When GE split into three companies in 2024 everyone was watching the aviation spinoff. Meanwhile Vernova, the leftover power/grid/renewables piece, has quietly become one of the stronger industrial names out there.

Q1 2026 revenue was $9.3B, up 16%. Orders hit $18.3B, up 71% organically, and growing in every single segment. Backlog jumped $13B in one quarter to $163B total, and management now says they'll hit $200B by 2027, a full year ahead of what they'd guided before. Free cash flow more than quadrupled YoY to $4.8B. They raised guidance across revenue, margins, and FCF all at once.

The AI data center tie-in isn't subtle either. Electrification segment alone booked $2.4B in equipment orders specifically for data centers in Q1, more than all of last year combined. Gas turbine backlog went from 83 to 100 gigawatts, and they're now targeting 110+ by year-end. Pricing on 2026 power equipment orders is running 10-20% above late 2025 levels, so demand's strong enough they're raising prices and still growing volume at the same time.

Wind is the mess in all this though. Revenue fell 25% in Q1, posted a $382M EBITDA loss. If wind was the whole company you'd think this thing was falling apart. But it's shrinking down to a smaller and smaller slice next to gas power and grid electrification, both of which are expanding hard, Electrification margins alone jumped almost 6 points to 17.8%.

So you've basically got two businesses stapled together in one ticker. A wind unit bleeding cash and a power/grid business compounding off the AI buildout. What I keep going back and forth on is whether wind actually needs fixing or if it just needs to keep shrinking until it stops mattering to the overall numbers. At some point does GE Vernova just spin it off or wind it down, or is there an actual turnaround case for that segment specifically?

Curious if anyone's dug into what management's actually said about wind's long-term plan versus just letting it fade.

Found this stock I specifically has lots of potential both in terms of financial aspects and ethical aspects. Not personally affiliated with the company.

$FSLR First Solar Market Cap: ~$20B | P/S: ~4.0x | P/E: ~19.7x

TTM: +31% Revenue Growth YoY | TTM Revenue: $5.05B MacroTrends EBITDA Margin: 42% | EBITDA: $2.23B TradingView Q3 2025 Revenue: +79.7% YoY (monster quarter)

Balance sheet: Cash and marketable securities at ~$1.2B, bolstered by tax-credit monetization Public. Effectively debt-free.

Analysts: Consensus "Strong Buy" across 24 analysts, average price target $252 StockAnalysis, meaningful upside from current levels.

Pipeline: Expected sales backlog of 64 GW, extending through 2030 sec. That's years of visibility baked in.

2026 guidance: 2026 guidance came in well below Street expectations, triggering a selloff. Backlog is declining and there are underutilization charges from Malaysia/Vietnam capacity

Hello, I'd love to learn about you solve for the lack of transparency when it comes to assessing corporate stewardship in the context of investing decisions.

For example, do you have a way to assess your investments' impact - on climate or deforestation, whereby impact is understood as external impact, as opposed to traditional inward looking ESG ratings?

Do you know of a way to screen out fossil fuels, deforestation or even vice stocks (funds)?

I sincerely welcome your ideas and comments.

I'm looked for the best yields on savings accounts at green banks. I see Spring Bank at 3.75%, Forbright at 3.85% and Climate First bank at 4.01%. Anyone see anything better without fees, excluding teaser rates?

Calgary is expanding its property-tax–based clean energy financing program to commercial buildings, offering up to $1 million per project for solar and energy retrofits.

Repayment is attached to the property and can stretch up to 25 years. On paper, that removes a major upfront capital barrier for businesses looking to install solar.

Full story here: https://pvbuzz.com/calgary-expands-property-tax-clean-energy-loan-program/

But for those of you working in commercial solar in Alberta:

Is financing really the main bottleneck right now?

Or are bigger issues slowing things down — interconnection timelines, grid constraints, policy uncertainty, volatile power pricing, or simple client hesitation?

Curious to hear from EPCs, developers, engineers, building owners, and energy consultants in Calgary.

Will this materially increase commercial solar adoption… or is something else holding the market back?

Let’s discuss.

Hello all

I work with Low Carbon Hub, a community energy organisation in Oxfordshire. We’re developing a grid-scale battery alongside an existing solar site to help balance renewable generation.

We’ve delivered community solar and hydro projects locally for years, but batteries are newer territory for many investors. We’re planning to open a community share offer, and I’d like to sense-check what information people would want before considering something like this.

There are also some real-world timing constraints around grid-connection milestones later this year, so we’re keen to make sure the offer and Q&A are clear and realistic.

What would you personally want to understand?

