Reddit Posts
Election year. Trump stocks and Biden stocks
$FLNC - High Growth Battery / Energy Storage Stock Trading At A Low Growth-Based Valuation
What are your best and worst performers in the energy sector?
How can I tune my portfolio in the future or now to help keep up good growth?
Sell puts on Consumer staples, and utilities stock.
NEE falling off a cliff. Is there something I'm missing?
Alright gangs, NEE what’s your thought? Looks very attractive af
Can someone critique my portfolio early on going forward?
Asking ChatGPT: 10 Fastest Growing and Dividend Paying Companies. ChatGPT provided a list of pretty good companies including AVGO, HD, NEE. What do you think?
What are some news headlines/longer-run trends that motivate your stock picks?
NextEra Energy cut at BofA as Florida surprise provides cause for caution (NYSE:NEE)
🏳️🌈🐻 NEE Imploding from the inside
The "lost decade" wasn't lost if you kept investing!
2022-11-08 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-03 Wrinkle-brain Plays (Mathematically derived options plays)
2022-11-02 Wrinkle-brain Plays (Mathematically derived options plays)
What are the chances the S&P500 is headed to 2400 over the next 18 months and are you prepared for it mentally?
NEE drops 4% on news "NextEra Energy Plans to Sell $2 Billion of Equity Units"
I tried making a Vegan Portfolio of Dividend-Growth Stocks
XLU PUTS ARE THE UNIVERSAL PLAY FOR ALL MY PILLOW DROOLING COMPADRES
U.S Politicians Loaded Up on Energy Stocks Right Before The Invasion
U.S Politicians Loaded Up On Energy Stocks Right Before The Invasion
U.S Politicians Loaded Up on Energy Stocks Right Before the Russian Invasion
Rep. Marjorie Taylor Greene just disclosed a February 22nd purchase of stock in Lockheed Martin. The stock is up over 20% in the two weeks since her purchase.
Is it normal for utilities like NextEra (NEE) to have a huge position in "non-qualifying hedges"?
Anyone actually excited if this correction turns into a bear market and pessimism in the market?
Quite a few blue chips beat the market. What's the catch?
Add hedges like BRK.B, BAC JPM or just add to mega cap on a big dip?
Are utilities good in our current situation? NEE?
This junior mining company finds gold and silver at one of its mine ( $NEE )
Opinions on this "State Street Real Asset Fund"?
Need some Retirement fund advice so im not old and poor (39 M) - thank you
Picking options for risky earnings plays
Northern Vertex Triples Land Package to Capture Regional Mineral Potential in Oatman Mining District, Arizona @0.32
SUNPOWER is on the track now(( yesterday closed at 27.44 $ today closed at 30.68 $)) It was 57.52 $ on January, 2021.EPS.177% for Q1.Market cap 5.2B. Mentioned as one of the best solar companies on yahoo finance. Any one interested in SUNPOWER??
SUNPOWER on track now ((yesterday closed at 27.44$ ,today closed at 30.68$))..it was 57.52$ on January,2021.EPS.177% for Q1.Market cap 5.2B Mentioned as one of the best solar companies on yahoo finance Any one interested in SUNPOWER.
$NEE is one too keep on your radars, 12% short interest on this large cap monster.
To the guy who recommended Wendy's stock($WEN). (Proper DD)
NEE TO STOCKS AND IN IT FOR $AMC, how do you do taxes on stocks?
Weekly Comic: Leaders Promise Shock Reduction in Hot Air
NextEra Energy $NEE stock overview and the analysts forecasted price
Serial mining entrepreneur discusses how to be successful building or investing in mining companies.
WallStreetBets Top 10 Trending Tickers warming up for #shortsqueeze on Monday: $CLOV $PINS $WKHS $SI $AMRS $WOOF $ALLY $MILE $NEE $MP
Resubmitting my NEE DD that I did for a discord. Hopefully the formatting is better this time.
