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Yahoo Finance
04/23
(Community Post)
Last autumn, after the climate summit in Brazil, Colombia and the Netherlands chose to convene their own meeting on phasing out fossil fuels, outside the slow moving UN system. It begins on Friday in the Colombian port city of Santa Marta. The timing could hardly be better. The Iran war has exposed the immense economic and geopolitical risks that come with heavy dependence on oil and gas from fossil fuel autocracies. Suddenly, much of the world wants to move away from fossil fuels, not only for the climate, but because fossil free energy also means freedom. In the words of European Commission President Ursula von der Leyen, going fossil free brings “independence, predictability and energy security.” And, as an added benefit, sharply reduced emissions. With usual blockers such as the United States, Russia and Saudi Arabia absent from the meeting, there is hope for rapid progress. But how should the …...
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Yahoo Finance
04/23
(Community Post)
[@flahockey](mention://user/3bef03f5-b239-47c4-ba29-9c7173c26e0b) Your thinking here is off. If PLUG gets to $10 a squeeze will be in motion and all bets are off at that point with 350,000,000 short shares. It’s impyto predict anything right now....
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Yahoo Finance
04/23
(Community Post)
[@kaka9480](mention://user/d8807d04-d50d-44d3-b828-ad2c4ecfcc8f) I started following them after their CEO mentioned he had met with them in 2025. He never explained why in an interview but something about Plug being an interesting company....
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Yahoo Finance
04/23
(Community Post)
**Plug Power** [$PLUG](mention://asset/PLUG) **Hydrogen Infrastructure Gains Visibility as Middle East Tensions Disrupt Energy Markets** The conflict involving Iran has reintroduced a familiar pattern: when the Strait of Hormuz becomes a flashpoint, global energy markets scramble. Drone attacks, naval standoffs, and stalled nuclear negotiations have created a climate where energy security is once again a top priority for policymakers. This backdrop has elevated the visibility of hydrogen infrastructure, and Plug Power is one of the most widely recognized names in the space. The company’s strategy — spanning electrolyzers, hydrogen production, storage, and fuel‑cell systems — positions it as a vertically integrated participant in the emerging hydrogen economy. As oil‑route instability increases, interest in domestically produced green hydrogen grows. Plug Power’s electrolyzer deployments in the U.S. and Europe align with this shift, especially as governments look for energy sources insulated from Middle Eastern chokepoints. The company has also pursued large‑scale hydrogen hubs, …...
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Yahoo Finance
04/23
(Community Post)
It has been a while since we discussed the Bakersfield CA H2 bus project. They have been experiencing 40% Boil-Off at their storage tanks. Storage tanks being more in the news now. And Plug ramping up building storage tanks. Golden Empire Transit District (Get Bus), a Californian transport operator, has enlisted GenH2 to deliver a 68,000-litre “zero-loss” liquid hydrogen (LH2) storage system. This initiative aims to address the 40% boil-off losses that have plagued its hydrogen refuelling station. I wonder what has Plug been developing to address this in transporting and storing H2 in the field....
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Yahoo Finance
04/23
(Community Post)
[$PLUG](mention://asset/PLUG) ⚡🌎 **200 Reasons to Be Bullish on Plug Power ($PLUG)** ## 🔋 **1–25: Hydrogen Market Tailwinds** 1. Global hydrogen demand is rising every year. 2. Governments worldwide are funding hydrogen infrastructure. 3. Hydrogen is a key pillar of clean‑energy transition plans. 4. Hydrogen supports long‑duration energy storage. 5. Hydrogen enables decarbonization of heavy industry. 6. Hydrogen is essential for steel and cement decarbonization. 7. Hydrogen supports clean transportation. 8. Hydrogen integrates with renewable energy. 9. Hydrogen reduces reliance on fossil fuels. 10. Hydrogen is gaining corporate adoption. 11. Hydrogen hubs are being built across the U.S. 12. Hydrogen hubs are being built across Europe. 13. Hydrogen hubs are being built across Asia. 14. Hydrogen is receiving multi‑billion‑dollar funding globally. 15. Hydrogen is part of national energy security strategies. 16. Hydrogen is gaining bipartisan support. 17. Hydrogen is being adopted in logistics. 18. Hydrogen is being adopted in manufacturing. 19. …...
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Yahoo Finance
04/23
(Community Post)
[@u_xjtbideh1xyy](mention://user/19169e02-33e7-4afd-b519-1e8b8b56ab9e) the shorts are just digging the hole deeper and that is how they will lose . Rule number one is if you are in a hole stop digging, some people don't have the sense enough to realize this....
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Yahoo Finance
04/23
(Community Post)
*Interesting update from Plug Power today* [$PLUG](mention://asset/PLUG) *— looks like progress on their hydrogen infrastructure. Worth a look for long‑term investors.* [https://x.com/BakkenShale/status/2046624981606392130](https://x.com/BakkenShale/status/2046624981606392130)...
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Yahoo Finance
04/23
(Community Post)
Hydrogen’s role in the energy system is becoming clearer: it’s strongest where electrification hits limits — steel, chemicals, heavy mobility, and multi‑day energy storage. Falling capex for electrolyzers, improved efficiency, and government incentives are accelerating adoption. The next phase is scaling production and lowering delivered cost per kg. Companies with proven tech and real deployments may benefit as the market matures. Source: [https://x.com/BakkenShale/status/2046964480530125069 ](https://x.com/BakkenShale/status/2046964480530125069)[$PLUG](mention://asset/PLUG)...
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Yahoo Finance
04/23
(Community Post)
This was the post by ECL in 2025 about using H2. But a lot of new developments in a year. Like Plug they believe you bring projects to FID starting out with modular H2 electroylizers. The huge MW projects struggle and take too long. Just as Plug is new a modular developer. GALP started out as 100MW but plan to achieve 700MW over time. Companies almost never share who they use as suppliers to give competitors of their business model tip how they expand. This article is from 2025 but 12 months later. They continue to mature but acknowledge % Green go be used at that time. Price changes and they use more Green. ECL launched its first modular hydrogen data center back in May, with a small deployment at its site in Mountain View, California. Each module supports 1MW, and can cool up to 75kW per rack. For the …...
