CEO $NVDA says to buy sustainable energy stocks.
$ENLT is the strongest with price target $400+ Its spiked $15 to $90 for 600% already.
Right now, these 16 stocks have the exact set-up:
1. $PLUG — Price: ~$3.76 | Target: $30
Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely.
2. $FLNC — Price: ~$20 | Target: $65
Grid-scale battery storage keeps renewable power stable and uninterrupted for 24/7 AI data center operations.
3. $ARRY — Price: ~$10 | Target: $40
Solar tracking systems maximize output at utility farms directly powering AI data center campuses nationwide.
4. $SHLS — Price: ~$10 | Target: $32
Electrical balance-of-system components connect large solar farms to the grid that powers AI infrastructure.
5. $RUN — Price: ~$14.00 | Target: $50
Distributed home solar and storage cuts grid strain during peak AI-driven electricity demand surges.
6. $CSIQ — Price: ~$17.87 | Target: $80
Utility-scale solar modules and grid-scale battery storage systems feed clean power into AI-hungry electrical grids.
7. $BEP — Price: ~$35 | Target: $200
Global hydro, wind, solar & nuclear operator $BE
partnered with Bloom Energy in a $5B deal to co-build AI power factories.
8. $CWEN — Price: ~$38 | Target: $120
10+ GW of contracted wind, solar & storage sells clean baseload power directly to hyperscaler data centers.
9. $JKS — Price: ~$25.00 | Target: $50
One of the world's largest solar manufacturers supplying panels to utility farms feeding the AI power grid.
10. $DQ — Price: ~$20.00 | Target: $35
Polysilicon feedstock producer enabling solar panel manufacturing that powers AI data center campus buildouts.
11. $HASI — Price: ~$42 | Target: $80
Finances solar, wind & storage projects supplying contracted clean power directly to AI data center operators.
12. $EOSE — Price: ~$8 | Target: $24
Long-duration zinc batteries solve renewable intermittency enabling always-on clean power for non-stop AI workloads.
My top 3 favorite ones to buy and hold would be $PLUG, $ENLT and $BEP since they have a deal with $BE.
BONUS, I really like $ENPH (look how beaten down it is) at $53. It could run towards $300+ again.
♻️RESHARE this post and make 1 comment for my list of sustainable energy companies under $10. There's only 5 good ones like $PLUG to choose from.
10 years ago, AMD was trading at $2 and up 21500% now.
AMD was losing money, but their technology was powerful.
20 stocks with same set-up as AMD (price target 1 year from now):
1. $SMCI (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70
2. $APLD (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120
3. $VIAV (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200
4. $SOUN (~$9) Conversational AI agents handling drive-thrus, healthcare, and enterprises at scale. PT: $30
5. $DOCN (~$161) Inference cloud for AI startups saving 15% vs AWS — 254% ARR growth. PT: $600
6. $FORM (~$150) Advanced probe cards that test every AI chip before it ships from the fab. PT: $400
7. $AEHR (~$96) Burns-in and stress-tests silicon carbide and AI chips before deployment. PT: $225
8. $ACMR (~$55) Wet cleaning tools that remove nanoscale contaminants from every AI wafer. PT: $160
9. $POWI (~$78) Power conversion chips cutting energy waste inside every AI server. PT: $210
10. $WOLF (~$43) Silicon carbide wafers enabling more efficient power delivery for AI data centers. PT: $100
11. $AMBA (~$75) Edge AI inference chips for surveillance, autonomous vehicles, and robotics. PT: $120
12. $SLAB (~$220) Mixed-signal chips connecting the sensors and IoT devices in every AI edge system. PT: $600
13. $MKSI (~$300) Gas and power delivery systems used inside every AI semiconductor fab. PT: $600
14. $OSIS (~$240) AI-powered inspection systems securing airports, ports, and critical infrastructure. PT: $400
15. $KOPN (~$5) Microdisplay chips for AR/VR headsets running AI at the edge. PT: $12
16. $MAPS (~$1) Maps and spatial data powering AI navigation and autonomous vehicle systems. PT: $2
17. $IONQ (~$54) Quantum computing hardware that will run AI workloads beyond classical chip limits. PT: $200
18. $AUR (~$7) Autonomous trucking AI hitting commercial launch across U.S. freight lanes. PT: $22
19. $SERV (~$10) Sidewalk delivery robots bringing AI physical autonomy to last-mile logistics. PT: $25
20. $BBAI (~$4) AI decisioning software for defense and intelligence agencies at classified scale. PT: $12
My favorite 4 are AUR, APLD, IONQ, SERV. Especially if the world becomes more automated with robots and self-driving.
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If you didn't get a chance to catch DEX at GTC, now is your chance to get one of his fresh pressed hats. 🤖🧢
To enter, retweet this post and comment what color you would prefer!
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#robots#giveaway $RR
Eos Energy [Full Investment Thesis]: Everything You Need to Know About $EOSE
$EOSE 🔋has been my biggest position since 2023 - studying it has been a part/full-time job in itself.🔋
Here’s my 119-page, ~two-hour presentation on Eos Energy. Many have reached out wanting to learn more about the company reshaping America’s grid. I did this video and tried including everything I know in here, hopefully helping speed up the learning curve for anyone interested.
This isn’t meant to be flawless; it’s meant to be done. I hope it helps you grasp the company’s story, the team driving it and the potential they have (at least how I see it…).
During the video I’ll cover:
00:00 Introduction
3:49 Global Energy Market
8:15 Why Energy Storage is Key
25:21 Choosing the Right Battery Company
27:15 EOS’ Background and Timeline
38:35 The Product
1:01:56 Production at Scale
1:11:56 Unit of Economics and Financials
1:18:26 Team
1:26:59 Risks
1:29:03 What Comes Next - “Best-In-Class” US Battery and It’s Demand
1:45:52 Boots On the Ground
$EOSE is executing toward an unprecedented hyperscaler energy demand:
U.S.-made, non-lithium storage, ramping for 24/7 data centers, military bases, supply-chain resilient, and addressing key national energy security issues... I believe significant orders should be coming very soon.
Please feel free to share your thoughts, feedback, questions, things I left out, etc. 🔋🔋
One of the best videos that shows how to use agents for real life use cases by Greg. Compares Perplexity Labs with other tools in the market for financial analysis, social media marketing, creative direction, sales.
I just replaced a salesperson, copywriter, film director, social media manager, and financial analyst with "Perplexity Labs". One AI tool. Five jobs. This is actually insane.
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Seeing which LLM outperforms the market.
$200M invested alongside Grok, Chat, & Claude on @joinautopilot
by @aifinancelabs