Content
57
Yahoo Finance
04/26
(Community Post)
Over the past decade, Mitsubishi Power has established itself as a leader in hydrogen co-firing technology. Currently, all Mitsubishi Power advanced gas turbines are capable of operating on hydrogen mixtures with up to 30% hydrogen content. The company plans to achieve 100% by 2030, paving the way for carbon-free energy....
57
Yahoo Finance
04/26
(Community Post)
*The IMF’s 2024 update found explicit subsidies at $725 billion globaly.* *The IMF’s 2025 update found that implicit subsidies — mainly from underpricing air pollution and climate change — totaled $6.7 trillion in 2024 globally.*...
Votes:
5
0
57
Yahoo Finance
04/26
(Community Post)
*The US spends $30.8 billion per year on fossil fuel subsidies, this includes, $14.7 billion in direct federal subsidies, $5.8 billion from state governments.* *Additional $4 billion/year in new subsidies added by the 2025 One Big Beautiful Bill Act, including expanded tax credits for carbon capture and fossil hydrogen.* *By this measure, the current annual total is about $34.8 billion.*...
Votes:
3
0
57
Yahoo Finance
04/26
(Community Post)
The figures I have posted below on the cost using fossil fuels does not include the cost of war and loss of life from our children. *Current evidence suggests that producing green hydrogen generally requires less energy than extracting and refining crude oil.*...
Votes:
4
0
57
Yahoo Finance
04/26
(Community Post)
Do you realize the restricted cash that BE has to put away on every sale and deal in order to replace their core every 5 years. If they don’t then their system is basically a boat anchor. This is what will Kill BE. And FCEL. It should never have been druvrn up this much. Unlike Plug they cannot scale very effectively and have very limited stationary and mobile applications...
Votes:
6
0
57
Yahoo Finance
04/26
(Community Post)
[@michael94754](mention://user/88840039-fc5c-4881-bc8d-37963eebfee8)They give big oil federal leases cheap then subs and then cut deals on NS oil supplies and then tax it for consumer use. It’s a tangled web we weave to deceive. Granted we need better pollution controls and huge environmental cleanup projects in the USA , we need oil but it has to be cleaner....
Votes:
3
0
57
Yahoo Finance
04/26
(Community Post)
I remember when we were just bombarded with fake IDs while now Ai/bots seem to control the space reporting on Plug and Renewable ideas/statistics. Assume YF is aware of it. Research is at least learning and reading which most of us do checking facts or non-facts. Thought for today....
57
Yahoo Finance
04/26
(Community Post)
🔋 Bullish Drivers for Plug Power (Grounded in Current Data) 1\. **Strong recent stock momentum** - [$PLUG](mention://asset/PLUG) has surged **40.5% in the past month**, outperforming its industry and the broader market, signaling renewed investor confidence. - It also jumped **12.9% in a single week**, benefiting from broader clean‑energy optimism. 2\. **Revenue growth and operational progress** - Q4 revenue grew **17.6% year over year**, beating analyst expectations by 3.5%. - The company exceeded both revenue and EPS expectations in its most recent quarter. - Under new leadership, Plug Power achieved its **first positive gross margin (2.4%)** in Q4 2025. 3\. **Major customers and large installed base** - Plug Power has deployed **over 74,000 fuel cell systems** and secured major customers like **Amazon and Walmart**, strengthening long‑term demand visibility. 4\. **Strategic shift toward profitability** - “Project Quantum Leap” aims for **positive EBITDA by late 2026** and **full profitability by 2028**. - The …...
Votes:
6
0
57
Yahoo Finance
04/26
(Community Post)
When Plug becomes Profitable and is generating revenue income annually there is always the probability that instead of issuing shares they will start offering Rnergy sector tied Bond placements. And maybe quite maybe they could qualify for tax free status depending on how they get classified....
Votes:
3
0
57
Yahoo Finance
04/26
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5) Earning negative because of assets, knowledge, experiences positive establishing itself! What is not normal in that? It takes time and adjustment but we are progressing very well....
Votes:
2
0
57
Yahoo Finance
04/26
(Community Post)
[@michael94754](mention://user/88840039-fc5c-4881-bc8d-37963eebfee8) - For stodgy old companies like Amgen, Caterpillar, Disney and McDonalds, 20 is a good P/E ratio, but for a breakout company like Bloom Energy a PE ration over 1,000 is not unheard of. The following companies all had a PE ratio over 1,000 in their formative years: **Amazon, Salesforce, Tesla, Crowdstrike, Nvidia, Netflix among others.**...
57
Yahoo Finance
04/26
(Community Post)
[@cakewalker](mention://user/3110f549-bc22-4d06-acc2-45e7d77d07f1) - Regarding "Under new leadership, Plug Power achieved its **first positive gross margin (2.4%)** in Q4 2025." Marsh was CEO until March of 2026, so "new leadership" had nothing to do with Q4 of 2025....
