Who mentions $AES most on Surfaced?

@investmentguru_ (InvestmentGuru) mentions $AES most — 3 mentions in the past 12 months.

When was $AES first mentioned on Surfaced?

The earliest tracked mention of $AES in the Surfaced archive was on Jan 16, 2026.

How many voices track $AES?

8 FinTwit voices have mentioned $AES 11 times in the past 12 months.

What kind of voices mention $AES most?

$AES is mentioned most by Long Research voices on Surfaced.

$AES — FinTwit mentions on Surfaced

Recent mentions

11 mentions

@itsmichaelluuMay 17, 2026 · 6:19 PM

In 1 year, $ENLT spiked 600% from $15 to $90+ Right now, $NVDA CEO wants you to buy sustainable energy companies. Here's 7 stocks under $10 that can 20x just like $BE: 1/ $PLUG ~$3.76 | Target: $30 Green hydrogen fuel cells deliver clean, on-site backup power for AI data centers bypassing overloaded grids entirely. Customers: $AMZN, $WMT, $HD, $MSFT, $SO Catalyst 1: Q1 gross margin improved 42pp YoY margin turnaround is real and accelerating Catalyst 2: DOE hydrogen hub funding unlocking PLUG is a primary beneficiary of U.S. green hydrogen infrastructure buildout Catalyst 3: Targeting positive EBITDAS by Q4 2026, which would mark a fundamental re-rating moment for the stock 2/ $FLNC ~$20.00 | Target: $65 Grid-scale battery storage that keeps renewable power stable and uninterrupted for 24/7 AI data center operations. Customers: Two new hyperscaler MSAs signed ($GOOG $MSFT $AMZN $META could be?), BrightNight, Cordelio Power, LEAG (Europe) Catalyst 1: Two new hyperscaler Master Supply Agreements signed in Q1 2026 expected to generate over $2B in revenue Catalyst 2: Record $5.5B backlog with a $30B pipeline, up 30% since September 2025 Catalyst 3: Citi raised target to $26 and Canaccord raised to $28 post Q1 analyst conviction building fast 3/ $ARRY ~$10.00 | Target: $40 Solar tracking systems that maximize output at utility farms directly powering AI data center campuses nationwide. Customers: NextEra Energy, Invenergy, AES, RWE Renewables, AWS energy partners Catalyst 1: Record $2.4B orderbook in Q1 2026 IRA deadline rush driving near-term revenue surge Catalyst 2: Hyperscalers signing 100-500MW solar PPAs directly every one requires ARRY trackers Catalyst 3: APA Solar acquisition adds tracking software margin and new utility-scale contract channels 4/ $SHLS ~$10 | Target: $32-$35 Electrical balance-of-system components the invisible wiring and combiner systems every AI-powering solar plant depends on. Customers: $NEE , RWE Renewables, Enel Green Power, $AES , Invenergy Catalyst 1: Q1 2026 revenue +75% YoY to $140.6M with a record $758M backlog Catalyst 2: New DC-coupled battery storage products open a second revenue stream alongside solar BoS Catalyst 3: Goldman Sachs Buy rating with $11 target facility consolidation headwinds clear in H2 2026, margin recovery follows 5/ $EOSE ~$8 | Target: $24 Zinc-based long-duration batteries solve renewable intermittency providing the hours-long storage AI data centers need for truly uninterrupted clean power. Customers: $DUK , $ED, U.S. Army Corps of Engineers, data center developers Catalyst 1: Second production line coming online in 2026 doubles output capacity and drives gross margin positive Catalyst 2: $220M+ in new orders in Q4 2025 with 20% pipeline growth data center sector is the primary driver Catalyst 3: Domestic zinc supply chain means zero Chinese lithium dependency — a structural moat in the tariff war era 6/ $FCEL ~$21 | Target: $60 Modular fuel cells deliver on-site DC power with waste-heat capture for cooling purpose-built for the 24/7 uptime AI workloads require, no grid connection needed. Customers: $XOM , $TM , $PFE , U.S. Navy, Department of Defense Catalyst 1: 1.5 GW+ in active AI data center proposals even partial conversion is transformational at this market cap Catalyst 2: Q1 2026 revenue +61% YoY as the bring-your-own-power trend accelerates across hyperscalers Catalyst 3: ExxonMobil carbon capture JV commercialization validates the technology at industrial scale by late 2026 7/ $AQN ~$8 | Target: $24-$30 Regulated wind, solar, hydro and thermal utility the reliable baseload backbone AI data centers need most, trading at a deep discount to book value. Customers: Regulated U.S. ratepayers, Midwestern utilities, Canadian provincial utilities, long-term PPA counterparties Catalyst 1: Strategic asset sales and restructuring completion of the review in H1 2026 unlocks significant shareholder value Catalyst 2: Pending U.S. rate case approvals across multiple jurisdictions directly lift regulated earnings Catalyst 3: Fed rate cuts are a free catalyst every 25bps cut meaningfully re-rates this stock higher Recently, Jensen Huang in an interview said $NVDA under invested in sustainable energy. I still like $BEP $ENLT $PLUG and possibly $ENPH. $ENLT can keep going towards $200 then $400+ I'd say. ♻️RESHARE this post and make 1 comment and I'll DM you my $SPY chart for this week right now.

