Interesting framing. The gap is measured in GW of firm clean capacity that doesn't yet exist. Fervo, TerraPower, NETPower are the pilots that determine whether clean compute at scale is mid-2030s or stays aspirational.

Fervo, TerraPower, NETPower are proving diverse portfolios actually get built. That's the real victory ¯\_(ツ)_/¯

Power out? Network still on. netPower Lite 8P delivers PoE with a built-in UPS, 10G uplinks, and outdoor-ready reliability. Perfect for cameras and edge gear that cannot go offline. #MikroTik #PoE #Networking

Yes convert fossil fuels into electricity and use captured carbon dioxide to make carbon fibre. Use NETPower!

Today’s Key Events (All EST) — 11/13/2025 10:30: Fed’s Kashkari Speaks 12:15: Fed’s Musalem Speaks 12:20: Fed’s Hammack Speaks 13:00: US 30-Year Bond AUction 14:00: US Federal Budget Balance Before Open 👇 00:00: Tencent Holdings 03:30: Aurora Mobile 05:30: $JD 05:30: NICE Ltd. 06:00: $BILI 06:00: $CSIQ 06:00: Edgewell Personal Care 06:00: Xunlei 06:30: DarioHealth 06:30: Aebi Schmidt 06:30: Sotherly Hotels 06:45: $BN 06:45: MarineMax 06:50: Dillard’s 06:50: Protalix BioTherapeutics 06:55: Paysafe 07:00: Bitfarms 07:00: ARS Pharmaceuticals 07:00: Stratasys 07:00: Gambling 07:00: Bragg Gaming 07:00: AMS 07:00: NielsenIQ 07:00: Broadwind Energy 07:00: Chicago Atlantic BDC 07:00: GoHealth 07:00: OneWater Marine 07:00: US Global Investors 07:00: Spectrum Brands 07:00: PDS Biotech 07:20: Cellectar Biosciences 07:30: Ballard Power 07:30: Cybin 07:30: Nexxen International 07:30: Suburban Propane 08:00: Bitcoin Depot 08:00: Worksport 08:00: Seanergy Maritime 08:00: Eagle Point Income 08:00: SharpLink Gaming 08:00: Imunon 08:00: LiqTech 08:00: PAVmed 08:00: IM Cannabis 08:00: SuperCom 08:45: Lantern Pharma 09:00: EuroDry After Hours 👇 16:00: $AMAT 16:00: $NU 16:00: Co-Diagnostics 16:00: TMC Metals 16:00: Bionano Genomics 16:00: $SPCE 16:00: Precigen 16:00: Hyperfine 16:00: Profound Medical 16:00: Research Solutions 16:00: STRATA Skin Sciences 16:00: Omeros 16:00: DARE Bioscience 16:00: Fluent 16:00: Central Vermont Public Service 16:00: Oncology Institute 16:00: CytoSorbents 16:00: Origin Materials 16:00: Vuzix 16:05: Red Cat 16:05: $LAZR 16:05: Rekor Systems 16:05: Evolv Technology 16:05: Pioneer Power 16:05: ESS Tech 16:05: BioStem Technologies 16:05: Legacy Education 16:05: Perspective Therapeutics 16:05: Infinity Natural Resources 16:05: RenovoRx 16:05: Shimmick 16:05: Vaxart 16:05: STARZ 16:05: Innventure 16:05: Cibus 16:05: Vinci Partners 16:05: zSpace 16:05: Owlet 16:10: Nyxoah 16:15: $BZH 16:15: Comtech 16:15: NetPower 16:15: MSC Income Fund 16:25: $GLOB 16:30: VistaGen Therapeutics 16:30: $LPSN 16:45: Nuvve 17:00: Alpha Cognition 17:00: Faraday Future 17:00: Stardust Power 17:05: Flux Power 17:05: Quantum Corp 17:05: Aterian 17:20: AYTU BioPharma 17:20: WidePoint 17:35: $EC 18:00: South Bow Corporation 19:00: Newsmax 19:00: Grabagun Digital 19:00: Angel Studios 19:00: BioHarvest 19:00: JBS 19:00: Seastar Medical 19:00: Intchains 19:00: Arena Group 19:00: TSS 19:00: Tenon Medical 19:00: Grove Collaborative 19:00: WhiteFiber 20:40: $ALK

The costly problem is climate change. We have to face up to it and fix it first. It is easy to do with Natural gas. Just generate electricity in a NETPower plant. They work or generate hydroelectricity, wind or solar. It’s much cheaper. There is no planet other than Earth that supports life.