Votes:
1
0
57
Yahoo Finance
04/26
(Community Post)
Companies always have at least a 5 year business plan and make adjustments every year. CEOs certainly have a much longer vision that can be 10 or more pie in the sky ideas. If a company is still viable and expanding; the odds they will be around next year is very high. They have a lot of assets. Cash flow and revenue continues to expand. And business accounting is totally different than our personal accounting rules. Plug has changed a lot in 24 months and hardly the 2021 company with a stock squeeze. How many years has it been since Atlanta reached their first ever H2 production and now commissioning a site 6X that plant’s capacity. Canada, ACA, UK, Uzbekistan and as Spain is in testing. This is the real news. DYOR....
Votes:
2
0
57
Yahoo Finance
04/26
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5) I’ll have to agree with you. I’ve been around Plug for a lot of disappointments and hopefully Crespo can get this company profitable. Andy Marsh was a joke. This company has done enough practicing. It’s time to make profit....
Votes:
1
0
57
Yahoo Finance
04/26
(Community Post)
*Jose Luis Crespo is the current Chief Executive Officer of Plug Power not Marsh. It's debatable whether the company should have invested such huge amounts into infrastructure, but then Plug wouldn't be an all-inclusive comprehensive world giant it is today. Soon Plug will be profitable and the LOOK OUT! Plug will be a green hydrogen TITAN.*...
Votes:
7
0
57
Yahoo Finance
04/26
(Community Post)
If HYDROGEN is such an energy hog, why bother? Because it does things batteries and wires can't: Hard\-to\-Abate Industries: You can’t easily fly a massive cargo plane or run a steel furnace on AA batteries\. Hydrogen provides the "brute force" heat and chemical properties needed for heavy industry\. Long\-Term Storage: Batteries leak energy over time\. Hydrogen can be stored in massive underground salt caverns for months, acting as a "strategic reserve" for the winter when solar and wind production drops\. The world agrees that Hydrogen is the ultimate energy gobbler, Europe knows this, Asia knows this, Latin America knows this, Oracle knows this, Amazon, Walmart, Home Depot knows this, in terms of efficiency\. However, it is seen as a necessary "tax" we pay to decarbonize the parts of the world that electricity alone can't reach\. It's not a primary solution for your car or home, but it's likely the "green …...
Votes:
5
0
57
Yahoo Finance
04/26
(Community Post)
I saw an article stating the world’s largest source for electricity supply in 2025 wasn’t from coal but outpaced by the clean power category instead. For more than 100 years coal has been the main source to generate electricity in the world. This was reported by the global think tank on power generation and posted today by Ember. I thought we were close for electricity but beating coal....
Votes:
2
0
57
Yahoo Finance
04/26
(Community Post)
Jackov is so desperate \.\.\. the more he squirms the more obvious he makes it\. The discussion about electricity is moot \.\.\. if you use solar, wind, hydro, the electric input costs are ZERO\. Even if you use the grid, in Europe the electric prices have been turning NEGATIVE for significant periods of time because of all the renewable sources\. This means you make money if you consume electricity\. Banana shorts are toast...
Votes:
4
0
57
Yahoo Finance
04/26
(Community Post)
What’s jakos alter motive other then playing the Winnie cry cry baby . He snd the weirdo do nuthin but cry cry cry . Well when Plug starts showing up beating the street and making +++ coin in the bank they gonna still be cry cry cry when we are skipping to the bank. I’m gonna trade in the whaler for a 1600hp 42 ft contender and go catch some fish I wonder if the new Mercury will run on gaseous hydrogen and nitromethane. Zoom zoom zoom gotta go fast...
Votes:
6
0
57
Yahoo Finance
04/26
(Community Post)
I think $3.50 and under is still a decent price to buy. I hit so many accounts with FiFo and FOFI . Then are really holding it down under $3.50 but we could see a move over the mountain , Have patience. It’s rumored Trump is gonna talk about GH . We will see...
Votes:
4
0
57
Yahoo Finance
04/26
(Community Post)
Green hydrogen, like money, does not grow on trees. It takes 55kWh of clean electricity to produce 16.5 kWh worth of electricity when the green hydrogen is used in a fuel xell. This is a physical reality, and is the reason that green hydrogen is not the solution to an energy shortage. There are none so blind as those who refuse to see....
Votes:
2
0
57
Yahoo Finance
04/26
(Community Post)
I saw a preview of Toyotas new small hydrogen SUV it’s sharp looking suv. If they make one loaded 4x4 with a 5000 pound tow weight it’s gonna be a smash hit. Hydrogen SUV's snd 4x4 trucks and jeeps will be good western vehicles due to the drive between stations I love 550 to 700 miles per tank . This will hit the California market soon I guess,...
