Fervo Energy's first power at Cape Station in Utah is the first time a utility-scale enhanced geothermal project has reached that milestone anywhere, proving it for a multi-gigawatt build. Phase I's first 33 MW GeoBlock should reach commercial operation by October 1, the other two by January 1, 2027, and a further 400 MW is under construction for 2028. About 900 MW is contracted, with over 4 GW of capacity. Oil-and-gas horizontal drilling unlocks resources traditional geothermal could not reach. … Show more

Constellation Energy's long-term contracts and growing nuclear-power demand underpin its appeal. It signed 15- to 20-year deals with Google, Amazon and Walmart in 2026, yet its forward P/E has fallen to about 20x from a massive 2025 premium. It looks like an even better bet today. x.com 

Fervo Energy's Google deal is far off while its risks are near. Google signed to buy 396 MW of geothermal power from Fervo starting only in 2028, with up to another 600 MW by 2030. Fervo is still pre-revenue, with heavy capex and execution risk, including about $1.2B of planned spending through Q1 2027. The market isn't buying data-center stories right now, and the stock's 20% gain had shrunk to 9%. x.com 

Constellation Energy is landing a massive nuclear deal with Google, reinforcing its position as one of the best-placed beneficiaries of AI's need for huge amounts of reliable power. It is the largest US nuclear provider, producing roughly 20% of the country's nuclear power and about 10% of US clean energy. x.com 

Vistra's shift toward long-term hyperscaler contracts may warrant a higher multiple than its roughly 14x forward earnings, versus about 21x for Constellation. Its 3.8 GW of nuclear commitments with Meta and Amazon could reduce exposure to volatile wholesale prices; Lotus added 2.6 GW of gas capacity and the pending Cogentrix deal could add 5.5 GW. Further contracts and controlled leverage remain important to the upside case. x.com 

Fervo Energy's valuation remains excessive even after the stock has fallen sharply since its IPO. x.com  x.com 

Alphabet choosing Eos Energy's Z3 long-duration storage for its West Virginia data-center footprint is real hyperscaler validation and bullish for Eos. With AI and data centers becoming an enormous power story, this first Google project is exactly the type of customer validation to want. x.com 

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.com 

New Era Energy & Digital is a high-conviction power-first infrastructure bet: its Texas Critical Data Center pairs ERCOT grid access with on-site gas generation to skip multi-year interconnection queues. The 438-acre Permian Basin campus targets 1 gigawatt. A $290M Macquarie financing funds the initial phases and retired costly SharonAI debt, while partners Stream Data Centers and Energy Dome cut execution risk. Next catalysts: building the first 200MW phase and signing an anchor tenant lease. … Show more

FuelCell Energy's strength continues after it secured $49 million in EXIM financing to advance US clean energy exports. That follows its new AI infrastructure customer for utility-scale fuel cells, which shows the business scaling as a legitimate contender in energy, with $40 possibly next. x.com