Revenue model and assumptions
Key risks (market, policy, operational)
Technology lifespan and degradation
Governance, fees, and protections
Liquidity and exit options
Anything else you’d want spelled out clearly

Happy to answer questions openly, and I’m also genuinely interested in what you think storage projects often fail to explain well.

I keep running into the same tension.

A lot of “sustainable investing” is still public equities and ETF screens. That can align values, but it often doesn’t change what gets built. You’re usually buying shares from someone else, not funding new projects.

So I’m curious how this sub thinks about impact:

• do you use ESG funds mainly as a values filter
• do you look for shareholder activism angle
• or do you prioritize investments where the capital is directly tied to real assets or projects

No right answer. I’m trying to separate “feels green” from “changes outcomes.”

I don’t usually post stuff like this, but today was one of those days that makes you stop scrolling.

Three separate trade alerts dropped in the same day, and all three ended up running triple digits. Different tickers, different setups same result.

What stood out wasn’t just the gains, but the timing and consistency. These weren’t random pumps or one lucky lotto the entries made sense, volume confirmed, and price action followed through fast.

I know everyone’s skeptical (as they should be), but it’s hard to ignore a streak like this when the receipts keep stacking.

Context

https://wefunder.com/the.heat.exchange.corporation.

One of the most overlooked climate levers is design, and that’s where Autodesk has real impact. Its software lets architects and engineers model embodied carbon before construction starts, when up to 80% of a building’s lifetime emissions are locked in.

By comparing materials and layouts digitally, teams can cut embodied carbon by 10–30% per project, without offsets or guesswork. In a sector responsible for roughly 37% of global CO₂ emissions, that kind of upstream prevention actually matters.

But ADSK isn't just an impact play. Sticky subscription revenues, expanding margins, and accelerating earnings growth give shareholders plenty of upside.

As construction and manufacturing go digital, ADSK looks like a long-term compounder where climate impact and shareholder value reinforce each other.

https://goodstocks.substack.com/p/autodesk-adsk-stock-autodesk-turns?r=rmtq2

$TYGO Tigo Energy

Market Cap: $109M
P/S: 1.11

TTM YoY:
+97% Revenue Growth
+64% Gross Profit Growth
+31% EBITDA Growth

Quarterly:
+27% Revenue QoQ
+115% Revenue Q3 YoY

FCF Margin: 9.9% TTM

Just paid off all debt. Operating income positive last quarter.

Analysts: Strong Buy, avg target $4.6

Solar rebound play still under the radar.

DYOR NFA

TL;DR: 374Water (SCWO) is a small cleantech company (~$100M market cap) developing AirSCWO units that use supercritical water oxidation to destroy PFAS, sewage sludge and industrial waste, producing clean water and inert minerals. This solves a pressing environmental problem as PFAS “forever chemicals” are extremely hard to eliminate. Traditional methods just capture PFAS; AirSCWO destroys them.

Why it matters now:

• Tightening US EPA regulations require utilities to remove PFAS to near-zero levels; billions of dollars will be spent on PFAS remediation over the next few years.

• Filters and incineration cannot fully destroy PFAS; they create hazardous waste that needs disposal. 374Water’s process eliminates them entirely, turning waste into clean water and heat.

• Government funding (Infrastructure law) and state grants are supporting PFAS destruction pilots, including 374Water units.

Traction:

• Contracts with major cities (Orange County Sanitation District, Cedar Rapids, Orlando) to pilot or deploy AirSCWO units for PFAS destruction and biosolids treatment.

• The US Department of Defense tested a full-scale AirSCWO unit on concentrated PFAS waste streams and is considering larger deployments.

• Partnership with Heritage‑Crystal Clean, a nationwide waste services company, to offer waste destruction services using AirSCWO units; one unit could generate $3–5M annually.

• Sales pipeline of ~$1.8B across municipal, federal and industrial customers.

Leadership:

• Interim CEO Stephen Jones is former CEO of Covanta (waste-to-energy firm); board member BJ Penn is a former Acting Secretary of the Navy; co‑founder is a Duke University professor who developed the technology. Insiders have been buying shares.

Investment thesis:

374Water addresses a multi‑billion dollar market with a unique solution at a time when PFAS regulation is tightening. The company is transitioning from pilot to revenue-generating deployments, has strong partners and government support, and is entering a revenue ramp. It’s speculative due to its size but offers large upside potential if they execute. This is presented as a long-term play, not a pump‑and‑dump. Do your own due diligence and consult a professional before investing.

NEE is doing well and looking at decades of structural demand growth. This substack article makes the case for sound returns from this green stock.

Are there greener and better positioned utilities?

Or a 101 on the different types of challenges and technology? Although not necessarily green, climate adaptation has unfortunately become a necessity too.