$NPWR NetPower will be a multi billion dollar company and Danny Rice and Jensen Huang know it. $nvda $amd $oklo $smr $nne

NetPower 300m market cap company on the cusp of this investment from Meta. Clean carbon free power. $NPWR. @MWM76 this might be the news you were looking for. Maybe a message NetPower after hours?

$NPWR Natural gas is the CHEAPEST form of energy right now, and with the help of NPWR (NETPOWER) it will be 100% "clean" up to 15 dollars gas is still cheaper than NUCLEAR at current uranium prices to produce energy. Ramping of Nat gas is also quicker than nuclear $OKLO $NNE

Add Netpower (NPWR) for co2 sequestration and AirJoule (AIRJ) for cooling and water management.

The truth is you can make electricity from natural gas economically viable using a NETPower plant like the one already operating in La Port, Houston Texas. It has almost no carbon dioxide emissions and its byproducts are valuable liquid carbon dioxide for geothermal and carbon fibre and graphene for strengthening concrete. Pure water is another byproduct that is in high demand. The oil and gas industry ignores this system for some unknown reason.

We've recently been using a combo unit made by Netpower that is both a 6.6kW OBC as well as a 2.5 kW DCDC. It works quite well. What voltage is your car?

is the a way of genersting electricity from natural gas without polluting the atmosphere.in a NETPOWER PLANT Answer: Yes, there is a way to generate electricity from natural gas with minimal pollution, and a NET Power plant is a great example of this. NET Power uses a technology called the Allam Cycle, which combusts natural gas with pure oxygen to produce electricity. The unique aspect of the Allam Cycle is that it captures all the carbon dioxide (CO2) produced during the combustion process, preventing it from being released into the atmosphere. In this process, the captured CO2 is used as a working fluid to drive the turbine, which helps maintain efficiency. Any excess CO2 can be stored underground or used commercially. This makes NET Power plants a cleaner alternative to traditional natural gas power plants, addressing environmental concerns while generating electricity efficiently. If you're interested in exploring more about how NET Power plants operate or advancements in cleaner energy technologies, feel free to ask!

$CEG Attached is page 1 of a 12-page Bank of America analyst report on CEG issued today entitled: "Watt’s the Numbers for Constellation and Talen Energy" Bank of America has a 'Buy' rating on CEG with a $354 price target. Bank of America's summary statement regarding CEG in the report includes the following: “CEG: PO to $354 and Update EPS: We reiterate our Buy rating on Constellation Energy (CEG). We raise our PO to $354 from $343 as we update our EPS estimates and adjust our peer group multiple. We adjust our EPS estimates as we mark-to-market power prices, adjust stock buybacks, and update the stock buyback price. We also adjust the capacity auction revenue based on the results for the 2026/2027 auction. This updates our FY’25/FY’26/FY’27 EPS estimates to $9.31/$10.37/$13.03 from $9.29/$10.36/$12.92 per share. CEG: Q2’25E $1.97; Call: Datacenters, Calpine: We expect CEG to report Q2’25 EPS of $1.97/share, which is above consensus expectations of $1.88/share and Q2’24 results of $1.68/share. Earnings year over year will benefit from higher power prices partially offset by compensation cost increases, roll-off of NJ ZECs, and losses on PTC earnings due to realizing higher power prices. The call will likely focus on datacenters, AI-driven demand, the Calpine acquisition, and power prices. We expect commentary about future deals, and while we do not believe we will receive any new disclosures, it will be interesting to hear how the company responds to the new “bring your own generation” (BYOG) concept. We also expect discussion of Calpine’s expected Q4’25 closure and the DOJ process now that FERC approval has been received. We also expect commentary on power prices in terms of energy and capacity prices, especially with the recent price cap clearing. -- Price Objective Basis: Our $354 price objective is based on a relative 2027 P/E multiple methodology. We apply our 2027 electric utility and independent power producer (IPP) multiple of 17.2x, we gross this up by 5% to 18.1x reflecting sector capital appreciation. We then take the multiple and apply a 6% premium for every 1% higher growth CEG has versus utility peers using our base case EPS forecast. The average utility growth is 5 - 7%, so we take the growth rate at 6%, the midpoint. CEG's growth rate is 13% through 2030, which leads to a 50.4% premium and a valuation multiple of 27.2x. -- Risks to achievement of the price objective are: 1) changes in energy, capacity, and related commodity prices, 2) retail margins, renewals, win rate, & overall market share, 3) operating, capital, and fuel costs, 4) capital allocation decisions including M&A, growth, and share repurchases, 5) nuclear operational performance, incidents, or accidents, 6) legislative, judicial, tax, and regulatory changes broadly, 7) nuclear fuel costs & availability, 8) change in environmental standards for generation assets, 9) management turnover, 10) pension & nuclear decommissioning trust returns, 11) credit rating agency requirements, 12) interest rates, and 13) NetPower ownership & valuation. (Page 1 is not available here as X does not allow me to post pages from reports on this platform)