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@investmentguru_May 12, 2026 · 10:50 AM

WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition. SOLAR — The Lowest Cost Energy Ever Built → $FSLR — largest Western hemisphere PV manufacturer, $16.4B backlog, 53.7 GW contracted → $ENPH — microinverter leader, IQ Battery storage, 22,000+ certified installers globally → $SEDG — solar power optimization & residential storage → $JKS — JinkoSolar, 370 GW cumulative shipped, expanding into utility-scale storage → $CSIQ — Canadian Solar, global manufacturing + storage integration WIND — Backbone of Grid-Scale Renewables → $VWDRY — Vestas, global wind turbine leader → $GEV — GE Vernova, grid modernization + wind equipment supercycle → $ORSTED — offshore wind pure play → $SIEGY — Siemens Energy, onshore + offshore wind + grid ENERGY STORAGE — The Most Critical Layer → $EOSE — Eos Energy, zinc-based long duration storage, no lithium dependency → $FLNC — Fluence Energy, utility-scale BESS deployments globally → $STEM — AI-driven battery storage optimization platform → $BE — Bloom Energy, solid oxide fuel cells, AI data center power Utility-Scale Integrated: → $NEE — NextEra, largest battery storage developer in North America, 3.6 GW operational → $BEPC — Brookfield Renewable, 80 GWh battery storage in development pipeline → $AES — AES Corp, major BESS developer across Americas Lithium & Materials (Picks & Shovels): → $ALB — Albemarle, world’s largest lithium producer, vertically integrated → $SQM — Sociedad Química, Chilean lithium giant → $LAC — Lithium Americas, North American supply chain play → $LTHM — Livent, lithium for EV + grid storage Solid-State (Next Gen): → $QS — QuantumScape, solid-state lithium-metal batteries → $SLDP — Solid Power, solid-state EV battery development → Battery pack prices falling to $105/kWh in 2026 — making storage economically superior to fossil fuel peakers for the first time at scale NUCLEAR — Always-On Baseload Bridge → $CEG — Constellation Energy, largest U.S. nuclear operator, AI data center offtake deals → $OKLO — next-gen microreactor, Sam Altman-backed → $SMR — NuScale Power, small modular reactor pioneer → $CCJ — Cameco, uranium supply chain kingpin → $UEC — Uranium Energy Corp, domestic U.S. uranium producer GRID & TRANSMISSION — The Bottleneck Nobody Talks About → Global energy transition investment hit a record $2.3T in 2025 — grid modernization is a core pillar → $ETN — Eaton, electrical infrastructure & power management → $GEV — GE Vernova, grid equipment + turbines → $VRT — Vertiv, data center power & thermal management → $HUBB — Hubbell, electrical products & grid components → $PWR — Quanta Services, grid construction & EPC → $EMR — Emerson Electric, industrial automation + energy infrastructure → $ABB — ABB Ltd, power systems, grid-forming inverters, EV charging infrastructure HYDROGEN & FUEL CELLS — Longer Duration Optionality → $PLUG — Plug Power, green hydrogen + fuel cell systems → $BE — Bloom Energy, hydrogen-capable fuel cells → $FCEL — FuelCell Energy, stationary clean power generation THE CAPITAL CYCLE FRAMEWORK → Most existing grids were designed for centralized fossil fuel generation — not decentralized variable renewables. Integrating solar + wind creates new stability challenges that only storage + smart grid tech can solve Stage 1 → Solar + Wind capacity floods in (already happening) Stage 2 → Storage becomes mandatory to stabilize the grid (NOW) Stage 3 → Transmission upgrades to carry renewable power (2026-2030) Stage 4 → Hydrogen + long-duration storage fill the remaining gaps (2028+) We are at the Stage 1→2 inflection point. High oil prices just pulled the timeline forward by 3 years. Not financial advice.