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Yahoo Finance
04/23
(Community Post)
## Now? We’re living in the exact world Plug Power was built for: Exploding electricity demand AI data centers consuming power like small cities Global grid instability Governments funding hydrogen at scale Corporations racing to decarbonize Heavy‑duty transport needing alternatives to batteries This time the need for hydrogen is real, not theoretical....
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Yahoo Finance
04/23
(Community Post)
[@ramoutar](mention://user/16e32a9f-b456-4188-b254-d1b29b97a13d) - Green hydrogen does not solve the problem of electricity shortage, it exacerbates it. Production of green hydrogen requires vast amounts of new clean electricity generation...
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Yahoo Finance
04/23
(Community Post)
[@kaka9480](mention://user/d8807d04-d50d-44d3-b828-ad2c4ecfcc8f) - You have not yet shown any proof that there is a business connection between Plug and ECL. There is absolutely no connection between them that can be found searching the internet, and that includes Plug's website...
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Yahoo Finance
04/23
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5) whats your objective and timeframe. I am long and see a nice pattern right now on the 1 month and six month charts. Looks bull flag. I will ride out whatever volatility comes but I have air cover from 2.20s....
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Yahoo Finance
04/23
(Community Post)
ECL \(The Data Center Company\) ECL \(a California\-based data center firm\) is a customer and partner of Plug Power rather than a traditional component supplier\. The Relationship: ECL builds modular, off\-grid data centers that are powered by hydrogen fuel cells How they work together: Plug Power provides the hydrogen fuel cells and the green hydrogen fuel that ECL uses to power its "Data Center\-as\-a\-Service" units\. Significance: ECL is notable for creating the world’s first fully green, hydrogen\-powered off\-grid data center, utilizing Plug Power’s technology to bypass the traditional electrical grid\....
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Yahoo Finance
04/23
(Community Post)
[@karamba](mention://user/2e71e6fd-b204-4908-b734-0c21aac95546) - If there were any proof anywhere on the internet that Plug Power and ECL have done, are doing, or plan to do business together in the future, an erstwhile long would have posted it by now, but none have, because none exists....
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Yahoo Finance
04/23
(Community Post)
As of early 2026, here are the specific locations of ECL's facilities: 1\. Mountain View, California \(MV1\) Status: Fully operational \(Launched June 2024\)\. Details: This is the company's flagship facility and was the world’s first fully off\-grid, zero\-emissions AI data center powered by hydrogen\. It was designed from the ground up to support massive GPU densities for AI infrastructure\. Key Specs: Supports up to 75kW per rack and maintains a Power Usage Effectiveness \(PUE\) of 1\.05\....
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Yahoo Finance
04/23
(Community Post)
Have Plug Power and data center company ECL done business together, are doing so at present, or plan to do so in the future? ## Short answer There is **no confirmed, named partnership** between Plug Power and the hydrogen-focused data center firm commonly referred to as **ECL.** Asked by me, answered by ChatGPT....
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Yahoo Finance
04/23
(Community Post)
Santa Clara, California \(CSC\-1\) Status: In active development/initial phases \(Announced April 2026\)\. Details: This is a much larger 35MW facility using ECL’s "FlexGrid" architecture\. Unlike the fully off\-grid MV1, this site utilizes a hybrid power approach, combining on\-grid electricity with hydrogen fuel cells and natural gas to bypass local grid constraints that often delay other projects\. Key Specs: Designed to support extreme rack densities ranging from 75kW to 270kW to meet the demands of advanced AI training and inference\....
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Yahoo Finance
04/23
(Community Post)
Future ECL Global Sites ECL’s business model is based on Data\-Center\-as\-a\-Service \(DCaaS\) using 1MW to 2MW modular blocks\. This allows them to deploy facilities rapidly in "brownfield" or "greenfield" sites where traditional power is unavailable\. While Mountain View and Santa Clara are their primary public hubs, their modular tech is designed for quick deployment globally to the "inferencing edge," essentially putting data centers as close to the end\-users as possible\....
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Yahoo Finance
04/23
(Community Post)
[@ramoutar](mention://user/16e32a9f-b456-4188-b254-d1b29b97a13d) You left off the key points in your copy and past. Just posting this demonstrates some bias. No relationship to an inactive project. I can copy full articles from 25 and 26....
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Yahoo Finance
04/23
(Community Post)
**What is known about how ECL obtains hydrogen to power its data center operations?** Here’s what can actually be pieced together—based on **credible reporting and ECL’s own statements**—about how ECL sources hydrogen for its data centers: 🧪 1) For the current California facility (MV1): hydrogen is **delivered, not produced on-site** - ECL’s first data center in **Mountain View, California** runs on hydrogen **supplied from external sources and brought to the site** - Early project descriptions explicitly say the facility is powered by hydrogen **“delivered from a local source”** 👉 In practical terms, that means: - Hydrogen is stored in tanks at the site - It is replenished via **truck deliveries or similar logistics** - There is **no disclosed on-site electrolyzer system** 🔌 2) ECL has not disclosed the actual supplier(s) Across: - Press releases - Interviews with CEO Yuval Bachar - Industry coverage 👉 The company consistently avoids naming specific …...
57
Yahoo Finance
04/23
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5)Not even own 1 single share so what is your problem to constantly bashing 24/7 here?? Plug is on the route to be profitable successful company and you and your short minded comments will influence NOTHING ABOUT IT ! SO BOOOORING Get you some life 24/7 BASHER !!...
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Yahoo Finance
04/23
(Community Post)
The data center and green hydrogen industry is still in its infancy. as time passes many business transaction will unfold. ECL and Plug Power have a business relationship as ECL is focusing on hydrogen-powered data centers, which are a key area of interest for Plug Power, which specializes in hydrogen fuel cell technology. ECL's innovative data centers utilize hydrogen as a primary power source, aligning with Plug Power's mission to develop hydrogen fuel cell systems. This collaboration reflects a shared commitment to sustainability and the development of hydrogen technologies in the energy sector....
