AirJoule's first data-center deal is closer than its zero revenue suggests, and the odds of it arriving in the next few weeks or months are very high. Its white paper, written with a leading hyperscale operator and listing $100,000-$200,000 per Prime unit, reads like a pre-sales document; with 18-30 month lead times, revenue could start in late 2026 to 2028. GE Vernova co-developed the tech. The paper models $43-104M per 100 MW campus, 18-43% of the $240M market cap. No contract is signed yet. … Show more

AirJoule Technologies is breaking out of an 18-month downtrend on high volume, with targets of $8.30, $9.31 and $10.39. A $15M direct offering at $4.10 funds it into 2028. It unveiled its full-scale AirJoule Prime on June 26, generating up to 2,000 liters a day from low-grade waste heat for industrial and data-center use, slated for deployment in Europe. The AirJoule Core design is locked, with a military water version targeting Q4 2026, developed in a GE Vernova joint venture. x.com 

AirJoule Technologies is a zero-or-hero bet with enormous execution risk, so it is one to track rather than own for now. Its MOF technology, pulling water from air with data centers' waste heat, looks legitimate and potentially revolutionary as water limits AI builds. But it has no revenue; its Prime system is only piloting in Denmark, with revenue maybe by late 2028, and waterless cooling adds competition. It is worth revisiting if it proves product-market fit and executes at scale. x.com  x.com  … Show more

AirJoule Technologies is an asymmetric water-from-air play on the AI boom: its technology pulls pure distilled water from air using waste heat. It has a $350m market cap, $35m of cash, no debt and backing from GE Vernova. x.com 

AirJoule could matter far more if its technology works at scale: it uses waste heat to pull moisture from air, producing water and making cooling cheaper for AI data centers. Early tests show up to about 40% energy savings versus desiccant wheels, though this is unproven at scale. It has run data center pilots, works with GE Vernova, BASF and Carrier, and has $35M of cash and no debt, enough through 2027. Meaningful revenue is not expected until 2027, and many firms never get past pilots. x.com 

Bridger Aerospace and AirJoule Technologies are the best ways to play an El Niño summer that is almost certain to bring crop failures and wildfires on an unprecedented scale, with a US blockade worsening the pesticide market. For AirJoule, investors may perceive its technology as able to help with El Niño conditions, whether or not it actually does, alongside potential data center contracts. x.com  x.com  x.com  x.com  x.com 

2G Energy's growing orders and long service tail support its unusually cheap AI data-center power valuation. Nine-month 2026 orders exceed €880m, more than twice 2025 revenue; backlog runs into 2028 and service contracts last 15-20 years. Management first guided to €750-850m of revenue in 2028 and says units already sold could support over $100m in annual service revenue once running from mid-2027. At about 17x expected 2027 earnings, it looks cheapest in this space and is preferred to INNIO. … Show more

AirJoule Technologies looks cheap at $6.04, 22% below the low end of a $7.75-$9.86 fair value range, with a pullback level at $4.23. This is a valuation-levels view only, based on reported earnings and revenue estimates rather than fundamental work. x.com 

FuelCell Energy could ride AI data-center power demand with high-temperature fuel cells for clean baseload, scaling 12.5MW FuelCell Blocks for hyperscalers. At about a $650 million market cap, it has $170 million of TTM revenue, Q1 up 61%, a $1.17 billion backlog, $312 million of cash and output ramping to 350MW. Risks are negative gross margins, cash burn, dilution and unproven execution; @SueWallSt notes its 1.5GW of data center deals are proposals and backlog shrank. High risk, high reward. … Show more

Modine Manufacturing is a pure play on data-center thermal management, and its November 18 investor day could send it higher if it confidently sets big 2028-29 targets. It already cites two hyperscalers and one neocloud as customers, and which hyperscalers they are does not matter. Its valuation, which had grown stretched along with Vertiv's, now looks more intriguing than ever. x.com