Tomassi retweetledi
Tomassi
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Tomassi retweetledi
Bought a new stock today: $NRGV.
An under-the-radar energy storage name I’ve just started researching.
At a simple level, Energy Vault stores electricity when there is excess supply and releases it when demand increases. This is critical because renewable energy sources like solar and wind are intermittent, and storage is what makes them usable at scale.
What makes this more interesting is the company’s shift toward owning and operating energy assets, which introduces recurring revenue instead of one-off project income.
Historically, Energy Vault generated lumpy, project-based revenue. It is now transitioning toward more predictable cash flows through its “Asset Vault” strategy, where it builds, owns, and operates storage assets rather than just delivering them.
Revenue reached about $203M in 2025, up over 340% year-over-year, and the company delivered its first positive EBITDA quarter in Q4.
The key driver behind that inflection is the backlog, which has expanded to roughly $1.3B, up over 300% year-over-year.
A major catalyst is its partnership with Crusoe Energy Systems. Energy Vault is now building power infrastructure for AI data centers. These deployments are expected to generate 10–20x higher EBITDA per MW compared to traditional storage projects.
AI data centers are increasingly power constrained. If Energy Vault can successfully serve that demand, it shifts into a higher-value infrastructure player directly exposed to AI-driven energy demand.
On top of that, the company is working on next-generation storage through sodium-ion battery partnerships, which could reduce costs and lower supply chain risk over time.
The balance sheet has also strengthened, with cash above $100M, providing runway to execute on this transition.
Putting it together, the bull case is straightforward.
This is a company that has already proven it can scale revenue, is turning profitable, and has a large and growing backlog. At the same time, it is moving into higher-value markets like AI infrastructure, where the economics are significantly more attractive.
The key risk remains execution. The company needs to convert backlog into cash flow and scale its asset ownership model without funding stress.
If that works, it shifts from a small speculative energy stock to an infrastructure platform exposed to two large structural trends: renewable energy buildout and AI-driven power demand.
Not financial advice. I’ve just started researching and this is my first purchase.
Market cap: $770M
Thanks to @Robin54573990 for bringing this ticker to my attention.
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Tomassi retweetledi
In 2 years, BE spiked 2100% from $10 to $220.
Right now, Data centers is 7% of total US power demand and will increase 20% in a decade.
Top 20 stocks with exact same set-up as BE:
1. FLNC (Fluence Energy)
Grid-scale battery storage stabilizing renewable power for AI campuses.
Buy zone: $11–$14 key support where buyers historically step in.
2. EOSE (Eos Energy)
Long-duration zinc batteries providing 8–24hr AI data center backup.
Buy zone: $5–$7 discounted near 52-week lows before AI contract momentum.
3. SMR (NuScale Power)
Only NRC-certified small modular reactor for clean AI baseload power.
Buy zone: $8–$11 strong demand floor before nuclear policy catalysts hit.
4. NNE (NANO Nuclear Energy)
Portable microreactors delivering off-grid power directly to AI campuses.
Buy zone: $18–$22 near 52-week low before DOE contracts accelerate.
5. UUUU (Energy Fuels)
Domestic uranium and rare earth mining fueling America's AI-era reactors.
Buy zone: $16–$19 consolidation zone before uranium supply squeeze reprices.
6. LTBR (Lightbridge)
Advanced nuclear fuel rods boosting reactor output for AI power demand.
Buy zone: $10–$13 proven technical support before commercial fuel contracts begin.
7. MIR (Mirion Technologies)
Radiation detection systems keeping AI-era nuclear power plants operating safely.
Buy zone: $14–$17 sitting near 52-week low; analysts target $28–$30.
8. IONQ (IonQ)
Quantum computing platform optimizing AI workloads and energy efficiency. (my favorite)
Buy zone: $33–$38 key support level it bounced hard from in March.
9. PLUG (Plug Power)
Hydrogen fuel cells providing clean zero-emission backup for AI server farms.
Buy zone: $1.50–$2.50 deep value after earnings turned positive in Q4.
10. SHLS (Shoals Technologies)
Electrical balance-of-system hardware connecting solar farms to AI grids.
Buy zone: $5–$7 oversold after selloff; analysts still targeting $9–$12.
11. ARRY (Array Technologies)
Solar tracker systems maximizing cheap daytime energy feeding AI grid storage.
Buy zone: $5–$7 off 75% from highs on temporary 2026 outlook miss.
12. NRGV (Energy Vault)
Gravity and battery hybrid storage anchoring renewable-powered AI data centers.
Buy zone: $2–$3.50 just turned EBITDA positive with AI data center deals.
13. STEM (Stem Inc)
AI-driven software optimizing battery dispatch for data center grid participation.
Buy zone: $7–$9 first-ever positive EBITDA gives floor ahead of re-rate.
14. CNP (CenterPoint Energy)
Regulated utility expanding transmission capacity serving high-growth AI demand zones.
Buy zone: $28–$32 strong base where dividend yield becomes highly attractive.
15. CLNE (Clean Energy Fuels)
Renewable natural gas infrastructure offering low-carbon AI backup power fuel.
Buy zone: $1.50–$2 near multi-year lows before LNG demand surge hits.
16. UEC (Uranium Energy Corp)
In-situ uranium recovery supplying domestic nuclear fuel for AI-era reactors.
Buy zone: $5–$7 low-cost producer positioned before domestic uranium mandate.
17. AROC (Archrock)
Natural gas compression services enabling steady fuel supply for AI data centers.
Buy zone: $20–$24 pullback into prior base before gas demand re-accelerates.
18. RUN (Sunrun)
Distributed solar and storage forming virtual power plants for AI grid relief.
Buy zone: $6–$8 washed out on rate fears; virtual grid narrative not priced in.
