Key insights
- BWEN is experiencing a surge due to its position as a key supplier to GEV, which is benefiting from the AI data center boom. BWEN's CEO indicated a "super cycle" driven by strong natural gas turbine demand. The company's backlog is growing, and they are expanding their North Carolina facility, suggesting locked-in demand. This news could positively influence related energy and infrastructure stocks.
$BWEN is rocketing today, reason is simple, they are in the middle of the biggest chokepoint int he country right now and they are 100% domestic.
They exited their horrible wind business last week and the market sold off, I tripled my position. I knew what they were doing, going all in on Gas and Power.
GEV is sold out till 2030, insane backlog, well BWEN is a an award winning supplier for GEV. Yes, GEV is their number 1 customer so they have revenue outlook to 2030.
They said on the call today they are in a super cycyle, Q1 was their lowest quarter of the year. Company is less than $100m and backlog is growing like crazy.
This stock will go up and up and up. Dont worry that is up 60% today.
Today’s call erased any doubt:
- GEV is sold out through 2030. That’s guaranteed flow for BWEN. * CEO confirmed: "Natural gas turbine demand remains very strong, driven by the AI center boom... we see this as the beginning of a super cycle." * Backlog hit another record ($43.3M), and they’re booking into 2028. * They’re expanding the North Carolina facility by 30% starting this quarter. You don’t do that unless the demand is locked in.
This is the start!!!! Get in early