NRG
3 tracked calls · 3 long · 0 short · last 90d: 3L/0S
first called by AU🧲 4w ago
IN TRACKED PORTFOLIOS
LONG4w ago
“这次150买入 $NRG 能赢吗，没啥成交一直涨还有那么大的看涨合理吗”AU🧲
NRG pulled back from 190 to 150 support while price keeps rising on thin volume, making the massive bearish call-selling look wrong.
NRGLONG@ $149.27
$133.00-10.89%
since call Jun 27
LONG4w ago
“$NRG 属于符合上面条件k线又不错理由（有gas资产，可以直接给数据中心配套发电，德克萨斯州布局最好，管理层支持byog，也是详细做了case study的上市公司）”AU🧲
NRG Energy is the prime BYOG/ERCOT beneficiary with Texas gas assets and management backing for direct data center power deals
NRGLONG@ $149.06
$133.00-10.77%
since call Jun 27
LONG4w ago
“Among all publicly listed companies discussed in the report, NRG Energy is the only stock receiving a dedicated investment case.”AU🧲
NRG Energy is the only stock with a dedicated investment case in the SemiAnalysis BTM report, with Texas gas assets positioned to power AI campuses directly under ERCOT's BTM framework.
NRGLONG@ $152.60
$133.00-12.84%
since call Jun 27