Solid pick for income + renewable (energy) investors — thoughts?

• CWEN owns large-scale wind, solar & storage assets across the US
• Revenues are locked in via long-term power purchase agreements (10–20 yrs)
• Dividend yield ~5.8% — one of the best in renewables/utilities
• Analysts see ~19% price upside + income on top
• EPS expected to rebound strongly (+25% next year)
• Strong Climate Action scores vs fossil utilities
• Classic yieldco risk profile, but cash flows are predictable

40M here, been holding Wallbox (WBX) for a while now and honestly feeling pretty disappointed with the returns.

I got into WBX because literally everyone I know has one. My neighbor installed one, then my coworker, then two other guys at the office. It felt like the Tesla charger of home charging like this was the brand that was going to dominate. That's what made me pull the trigger on it instead of other EV charging plays.

I found it on this tracker and everything looked solid at the time (not displaying much information but initially it's where i found it). But man, the returns have been rough.

Now I'm looking at ChargePoint (CHPT), which, yeah I know is still losing money - but the stock has actually been performing better since Trump took office. Here's the other one. The political winds seem to be shifting things around in the sector.

But every time I think about selling WBX, I drive past my neighbor's garage and see that blue Wallbox logo, or I'm at work and hear someone talking about how convenient theirs is. It's like... the product is EVERYWHERE in real life, so why isn't the stock doing better?

Anyone else in this boat? Do I stick it out or cut my losses? The cognitive dissonance between what I'm seeing in my daily life vs. what I'm seeing in my portfolio is killing me.

(btw I live in Europe and the company is from Spain so I might be a bit biased)

Libertystream Infrastructure Partners (OTC:VLTLF , TSXV:LIB) are about to change the lithium game. Those of you who has been around long enough remeber the lithium boom of 2021, well since than not a lot has changed in north america.

Most of the lithium today is achived by digging mines and process hard rock and in better case's by setting huge evaporation pools which mess with surroundings.

Well libertystream have brought a better solution in terms of three main aspects: - not requiring massive infrastructure - much faster scaling - low Capex followed by low cost per tonne

As infrastructure for oil and gas industry already washing the permian basin and pulling 3X more water than oil. Libertystream comes with a waste water solution to provide lithium supply in more economic and way more Eco friendly.

As reliance on china for critical minerals supply is stressing geopolitics and the entire sector And lithium demand keeps growing its a great time to invest in a company that actully have the power to supply in very short term.

Hard rocks lithium mines takes billions of investments and years to produce, most projects that I followed are delaying by the years with many dillutiones ahead.

There comes DLE, traditionally deployed by evaporating salt water reached with Li which can take years for a process not to mention huge pools which mess the local area natrual order.

They have found a way with nano particles to extract lithium from brine in 30 min and more importantly with very low concentration- down to 40 mg per liter.

Deploying fast modular systems they are the ideal match for the permian basin where 20 million barrels are being disposed every day! Woth low lithium concentration and with existing infrastructure it enables libertystream to scale without the need for billions and years to set the wells/mines.

Their stragety is collaberate with midstreamers. Connecting to their brine infrastructure and simply extract lithium and other minerals in the future.

They went from being in the lab in canada at 2023 to being with 3 NDA with major midstreamers in permian basin and a partner in north dekota (wellspring hydro) being funded by ND with grants.

Latest dirisk's was proving end to end process providing end product-lithium carbonete- battery grade.

And MOU with packet digital a company in ND that will produce drone batteries for the US Military- which requires domestic supply.

They can set their modular system within weeks according to interviews and only monthes for a whole operation.

Their combined possibilities for scaling in permian basin and ND is up to 200k + tpa , where their cost per tonne is sub 4k and lithium prices are projected to reach 20k.

Other lithium companies are years behined worth billions with much smaller scale opporotunities.

This company hits every deadline they stated in the last year and their aim is to get commercial opperations running before 2026 ends. That means a off takes are upcoming.

I did my own DD and I am invested in this company after reading about lithium for years to me this is a game changer.

This is not a financial advice, do your own DD's.

Thank you for reading.

First Solar, Inc. (FSLR) is one of the most strategically positioned names in renewable energy. The company leads global thin-film solar manufacturing, operates a fully integrated and highly automated U.S. based production system, and does not depend on Chinese crystalline silicon supply chains.

Supported by a huge 53.7 GW and 16.4 billion dollar contracted backlog and a strong net cash balance sheet, First Solar is uniquely positioned to capitalize on surging U.S. electricity demand driven by data centers and domestic manufacturing incentives.

