Cole Grinde
Stock & Options Investor, Dividends/Value/Fundamentals, Tesla
SOLV Energy is off to the races as a builder of large-scale solar and battery storage projects that keep industries powered. It covers solar, high voltage, battery storage, services, O&M and SCADA, and has built 500+ power plants, 50+ battery storage systems and 300+ interconnections, as an $8 billion company. x.comÂ
SOLV Energy should start heading higher once its newly priced 15 million-share secondary offering at $36 finds the right owners, because the long-term megatrend behind it remains very intact. Stocks act differently after secondary offerings. x.com x.comÂ
Vistra, ProPetro, SOLV Energy and Fluence together cover the power needed for the data center buildout: generation, gas-to-power, grid and storage. Each is available at a decent to great entry point. x.comÂ
Solar is worth being heavily long through Enphase Energy and T1 Energy as it takes a larger share of US power. Per a quoted post, solar generated more US electricity than coal for the first time in May, 12.8% versus 12.2%, and solar plus storage made up 91% of new US power capacity added in Q1. x.comÂ
AI's electricity shortfall creates a massive opportunity for companies solving the power bottleneck. Morgan Stanley estimates a 32 GW US data-center power shortfall by 2028. Constellation Energy and Vistra are nuclear names, Bloom Energy in fuel cells, GE Vernova in power generation and Eaton in grid infrastructure. x.comÂ
AI power generation is now all about deployment speed, with a shortfall of about 38 GW through 2028, of which only about 15 GW will be met by the grid, per Morgan Stanley. Bloom Energy looks pricey at about 82x earnings, but a bull case of about $25B of 2030 revenue implies $16.70+ EPS and $668 at 40x. Gas winners include Howmet, GE Vernova, Caterpillar and Baker Hughes. Cheap solar plus batteries deploys in 18-24 months, favoring Nextracker, Shoals, Fluence, Tesla and Albemarle. x.comÂ
Solaria Energia y Medio Ambiente, a Spanish energy provider for data centers first picked by @origoinvest, is about to see quite explosive growth in its data-center business. Management talks nonstop about batteries enabling that growth. x.comÂ
Enphase, SolarEdge and Fluence are being sold while their order books grow. Power consumption is expected to rise 65% in a year, yet these energy stocks fell 10% or more in a day; the market just does not see the demand yet. x.comÂ
LONGi's depressed valuation shows the market confusing short-term circumstances with structural trends, as falling battery and solar costs shift future transport toward EVs and renewables. Valero and LONGi sit at opposite ends of who will power future transport, and each one's present circumstances run opposite to its likely structural path. The market puts too much weight on the news, as Valero's swings from $120 in 2018 to $40 in 2020 and $422 now show. x.com x.comÂ
T1 Energy is undervalued as an essential power provider for the AI boom, with an aggressive 18-month target of $18 against an average analyst target of $9.00-10.25. As hyperscalers hit a power bottleneck, its pivot to US solar manufacturing, battery storage via the KORE Power acquisition and possible data center repurposing make it a high-conviction growth play. The target assumes successful G2 Austin execution, positive EBITDA in 2027 and a lasting premium for US AI-adjacent energy names. x.com … Show more
T1 Energy's fully domestic solar cell-to-module supply chain lets it capture all IRA tax incentives behind US tariff walls, giving it near-monopoly pricing leverage. Its 5GW G1 Dallas module plant earned Intertek CEA's top Tier-A bankability rating, key to long-term power contracts, and its 2.1GW G2 Austin cell plant targets Q4 2026. Buying KORE Power for about $32 million adds battery storage for solar-plus-storage sales to hyperscalers and $15-20 million of annual EBITDA from 2027. x.comÂ
