NRG Energy. Every tracked FinTwit mention of $NRG, newest first. 40 mentions since the first on Jul 22, 2025. See the price chart.
July 2026 · 1 mention
Jul 15
TheValueist — $CEG $VST $TLN $NRG I don’t see how the merchant power names don’t trade up on this massive auction shortfall, but I’ve been proven wrong for the past 18 months on all the other in…↗
June 2026 · 1 mention
Jun 2
Midas — $VST
$TLN
$CEG
$SMR
$NRG
If you want to know when I enter and exit, make sure to follow me.↗
May 2026 · 1 mention
May 4
InvestmentGuru — Earnings watchlist for the week:
𝗠𝗼𝗻𝗱𝗮𝘆
After Hours:
$PLTR $FN $BWXT $AEIS $FLY $ADEA $ON
𝗧𝘂𝗲𝘀𝗱𝗮𝘆
Pre-Market:
$SHOP $PYPL $ENLT $ETN
After Hours:
$AMD…↗
April 2026 · 2 mentions
Apr 16
TheValueist — $CEG $VST $TLN $NRG ERCOT’s Load Filing Signals a New AI Power Regime in Texas, Not a Literal 367.8 GW Outcome
https://t.co/a8xjftaRsP
Bottom Line: ERCOT’s 367,790 MW 2032 headli…↗
Apr 11
TheValueist — $CEG $VST $TLN $NRG RESEARCH NOTE - PJM Reliability Backstop: Hybrid Procurement Reorders the Merchant Power Opportunity
https://t.co/FWkC9iVjQb
Bottom Line: PJM's reliability ba…↗
March 2026 · 2 mentions
Mar 5
TheValueist — One additional new great data set on BBG - grid-scale energy storage.
$CEG $VST $TLN $NRG https://t.co/VbeaPkKWJn↗
Mar 3
TheValueist — Lone Pine likes the merchant power producers - Kelly Granat
$CEG $VST $TLN $NRG↗
February 2026 · 4 mentions
Feb 24
TheValueist — $NRG EXECUTIVE CALL SUMMARY: NRG ENERGY INC (02/24/26)
NRG reported a bifurcated print: full-year 2025 results and capital return execution were exceptionally strong, while Q4 202…↗
Feb 24
TheValueist — $NRG (Bloomberg) -- NRG Energy reaffirmed its adjusted Ebitda guidance for 2026; the guidance beat the average analyst estimate.
YEAR FORECAST
Still sees adjusted Ebitda $5.33 bill…↗
Feb 22
TheValueist — If you've been connected with me on X, you know I've been involved with the merchant names $CEG $VST $TLN $NRG for quite some time. $XLU , which includes many of these merchants, a…↗
Shay Boloor — $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.
NUCL…↗
Jan 17
TheValueist — $CEG $VST $TLN $NRG The “bullish at first read” reaction is understandable because it implicitly assumes 2 things: 1) incremental demand is being de-risked via long-tenor, take-or-…↗
Jan 16
TheValueist — $CEG $VST $TLN $NRG Definitely difficult to implement what they are floating. More to be revealed. The 2028/2029 PJM auction is set for June 2026 and the cap/collar mechanism has n…↗
KaizenInvestor — 5/5 Who are the main losers of this evolution?
Solar has a marginal cost of zero. Coal has a marginal cost of fuel + transport. In a grid flooded with cheap solar, coal plants are…↗
Dec 19
TheValueist — Life comes down to supply/demand. I don't believe there is any way to interpret yesterday's developments at PJM other than that the US is massively short of power. The merchant nam…↗
Dec 19
TheValueist — $CEG $VST $TLN $NRG PJM Market Scarcity and the New Co-location Regulatory Regime - A Comprehensive Analysis↗
Dec 19
TheValueist — $CEG $VST $TLN $NRG PJM Market Scarcity and the New Co-location Regulatory Regime - A Comprehensive Analysis
Thread unrolled:
https://t.co/yYwHD5pG77
July 2025 · 2 mentions
Jul 23
IvanaSPEAR — $GEV Big EBITDA beat. Backlog growth was the highlight. Gas Power slot reservation grew from 50 to 55 GW!
