Why analysts are watching it
Analysts are closely watching PLUG (Plug Power) as a cautionary tale within the clean energy sector. On May 11, 2026, Felix & Friends (Goat Academy) highlighted that PLUG, once touted as "the next Tesla," had soared to $75 but was then trading at $3, representing a 96% wipeout that investors were "feeling the pain" from. This sentiment was echoed by Felix & Friends (Goat Academy) alongside other struggling companies like PayPal, Blackberry, Neo, and Lucid. Brian Feroldi, on May 6, 2026, also noted PLUG's role as a competitor in the hydrogen space against companies like Bloom Energy and legacy diesel generator companies entering clean energy. The future of PLUG and the hydrogen market remains highly speculative.
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Source clips
"Talk to investors of Plug [223s] PayPal, Blackberry, Neo, Lucid, because [227s] those guys are feeling the pain."
— If You Missed Palantir or Nvidia. This is Even Bigger. (Most Aren’t Ready)
"Plug hydrogen. the future of [593s] energy, the next Tesla, all that stuff, [595s] right? Went up to $75. It's trading at [599s] $3, [601s] 96% wiped out."
— If You Missed Palantir or Nvidia. This is Even Bigger. (Most Aren’t Ready)
"Oh, yeah, competition from hydrogen focused peers like Plug Power and legacy diesel generator companies moving into clean energy."
— Bloom Energy (BE): Is It Too Late to Buy? (Deep Dive Analysis)