$BE at some point this is coming back down to Earth. Actually like the tech from the company and think they are a legitimate player for fast scale on site power, but the pull forward on valuation looks crazy at this point. Add to that not a single insider purchase the past 2 yrs.
Cry for me as I got called on my $MRVL shares earlier this year at $100 before the run started on a CC.
Now that I think of it, I’ve “lost” so much more money on covered calls vs the premiums I’ve collected from them.
“Why not give the kids an experience they’ll remember for a lifetime?”
@spurs Forward, Julian Champagnie shares why taking time to interact with young fans during pregame shootaround can make a lasting impact!
@StockDaddy6597 Don’t necessarily disagree on desire for exposure to EGS. If it nose dives short term then I might actually be interested in buying some for a long term hold. Just not at $7 billion+
Be careful out there, every loss making next gen energy company sees this as their window to go public given the euphoria for anyone who can produce MWs, regardless of price.
Fervo lost $58 million in 2025 on $138,000 in revenue. I get it, high growth, capital intensive phase, yada yada. But is that really worth $7.4 billion?
Not to mention their cost of power. Cape Station power plant will generate electricity at $7,000 per kilowatt of installed capacity. Their goal is to reduce to $3,000 per kilowatt to be competitive with natural gas.
https://t.co/FAGQXlCs7y
Be careful out there, every loss making next gen energy company sees this as their window to go public given the euphoria for anyone who can produce MWs, regardless of price.
Fervo lost $58 million in 2025 on $138,000 in revenue. I get it, high growth, capital intensive phase, yada yada. But is that really worth $7.4 billion?
Not to mention their cost of power. Cape Station power plant will generate electricity at $7,000 per kilowatt of installed capacity. Their goal is to reduce to $3,000 per kilowatt to be competitive with natural gas.
https://t.co/FAGQXlCs7y