▪️Revenue $9.11 billion, +11% y/y, estimate $8.8 billion.
◦Power revenu…↗
Jul 22
IvanaSPEAR — PJM, the biggest US grid, sets capacity prices at $329.17 from $269.92. 🚀
Data centers for AI are driving the biggest surge in US electricity demand in history.
Tune into our…↗
— OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…
TheValueist — $CEG $VST $TLN $NRG As I said below, the pressure is on for the merchant providers. They are easier targets than the utilities. They must do all they can to hold on to market power…↗
Jan 16
TheValueist — $CEG $VST $TLN $NRG PJM Market Reform: Shifting Capacity Costs to Data Centers↗
Jan 16
TheValueist — $CEG $VST $TLN $NRG (Bloomberg) -- President Donald Trump and US Northeast governors will direct the nation’s largest grid operator to hold an emergency power auction that would fo…↗
Jan 15
TheValueist — $CEG $VST $TLN $NRG The managers/CEOs running these merchant power companies are damn smart - leadership at CEG, VST, TLN, NRG, as well as the spate of private small-scale generato…↗
Jan 15
TheValueist — $TLN $CEG $VST $NRG - I highly recommend watching/listening/reading my pieces below if you are investing in any part of the power generation sector. TLN up 10% pre.
(Bloomberg) -…↗
TheValueist — $VST $CEG $TLN $NRG this is not the last gigawatt-scale PPA that will be executed in 2026 or in the future.↗
Jan 6
TheValueist — $VST $CEG $TLN $NRG Vistra Acquisition of Cogentrix Energy Portfolio Analysis↗
Jan 5
TheValueist — $CEG $VST $TLN $NRG
EXECUTIVE SUMMARY
https://t.co/9TH3D5hcZ6
Monitoring Analytics’ “Analysis of the 2027/2028 RPM Base Residual Auction Part A” frames the 2027/2028 PJM capacity…↗
Jan 5
TheValueist — $VST $CEG $TLN $NRG Vistra announced definitive agreements to acquire Cogentrix Energy, a portfolio of 10 modern natural gas-fired generation facilities totaling approximately 5,49…↗
TheValueist — $CEG $VST $TLN $NRG PJM Market Scarcity and the New Co-location Regulatory Regime - A Comprehensive Analysis
Recent power auctions and federal directives indicate that the PJM ene…↗
Dec 19
TheValueist — $CEG $VST $TLN $NRG Federal Energy Regulatory Commission action on December 18, 2025 directed PJM Interconnection, L.L.C. to implement a formal, tariff-based framework governing “c…↗
Dec 18
TheValueist — $CEG $VST $TLN $NRG The 2027/2028 PJM Base Residual Auction (BRA) cleared at the FERC-approved Variable Resource Requirement (VRR) cap of $333.44/MW-day (UCAP) across the entire PJ…↗
Dec 15
Shay Boloor — A reminder that $NVDA is hosting a power summit this week because AI data centers are projected to face a 44 gigawatt power shortfall by 2028.
• At the top of the stack are the co…↗
Dec 14
TheValueist — $NRG NRG Energy: Strategic Pivot, Demand Supercycle, Execution Risk, and Investment Thesis
The video offers a detailed analysis of NRG Energy's strategic pivot, focusing on its ve…↗
TheValueist — $CEG $VST $TLN $NRG US Independent Power Producer (IPP) Market Dynamics and the Impact of GAI
The video provides a comprehensive analysis of the U.S. independent power producer (I…↗
Dec 14
TheValueist — $CEG $VST $TLN $NRG US Independent Power Producer (IPP) Market Dynamics and the Impact of GAI↗
Dec 14
TheValueist — $CEG $VST $TLN $NRG US Independent Power Producer (IPP) Market Dynamics and the Impact of GAI
Audio overview - the IPP market is a complex topic with many moving pieces, so the a…↗