Vistra: The Part Of The Story Investors May Be Overlooking
Vistra’s $161 core-operations valuation excludes upside from data-center deals, Helix, Cogentrix and Meta contracts, while hedging and…
Vishal Jadaun Sector
Utilities
Everything our editor has picked under this sector, best first.
58 stories
Vishal Jadaun A Capital on X
$FSLR initiated at $260 (9/8/26) https://t.co/kyadOqiPsJ
X-Energy Could Be Building One Of Nuclear Energy's Most Valuable Platforms
X-energy targets $1.8 billion in annual revenue and more than 42% gross margins by 2032 through reactor IP, project services and…
Simple Investment Ideas 2 clicksChris Camillo on X
hell of a week to own the future. $BE https://t.co/Un6jGv7rrR
TSOH Weekly Roundup (09/04/2026)
TSOH Weekly Roundup covers Costco’s $4.99 chicken supply chain, Celsius’s 20% energy-drink share, and California utilities’ wildfire…
A Capital on X
The best trades are where perception <> reality. A common trader exercise is to ask yourself: who is on the other side of the trade and why are they selling to you? What information do they have? Are they more informed than you? The best opportunities are where the seller isn’t more informed, they’re simply misinformed about what’s actually going on. Take $OWL, where the prevailing narrative was a private credit apocalypse, but you did the work and saw the residual value in the fund stakes business and an overblown level of negative sentiment. Or $TLN, where Governor Josh Shapiro and CNN want you to believe data centers are the problem, while the thirst for compute, contractual cash flows and need for electricity remain undeniable. The narrative may work against you initially. That’s often what creates the opportunity. But if your work is thorough enough, your thesis is right and you can hang in there, the gap between perception and reality eventually closes. That’s where alpha is made.
Edison International: Cheap For A Reason, But Should Be Able To Handle Fire Claims
Edison International faces Eaton Fire litigation, but a $1 billion customer-funded pool and the California Wildfire Fund support its…
Power Hedge 
Enlight Renewable Energy: Impressive Growth Has Cast Its Shadow Too Far
Enlight Renewable Energy’s debt- and tax-equity-funded expansion cannot justify the growth embedded in its valuation, yielding a $60.17 DCF…
Sorin Muraru 
Black Hills: A 439 MW Utility With A Three GW Data Center Pipeline
Black Hills has 600 MW of Microsoft and Meta data-center load in its plan, with a 2.5 GW prospective pipeline led by a 1.8 GW hyperscale…
SiliconBytes Insights Myles on X
A fun trade I've had in is arbing convertible preferreds. Long $PCGPRX short $PCG, long $QXOPRB short $QXO. Trading below the convertible price while pocketing a nice dividend with cheap financing.
Vistra Deep Dive
Vistra's contracted nuclear fleet benefits from data centers' high, steady load factors, while Amazon and Meta contracts contribute roughly…
A Capital on X
$TLN feels way too oversold here. This is obviously going to remain a political hunting ground into the midterms. Power bills + AI data centers is basically perfect campaign fodder. But the latest PJM proposals increasingly look like the burden of incremental data center capacity falls on Amazon/hyperscalers, not incumbent generation. Meanwhile PJM is still short power, the last auction cleared at the cap and TLN owns scarce nuclear + dispatchable generation. Expect a ton of volatility and noise, but the value is there…
David Orr on X
$SOXX $NVDA down since the big beat... sure looks like a news failure event. I think it'll be electricity bottlenecks that kill the AI hardware bubble. The hyperscalers controlling that bottleneck should be the biggest winner.
A Capital on X
$TLN getting close to the $300 mark. https://t.co/mQH5tWlfY5
WLDN 2026-08-25 Willdan Group: The Q2 Beat-And-Raise Confirms The Inflection
Willdan Group's Q2 contract revenue rose 33%, lifting EBITDA margin to 28.2% as a $110 million LADWP expansion and commercial mix support…
Miletus Research 2 clicksFarmer on X
Was also wondering if $WMT could use some of that electricity. e.g. would the grid destabilize if their usage increased 20-50%. The bolt-a-GPU-on-your-house thing seems a little silly, but maybe it makes more sense on commercial buildings? The scale of those Nebius/Coreweave numbers seems hard to believe...
AMRC 2026-08-23 Ameresco: A $1.5 Billion AI Power Backlog Changes The Story
Ameresco’s $1.5 billion awarded data-center backlog could reshape its revenue base, but $1.82 billion net debt and negative cash flow leave…
Eudaemon Research 2 clicks
NPWR · long NET Power Inc
NET Power (NPWR) is a microcap pursuing behind-the-meter power projects for data centers.
Maj Soueidan on X
$ITRN is pristine (was $36 at the time of this post). It’s $55 today, up $3 on a solid Q2. The moron I am, I still haven’t bought. The valuation was never “perfect.” Some things are just worth paying up for. I do see a path to $100. Lesson👉 InfoArb exists even outside microcaps. https://t.co/kJghFGxAph
Chris Camillo on X
@Emotionallkrs I think in terms of information parity not price targets. Long $BE
SG on X
have to admit I did not think $NRGV would ever reach this level of revenue https://t.co/QSPwlU6M3e
Raging Capital Ventures on X
Bought $CTRI ~$22-$22.50 into this post-earnings sell off. Margins were disappointing, but $CTRI is growing nicely given the tailwinds in energy and utility services. Margins should follow in time from greater scale & pricing power, and the balance sheet is vastly improved.
mavix on X
Shelly Group $SLYG sees growing importance of intelligent building automation amid increasing summer heatwaves. Intelligent control of cooling, shading and energy consumption is becoming increasingly important. •Shelly sees attractive long-term growth opportunities. https://t.co/WmjPiUUf1Y
Everybody Sold the Power
Fermi, a $6 billion Texas power developer with 17 gigawatts of planned capacity, needs its first data-center lease before turbine financing…
