Michael Jackson

I loaded commons and 6c jan on $NRGV earnings summary and my take Revenue 156% YoY, record $1.35 BILLION backlog (up 108%), and >80% of it is now owned & operated assets AND high-margin recurring revenue. Assets under management >1.1 GW and they’re guiding to $180M+ annual recurring EBITDA run-rate (ahead of plan). Just the new 100 MW AI data center deals alone should add another $65M recurring EBITDA soon. Stock is selling off for absolutly ZERO reason. At a conservative 10x on that EBITDA you’re already looking at $10+ per share minimum as they flip fully into cash-flowing IPP + AI power mode. love this setup

I loaded commons and 6c jan on $NRGV earnings summary and my take Revenue 156% YoY, record $1.35 BILLION backlog (up 108%), and >80% of it is now owned & operated assets AND high-margin recurring revenue. Assets under management >1.1 GW and they’re guiding to $180M+ annual recurring EBITDA run-rate (ahead of plan). Just the new 100 MW AI data center deals alone should add another $65M recurring EBITDA soon. Stock is selling off for absolutly ZERO reason. At a conservative 10x on that EBITDA you’re already looking at $10+ per share minimum as they flip fully into cash-flowing IPP + AI power mode. love this setup

Bought $VLN at 2.30 just now! Valens sits in a layer that could become much more important if Physical AI actually scales (sensor-data connectivity play for the stack) $VLN The simplest way to explain the company is that Valens builds high-performance connectivity chips that move large amounts of data from sensors to compute systems in difficult environments. In robotics, industrial machine vision, ADAS, medical imaging and edge AI systems, the machine has to collect high-resolution visual data from cameras and sensors and move that data to the “brain” fast enough for the system to make decisions. That sounds boring until you remember that robots, autonomous vehicles, smart factories, surgical tools and edge AI devices are all becoming more perception-heavy …..the exact reason I got so bullish on edge-AI after CES 2026 $VLN — 7 straight quarters of revenue growth. Q4 beat guidance top-end with $19.4M revenue & 60.5% gross margin. New MIPI A-PHY design wins in automotive. Cutting costs too — $5M annual savings plan in motion.