2. Hyliion Holdings Corp Market cap: $420M Hyliion develops the KARNO linear generator, a sealed unit that uses high-temperature oxidation to produce electricity and can run on a wide range of fuels including natural gas, hydrogen and raw well-head gas. The company acquired the

3. Fluence Energy Inc Market cap: $4B Fluence Energy designs and sells utility-scale battery storage systems built from modular units with integrated controls, supported by cloud-based software that optimizes how those batteries and renewable assets operate in power markets.

4. First Solar Inc Market cap: $29B First Solar manufactures cadmium telluride (CdTe) thin film solar modules, specifically its Series 6 and Series 7 lines, built primarily in the United States. These modules perform better than traditional polysilicon panels in hot climates

5. Canadian Solar Inc Market cap: $1.4B Canadian Solar is one of the largest solar manufacturers and project developers in the world. It sells solar panels and large-scale battery systems to utilities and commercial clients, while its subsidiary Recurrent Energy develops,

6. GE Vernova Inc Market cap: $159B GE Vernova designs and manufactures critical energy infrastructure, including gas turbines, wind turbines, grid systems, and electrification hardware. Its focus is clear: electrify to thrive and decarbonize. The company is integrating

7. Terrestrial Energy Market cap: $1.8B Terrestrial Energy is developing the IMSR (Integral Molten Salt Reactor), a molten-salt fission plant designed to deliver high-temperature heat and electricity for industrial facilities and grid applications. The design has passed

8. Constellation Energy Corporation Market cap: $118B Constellation Energy operates the largest U.S. fleet of carbon-free power generation, primarily through nuclear energy. The company has embraced the surge in AI-driven electricity demand, developing 24/7 hourly matching

9. NuScale Power Corporation Market cap: $13B NuScale designs factory-built small modular reactors (SMRs) under the VOYGR brand, each using 77 MWe modules. The company is the first SMR developer to receive U.S. Nuclear Regulatory Commission approval for its uprated design.

10. Oklo Inc Market cap: $20B Oklo is developing compact fast-fission reactors known as Aurora powerhouses, designed to deliver dedicated, always-on power for high-demand customers such as AI data centers and industrial facilities. The company remains pre-deployment, but its

11. Ormat Technologies Inc Market cap: $6.5B Ormat Technologies operates geothermal and energy storage assets, providing baseload, carbon-free electricity under long-term power purchase agreements. Alongside its geothermal fleet, the company is expanding into utility-scale

12. Hut 8 Corp Market cap: $5.5B Hut 8 is transitioning from a pure Bitcoin miner into a power-focused AI infrastructure operator. The company owns and manages power generation and data center assets, operates Tier III colocation and HPC sites across Canada, and is building a

13. Generac Holdings Inc Market cap: $10B Generac designs and sells backup power systems, microgrid equipment, and grid software at large scale, and it is increasingly positioning itself for the AI data center build-out. On the hardware side, the company is launching 2.25–3.25

14. BWX Technologies Inc Market cap: $20B BWX Technologies is a major nuclear engineering and manufacturing company supplying reactors and fuel to the U.S. Navy, producing advanced fuels like TRISO, and developing a factory-built microreactor known as BANR. The company recently

If you want to know what my latest microcap energy play is, check out my latest article: https://open.substack.com/pub/...

@HyperTechInvest Good write up. Have been in $BE since $30 and have poured profits into other names like $FLNC and $TE

@HyperTechInvest Interesting market cap of $GEV larger than total of the others (except for $CES) ...

@HyperTechInvest Great list Daniel ! But. You missed $EOSE. Fireproof, non lithium, nontoxic grid batteries. 🔋 🐕

@HyperTechInvest Excited about terrestrial energy, especially after that department of energy fastrack

@HyperTechInvest Daniel, you've hit the nail on the head – energy is crucial for AI's future, no doubt about it!

@HyperTechInvest Extrapolation based on current data is one thing. But actually it will peak, and start to reduce. It can peak as soon as 2027. Why ? Extropic Chips, as well AI designed more energy efficient chips.

@HyperTechInvest $BWXT should be first on the list. Nuclear is the only solution capable of delivering the power needed to achieve AGI. BWXT is the $NVDA of nuclear

@HyperTechInvest Where is $IREN? You mentioned HUT but not IREN? That’s funny!!!

@HyperTechInvest @threadreaderapp unroll

@HyperTechInvest $TE