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@investmentguru_Apr 23, 2026 · 10:18 AM

THE ENERGY MAP: Every Source, Every Play Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center supercycle has changed everything. Power is now the bottleneck. Access to electricity > land, labor, connectivity. Here’s how the landscape is shaping up NUCLEAR — Highest Conviction The renaissance is real. Record generation, 63 reactors under construction, SMRs gaining traction with hyperscaler demand. → AI + baseload = nuclear wins Plays: $CEG $CCJ $OKLO $SMR $NNE $LEU $DNN $LTBR BATTERY STORAGE — High Conviction The backbone of 24/7 clean energy. Explosive growth + massive pipeline into 2030. → Solar pairing + grid stability + data center demand Plays: $TSLA $FLNC $STEM $AMPS $KULR $QS $MVST $AMPX GRID INFRASTRUCTURE — The Real Winner - No matter who wins, the grid must scale. Massive capex cycle just starting. → AI load + EVs + electrification = multi-year demand Plays: $CEG $NEE $ETN $PWR $VRT $HUBB $VST $AES SOLAR — Selective Still scaling globally, but policy shifts create winners & losers. → Data center PPAs absorbing higher costs Plays: $FSLR $ARRY $ENPH $NEE $RUN GEOTHERMAL — Stealth Play Underrated baseload. EGS unlocking new regions. → 24/7 clean energy = perfect for hyperscalers Plays: $CEG $ORKA $NEE NAT GAS / LNG — Bridge Fuel Not going anywhere. Reliability matters. → AI demand + LNG exports = strong tailwind Plays: $LNG $AR $EQT $SLB $HAL WIND — Watchlist Onshore steady, offshore challenged (policy + cost). → Europe still bullish Plays: $GEV $NEE $CWEN $BEP HYDROGEN — Speculative High risk, long-term potential. 2026 is pivotal. → Industrial demand is the key Plays: $PLUG $BE $LIN HYDRO — Stable Compounder Reliable baseload + long-duration storage. → Quiet outperformer in volatile markets Plays: $BEP $CWEN $NEP THE MACRO FRAME This is no longer just a climate transition. It’s a national security + AI infrastructure race. Capital flow trend: Semis → Memory → Photonics → Power & Energy → Robotics We are entering the Power wave Position accordingly. The grid wins regardless. Not financial advice. Like and share

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@kaizen_investorApr 7, 2026 · 5:06 PM

Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition. Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey Green Hydrogen: $PLUG, $NEL, $ITM, TKA, LHYFE, $H2O, HYPRO, BLDP, CWR, FCEL Solar: $FSLR, $ENPH, $NXT, $TE, SMA Solar, Sunrun, Shoal, Longi, Jinko, Trina Energy Storage: $FLNC, STEM, $EOSE, NRGV, IES, $AMPX, $ENVX, CATL, LG, Gotion Nuclear: $BWXT, $SMR, $LEU, ASY, $CCO, Kazatomprom, $OKLO, NXE, UEC, DML LNG: $LNG, $VG, $EE, DLNG, GTT, CCEC, Kunlun, Petronet, ADNOC Mixed companies: $NEE, $VST, $CEG, $BE, $AES, $DUKE, $IBE, $RWE, $ENEL, $D Find out the details here 👇

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@yasutaketinMar 23, 2026 · 12:29 PM

$NVDA は Emerald AI、 $AES 、 $CEG 、 $NEE 、 $VST と提携し、柔軟なコンピューティングと現地の電源および貯蔵を組み合わせた、グリッド統合型AIファクトリーを建設します。このモデルは、AIインフラの構築を加速させると同時に、グリッドを支え、米国の容量を最大100GW引き出すのに役立つ可能性があります。

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@ftr_investorsMar 23, 2026 · 12:26 PM

$NVDA and Emerald AI are partnering with energy companies $AES, $CEG, $NEE, $VST, Invenergy, and Nscale Energy & Power to develop "flexible AI factories" that can connect to the grid faster, generate AI output, and support grid reliability ⚡🤖 https://t.co/Va8ed12SLh

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@stocksavvyshayMar 23, 2026 · 12:19 PM

$NVDA is partnering with Emerald AI, $AES, $CEG, $NEE & $VST to build grid-integrated AI factories that combine flexible compute with on-site power + storage. The model could speed AI infrastructure buildout while helping support the grid & unlock up to 100 GW of U.S. capacity. https://t.co/rIaxxi4wLa