Votes:
4
0
57
Yahoo Finance
04/27
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5). Compare and contrast with a fossil fueled car that puts a net 10% of the original fossil energy to the ground. That is after drilling oil wells, driving fracking fluids and propp sand to the drill site, fracking the well, driving and disposing the fracking wastewater in wastewater wells, transporting the oil to the refinery, cracking the oil into its components, transporting gasoline or diesel to delivery stations, and the inefficiency of internal combustion engines putting power to the ground. And you are talking about green hydrogen efficiency LOL....
Votes:
4
0
57
Yahoo Finance
04/27
(Community Post)
Hydrogen is on their mind and Europe Is the Frontier\.\.\.Think NATO\. ## Across Europe, there’s a fresh buzz in defence logistics, driven by a big leap in green hydrogen tech. This month, UK-based ITM Power PLC teamed up with Germany’s Rheinmetall AG, cooking up a plan to roll out modular 50 MW PEM electrolyser units for the ever-ambitious Giga PtX initiative. Imagine hundreds of small-scale hubs cranking out carbon-neutral e-fuels from wind and solar power to keep NATO’s vehicles and aircraft fueled. Kicking off in the UK, each site should pump out somewhere between 5,000 and 7,000 tonnes of synthetic diesel and jet fuel annually—quite the stride toward leaner, greener defence supply lines....
Votes:
3
0
57
Yahoo Finance
04/27
(Community Post)
*When taken into account all processes necessary to produce a gasoline and other fossil fuels, including coal, **Green Hydrogen** is much cheaper. And this is not including the billions of tax dollars in subsidies, or the fact that we have been poisoning the earth we live on or the many wars fought over oil.*...
Votes:
3
0
57
Yahoo Finance
04/27
(Community Post)
[@u_2crh29pmkxxwcz8xemggl2w9t1r](mention://user/caf440ca-5445-48a0-809d-2bb44d2ba89a) - The Toyota Mirai costs \~3× to 4× more per mile to fuel than a comparable gasoline Toyota in California right now. And that hydrogen is grey, which is 5-10 times cheaper than green hydrogen...
Votes:
2
0
57
Yahoo Finance
04/27
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5) If gray hydrogen is 10 times cheaper, that's $0.50 for 11 liters of liquid hydrogen. Blue hydrogen costs $4 for 11 liters or 1 kg, equivalent to 44 liters of gasoline. More than 11 gallons costs $44, and the range on hydrogen is four times greater. Feel the difference....
Votes:
3
0
57
Yahoo Finance
04/27
(Community Post)
[@ramoutar](mention://user/16e32a9f-b456-4188-b254-d1b29b97a13d)The supplier of electrolysis equipment is not specified. Only suppliers for fertilizer production, followed by private financial institutions. Casale - fertilizer equipment...
Votes:
1
0
57
Yahoo Finance
04/27
(Community Post)
German Parliament approved last week the law for renewables in transport. And they have done something great. The increased the 2030 target for RFNBOs ([**#renewable**](https://www.linkedin.com/search/results/all/?keywords=%23renewable&origin=HASH_TAG_FROM_FEED) fuels of non-biological origin) to 1.5% (From 1.2%), 10% by 2040 (from 8% in the previous draft). Very significant, already by 2032 the target is 3%! This means a lot of projects will need to be deployed in the next 2-3 years, and with continuity and long-term visibility. This also means that we will see projects beyond refineries, incentivising fuels suppliers to offer hydrogen at the pump (specially critical for long-haul and commercial vehicles). Then, the European Commission has finally confirmed that they will do a targeted revision of the Definition of [**#RFNBO**](https://www.linkedin.com/search/results/all/?keywords=%23rfnbo&origin=HASH_TAG_FROM_FEED) by June this year (the infamous RFNBO DA). This is critical for many projects which are struggling with fulfilling the addditionality requirements... and will help bring down the cost of RFNBOs to …...
Votes:
4
0
57
Yahoo Finance
04/27
(Community Post)
Eventually humans will need to remove the excess carbon from the atmosphere, it is estimated that a range of around 50 trillion dollars to 131 trillion dollars. But we can just pass it on to our children and grandchildren to take care of!...
Votes:
5
0
57
Yahoo Finance
04/27
(Community Post)
Know what you own\! Plug Power ↔ Hy24 relationship\. Plug Power is an investor and strategic backer of Hy24’s hydrogen fund\. It’s one of the founding/anchor industrial investors in the fund and Hy24 Partners That means: Plug helped capitalize Hy24\. Plug sits within the industrial ecosystem around the fund\. Hy24 is independent and invests in many projects globally\. Because Plug is inside the Hy24 ecosystem: It gets visibility into projects funded by Hy24\. It can potentially bid to supply electrolyzers or hydrogen tech\....
Votes:
7
0
57
Yahoo Finance
04/27
(Community Post)
[@michael94754](mention://user/88840039-fc5c-4881-bc8d-37963eebfee8) CO2? Our Plants and human survival rely on CO2 in the atmosphere. If you remove too much it will stunt the growth of Plants. Yes, save 131 trillion dollars and leave those non problems to someone rational thousands of years from now....
