NRG Buys $12Bln Worth of Dick Cheney-Approved Power Plants, Posting Middle Finger to Tree Huggers...

Shut up and take my money… 

NRG Energy just pulled a $12 billion middle finger to the clean energy narrative, and Wall Street couldn’t get its pants off fast enough. The stock jumped 25% in a single day–again, not because they discovered fusion or solved climate change… but because they bought a Dick Cheney’s worth of natural gas plants like it’s still 2004. 

(Source: Giphy) 

In short, NRG announced it’s buying 18 gas-fired facilities from LS Power, plus a virtual power plant platform that sounds like someone’s capstone project but apparently makes real money. The total haul comes to about 13 gigawatts of capacity. That’s bigly scale. The acquisition doesn't close until Q1 2026, but still, the Street couldn’t wait for the ink to dry to yeet shares to the moon. 

CEO, Larry Coben, said the deal is “financially compelling.” And compelling it is. The man paid 7.5x 2026 EV/EBITDA… half the cost of building the assets from scratch. Basically, NRG walked into LS Power’s house, took the furniture, and told them they can keep 11% of the company as a souvenir. And they agreed to a 6-month lock-up. Either NRG’s legal team is full of war criminals or LS Power needed the liquidity and a Xanax.

(Source: Stocktwits) 

Now it’s obvious as to why NRG went full-stop into fossil fuels. They could give a rats a$$ about “transition” or “decarbonization”, especially when AI is eating electricity like a starving orphan, and the grid can’t keep up. Translation: NRG is going where the money is, and they don’t care what the optics look like. Additionally, their earnings dropped the same day as well. Revenue up 16% year-over-year, beat expectations. EPS at $2.68 vs. $1.62 estimated. They reaffirmed 2025 guidance like it was a formality. It was. They’re not guessing. They already know this thing is a cash printer, and now they’ve doubled the size of the machine.

The moral of the story here? NRG woke up yesterday and showed everyone what it looks like to stop apologizing. They didn’t talk about wind, solar, or virtue signaling… they talked raw, scalable, dispatchable power with the balls to say “I’m putting my money where the money is”. And just like that, they had their way with the market. 

(Source: Giphy) 

In the end, do what you will with this information, but I’d definitely keep a close eye on NRG going forward. Because what’s more of a cash cow in 2025 than buying natural gas plants and letting the AI power crisis do the rest? Nothing. That’s the point. Until next time, friends… 

P.S. Oh, I’m sorry, I didn’t know you liked getting rekt. Let’s face it, retail investors get the short end of the stick all day everyday. It’s the smart money’s world, and we are just living in it–only useful when it comes to liquidity purposes in the market. Meaning, if you’re as pissed off as I was when I found out Milli Vanilli was lip syncing the whole time, then it’s time to go from investing blind, to investing smart. Luckily for you, the key is right here as a Stocks.News premium member. Click here to see exactly how our premium members are printing while others quake in the face of today’s market chaos. 

Stocks.News does not hold positions in companies mentioned in the article.