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Yahoo Finance
04/23
(Community Post)
## [$PLUG](mention://asset/PLUG) ✅ **100 Reasons to Be Bullish on Plug Power (PLUG)** *(Grouped for clarity; each item counts toward the total.)* ## 🌍 **Hydrogen Market Tailwinds (1–15)** 1. Global hydrogen demand expected to grow for decades. 2. Governments worldwide pushing green‑hydrogen incentives. 3. Rising electricity prices improve green hydrogen competitiveness. 4. EU hydrogen mandates accelerating adoption. 5. U.S. federal funding for hydrogen projects remains intact. 6. Corporate decarbonization targets increasing hydrogen demand. 7. Industrial sectors (steel, ammonia, mining) shifting to hydrogen. 8. Hydrogen gaining traction as long‑duration energy storage. 9. Growing interest in hydrogen for heavy transport. 10. Global electrolyzer demand rising. 11. Data centers exploring hydrogen backup power. 12. Hydrogen gaining policy support in Asia. 13. Green hydrogen cost curve expected to fall. 14. Hydrogen hubs receiving multi‑billion‑dollar funding. 15. Long‑term forecasts still show multi‑trillion‑dollar hydrogen economy potential. ## ⚙️ **Plug Power’s Electrolyzer Momentum (16–30)** 16. Won a **275 …...
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Yahoo Finance
04/23
(Community Post)
[@u_y514pzyltk6h](mention://user/155fe692-2c9c-408f-b8ac-b95c8b730b72)u_y514pzyltk6h Given your very detailed cash flow analysis of Plug's global operations and knowledge of its present day cash on hand, it is understandable that you are VERY surprised....
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Yahoo Finance
04/23
(Community Post)
As of late April 2026, the rumor mill is spinning around three specific types of contracts that could provide the "execution proof" the market is demanding: **1. The "250 MW Data Center" Contract** This is the big one. Rumors are intensifying that Plug is nearing a definitive agreement to supply **250 megawatts of firm power** to a hyperscaler (likely **Amazon** or **Microsoft**) for a new AI campus. - **The Speculation:** Unlike previous pilot programs, this would be a **multi-year power purchase agreement (PPA)** where Plug provides the hydrogen and the fuel cell backup systems as a complete utility service. **2. European "H2CAST" Commercialization** Following the recent success in Germany with salt cavern storage, there are whispers of a large-scale contract with a **major European utility** (potentially **RWE** or **Uniper**). - **The Speculation:** This contract would involve Plug providing the electrolyzers for a massive "green hydrogen hub" designed to balance the …...
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Yahoo Finance
04/23
(Community Post)
[@casanova](mention://user/be7218cd-e1b2-4e25-9930-05fe3d818fb9) I don't recall saying anything about Plug being green today! I'm surpised that it wasn't pushed under $3 today. Down a penny today is a great day in my opinion....
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Yahoo Finance
04/23
(Community Post)
I know the short trolls can be, well troll-like, and perhaps deserve a taste of their own medicine…but longs, it is enough to enjoy that Plug has improving performance and resulting higher stock prices. There will be dips, to buy on. And a reminder to set a high limit Good til Cancelled Sell order on your shares to keep them from being borrowed and sold short. Patience, belief and hold....
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Yahoo Finance
04/23
(Community Post)
A recent market watch showed over 300,000 probable hydrogen cars being built and delivered in the United States this year. The car company was not mentioned but the Fuel station builder was Plug Power. Remember the Stations turned off by Shell in the major cities in Ca. There was others too but recently a Vehicle Maker described the situation as they are building the cars they are building regions or zones of usage. With high expectations that the FCS will catch on by Dealers . The info is out there I hope to hear more from PP about this . Some one is building a FCS infrastructure with the whole enchilada in a box...
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Yahoo Finance
04/23
(Community Post)
As of April 2026, **it is highly possible for Jeff Bezos's space program, Blue Origin, to order liquid hydrogen from Plug Power**, as the company has already officially entered the aerospace supply chain. **Current Aerospace Validation** Plug Power achieved a major milestone on **December 1, 2025**, when it began its [**first-ever liquid hydrogen supply contract with NASA**](https://www.ir.plugpower.com/press-releases/news-details/2025/Plug-Begins-First-NASA-Liquid-Hydrogen-Contract-Opening-New-Market-in-the-Growing-Space-Industry/default.aspx). - **Contract Scope**: Plug is supplying up to **218,000 kg (480,000 lbs)** of liquid hydrogen to NASA’s Glenn Research Center and Armstrong Test Facility. - **Significance**: This deal validates that Plug Power can meet the **stringent purity and reliability standards** required for mission-critical rocket propulsion and research. **Plug Power +3** **The Blue Origin Connection** While there is no publicly confirmed contract specifically for Blue Origin's rockets yet, several factors make a future partnership logical: - **New Glenn Rocket**: Blue Origin’s [**New Glenn heavy-lift rocket**](https://www.blueorigin.com/new-glenn) uses liquid hydrogen (LH2) as fuel for its BE-3U …...
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Yahoo Finance
04/23
(Community Post)
[@camel9543](mention://user/81a456f3-60c9-4a01-baa4-6a6e036ba50a) Camel - Texas Based Blue Origin currently sources their Liquid Hydrogen from Air Products who have multiple hydrogen production facilities in Texas. PLUG has ZERO, and ZERO chance of supplying Blue Origin.....
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Yahoo Finance
04/23
(Community Post)
**Plug Power is a key technology partner** in the [**ARCHES**](https://archesh2.org/network/) project, but it is not the sole provider. Instead, it is one of over [**400 industry and infrastructure partners**](https://fuelcellsworks.com/2025/11/05/clean-energy/california-shelves-arches-green-hydrogen-hub-after-white-house-axes-1-2bn-funding) working within a coalition led by the state of California. **Hydrogen Insight +4** **Plug Power's Role in ARCHES** While ARCHES is a statewide initiative, Plug Power’s specific contributions to the network include: - **Technology Backbone:** Providing the "high-tech backbone" for the hub, specifically [**electrolyzers**](https://www.youtube.com/watch?v=jxfB7gWUjA8) for hydrogen production and fuel cell systems for power generation. - **Infrastructure Expertise:** Offering solutions for [**storing and dispensing**](https://www.plugpower.com/about-us/careers-at-plug/) green hydrogen, which supports the hub's goal of building over 60 fueling stations across California. - **Statewide Partnership:** Participating as an [**official signatory**](https://x.com/PlugPowerInc/status/1814323159195107413) to the cooperative agreement between ARCHES and the Department of Energy. **Arches H2 +3** **Other Major ARCHES Partners** Plug Power operates alongside several other global giants to build the California value chain: - **Technology & …...