57
Yahoo Finance
04/27
(Community Post)
Plugs in 34 + countries and on 5 continents including this list and much more. **North America**: Major installations in the U.S. (Georgia, New York, California) and Canada, including a 10 MW electrolyzer in Georgia supplying green hydrogen to a logistics company. **Europe**: Projects in Hungary (MOL Danube Refinery), Germany, France, and the Netherlands (H2 Hollandia 5 MW installation. **Asia**: Pilot and early commercial projects in South Korea (Jeju Island green hydrogen station) and Japan, with plans for broader Asian market growth. **South America**: Entry via GH2 Global logistics hubs in Brazil. **Other regions**: Agreements in Uzbekistan for large-scale green hydrogen supply and in Australia for green ammonia production. When soon Plug becomes profitable the share price will escalate fast in the hundreds....
Votes:
7
0
57
Yahoo Finance
04/27
(Community Post)
## If you didn’t see the original PR in 2024 Yes, **Plug Power** (often referred to as **Plug**) is a key industrial partner, founding anchor investor, and participant in **Hy24**. **Hy24 +2** Here are the details of the relationship: - **Founding Role:** Plug Power was one of the industrial champions—alongside Air Liquide, TotalEnergies, VINCI Concessions, Chart Industries, and Baker Hughes—that initiated the creation of the **Clean H2 Infra Fund**managed by Hy24. - **Investment and Collaboration:** Plug Power is an anchor investor in the fund and collaborates with Hy24 on developing green hydrogen ecosystems, specifically in Europe. - **Operational Synergy:** Hy24’s fund has invested in companies that are part of Plug's ecosystem, such as **Hy2Gen**, with which Plug partners on renewable hydrogen projects in Finland. - **Board Participation:** As part of the investment partnership, Hy24 has held a board observer seat at Plug Power. **Hy24 +4** **Hy24** is a 50/50 joint …...
Votes:
5
0
57
Yahoo Finance
04/27
(Community Post)
There was a time when PP Chart and Baker Plus others started The HY24 fund and everyone made fun of it and how it was never going to amount to much -it was just getting going and was small but today it’s the largest Green Hydrogen fund in the world with over 118 Billion and Plug a HUGE 8 billion + Green Hydrogen pipeline that is growing daily. The HY24 companies they help are always Funded built and become highly profitable and successful...
Votes:
6
0
57
Yahoo Finance
04/27
(Community Post)
[@eduardo15218](mention://user/daa51a37-d912-4998-bb20-e17b7f7443fa) - Ask the Magic 8 Ball. - Reply hazy, try again - Ask again later - Better not tell you now - Cannot predict now - Concentrate and ask again - Don't count on it - My reply is no - My sources say no - Outlook not so good - Very doubtful...
Votes:
2
0
57
Yahoo Finance
04/27
(Community Post)
🔋 Core Bullish Drivers for Plug Power $PLUG 1\. Hydrogen Industry Tailwinds Major U.S. policy support: Recent legislation (“One Big Beautiful Bill”) extended tax incentives and removed restrictions, boosting long‑term hydrogen investment. Global shift toward renewable energy increases demand for hydrogen solutions. Government incentives worldwide are accelerating clean‑energy adoption. 2. Plug Power’s Position in the Hydrogen Ecosystem Plug is building a comprehensive green hydrogen ecosystem—production, storage, delivery, and fuel cells. Over 72,000 fuel cell systems deployed globally, demonstrating real‑world adoption. One of the earliest and most recognized players in hydrogen fuel cell innovation. 3. Strategic Partnerships & Expanding Customer Base Partnerships with major retailers for logistics fuel‑cell systems. Collaborations with energy companies to build hydrogen infrastructure. Extension of a strategic hydrogen supply deal with a major U.S. industrial gas firm. 4. Operational Improvements & Cost Reductions Plug is executing Project Quantum Leap, reducing costs and narrowing losses. Headcount reductions and …...
Votes:
4
0
57
Yahoo Finance
04/27
(Community Post)
We will see if indeed they are selling or not. Readjusting allocations is normal during the qtr. You can’t worry too much if at all at the daily price. This stock opens flat drops 10% then closes green. Don’t have a heart attack or stroke before Lunch....
Votes:
6
0
57
Yahoo Finance
04/27
(Community Post)
🚀 Plug Power’s Big Pivot: AI Data Centers Need Power *Now* [$PLUG](mention://asset/PLUG) AI data centers are consuming staggering amounts of electricity—facilities can draw **up to 100 MW each**, overwhelming local grids and delaying expansion. Hydrogen fuel cells are emerging as a solution because they deliver **dispatchable, zero‑emission, on‑site power** without waiting years for new grid connections. Plug Power is aggressively targeting this market. The company has: - **Signed a Letter of Intent with a U.S. data‑center developer** to supply backup and auxiliary power using its hydrogen fuel cells, marking a formal entry into the sector. - **Shifted its strategic focus toward the fast‑growing data‑center market**, aiming to provide reliable low‑carbon power as AI workloads surge. - Positioned hydrogen fuel cells as a solution for **AI‑driven peak load shaving and backup power**, supported by pilot projects like a 3 MW system for Microsoft. This is not theoretical—hyperscalers like Microsoft, Amazon, and …...