$NPWR THESE NUKE SMR NAMES ARE TRADING AT INSANE RELATIVE VALUATIONS. NETPOWER IS THE ONLY NAME OFFERING THE SAME BENEFITS OF NUCLEAR UTILIZING ABUNDANT NAT GAS. SIMILAR TIMELINES, VARYING COMPLEXITY. $OKLO $SMR $NNE

💥 For et lag vi stiller med her i Netpower! Vi støtter @Barnekrfor og heier på alle som kjemper sine livs viktigste kamper ⚽💙 #FotballtrøyeFredag

NetPower took a major hit, but their one prior (can't recall the name) got acquired by BP. a very nice quick exit for the lads and all those who invested

Les publications de résultats à suivre la semaine prochaine 🇺🇸: Lundi : > 🔬 BioNTech $BNTX (Biotechnologie) > 💾 Oracle $ORCL (Technologie) > ⚡ NetPower $NPWR (Énergie) > 💊 DarioHealth $DRIO (Santé) > 🧪 UroGen Pharma $URGN (Pharmaceutique) > 💰 Franco-Nevada $FNV (Or & Métaux précieux) > 🔐 Telos $TLS (Cybersécurité) > 🩺 LifeMD $LFMD (Télémédecine) Mardi : > 🛍️ Kohl's $KSS (Retail) > 🏋️‍♂️ Dick’s Sporting Goods $DKS (Sport & Loisirs) > 🔬 Ciena $CIEN (Technologie & Réseaux) > 🍕 Casey’s $CASY (Restauration rapide) > 📉 Groupon $GRPN (E-commerce) > 🔋 FuelCell Energy $FCEL (Énergie renouvelable) Mercredi : > 📦 ZIM Integrated Shipping $ZIM (Transport maritime) > 🍔 Arcos Dorados $ARCO (Restauration rapide) > 🤖 iRobot $IRBT (Technologie & Domotique) > 🖥️ Adobe $ADBE (Logiciels & Créativité) > 📡 Crown Castle $CCI (Infrastructures télécom) > 👕 American Eagle Outfitters $AEO (Mode) Jeudi : > 🏪 Dollar General $DG (Retail) > 📝 DocuSign $DOCU (Logiciels & Signature numérique) > 💄 Ulta Beauty $ULTA (Cosmétiques) > 📈 Futu Holdings $FUTU (Investissements) > 💡 Semtech $SMTC (Semi-conducteurs) Vendredi : > ✈️ Gogo $GOGO (Technologie aéronautique) > 🔩 Drilling Tools International $DTI (Équipements pétroliers) > 👗 Hudson $HSON (Retail & Mode) > 💉 AirSculpt $AIRS (Médecine esthétique) > Source : @eWhispers

First, geothermal is not going to keep you from freezing if temperatures are below -15C regularly. And solar isn't enough to run auxiliary electric heaters, certainly at night. NETpower - trying keeping warm with a theory. The best solution we have available right now is nuclear, but that takes time to build.

Having Netpower, Carbon Engineering alongside their pipeline and storage network is the vertical integration of a low carbon intensity oil and gas company. It’s very smart.