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Yahoo Finance
04/23
(Community Post)
With the removal of the two wind projects from small startups the money is being redirected probably into other Solar or hydroelectric projects. With Plug assigned as a Prime signatory they are High up on the technology design and implementation of the entire Project. I assume Plug is afforded a prime reward for being Project Leader in Tech and Probably Financial assignments. This is a huge Project that had to undergo addition scrutiny to assure The Administration that the project would pass several congressional committees and Judicial committees to ensure the integrity safety and security as well as financial accountability to meet the expectations. It’s been looked over and examined enough and is over due. Patience will pay off Bloom and others most likely needed additional assets and net worth Which they via Wallstreet has accomplished....
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Yahoo Finance
04/23
(Community Post)
- **Legal Battle:** In February 2026, California led a [**13-state coalition**](https://www.hydrogeninsight.com/policy/us-states-sue-trump-administration-over-1-2bn-funding-cut-to-california-s-arches-green-hydrogen-hub/2-1-1946260) in a lawsuit against the Department of Energy (DOE), alleging that the funding withdrawal was unlawful because it was previously appropriated by Congress. - **Federal Funding Divergence:** While the California and Pacific Northwest hubs remain terminated, the DOE recently confirmed it will likely [**retain roughly $4.8 billion**](https://fuelcellsworks.com/2026/04/16/energy-policy/five-us-hydrogen-hubs-appear-set-to-keep-federal-funding) for the five other original hydrogen hubs located in the Gulf Coast, Midwest, and Appalachia....
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Yahoo Finance
04/23
(Community Post)
[@camel9543](mention://user/81a456f3-60c9-4a01-baa4-6a6e036ba50a) The hubs are at least 5 years out given planning snd environmental studies. They each need to raise billions in investment. CA was estimated to need to raise $12 billion....
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Yahoo Finance
04/23
(Community Post)
Musk and da Fools are still claiming hydrogen is too expensive Yet in a few months Plug will be launching the cheapest way yet to make hydrogen for under $1 a kg and with Fed Credits less then $0 Will this create a new directive for hydrogen use. You decide , when looking deep into the ROI of lithium chemical reactions and batteries We believe hydrogen comes out the winner. It’s no wonder companies whose lifeline remains tied to oil chemicals and batteries. Hydrogen is poised to roll over all of them in the next two years....
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Yahoo Finance
04/24
(Community Post)
CAMEL actually wants you to believe that "**it is highly possible for Jeff Bezos's space program, Blue Origin, to order liquid hydrogen from Plug Power."** Plug can't even supply it's current customers from its hydrogen production, but must buy 60% of what it needs for them from grey hydrogen producers. Plug would not be able to make money selling to Blue Origin, because Blue Origin already buys directly from the grey hydrogen producers, just like NASA and SpaceX. Why pay a markup to a middleman?...
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Yahoo Finance
04/24
(Community Post)
Musk is trying to mislead us and apparently buy PLU G, saying that hydrogen-fueled cars are "an extremely stupid idea." The mistake is that hydrogen has four times the energy density of petroleum products. A truck with 8 kg of hydrogen travels 300 miles, which is 88 liters. Electric batteries degrade; when they discharge, their power drops, and electricity will only become more expensive....
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Yahoo Finance
04/24
(Community Post)
[@doc41057](mention://user/2a1a3a93-5426-4b3a-9931-10282ad6e942) it’s garbage. I’ve been saying that for years. It even said it had 10 better stocks to buy than NVDA 5 years ago. That was brilliant. I haven’t clicked on an MF link since....
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Yahoo Finance
04/24
(Community Post)
Elon Musk, bad mouthed Hydrogen 'cars' twice, in 2015 and 2020, 'Cars' only, not Hydrogen\. This is 2026 and a lot has happened since and he WILL be using Hydrogen for his Space X programme sometime in the future, give it time\. He is smart and he knows\....
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Yahoo Finance
04/24
(Community Post)
##  Blog Plug Advances Underground Hydrogen Storage Across Europe with H2CAST Milestone April 15, 2026  Plug has reached a new milestone in Germany’s H2CAST (Hydrogen Cavern Storage Transition) project, successfully completing the hydrogen fill of salt caverns, marking a critical step forward for large-scale hydrogen storage in Europe. This achievement builds directly on the momentum established in 2025, when Plug first demonstrated its ability to reliably supply and deliver hydrogen to the project at scale. Building on a Proven Foundation In October 2025, Plug announced the successful completion of the first phase of hydrogen deliveries to H2CAST, supplying 44.5 metric tons between April and August. That initial phase proved something essential: hydrogen can be transported, delivered, and integrated into existing infrastructure safely and reliably. Following that success, Plug secured a second contract for an additional 35 metric tons, further validating both the company’s capabilities and the growing demand …...
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Yahoo Finance
04/24
(Community Post)
Looks to me like shorts playing their games this morning with negative articles so they quietly cover some shares. The pattern is the same pre market and last minute close up shares. Price goes down at 10am like clock work. Oh well....
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Yahoo Finance
04/24
(Community Post)
**My investment thesis is contrary to most Bull & Bear Cases, I know. But from my experience and market insights, it's not IF but WHEN Vanguard & Blackrock help broker a deal for PLUG. WHY? Because they can and because they can, they will. Factor in that scenario and deal with it. $10 is 3X from here.**...
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Yahoo Finance
04/24
(Community Post)
Another day of gloom and doom from a short trolls, while the share price steadily increases. I agree with Tony investment houses like Black put their money, where they can make money. I would say this gives plug a lot of credence....
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Yahoo Finance
04/24
(Community Post)
They have to go back 11 years to an outdated interview to put the stock down. Then they go back 6 yrs and still have the same stuff rehashed. WHY COULDN’t they have a interview from today’s era! Because that would have been a positive take on hydrogen!...
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Yahoo Finance
04/24
(Community Post)
Every body is afraid to endorse plug because of so many scumbag lawyers who frivolously file litigation in hope of making some coin. Musk may be the luckiest incompoop in the world thanks to the US Government that’s what I think. He fell into his bag he didn’t earn it....