19. TPVG (TriplePoint Venture Growth)
Venture lending to clean energy startups powering the AI infrastructure buildout.
Buy zone: $3.50–$4 high yield entry before clean energy lending cycle turns.
20. PWR (Quanta Services)
Electric grid construction contractor building the infrastructure every AI data center needs.
Buy zone: $30–$35 multi-year support before $50B grid backlog fully reprices.
Remember, these have 2000%–5000% potential just like OKLO. When it ran from $7 to $170. My favorite is IONQ first public quantum company to exceed $100M in annual revenue, guiding $225–$245M for 2026, with $3.3B in cash and zero debt. It's operating at a fundamentally different scale than the others, which is why it's already broken above $40.
♻️ RESHARE this post and share 1 comment, and I'll DM you my analysis for LITE, POET and LWLG.
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Tomassi retweetledi
$ABCL 파이프라인 계획
1. ABCL635 (VMS, 폐경기 혈관운동증상 / NK3R 타겟)
현재 상태: Phase 1/2 임상 진행 중 (2025년 7월 IND, 2026년 1월 Phase 2 dosing 완료).
Phase 2 topline readout → 2026년 H2 (Q3 예상).
2027년 계획: “Late stage development of ABCL635 in menopausal VMS” (자체 Phase 3 추진 후 중후반기 LO 가능성 시사).
핵심 자산 → 가능한 한 오래 자체 보유하여 가치 극대화 → Phase 3 단계에서 최적 파트너 확보
Phase 3 데이터 확보 후 LO시
업프론트 $500M~1B+
로열티20~30%+
최대 가치, 높은 자본 소요
AbCellera는 GMP 시설 건설을 2020년 결정해 추진했으며, 제조·공정개발·품질 인력 확보를 위해 4년간 대규모 투자를 했고, 현재 팀이 갖춰졌으며 시설이 가동 중.
*** ABCL635는 최소 Phase 3 개시까지는 자체 개발하고, 이후 상업화 단계에서 빅파마 파트너를 찾는 "Phase 3 진행 중 또는 Phase 3 데이터 확보 후 라이선싱" 전략을 취할 가능성이 높음. 이 경우 LO 시기는 3상 진행 중 또는 완료 후 인2028년 또는 2029년.
2. ABCL575 (아토피 피부염 / OX40L 타겟)
현재 상태: Phase 1 진행 중 (2025년 8월 dosing). Phase 1 topline readout → 2026년 H2.
2027년 계획: “Options for further development or out-licensing of ABCL575” (“파트너십 고려 중”)
타이밍: Phase 1 후 2027년 LO 검토
Hogan(경영진)은 ABCL575에 대해 Phase 1 "box-checking" 후 파트너십을 고려 중이라고 밝혔으며, 해당 적응증에서 약물을 완전히 개발하고 상업화하려면 AbCellera의 현재 규모와 역량을 넘어서는 수준이 필요하다고 언급
3. ABCL688 (자가면역 / GPCR·ion channel 타겟, 타겟 미공개)
현재 상태: IND-enabling 단계 (2025년 Q2 nominator).
2027년 계획: IND 제출 및 Phase 1/2 개시 예정.
타겟 미공개, 구체적 LO 계획 미정 (데이터 따라 결정).
4. ABCL386 (종양학 / 타겟 미공개)
현재 상태: IND-enabling 단계 (2025년 nominator).
2027년 계획: IND 제출 및 Phase 1/2 개시 예정. 타겟 미공개, LO 계획 미정.
5. 플랫폼 파트너십 전략
현재: 104개 partner-initiated program (downstream economics 보유, 2025년 말 기준).
19개 molecule이 이미 clinic 도달.
미래: 20+ discovery 프로그램 운영
→ 연간 1~2개 신규 development candidate 지속 생산.
→ 파트너십은 유지하되 축소 방향 (플랫폼 투자 완료 후 내부 파이프라인 중심으로 pivot 완료, 신규 파트너 프로그램 스타트는 최소화).
*** "Integrated Biotech"
우리가 발견한 약을 가능한 한 멀리까지 자체 개발하여, 더 큰 가치를 가져간다"는 것이 $ABCL의 CEO 칼 한센의 현재 전략.
한국어
韓国のGS25に売ってる서울우유のクリームパン
クリームが写真以上に入っててもはやケーキなんよ(逆写真詐欺)
味もふわふわの生地に濃厚なクリームの組み合わせが最高においしい
私はこれがコンビニで買えちゃうなら、パン屋さんに行かなくてもいいと本気で思ってます
韓国に滞在する際は食べてみて
日本語
Tomassi retweetledi
Agentic commerce isn’t priced in yet. Machine-to-machine payments will increase demand for the digital dollar beyond current estimates.
The agentic economy could be larger than the human economy. We're building the infrastructure for both at Coinbase.
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Tomassi retweetledi
"The agentic economy could be larger than the human economy." - Brian Armstrong
And yet... $COIN is trading just above where it was in December 2023.
The market isn't pricing in what is being built here.
McKinsey estimates AI agents could mediate $3-5T of global commerce by 2030. Every single one of those transactions needs a payment rail.
Crypto rails are the only infrastructure to do this. And Coinbase is the best positioned public company building it.
$COIN has launched:
-> x402 Protocol (Sept 2025)
-> Agentic Wallets (Feb 2026)
Early days. But it's early days of a huge theme.
$COIN at December 2023 prices. Building the payment infrastructure for a $3-5T economy.
Just seems like a risk/reward bet heavily skewed to bulls.
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@Jewelstarcoco1 어떻게보면 멋진일이지만 이면엔 속마음이 숨겨져있습니다 내가 만약 1천엔짜리를 샀다면 다음번엔 2천엔짜리를 얻어먹으려는 속내를 가진자들이 많습니다
한국어