Votes:
5
0
57
Yahoo Finance
04/27
(Community Post)
[$PLUG](mention://asset/PLUG) **Plug Power Positions Itself at the Center of AI, Defense, and Hydrogen Growth** Plug Power (PLUG) is emerging as a notable player in one of the most important shifts in the modern economy: the race to secure reliable, scalable power for AI data centers, defense infrastructure, and next‑generation clean‑energy systems. As electricity demand accelerates, hydrogen is gaining traction as a practical solution — and Plug Power is building the ecosystem to support it. ## **AI Data Centers Are Driving a New Power Market** Artificial intelligence has created an unprecedented surge in electricity consumption. Large‑scale data centers can require 50–100 megawatts of continuous power, pushing local grids to their limits and delaying new construction. This challenge is opening the door for alternative energy systems that can be deployed on‑site. Hydrogen fuel cells are one of the few technologies capable of delivering clean, dispatchable power at scale. Plug Power’s portfolio — …...
Votes:
4
0
57
Yahoo Finance
04/27
(Community Post)
🔍 What Plug Power *actually* does in relation to AI data centers Plug Power is a hydrogen‑energy company, not a semiconductor or compute‑infrastructure provider. However, unlike BLDP, Plug Power is **aggressively pivoting into the AI‑data‑center power market**, and multiple sources confirm this: - **PLUG is shifting its strategy toward powering AI data centers**, calling them a prime opportunity for hydrogen fuel cells. - **Hydrogen fuel cells are being marketed as backup or even primary power** for AI‑driven server farms, which consume enormous electricity. - PLUG signed a **$132.5M deal with Stream Data Centers** and is pursuing long‑term contracts with hyperscalers. - PLUG is **collaborating with a U.S. data‑center developer** to provide auxiliary and backup power using its advanced fuel‑cell systems. - PLUG promotes hydrogen solutions for AI data centers and has **partnerships with Microsoft, Amazon, and Google** for hydrogen‑based energy pilots. **Bottom line:** Plug Power is becoming a **major clean‑power …...
Votes:
4
0
57
Yahoo Finance
04/27
(Community Post)
Today and Friday afternoon would have made me a bit emotional back when I had a little less investing experience. It isn’t the deal that a stock goes up day after day until infinity. If you do believe in your strategy then you have to take the good with the bad understanding volatility will come along. If the thesis /strategy changes then you exit unemotionally. The thesis/strategy here w/ plug has not changed for me....
Votes:
1
0
57
Yahoo Finance
04/27
(Community Post)
## **Options Sentiment: Calls vs. Puts** Despite today's price drop, the underlying options sentiment remains **decidedly bullish**, characterized by a low Put/Call ratio. **Fintel +1** - **Put/Call Ratio**: The Open Interest Put/Call ratio is roughly **0.21 to 0.24**, meaning there are nearly four times as many open call positions as there are puts. - **Max Pain**: The "Maximum Pain" price level for current expirations is estimated near **$2.50**. This is the strike price where the most options would expire worthless, creating a natural "magnetic" pull that can suppress the stock price on high-volume days. - **Open Interest Clusters**: - **Calls**: The heaviest concentration of bullish bets is at the **$4.00 strike**. - **Puts**: Bearish protection is primarily clustered around the **$2.00 strike**. - **Options Volume**: Recent activity shows unusually high call volume—roughly **31% above average**—suggesting speculators are still betting on a long-term recovery despite today's dip....
Votes:
3
0
57
Yahoo Finance
04/27
(Community Post)
As geopolitical risks rise, the world is turning to alternative energy solutions that can be produced locally and deployed rapidly. Hydrogen infrastructure, fuel‑cell backup systems, and solid‑state battery storage are becoming essential for national security and industrial resilience. The companies building this technology are positioned at the center of the next global energy cycle. Market overview: [https://x.com/safehavenmoney/status/2048781655897199048](https://x.com/safehavenmoney/status/2048781655897199048) [$PLUG](mention://asset/PLUG)...
Votes:
4
0
57
Yahoo Finance
04/27
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5) PLUG is not pivoting anywhere and they don't power any data centers. The management is just praying that they get thrown a bone. Meanwhile, data center projects are under construction and moving forward and not a single project has even mentioned PLUG....
57
Yahoo Finance
04/27
(Community Post)
[China:Green Hydrogen Capacity Crosses One-Million-Tonne Mark as Build-Out Accelerates](https://fuelcellsworks.com/2026/04/27/green-hydrogen/china-green-hydrogen-capacity-crosses-one-million-tonne-mark-as-build-out-accelerates) US capacity is less than 20,000 tonnes per year thanks to Dictator Donnie....