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Yahoo Finance
04/24
(Community Post)
*There are more than 1,700 clean hydrogen projects worldwide and demand projections requiring annual investments exceeding is more than $1 trillion starting in 2030, according to the International Energy Agency the question is no longer whether green hydrogen will become a major energy source, but who will be the leader in this market. I believe Plug will be KING!*...
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Yahoo Finance
04/24
(Community Post)
Plug has a very good plan. I could explain something about plug that goes back to the beginning but I can’t right now. Andy and the BoD had many choices 26 something years ago and many on the way . There was many interesting choices intersections and cross roads. If the US had gotten on board kept the green movement moving Plug would be 500-600 $ stock maybe even back up to its $1500.00…. I know what the expectation and difficulty was being a first mover building a large Green Hydrogen Industry in an uncooperative environment being shot at every day by the Fossil Fuel Industry. Plug will surely survive and it is on the most single important mission it has ever had . To build equity in the shareholders wallet while running the largest best most vertically integrated networked Global Green Hydrogen leader in the world....
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Yahoo Finance
04/24
(Community Post)
[$PLUG](mention://asset/PLUG) 🚀 **300 Reasons Why $PLUG Is Super Bullish for AI Data Centers & Hydrogen Rocket Fuel** *(Ultra‑bullish edition — zero bearish tone)* **AI + Hydrogen + Plug Power = The Perfect Storm** 1. AI data‑center power demand is exploding. 2. The grid can’t keep up. 3. Hydrogen fills the gap. 4. Plug Power is the U.S. hydrogen leader. 5. PLUG is vertically integrated. 6. They make electrolyzers. 7. They make fuel cells. 8. They produce hydrogen. 9. They distribute hydrogen. 10. They store hydrogen. 11. They deliver turnkey hydrogen systems. 12. AI hyperscalers need scalable clean power. 13. Hydrogen is the only scalable clean baseload. 14. Batteries can’t run data centers for days. 15. Hydrogen can. 16. PLUG already built a 3MW system for Microsoft. 17. That proves real‑world deployment. 18. PLUG is early in the data‑center hydrogen race. 19. Early movers win big. 20. AI growth is exponential. …...
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Yahoo Finance
04/24
(Community Post)
The investment world is crazy. 26 yrs ago plug was the hot stock everyone wanted. There was nothing but a dream to invest on and investors couldn’t get enough shares and now their business is taking off the future looks golden and nobody but a few want to own it. The shorts grew some roots in this company and they will not give up easy. I hope they realize that they can make more money on the upside. Let’s hope they come to their senses....
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Yahoo Finance
04/24
(Community Post)
 ...
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Yahoo Finance
04/24
(Community Post)
No matter how much the short sellers short plug the train has left the station. Fossil fuel crisis unfolding before our eyes because of closure of the Strait of Hormuz has led to a change in perception about future Energy supplies. A large group of countries including some major oil producers are meeting on Friday to plan something UN climate summits have failed to agree on - a complete move away from fossil fuels....
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Yahoo Finance
04/24
(Community Post)
🌍 The Multi‑Trillion‑Dollar Markets Plug Power [$PLUG](mention://asset/PLUG) Operates In 💨 1. The Global Hydrogen Economy (Trillion‑Scale by 2050) Hydrogen is expected to play a major role in decarbonizing heavy industry, transportation, and power systems. Renewable energy adoption is rising, and by 2050 renewables could supply **two‑thirds of global power demand**, creating massive demand for green hydrogen as a complementary energy carrier. Even though hydrogen is not yet economically competitive, the long‑term addressable market is enormous — spanning steelmaking, aviation, shipping, and industrial heat. 🏭 2. Industrial Decarbonization (Steel, Chemicals, Cement) Sectors like steel and aviation still lack viable low‑carbon alternatives. Hydrogen is one of the only scalable options for high‑temperature industrial processes. This places Plug Power inside a future market measured in **trillions of dollars of industrial output**, even if adoption is slow today. ## 🚚 3. Logistics, Warehousing & Material‑Handling Plug Power already has major customers such as Amazon …...
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Yahoo Finance
04/24
(Community Post)
It is not inconceivable that the transition from fossil fuels to hydrogen for most applications will take a century or more, with many winners and losers along the way. Most likely overhyped (high risk of underperforming) ## **1. Pure-play hydrogen startups** - Plug Power - Nikola Corporation - ITM Power **Why they struggle:** - Weak or inconsistent profitability - Depend heavily on subsidies and future demand - Competing against giants with deeper pockets 👉 They’re not doomed—but many won’t survive consolidation....
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Yahoo Finance
04/24
(Community Post)
## [$PLUG](mention://asset/PLUG) 🌱 Green Hydrogen: A Hyper‑Growth Market The green‑hydrogen sector is scaling at a pace that resembles early solar and semiconductor adoption curves. Multiple independent market analyses show explosive growth: - The green‑hydrogen market was valued at **$1.20 billion in 2023** and is projected to reach **$12.04 billion by 2030**, growing at a **41.3% CAGR**. - Another forecast estimates the market at **$9.09 billion in 2024**, rising to **$134.86 billion by 2030** at a **56.75% CAGR**. Even conservative estimates show a **10× to 15× expansion** this decade. This growth is driven by: - Government incentives and national hydrogen strategies - Falling electrolysis costs - Massive investment in renewable‑energy infrastructure - Industrial decarbonization mandates **Why this is bullish for PLUG:** Plug Power is one of the few U.S. companies building a fully integrated green‑hydrogen ecosystem — production, liquefaction, distribution, and fueling. As green hydrogen scales, PLUG becomes a direct beneficiary …...
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Yahoo Finance
04/24
(Community Post)
Now snd then I read the unfiltered board . I see that Jako rocket? Bernie and weirdo hit every msg , They make up more lies and negativity every day. I know this we don’t have to prove Plug is doing the things they say they aren’t . Plug in Europe is extremely well respected. For instance the Hy2gen network was not only fed by Plug but has Plug technology in the pipelines loading and unloading systems. You don’t have to be harassed by these trolls just block them , sometimes they are so ignorant they are funny....