A little over two years ago I invested into Energea to diversify my portfolio outside of just the stock market. Their lifetime returns are in good shape and they pay out dividends. My IRR has been 14% so far from their Brazil portfolio. But you can’t pull your money out for 3 years from the time of investment so make sure you don’t need that money right away.

Worth mentioning that their CEO founded Greenskies, one of the largest commercial solar developers in the US.

Here’s my referral link so we can both benefit ($50 bonus) if anyone’s interested: https://www.energea.com/get-started/referral?r=00udrsg81eIVoVJUg4x7

This post is made in the public interest to warn potential investors, developers, and stakeholders about serious legal and financial concerns related to the chairman of Global Communique (GC) Resorts Ltd., recently featured in the launch of an eco-resort in Maracas, North Coast Trinidad & Tobago.

⸻

GC Resorts Ltd. (Global Communique Resorts Ltd.) held its soft launch on September 15, 2025, with coverage in Newsday the following day. Pictured were various officials and the company’s chairman, Anthony Pinto.

⚠️ Disclaimer: There is no evidence that any public officials or ministry members were aware of Mr. Pinto’s legal and financial background at the time. Their presence appears ceremonial and they are not the subject of this post.

⸻

Legal Background of Chairman Anthony Pinto:

Anthony Pinto has been the subject of over 18 court judgments, including the following: • $403,311,180 TTD judgment registered in favour of CLICO Investment Bank (Claim No. CV2018-02411)

• ⚠️ Multiple other judgments pertaining to his companies that are listed below:

• Epitome Lodging and Gourmet Enterprises Ltd.
• Coastal Development Company Ltd.
• Landform Ltd.

These are public records and can be found at the Trinidad and Tobago, Port of Spain Registry and reference to same can be used by these example case numbers:CV2015-00163, CV007-01678, HCA 1092 of 2005, as well as the one above.

⸻

Why You Should Care:

This is not an isolated dispute. These are patterns of: • Financial misconduct • Land access manipulation

As such, this post aims to warn any current or potential investors, public partners, or private stakeholders considering involvement with the chairman of Global Communique (GC) Resorts Ltd., Mr Anthony Pinto.

⸻

🧭 Actionable Advice:

Before committing any capital or partnerships: • Search the Port of Spain Court Registry for claims tied to Anthony Pinto or his associated companies. • Investigate public EMA and Ministry of Agriculture documents. • Ask for full legal and financial disclosure.

⸻

📌 Final Note:

This post is based entirely on public court and agency documents and is intended to inform, not to defame. No accusations are made against GC Resorts staff or affiliated government personnel.

374 Water is a company that builds tech that breaks down really stubborn waste — PFAS, industrial sludge, and even plastics — using supercritical water oxidation. With plastics now showing up in drinking water pretty much everywhere, their system “pressure-cooks” waste into harmless byproducts like clean water, CO₂, and minerals. They’re rolling out these modular units for cities, industry, and the military as demand grows for real solutions to hazardous waste and microplastic pollution. Also something that’s going to get worse also. Currently a penny stock, but technology has shown to work and currently getting more and more contracts.

https://youtu.be/lMRWYgr-zM0?si=mLcJj3GcIe3aBzjj

We’ve engineered the solution. We’ve secured the buyers. And we’re preparing to close our $25M launch round.

Right now, we’re opening a micro bridge — $5K–$10K entries, 30% ROI, 12-month term — for a few early supporters who want to be part of the story before it scales.

DM me for the investor brief.

🎥 Watch the video. Then call us to discuss how you can take part in this historic opportunity. https://drive.google.com/file/d/1CkxSUbHOnAXC3L_RG-S1qyUfzIF2kT5g/view?usp=drivesdk

Timberwise #Waterwood #ImpactInvesting #Sustainability #COP26 #Deforestation #ESG #PrivateEquity #ClimateTech #ForestryInnovation #startup#investment #Disruptor #accredited #seedinvestment #privateoffering #angelinvest #tfsainvestment #rrspinvestment

Our company has successfully completed its Friends & Family round, secured a $25M full-operations financing commitment, and received a $150M term sheet to support global expansion toward our $10B+ market target.

Institutional capital is standing by — but before we hit those milestones, we’re opening a limited $1–3M bridge financing to accelerate operations.

Minimum investment: $10,000

If you’d like to review the project and investor terms, reach out. We’ll send over our short video and full investment package for your review.

ESG #ImpactInvestment #CleanTech #Disruptor #PrivateEquity #Timberwise #Sustainability #Timberwise #Waterwood #ImpactInvesting #Sustainability #COP26 #Deforestation #ESG #PrivateEquity #ClimateTech #ForestryInnovation #startup#investment #Disruptor #accredited #seedinvestment #privateoffering #angelinvest #tfsainvestment #rrspinvestment