Fervo Energy (FRVO): Google just quietly expanded their geothermal deal to 3 GW. Here's why this matters for the AI energy trade.
Most people haven't heard of Fervo Energy. That might be about to change. Quick background: they IPO'd on Nasdaq in May 2026 at $27 — stock jumped 33% day one. They build Enhanced Geothermal Systems (EGS) — basically forcing hot …