Cheniere Energy's contracted cash flow and repeatedly raised guidance support the view that its breakout holds. Its 2026 adjusted EBITDA guide has risen for the third time this year to $8.75-$9.25 billion, from $6.75-$7.25 billion initially; distributable cash flow guidance also rose, and the last Corpus Christi Stage 3 train is complete. 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

Epsilon Energy is uninteresting now because its natural gas windfall window has passed and its pivot to oil is poorly timed. It burned through reserves waiting for a gas recovery after prices fell in 2022, then made a mediocre acquisition and is plowing oil capex into a heavily backwardated curve. Its midstream asset is diluted, SG&A is bloated, and incentives and hedges are poor. Oil above $80 to lock in, stronger gas, organic reserve growth or a price of $5.50 or lower would change that. x.com 

Energy stocks are set to create generational wealth this year, and Vistra, Bloom Energy, Oklo, Cipher Mining and TeraWulf could each 10x. Vistra runs a 44 GW fleet with nuclear power deals with Meta and Cogentrix gas expansion. Bloom Energy's revenue rose 91% to $3.11B on fuel cells for data centers, with $3.9-4.2B guided for 2026. Oklo is a pre-revenue SMR developer with $2.47B of cash. Cipher Mining and TeraWulf are pivoting bitcoin mining sites to AI and HPC hosting on cheap power. x.com  … Show more

Power is now the binding constraint on AI compute, making power suppliers like Vistra, Constellation, Talen and NextEra the clean AI infrastructure trade. About 20 earnings calls showed Vistra turning Meta's nuclear demand into contracted revenue, Exelon warning on PJM reliability and NRG sizing ERCOT's large-load pipeline at 36 GW. AI infrastructure is becoming investment-grade, with Hut 8 issuing the first single-sponsor IG construction bond for a data center. x.com 

Expand Energy is cheap and pays a good dividend while it waits for its day, and US LNG is in a prime position with Russian and Middle East LNG supplies threatened. The weekly chart is breaking out of a bullish falling wedge within an expanding symmetrical wedge, though the stock is still well below its 30-week EMA, so this is no reason to get too excited yet. x.com 

Constellation Energy's baseline is now strong enough to support the equity story without immediate new hyperscaler deals; AI and contracting add upside. Its new framework guides 2026 adjusted operating EPS of $11.00-12.00 and 20%+ base EPS growth through 2029, excluding buyback accretion, with a $5.0B buyback and $3.9B of growth capital. Shares fell because management announced no new data center deal after expecting one by this call, and the EPS midpoint was slightly below consensus. x.com 

Kosmos Energy probably deserves to trade higher because its gas production is priced as a percentage of Brent and growing, a substantial tailwind that leaves it highly geared to the oil strip. With its development program, effective oil reserve life is probably closer to 10 years than 7. Fair value works out to around $4 a share, with a wide range of outcomes. The risk is $2.5 billion of debt at an E&P with declining production and 18 months of lean capex. x.com  x.com  x.com  x.com  x.com 

Shoals Technologies is an infrastructure play on AI as an energy shock, since the grid must expand to keep up and Shoals monetizes the electrical complexity of connecting new capacity. Solar is shifting from a policy and ESG narrative to an infrastructure one, a transition not yet priced. Its latest quarter beat on revenue, set a record backlog and raised the full-year outlook, suggesting the story may be turning faster than expected. x.com  x.com 

CoreWeave's results confirm the AI supercycle, and the next wave of capital is moving beyond semiconductors after their big runs. CoreWeave reported $2.58 billion of revenue, up 122%, a $104 billion backlog and more than $25 billion of new customer commitments already in Q3. That capital is flowing into data centers (Nebius, IREN, Riot, Applied Digital), networking (Arista, Marvell), photonics (Lumentum, Coherent, Applied Optoelectronics) and power (Vertiv, Constellation, Vistra, Oklo). x.com  … Show more