Votes:
3
0
57
Yahoo Finance
04/27
(Community Post)
As free the expire date this month on all the calls it will edge back to the pre report high. Even yahoo AI says we might be Golden Plug Power has seen a **41.33% increase** in stock price over the past month, outperforming the broader market. Upcoming earnings are expected to show improved performance, with analysts projecting a quarterly EPS of **-$0.10**, reflecting a **52.38% year-over-year improvement**. - I think we are due for a big beat on the earnings —— maybe -.05...
Votes:
5
0
57
Yahoo Finance
04/27
(Community Post)
[@jack71860](mention://user/97d90c20-9ce8-452f-b3ef-879aa4e271b5) The propaganda coming out of China is less reliable than what comes out of Iran. I can't think of a single reason why the US needs to produce more H2 than what industry demands or why companies should lose money producing H2 because of a politician. China is not a free market....
57
Yahoo Finance
04/27
(Community Post)
[$PLUG](mention://asset/PLUG) Hydrogen hubs, fuel‑cell microgrids, and solid‑state battery factories are becoming the new pillars of national strategy. [https://x.com/BakkenShale/status/2046305465018073449](https://x.com/BakkenShale/status/2046305465018073449)...
Votes:
4
0
57
Yahoo Finance
04/27
(Community Post)
[Bloom Energy have Installed One of the Largest Solid Oxide Electrolyser at Nasa's Ames Research Center with Production Capacity of 2.4 Metric Tons per Day](https://www.rootsanalysis.com/key-insights/green-hydrogen-companies.html?utm_source=chatgpt.com) This happened a year and a half ago, long before Plug announced it had a contract to supply NASA with hydrogen....
Votes:
1
0
57
Yahoo Finance
04/27
(Community Post)
## [$PLUG](mention://asset/PLUG) Hydrogen Takes Center Stage in Spaceflight NASA’s Artemis program relies heavily on **liquid hydrogen** as a core rocket propellant, and recent contracts show how deeply hydrogen is woven into the mission’s infrastructure. NASA awarded Plug Power (ticker: **$PLUG**) a contract to deliver **up to 480,000 pounds of liquid hydrogen** to the Glenn Research Center and the Neil A. Armstrong Test Facility in Ohio. This supply supports cryogenic rocket engine testing and propulsion research tied directly to Artemis-era systems....
Votes:
3
0
57
Yahoo Finance
04/27
(Community Post)
[$PLUG](mention://asset/PLUG) Plug Power is building a vertically integrated hydrogen ecosystem, producing and liquefying hydrogen at scale, with DOE‑backed expansion and long‑term supply agreements. Plug’s network includes: - Large‑scale liquid hydrogen plants - Electrolyzer manufacturing - Hydrogen transport and storage systems This positions Plug as a potential supplier for any aerospace company that adopts hydrogen—directly or indirectly....
Votes:
7
0
57
Yahoo Finance
04/27
(Community Post)
Time for the clueless to admit this company has nothing going for it. 3,242 employees doing what? Hundreds of millions of investors money sunk into Texas plants and now deserted. Every bit of news Marsh has put out is followed by a disclaimer. And you wonder why at least 6 law firms are suing Plug. And don’t try to pass that “ambulance chasers” xoxo....
Votes:
1
0
57
Yahoo Finance
04/27
(Community Post)
[@u_y514pzyltk6h](mention://user/155fe692-2c9c-408f-b8ac-b95c8b730b72) exact same comment for the last 13 years on this board, and by his own admission he is pushing 80\. Who does this during their so called golden years???...
Votes:
1
0
57
Yahoo Finance
04/27
(Community Post)
2.50 or less by May 15? It certainly looks doable. Plug is acting very weak today, as if Q1 will be much less than hoped for. With the good news today from Paraguay you might expect the SP to be doing better. What a change from last Monday, eh? Maybe CakeGobbler can post 500 or a thousand reasons to be bullish on Plug. Maybe that'll help 🤣...
Votes:
3
0
57
Yahoo Finance
04/27
(Community Post)
**I'm not going to say this quarter is going to be different, I really don't care about the short term, I do care that the Great White Sharks (Strategic Investors) are circling and want PLUG in their portfolio. It's not IF but WHEN Vanguard, Blackrock and Amazon help broker a deal for PLUG at $10 or better in the next 12 months.**...