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04/24
(Community Post)
I'm up 270% on the the truckload of Plug shares I bought in the 80 cent range. It was an exceptional year for Plug Power. The sky is the limit let's see if we can have a repeat of that performance for this year. GO Plug keep up the amazing progress!...
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Yahoo Finance
04/24
(Community Post)
16-17 days till we see how good The Team is doing in cost cutting realignment of resources and how well European sales and if we have updates on the expected projects . These shorts from the big fall will fight all the way up to and probably over 65$ but covering 300+ million shares is getting close to 6 -7 days . Under normal conditions snd if the interest in Plug explodes as some expect it could cause a free for all cover . I know the SEC and a few other Administration officials are being hammered and notified about what is going on here. There are going to be watching if not buying. The Bulls are wrestling for controlling interest in the Sector snd As soon as Plug shows good results and Provable Fed guidance the fuse will be lit. As usual I expect the leak before the 11th …...
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Yahoo Finance
04/24
(Community Post)
[$PLUG](mention://asset/PLUG) 🚀 The Trillion‑Dollar Convergence: Companies Powering the AI, Data‑Center & Defense Supercycle (Featuring Plug Power) **Plug Power ($PLUG)** is emerging as a critical player in the new AI–data‑center–defense supercycle as the world confronts a massive energy‑supply crunch driven by explosive AI infrastructure growth. With AI data‑center demand surging and power shortages delaying or canceling major U.S. projects, companies capable of delivering scalable, clean, high‑density energy solutions are becoming essential. ⚡ Why Plug Power Fits Into the AI Supercycle AI data centers are now so energy‑intensive that federal regulators are allowing hyperscalers to plug directly into power plants to secure electricity. This shift underscores a new reality: **power availability is the #1 bottleneck for AI expansion**. Plug Power’s hydrogen‑based energy systems align with this moment because: - AI data centers need **clean, modular, dispatchable power** at massive scale. - Hydrogen systems can reduce dependence on strained grids and diesel backup. …...
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Yahoo Finance
04/24
(Community Post)
Good financials Good sales and a true profitable business plan in action will spring Plug into the atmosphere. And it will stay there. We may not climb there all by itself but the squeeze I think may be coming is uncontrollable....
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Yahoo Finance
04/24
(Community Post)
✅ **Plug Power ($PLUG)** — *Confirmed AI Data‑Center Power Play* Multiple independent reports show Plug Power is **pivoting directly into powering AI data centers**: - PLUG is targeting AI data centers with hydrogen fuel‑cell power solutions. - New CEO is explicitly positioning hydrogen as a solution for AI‑driven server‑farm power reliability. - PLUG signed a **$132.5M deal with Stream Data Centers** as part of a $275M infrastructure push. - Partnerships and pilots with **Microsoft, Amazon, and Google** for AI‑data‑center energy. - A non‑binding LOI to collaborate with a U.S. data‑center developer, highlighting its “growing presence” in the rapidly expanding AI‑power sector. - PLUG is promoting hydrogen as a scalable alternative to grid‑constrained AI power demand. **Conclusion:** **PLUG is *already* moving into the AI/data‑center supercycle — aggressively and with real contracts.**...
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Yahoo Finance
04/24
(Community Post)
At the end of March, two major Japanese companies—Japan Engine Corporation (J-ENG) and Kawasaki Heavy Industries—successfully tested the world's first massive, low-speed, two-stroke marine engine. The most important feature of this engine is that it runs on virtually pure hydrogen, and this isn't a laboratory prototype for a small boat, but a true behemoth suitable for large ocean-going cargo vessels. What does Mask think about this?...
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Yahoo Finance
04/24
(Community Post)
[@pfm](mention://user/6a411a22-dcab-4bcb-adb8-c31a459233cf) they better rename to Clown World.. those guys get paid to post negative or positive storys and thereby try to influence the Stock price. Latest article namedropping Elon Musk is so cringe.....
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Yahoo Finance
04/24
(Community Post)
[$PLUG](mention://asset/PLUG) 🚀 The Clean‑Energy Supercycle: Why the Next 10 Years Could Be the Biggest Wealth Transfer in Modern Markets Clean energy isn’t just a trend — it’s becoming the backbone of global infrastructure. Despite political swings, regulatory noise, and short‑term volatility, the long‑term trajectory is unmistakable: **renewables, electrification, and decarbonization are accelerating worldwide**. Clean‑energy investment could reach **over $4.5 trillion annually by 2030**, more than doubling from 2023 levels, as governments and corporations race to modernize grids, electrify transportation, and secure energy independence. This is the foundation of a generational bull market. 🌎 Why Clean Energy Is Entering a Massive Bull Phase **1. Global investment is exploding** Clean‑energy ETFs give investors exposure to solar, wind, hydrogen, smart‑grid infrastructure, and EVs — all sectors benefiting from multi‑trillion‑dollar global spending. **2. Policy clarity is boosting investor confidence** Recent U.S. Treasury guidance clarified which solar and wind projects qualify for tax credits, easing …...
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Yahoo Finance
04/24
(Community Post)
[$PLUG](mention://asset/PLUG) Adding **$PLUG** to the Trillion‑Dollar AI/Data‑Center/Defense Supercycle List ## Why **PLUG** *does* belong Plug Power is making a **major strategic pivot** into powering AI data centers — a sector projected to triple its electricity demand by 2030. Multiple sources confirm: - **AI is driving a surge in U.S. electricity demand**, and Plug Power believes hydrogen fuel cells can power new AI data centers, including remote sites. - Plug Power is **pivoting decisively toward data centers**, targeting backup and auxiliary power for hyperscale AI facilities. - The company signed a **non‑binding LOI with a U.S. data‑center developer** to supply hydrogen‑based power solutions. - Plug is **monetizing electricity rights** and repositioning itself as a specialized AI‑data‑center power provider. - Partnerships and pilots with **Microsoft, Amazon, and Google** highlight its role in hydrogen‑powered data‑center energy. **Conclusion:** **PLUG is already entering the AI/data‑center supercycle — aggressively and with real contracts, partnerships, and strategic …...
