bracesboy
10-07

My take: Is 10× likely? What might be more realistic?

If I were to put odds (just ballpark) on whether PLUG becomes a 10× over, say, the next 5-10 years, I’d say it’s possible but unlikely, unless:

• They can execute very well,

• Avoid too much dilution,

• Benefit from strong policy tailwinds,

• And the hydrogen market (especially green hydrogen) scales faster and cheaper than many expect.

More realistic scenarios:

• It modestly multiplies (maybe 2×-5×) if things go right but not perfect.

• If things go poorly, the possibility of flat returns or significant downside is real.

Plug Triples! Hydrogen + AI: Is it the Next 10x Bagger?
Plug Power (PLUG) shares have nearly tripled in a month, marking their best week in a decade, as investors bet on the synergy between nuclear power growth and green hydrogen production amid the AI infrastructure boom. Analyst Amit Dayal from H.C. Wainwright hiked his price target to $7 from $3, citing rising electricity prices, expanding nuclear energy, and AI-driven power demand as key tailwinds. With short interest still at 32.5%, a potential short squeeze could further fuel the rally — even as Plug has underperformed on earnings for 20 straight quarters.
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