Votes:
1
0
57
Yahoo Finance
04/27
(Community Post)
## [$PLUG](mention://asset/PLUG) **100 Reasons to Be Bullish on Plug Power (PLUG)** *(Organized into 10 categories of 10 reasons each)* ## **1. Green Hydrogen Market Tailwinds** 1. Global hydrogen demand projected to grow significantly by 2050. 2. Government decarbonization mandates accelerating hydrogen adoption. 3. IRA (Inflation Reduction Act) offers major tax credits for green hydrogen. 4. EU hydrogen strategy targets massive electrolyzer deployment. 5. Asia (Japan, Korea, China) investing heavily in hydrogen infrastructure. 6. Hydrogen gaining traction in heavy industry (steel, cement, chemicals). 7. Hydrogen increasingly favored for long‑duration energy storage. 8. Hydrogen fuel cells gaining adoption in logistics and mobility. 9. Corporate net‑zero commitments driving hydrogen procurement. 10. Green hydrogen cost curve expected to fall sharply over the next decade. ## **2. Plug Power’s Vertical Integration** 11. Owns electrolyzer manufacturing. 12. Produces green hydrogen fuel. 13. Designs and manufactures fuel cells. 14. Builds hydrogen refueling infrastructure. 15. Provides turnkey hydrogen …...
Votes:
1
0
57
Yahoo Finance
04/27
(Community Post)
Please know that Vanguard does not actively manage ANY of their mutual funds or ETFs. Everything they do is passive because they market "low-cost investing" and indexing. Therefore, if a stock appears in one of their investments it is simply by default not due to equity research. You can keep bosting about them owning our stock but it means nothing to me....
Votes:
1
0
57
Yahoo Finance
04/27
(Community Post)
Oh the markets are sneaky. They slammed Bloom to $225 twice today and now on a very quiet gradual move higher we are headed towards $240+. They took PLUG down to $2.95 and now we recover very slowly. Games are being played with these stocks. Mostly to wipe out scared longs. With Bloom they will push the "it's overvalued" story and here, they'll just keep beating the same old drum. How pathetic....
Votes:
11
0
57
Yahoo Finance
04/27
(Community Post)
[@md3926](mention://user/8e3d78f5-2b77-4960-80cf-c98660f201a0) I believe you might want to research that again. They would have a lot (billions) of fees to return if they provide no management of the funds. It is passive to the investor, not vanguard....
57
Yahoo Finance
04/27
(Community Post)
This is the problem with ETFs that buy huge amounts in one sector stocks options Don’t matter Issue here is Its entirely frowned down on MMs Specialists etc who can’t sell off a order and maintain the best price without cratering it. The SEC don’t like that . When they want out it craters the stock. Gotta just keep going as it always recovers....
Votes:
5
0
57
Yahoo Finance
04/27
(Community Post)
The new Canadian Wealth Fund sounds like another big move transforming their country. Their deal with China and Korea has those countries agreeing to invest large sums to build in Canada which is tariff-free for almost every commodity in the world. Canada seems to be driving their economy really fast. They had 4 areas they wanted investments and H2 was one of those. At the same time Plug will have a foot hold with their 275MW plant in 2 years. The one positive to this bad news is that Plug, an OEM, has solutions in place now to work around our Tariffs for this project. Even reading MX and Canada are meeting to agree on separate deals outside CUSMCA. Something to think a little deeper about....
57
Yahoo Finance
04/27
(Community Post)
[@u_y514pzyltk6h](mention://user/155fe692-2c9c-408f-b8ac-b95c8b730b72) That’s the problem we all have with U. Marsh is G. O. N. E. His decisions are GONE. his leadership is GONE. Louis Crespo is now in charge and so far has completely 180degrees changed direction on plug and NOW has profitability as THE #1 focus. Give him time and I absolutely guarantee you he will turn Marsh’s debacle around....
Votes:
1
0
57
Yahoo Finance
04/27
(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 - 1.91 %**...
57
Yahoo Finance
04/27
(Community Post)
[@md3926](mention://user/8e3d78f5-2b77-4960-80cf-c98660f201a0) It's a race against the electrical grid upgrades and rising construction costs and NG is filling the space in the interim, not H2. The data center space is already sold and every day that they are not online are profits lost for the hyperscalers such as ORCL....
57
Yahoo Finance
04/27
(Community Post)
[@cakewalker](mention://user/3110f549-bc22-4d06-acc2-45e7d77d07f1) Based on short-term price targets offered by 18 analysts, the average price target for Plug Power comes to $2.79. The forecasts range from a low of $0.75 to a high of $7.00. The average price target represents a decline of 11.15% from the last closing price around $3.14....
Votes:
2
0
57
Yahoo Finance
04/27
(Community Post)
Just like so called "expert" never told you to buy Bloom at $14.00 last year, no analyst is going to tell you to buy PLUG. One, the short interest is too high tand they don't want to hurt their relationships. Second, it's a speculative play and most firms and analysts stay away from lower priced stocks. You can't listen to others because they don't know. Some have hidden agendas. If you want to know what stocks to buy....study. The whole thing is one big game controlled by those with power. I only own 10,000 shares of Bloom because of following a sector for 14 years. It also takes some luck. Ignore BUY and SELL ratings. They mean nothing....