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Yahoo Finance
04/24
(Community Post)
The longs and new long buyers are holding their ground tight. The float is definitely drying up. Positive long investors are buying in and there is still huge money on the sidelines. The first sign of good data and it’s going go in at the market to capture as many shares as it can. This combined with short covering will run SP through the whole 300 million plus eventually...
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Yahoo Finance
04/24
(Community Post)
## [$BLDP](mention://asset/BLDP) ⚡ **The Clean‑Energy Boom: A Decade Poised for Massive Capital Reallocation** Clean energy is evolving into a structural pillar of the global economy rather than a cyclical theme. Despite short‑term policy noise and market fluctuations, the macro trend is clear: renewable power, electrified systems, and carbon‑reduction technologies are accelerating worldwide. Forecasts suggest that annual investment in clean energy could exceed $4.5 trillion by 2030 — more than double 2023 levels — as governments and major industries modernize infrastructure, expand electric mobility, and strengthen long‑term energy resilience....
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Yahoo Finance
04/24
(Community Post)
We have had different discussions on GA Power and H2. I noticed this post where they are seeking “all source” RFQ after projecting a large need in 32/33. We know from previous post they have tested H2 blended into NatGas from 10-50%. Plus they have requested permission to add another nuclear powered installation which would take a really long time as the first was very late. Adding H2 might take 2 or 3 years depending on size of a plant or truck it to use from H2 storage until built. This similar to the Fl power plant using Plug Electroylizer and GE Nat Gas turbines. Something to follow. “US utility Georgia Power is seeking regulatory approval to proceed with an all-source Request for Proposals (RfP) to procure between 2 GW and 6 GW of new dispatchable capacity resources to meet projected needs for the period 2032-2033”...
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Yahoo Finance
04/24
(Community Post)
As of April 24, 2026, the **Maximum Pain** price for Plug Power (PLUG) options expiring today is **$2.50**. This indicates that option sellers would theoretically benefit most if the stock closed at this level, as it would cause the largest total value of option contracts (both puts and calls) to expire worthless. **Options and Max Pain Analysis** - **Max Pain Level**: **$2.50**. - **Current Price (Pre-market/Recent Close)**: The stock recently closed at **$3.18 to $3.19**. - **Open Interest Clusters**: - **Calls**: Heaviest concentration is near the **$4.00** strike. - **Puts**: Largest concentration is near the **$2.00** strike. - **Put-Call Ratio**: Currently low at **0.13 to 0.21**, signaling a strong **bullish sentiment** in the options market. **Closing Price Expectations** While Max Pain suggests a pull back toward $2.50, recent bullish momentum and technical indicators may keep the price higher: - **Technical Support**: Immediate support is identified at **$2.74**, with further secondary …...
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Yahoo Finance
04/24
(Community Post)
Check out the discussion on **Plug Power** [$PLUG](mention://asset/PLUG) and how it may fit into the **$1.5T U.S. defense budget** via this post: [https://x.com/safehavenmoney/status/2046975565110911038](https://x.com/safehavenmoney/status/2046975565110911038)...
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Yahoo Finance
04/24
(Community Post)
I haven’t followed recently the exact relationship with Plug and Japan now. But Japan announced they would only support their local H2 companies today. Feels like the 1930s transformation. Doubt that hinders an OEM like Plug. Kawasaki announced they placed an order for the largest to-date H2 powered and specific for H2 import or export transport. They are not going small in some countries. ...
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Yahoo Finance
04/24
(Community Post)
## ⭐ **50 Bullish Reasons for** [$PLUG](mention://asset/PLUG) **(Plug Power)** 1. Full hydrogen ecosystem 2. Electrolyzer leadership 3. Green hydrogen production 4. Liquefaction technology 5. Hydrogen storage solutions 6. Hydrogen transport trailers 7. Fueling station deployments 8. Fuel‑cell engines for mobility 9. Material‑handling dominance 10. Fortune 500 customers 11. Amazon partnership 12. Walmart deployments 13. Home Depot deployments 14. Vertical integration 15. Strong brand recognition 16. Global hydrogen demand 17. Government incentives 18. Hydrogen hubs expanding 19. Industrial decarbonization 20. Heavy‑duty transport growth 21. Warehouse automation 22. 24/7 fleet uptime 23. Fast refueling advantages 24. Large addressable markets 25. Multi‑billion‑dollar sectors 26. Strong IP portfolio 27. Global manufacturing footprint 28. European expansion 29. Asian partnerships 30. U.S. hydrogen investment 31. Corporate sustainability goals 32. Zero‑emission mandates 33. Hydrogen replacing diesel 34. Strong electrolyzer demand 35. Utility‑scale projects 36. Data‑center interest 37. Hydrogen for backup power 38. Growing order pipeline 39. Multi‑sector …...
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Yahoo Finance
04/24
(Community Post)
THE GLOBAL TRANSITION IS REAL\. PLUG POWER IS A COMPANY FOR THIS PRESENT TIME\. India's Adani Green reports higher quarterly profit on strong power sales By Reuters April 24, 20264:48 AM ASTUpdated 9 hours ago April 24 \(Reuters\) \- India's Adani Green Energy \(ADNA\.NS\), opens new tab reported an over 34% jump in its fourth\-quarter profit on Friday, driven by higher power sales and increased capacity utilisation\. The green energy arm of billionaire Gautam Adani's group posted a consolidated profit of 34\.2 billion rupees \($362\.8 million\) for the quarter ended March 31, up from 3\.83 billion rupees a year ago\. India is aggressively expanding renewable energy to meet its climate goals, including a target of 500 gigawatts of non\-fossil capacity by 2030\. This has been benefitting Adani Green, which is seen as a bellwether for the sector\. The company's revenue from power supply increased 16% to 30\.94 billion rupees, while …...
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Yahoo Finance
04/24
(Community Post)
Plug Power is a very risky investment. Think long and hard before throwing money at it, especially at this price, and don't be fooled by the rosy scenarios being painted here by Camel, Cake Gobbler, Tony, Robert, Michael and all the rest of the hype crew who feel compelled to convince the world that they have not made a bad investment. You could end up losing it all. Plug has not made a penny in over 25 years and continues to burn hundreds of millions of dollars every quarter....
