$AEP

American Electric Power Co Inc

$AEP

American Electric Power Co Inc

Past 12mo:28mentions10voices

All voices2 calls since Jan 2026show all

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@michaelsikandFeb 24, 2026 · 3:47 PM

$BE is up 7%. We are at $170 nearing ATHs of 176. This move makes complete sense when you understand the business. Fund JV revenue went from $288M in Q3 to $574M in Q4, reaching 74% of quarterly revenue. Fund JV's are the entities $BE and Brookfield have created to serve customers together (Brookfield has committed $5B to funding fuel cells for data centers) For the full year, $862M of the $2.024B BE revenue total (43%) flowed through the Brookfield JVs. This is a partnership that only existed since Q2. That's WILD. This goes to show how fast Bloom's demand is scaling. The grid cannot keep up with AI demand. That's why $AEP one of the largest power utilities in America just exercised on $2.6B of $BE fuel cells. Hyperscalers are in on Bloom. Utilities are in on Bloom. Infra investors are in on Bloom. BE is on the way to new highs.

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@stocksavvyshayJan 8, 2026 · 2:08 PM

$BE shares are moving higher after $AEP disclosed a ~$2.7B solid oxide fuel cell order backed by a 20-year offtake for all output from a Wyoming plant. The deal builds on AEP’s prior partnership with Bloom covering up to 1GW of capacity. https://t.co/DCnDFnSeNu

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About this stock

$AEP appears in 28 mentions across 10 distinct FinTwit voices over the past 12 months, with @alphaticaio (Alphatica) accounting for 14 of those mentions. The first mention in the archive dates to December 22, 2025, and the most recent to June 21, 2026. The dominant conversation category centers on long research. Beyond Alphatica's 14 mentions, @kawzinvests and @thevalueist each contributed 3 mentions, while @ckcapitalxx and @institlpgp rounded out activity with 2 and 1 mentions respectively.

AI-generated from tracked posts · updated Jul 19, 2026