW of new capacity at 11 existing units, plus a separate 15-year deal for 2,700 MW, 3.59 GW combined. Amazon signed a 20-year deal supporting the Calvert Cliffs expansion. The AI opportunity extends well beyond chip designers and model builders. x.comÂ
Power scarcity and specialized technology could help these six under-$30 stocks create generational wealth over the next decade. MARA is buying a gas plant; IREN has over 5 GW secured for AI growth. Oklo aims to turn spent fuel into reactor supply, while Nano Nuclear's portable microreactors could reach remote sites if they work. Rigetti builds quantum chips in-house and has a $100 million Commerce Department letter of intent. Navitas makes chips that reduce power waste in AI data centers. x.com … Show more
Powered-shell suppliers such as Applied Digital, Core Scientific, CleanSpark, TeraWulf and Fermi look well positioned as a large gap opens between 2027 compute demand and available gigawatts. Their financing needs, however, make interest rates and the credit environment bigger risks for them. x.comÂ
Nuclear power is the most important unlock for the AI buildout, since data centers need huge baseload power the grid can't deliver fast enough amid 5-7 year queues. Trump orders fast-track advanced reactors, and Amazon, Google, Meta, Microsoft, OpenAI and Oracle pledged to secure new generation. Constellation is the blue chip signing AI power deals; Oklo the SMR moonshot; Centrus the only licensed US enricher; Energy Fuels the top US uranium producer; Cameco the safest fuel-cycle large cap. … Show more
