AMRC 2026-08-23 Ameresco: A $1.5 Billion AI Power Backlog Changes The Story
Eudaemon Research Topic
utilities
Everything our editor has picked under this tag, best first.
AMRC 2026-08-23 Eudaemon Research NET Power Inc
NET Power (NPWR) is a microcap pursuing behind-the-meter power projects for data centers.
catechwilliams on X
$PRIM $500M new project broke ground. Not deep on the name but this is a pretty massive program for $PRIM and does not appear anyone noticed. "430-megawatt development from Arevon Energy, an offshoot of utility and energy contractor Primoris Services Corp" https://t.co/1egNflZ1X8
marginofdanger on X
APTL’s $25 million-EBITDA Alaska utility and telco support its low-$80 share price; its Westport subsea-cable landing site and 30% share-count reduction add optionality.
marginofdanger on X
Seems like $MLP may be selling its water assets to Maui for $30 million https://t.co/hFHq1VRZ20
mavix on X
Shelly Group, $SLYG, sees intelligent control of cooling, shading and energy consumption gaining importance as summer heatwaves increase, supporting long-term building automation growth.
Raging Capital Ventures on X
Bought $CTRI ~$22-$22.50 into this post-earnings sell off. Margins were disappointing, but $CTRI is growing nicely given the tailwinds in energy and utility services. Margins should follow in time from greater scale & pricing power, and the balance sheet is vastly improved.
Chris Camillo on X
@Emotionallkrs I think in terms of information parity not price targets. Long $BE
Hallador's "Beautiful, Clean Coal": Near Term Catalyst w/ 200% Upside ($HNRG)
Hallador Energy's Merom plant cleared a MISO review, setting up a potential data-center PPA that could transform the coal miner into a…