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Yahoo Finance
04/24
(Community Post)
## Hey Jack! Saying Plug Power is “just burning cash” ignores where the company actually is in its lifecycle. Yes, it’s high risk—but that’s typical for companies building out entirely new energy infrastructure. Plug isn’t a mature profit machine yet because it’s investing heavily in hydrogen production plants, logistics, and long-term supply contracts. That’s upfront capital, not dead money. The key question is whether those assets translate into future revenue—and they already are: Long-term deals with major customers like Amazon and Walmart are real, not “rosy scenarios” Hydrogen production network is actively expanding (not just on paper) Revenue has grown significantly over the past few years, even if profitability hasn’t caught up yet Also, the “25 years no profit” argument misses context. The current Plug Power is not the same business it was 10–15 years ago—it has pivoted into a vertically integrated hydrogen company, which resets the timeline to some …...
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Yahoo Finance
04/24
(Community Post)
[@ramoutar](mention://user/16e32a9f-b456-4188-b254-d1b29b97a13d) Plug is floundering about trying not to go under. It just recently decided to walk away from two clean hydrogen production facilities after spending hundreds of millions of investor dollars on them after coming to the conclusion that hydrogen production through electrolysis was not profitable, and has now pinned all their hopes on selling the equipment to produce hydrogen through electrolysis to others, so that they may try their hands at it. That is Plug's real current situation....
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Yahoo Finance
04/24
(Community Post)
Virtually anyone who bought Plug Power in the last 2 years is positive on their investment. Plug will easily break $5 before the end of the year. 1 good announcement will immediately take us to $5. Look at a chart it's clear where we are going....
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Yahoo Finance
04/24
(Community Post)
Ramoutar, you say "Revenue has grown significantly over the past few years" 2022 - $701,440,000 2023 - $891,340,000 2024 - $628,814,000 2025 - $709,919,000 That does not look like revenue that has grown significantly over the past few years. That looks like stagnation....
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Yahoo Finance
04/24
(Community Post)
So how much hydrogen is needed to power a data center with hydrogen fuel cells. Say, to use round numbers, it takes .5 tons per day (tpd) of hydrogen to power a 1MW data center for 24 hrs. To power a medium sized data center of 50MW would take 25tpd of hydrogen every 24 hrs. Doesn’t matter if this is primary power or backup power. Plug only produces 40 tpd in their hydrogen plants. And it would need to be delivered by truck and each trailer carries about 2 tons....
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Yahoo Finance
04/24
(Community Post)
## **The PLUG Daily Recap.** **Another WILD DOWN DAY for Plug.** **NO California Hydrogen !** **No Good News !** **No Hydrogen Hubs.!** **No Data Centers !** **No DOE Money.!** **No Texas Hydrogen.!** **No AGA !** **No FID !** **No Cummins !** **No Confidence !** **No Support !** **Little Hope !** **DOWN - 1.26 %**...
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Yahoo Finance
04/24
(Community Post)
[@00440](mention://user/fbfb2148-3400-407e-8463-40c41d8f3263) after this week it should be close to 350 million shares shorted. They just can’t stop. Too many ss to protect. Let’s go plug we need some good news for Monday to put the nail in the coffin....
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Yahoo Finance
04/24
(Community Post)
This is an interesting read from an 11 month study in Japan for power generation using 30% H2 and gasoline. Think I mentioned it but if I didn’t here it is. Not enough details to judge except Japan knows there is for them to sell the engine they developed. I think the point is how many countries are discovering ways never thought of to use H2 than before. “In 2026, Japan will launch the first commercial engine that generates electricity by burning a mixture containing up to 30% hydrogen, with a warranty and upgrade option, after 11 months of testing in Kobe and with the promise of decarbonization without changing the pipes”. ...
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Yahoo Finance
04/24
(Community Post)
As of April 24, 2026, the signing of multiple **7- to 15-year contracts** would be a transformative "re-rating" event for Plug Power's stock. Analysts suggest such long-term agreements would shift the narrative from a speculative "cash-burn" story to a **predictable recurring revenue model**, similar to how the [**LNG market matured decades ago**](https://www.argusmedia.com/en/news-and-insights/latest-market-news/2550512-us-hydrogen-offtakers-resist-long-term-contracts). **Potential Stock Price Impact** Securing long-term contracts (especially in high-demand sectors like [**AI data centers**](https://www.aol.com/finance/plug-power-still-under-4-101400466.html)) could trigger several specific price targets based on current analyst projections: [**AOL.com**](http://AOL.com) **+1** - **Immediate Recovery Target ($5.00–$7.00)**: Craig-Hallum maintains a **$7.00 target**, citing 150% upside if the company can convert its [**$8 billion sales funnel**](https://www.ir.plugpower.com/press-releases/news-details/2026/Plug-Power-Reports-Q4-and-Full-Year-2025-Results-with-Strong-Sales-Growth-and-Margin-Expansion/default.aspx) into firm agreements. - **The "Short Squeeze" Catalyst**: With **24.5% short interest**, a confirmed 15-year hyperscale deal would likely force shorts to cover, potentially driving the price toward the [**$5.00 level**](https://www.facebook.com/groups/824125209342699/posts/1143497917405425/) in a very short window. - **Long-Term Valuation Blueprints**: Some aggressive forecasts suggest that if these …...
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Yahoo Finance
04/24
(Community Post)
As of April 24, 2026, a single **250 MW data center contract** would be a pivotal catalyst in Plug Power's mission to achieve **positive EBITDA by Q4 2026**. **Seeking Alpha +1** Such a deal shifts Plug from selling individual units to providing "Power-as-a-Service," which offers higher margins and predictable cash flows. **YouTube +1** **Estimated Revenue Model for a 250 MW Deal** Based on current 2026 market projections and Plug’s infrastructure costs, a 250 MW project would likely be structured in two revenue phases: - **Phase 1: Capital Sales (The "Hardware" Gain)** - **Estimated Hardware Revenue**: **$250M – $375M** - **Basis**: Industrial fuel cell systems typically cost between **$1,000 and $1,500 per kW**. - **EBITDA Impact**: This would provide a massive one-time boost to the top line, helping Plug leverage its recently achieved **2.4% positive gross margin** to cover fixed operational costs. - **Phase 2: Recurring Revenue (The "Fuel & Service" …...
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