Who mentions $BEP most on Surfaced?

@itsmichaelluu (Michael | Hypermarkets) mentions $BEP most — 2 mentions in the past 12 months.

When was $BEP first mentioned on Surfaced?

The earliest tracked mention of $BEP in the Surfaced archive was on Apr 23, 2026.

How many voices track $BEP?

3 FinTwit voices have mentioned $BEP 4 times in the past 12 months.

What kind of voices mention $BEP most?

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

$BEP — FinTwit mentions on Surfaced

Recent mentions

4 mentions

@pelositrackerJul 8, 2026 · 3:27 PM

New Notable Political trade alert ✍️ Rep. Maria Salazar (R) bought Brookfield Renewables $BEP 6 times in 3 days, totaling up to $125,000 • June 2nd: bought up to $30,000 • June 3rd: bought up to $30,000 • June 4th: bought up to $65,000 The company recently announced it's exploring a merger, which would open the stock up to millions of new investors For context, Brookfield Renewable is one of the largest clean energy companies in the world and is headquartered in Bermuda Salazar chairs the committee that oversees US policy in Latin America

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@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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@itsmichaelluuMay 16, 2026 · 11:16 PM

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.

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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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