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@ssi_investMar 3, 2026 · 9:56 AM

New Merger Announcement - $AES to be acquired by PE consortium - $15.00/sh cash (5.6% spread) - Rumors accurate, but mkt was too optimistic on the bid - Below pre-announcement; slight premium to pre-rumor - Shareholder approval likely - Key hurdle: lengthy reg. approval process

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@tradableastroMar 2, 2026 · 6:17 PM

Top 10 accelerating & decelerating stocks today Note: this is different from our leaderboard Top 5 accelerating: $ONDS $RCAT $GCT $VELO $DELL Top 5 decelerating: $RUN $CRWV $AES $URI $AMBA https://t.co/nJnU4lCMJt

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@stocksavvyshayJan 24, 2026 · 1:34 PM

$NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down. NUCLEAR • $SMR industrializing small modular nuclear reactors • $UUUU integrating uranium mining with fuel processing • $OKLO building on-site nuclear power for AI data centers • $CCJ anchoring uranium supply for the nuclear build cycle • $LEU enabling advanced reactors through fuel enrichment • $UEC scaling uranium production for long-duration demand • $BWXT supplying critical nuclear components & fuel systems • $NNE developing microreactors for distributed baseload power GRID & STORAGE • $TSLA scaling grid-scale battery storage • $QS developing next-gen battery chemistry • $EOSE commercializing long-duration storage • $FLNC deploying utility energy storage for grid stability • $MVST supplying batteries for storage & electrification FUEL CELLS • $BE deploying always-on solid-oxide fuel cells • $FCEL providing distributed fuel-cell generation • $GEV supplying flexible gas turbines to fill grid gaps • $PLUG building hydrogen infrastructure for future power systems RENEWABLES • $ENPH enabling distributed solar & storage at the edge • $FSLR manufacturing utility-scale solar for grid reliability • $NXT improving utility solar economics through tracking systems POWER OPERATORS • $DUK upgrading grids to meet rising demand • $SO expanding regulated baseload power infrastructure • $NEE operating large-scale generation for AI-driven load growth POWER PRODUCERS • $AES scaling renewables & storage globally • $NRG balancing generation and retail power exposure • $VST monetizing flexible generation in tight power markets • $TLN operating merchant power positioned for AI load spikes

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@investmentguru_Jan 16, 2026 · 12:20 PM

Who can win in an energy shortfall Utilities & Grid Operators (Direct Winners) $NEE – Largest clean energy utility, grid-scale renewables + transmission $DUK – Regulated utility with strong Southeast data-center exposure $SO – Nuclear + gas heavy, baseload reliability matters $EXC – Nuclear leader, benefits from power scarcity $CEG – Pure-play nuclear leverage Multiple expansion + stable cash flows Natural Gas Generation & Infrastructure Fastest way to add reliable power for AI and data centers. $ET – Pipeline giant, volume + long-term contracts $KMI – Critical gas transport for power plants $WMB – Strong exposure to power generation demand $LNG – LNG exports tighten domestic supply → pricing power $OKE – Midstream leverage to power demand growth gas demand accelerator Nuclear & Uranium (Baseload Scarcity Trade) 24/7 power becomes premium during shortages. $CEG – Best-in-class nuclear operator $BWXT – Nuclear components + SMR exposure $CCJ – Uranium supply leverage $LEU – Enriched uranium, geopolitical tailwind $SMR – Speculative SMR pure play $OKLO -small modular reactor Reliability over ideology Renewables + Storage (Selective) Works when paired with storage and grid upgrades. $FLNC – Grid-scale battery storage leader $AES – Hybrid renewable + storage projects $ENPH – Power electronics, efficiency angle $SEDG – Grid management + inverter exposure $RUN – Long-term residential + storage optionality $EOSE - battery storage Storage is the key, not generation alone Grid Infrastructure & Industrials (Supercycle) Every new plant requires massive hardware and upgrades. $ETN – Electrical systems, transformers, grid backbone $GEV – Power generation, grid tech, turbines $EMR – Automation + power management $PWR – Transmission & grid construction $HUBB – Electrical components for grid expansion Picks & shovels of the power buildout Efficiency & Power Optimization (Hidden Winners) When power is scarce, efficiency = competitive advantage. $NVDA – Power-efficient AI compute dominates $AVGO – Custom silicon reduces energy per workload $TSM – Advanced nodes = efficiency gains $VRT – Data center cooling & power optimization $SMCI – AI server efficiency & density play Lower watts per compute = higher margins

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