Votes:
3
0
57
Yahoo Finance
04/27
(Community Post)
[@md3926](mention://user/8e3d78f5-2b77-4960-80cf-c98660f201a0) The average price target for Plug Power comes to $2.79.Bloom Energy's stock price is projected to reach $427.95 by the end of 2026 and could potentially hit $1,238.76 by the end of 2030. These estimates reflect a bullish outlook based on the company's growth and market position in clean energy solutions.PLUG is selling off company assets and shrinking the companies future potential. They are on completely different trajectories....
Votes:
1
0
57
Yahoo Finance
04/27
(Community Post)
I’m gonna pass something by you for you to think about. On the EC and I believe in the AMA Jose Crespo said that he and the PLUG POWER TEAM have extremely high visibility on Plugs income this year and that Plug has total operating expenses completely covered. That sounds like Plug either is there or is past it when speaking of revenue and expenses and THAT they will be breaking even —-BREAKING EVEN 100%. . In 2026 that’s what they stated that’s what they said....
57
Yahoo Finance
04/27
(Community Post)
[@ramoutar](mention://user/16e32a9f-b456-4188-b254-d1b29b97a13d) They trigger unstable peoples TDS, and they know how to grow a company from nothing into an industry leader. Their books might sell well? They both have a direct phone line to the current US administration ?...
57
Yahoo Finance
04/27
(Community Post)
Plug Power faces multiple lawsuits and financial challenges, including a 63.21% probability of bankruptcy within the next 24 months, but no official bankruptcy filing has been confirmed as of April 27, 2026. The company is shifting focus to smaller projects and dealing with leadership changes and legal uncertainties. [PLUG Probability of Bankruptcy](https://valueinvesting.io/PLUG/probability-of-bankruptcy)...
Votes:
1
0
57
Yahoo Finance
04/27
(Community Post)
[@cakewalker](mention://user/3110f549-bc22-4d06-acc2-45e7d77d07f1) - As of **April 2026**, there is no record of **Roth MKM** (formerly Roth Capital) reiterating a **Buy** rating on **Plug Power Inc. ($PLUG)** with a **$6.00** target price....
Votes:
1
0
57
Yahoo Finance
04/27
(Community Post)
As of April 27, 2026, the newest call options for **Plug Power (PLUG)** are signaling a rotation into **bullish speculative positioning** ahead of the upcoming May 11 earnings report. **Yahoo Finance +1** **Options Market Highlights (April 27, 2026)** - **Bullish Call Dominance**: Traders bought **68,127 call options** today—roughly **31% above the average** daily volume—suggesting increased confidence despite the day's 5.1% price dip. - **Open Interest Surge**: Total call open interest has climbed **9.0%** to **705,957 contracts**, outnumbering puts by a ratio of nearly **4:3**. - **Strike Target Clusters**: The "Gamma Exposure" indicates a break through recent resistance, with new "call walls" forming at the **$4.00** and **$5.00** strikes, which are now the primary upside targets for traders. - **Short Squeeze Tension**: With short interest still near **25%** and **5.3 days to cover**, the heavy call buying is seen as an attempt to trigger a "squeeze" if a positive catalyst (like …...
Votes:
4
0
57
Yahoo Finance
04/27
(Community Post)
There is a link to the article. I guess DOE Bisset has been promised the extra enriched uranium for Iran. They signed a deal to build on an old site we contaminated about 40 years ago near Cincinnati. So they will build this great new Nat gas fired massive plant. The scale of the project is nearly unprecedented. At a recent groundbreaking attended by three U.S. Cabinet members, officials outlined the plan that will transform this small, Appalachian region into a America’s beacon of industry. "We are embarking on the next era of American dominance," said Tim Walsh, U.S. Department of Energy’s Assistant Secretary for Environmental Management announced, as he and a long list of powerful leaders laid out the massive structures that will soon be built on – or near – the old Portsmouth Gaseous Diffusion Plant (PORTS). Outside Cincinnati. Among them: “A $33 billion” natural gas-fired power plant. …...
Votes:
1
0
57
Yahoo Finance
04/27
(Community Post)
[$PLUG](mention://asset/PLUG) $PLUG Hydrogen Fuel for Hydrogen Vehicles Are Creating the Next Wave of Demand A new generation of hydrogen‑powered vehicles is arriving between 2025 and 2028, including: BMW iX5 Hydrogen (2028) Long‑range fuel‑cell SUV using Toyota’s latest stack. Hyundai Nexo (Next‑Gen, 2026) 436–630 miles of range depending on region. Honda CR‑V e:FCEV (2026) The first U.S. plug‑in hydrogen fuel‑cell hybrid. Toyota Mirai (Ongoing) The largest hydrogen passenger fleet in the U.S. Isuzu/Toyota Light‑Duty Hydrogen Truck (2027–2028) Commercial fleets — the real volume driver....
Votes:
3
0
57
Yahoo Finance
04/27
(Community Post)
PLUG has nothing to do with any of those vehicles and does not even produce enough H2 for the forklifts. They abandoned the unprofitable venture of building H2 plants and are in survival mode. They have to avoid financial ruin long term and the companies you mention have deep pockets....
(Community Post)