STEM - Stem, Inc. 0 WATCHERS

I would venture it is more than during Covid. Especially in the STEM career fields.

This Quiet Energy Change Is Happening Now (And It's Huge) Something big is changing in the energy world. A few years ago, we talked about "microgrids" like they were just a fancy idea. Not anymore. They are quickly becoming the standard way to keep power on. Why is this happening? …

Everyone’s Chasing Datacenter Stocks. The Smarter Trade Might Be the Power Enablers The market loves a clean AI headline. Datacenters, chips, anything tied directly to model training and inference has been bid up hard. But there is a simple reality under all of that: none of it works without power, …

One Energy Wave, Many Angles: Building a Smart Power Basket Trying to snipe a single winner in this energy transition is how traders end up frustrated. AI power demand, storage, microgrids, EV charging, grid modernization. It is all one giant wave, but it hits different layers of the system in …

Energy Is the New Bottleneck. Microgrid Software Is the Unlock. AI growth is hitting a wall that nobody talked about two years ago: power availability. The grid wasn’t built for this kind of nonstop, high density demand. Data centers can pour billions into GPUs, but without controllable, local energy they’re …

EV Infrastructure Is Pointless Without Storage. Microgrids Fix the Gap. Everyone keeps talking about ЕV adoption, but the truth is the charging network is nowhere near ready for mass load. You can’t rely on a grid that’s already stretched thin from АI data centers, peak demand spikes and unstable transmission. …

The Hidden Players Cashing In On The Power Grid Crisis The talk is all about the huge power companies. Everyone thinks they will win big from the massive amount of electricity AI needs. Analysts often point to the biggest names when they talk about data centers needing a crazy amount …

Who Actually Wins When AI Overloads The Grid? Everyone keeps pointing at the big utilities as the main winners from AI power demand. Names like NextEra Energy are front and center when analysts talk about data centers pulling Japan level electricity by 2030. On the surface, that makes sense. NEE …

When The Largest US Utility Bets On AI Power, Small Caps On The Same Trend Get Interesting NextEra is not some speculative fringe name. It is the largest electricity provider in the United States, and analysts are openly pointing to AI data centers as a major long term growth driver …

Microgrids Aren’t Experimental Anymore-Here’s The Market Map From Heavyweights To High Beta Plays Microgrids used to sound like a research project. Now they run airports, campuses, retail chains, mining sites, military bases, and remote communities. At this point the question is not “wіll micrоgrіds hаppen” but “whіch pаrt оf thе …

Healthcare, Fleets, And Campuses Are Becoming Microgrid Hotspots – Here’s Who Plays It If you want to see where microgrids are actually being used, look at who cannot afford the power to go out. That is where the early money is flowing. Hospitals and essential retailers already use them. Bloom …

Microgrid Giants Are Building The Future – But Small Caps Are Where The Real Leverage Is If you want to know whether microgrids are real or just buzzwords, stop looking at tiny tickers for a second and look at who is actually building them. AlphaStruxure is doing microgrid-as-a-service for the …

7 Big Energy Storage Names To Know – Plus A Small Cap Bucket For Higher Risk The end of U.S. EV and solar credits is noisy headline stuff, but the adoption curve has not stopped. EV sales were about 4 million in Q1 2025, up roughly 35% year over year, …

The Grid Is the Weakest Link in the Tech Boom Nobody Wants to Talk About If the grid were a highway, we would still be driving on two lanes built in the 70s while trying to fit semi trucks, sports cars, buses, and 10x traffic into the same space. That …

The US Grid Was Built for a 1970s World… Not a 2025 AI Supercycle The longer you look at the numbers, the more obvious it gets: the US grid was built for a country that no longer exists. The backbone of the system dates back to the 1960s and 1970s. …

NXXT Keeps Defending The Same Zone - Classic Base Building Behavior Every time NXXT dips into the low 1s, it eventually claws back and closes near that 1.05-1.10 band. Today’s recovery fits that pattern again. To me, this looks less like random noise and more like the kind of base …

The Distributed Power Stack: Microgrids, Storage, and the Quiet Picks Behind AI Data centers are multiplying. Power demand is spiking. Classic utilities and heavy grid contractors get most of the airtime, but there is a second lane that sits closer to the bottlenecks: distributed power at the site level. Think …