Resubmitting my NEE DD with hopefully better formatting
Resubmitting NEE DD with hopefully better formatting
BlackRock Rebalance Questions and Discussion
NrdRage's Friday DD: I'll take a MacKinnon jersey, 2 pairs of Jordans, and a Rams hat. What do you mean you aren't a sporting apparel store in a mall? Have you SEEN your name? That's retail appropriation! REE! Err $NEE! - The unfortunately named NextEra (AllDatDalton crossover special)
Don't pay attention to this, troubleshooting a post
Don't pay attention to this, just testing to find where a problem in a post is
Quick DD on SunPower Corporation (SPWR)... highly shorted green energy company of interest
ROCKETS EVERYWHERE FOR BITTORRENT 🚀🚀🚀🚀 THE NEE GAMESTOP? Hmm 🤔
🌋 🐳 W2W REPORT: BLACKROCK-AGEDDON (ICLN/INRG OVERHAUL)
🌋 🐳 Whales to Watch Special Report: BLACKROCK-AGEDDON
🌋 🐳 Whales to Watch Special: BlackRock-Ageddon Part 1
Mentions
That’s why I like Opal fuels, they own upstream production and downstream dispensing. The vertical integration ensures the full value stack. I can agree that most RNG companies are run like shit, but Opal is the exception (Maybe because NEE has a large stake or Fortistar is its daddy)… with that being said, I still think the demand and revenue growth with be the drivers for the industry, not individual managements.
Not who you asked, but I did the same thing and I went with SO, NEE, and CWEN. They all have purchasing power agreements signed already and are rolling out tons of new power supply over the next few years.
Yeah I hold NEE & T, both shot up. It’s just rotation into value and out of overvalued tech. With OpenAI on really shaky ground I sold CRWV, NBIS, NVDA and MSFT. Only GOOG and RDDT remain.
Not trying to block every new renewable project in blue states would be helpful. I bought some [SO](https://www.prnewswire.com/news-releases/southern-company-receives-historic-department-of-energy-26-5-billion-loan-guarantees-to-increase-grid-reliability-302697140.html), [NEE](https://www.reuters.com/business/energy/nextera-expects-add-up-30-gigawatts-power-data-centers-by-2035-2026-03-03/), and [CWEN](https://www.clearwayenergygroup.com/press-releases/clearway-signs-portfolio-of-power-purchase-agreements-with-google-totaling-nearly-1-2-gw-across-three-states/) recently though anyway as my energy play.
some stocks are in the red, some sold in the green and buying the dip If it has obvious potential and was a long term position, I hold. (FKING VRT, CEG, NEE) If I was able to sell at the top of the range and buy again low, I do (NEM, GEV) War stocks I am going long term because the use of inventory and rise in oil prices will reflect on the 10q and I will be holding good value (XOM, LMT, RTX, HII) If it was garbage for a quick buck, I'd sell, but I don't buy garbage anymore.
Trump AI power summit spotlights grid choke - hyperscalers (AMZN/GOOGL/MSFT) face 100GW+ data center thirst, but "Rate Payer Protection" forces self-fund gen over grid raid. Correction: No margin gift - natgas/nuke IPPs (CCJ/NEE) win dedicated capacity mandates, not tech lotto; interconnection lags (3-5yrs) cap AI hype multiples til permitting eases. Fade big tech post-meet unless firm PPAs ink - watch utility regulation unwind.
Final rule will not be hitting any time soon, Biden did optics with S3, this is trumps version. Get out while you can :). SPY is the move, energy and infrastructure is the move. Look at the 3 month chart on SPY gamma scalping, and or chasing Vega traders dream. DUK NEE KMI CAT, all good plays! :)))))))))) love yall man!
That's why I invested the amounts in "baby bonds" offered by SO, CMS, and NEE. The RoR is predictable and over 6% either due to their issuance rate or their discount to par. They are large regulated utility company bonds with maturity dates in the late 2070s or 2080.... well after I'll be gone. I bought most of them at a discount to par so their yield is over 6% and if their redeemed, I'll make a profit.
Part of the drop is due to today being ex-dividend date. So shave off $0.74 just for that. Generally speaking, alot of energy is down today. DUK NEE D EXC XEL all down near or over 1%. In terms of overall utilities up, it's primarily the big AI players up - TLN CEG.
Just keep it and enjoy. I still have 6 figures of NEE stock from like 2010 that's +600% now - getting $6k per year in dividends on stock I spent $30k on back then is pretty nice. If you have a zero cap gain tax rate my advice changes, but for me to sell I'd pay about 25% between capital gains and the obamacare taxes so meh I just hold.
Haven’t seen an DD for NEE for a year. Feels like it’s about to hit all time high and a nice DD post at the top of the sub would guarantee it. Hang in and let me buy calls then write a post
This is the great, BRIEF, roll into old people stocks. Traditional, dividend IRAs stocks > BS speculative tickers still in need of monster corrections, like OKLO (Buy... VZ PG DOW NEE ...etc.)
What is your opinion of NEE?
What are you investing in? I cut everything other than NEE once trump got elected, but that was all etfs.
Any specific companies in the sector stand out? I got in early on $TE by accident, also been holding Brookfield ($BEP) and $NEE long term.
NEE needs to hurry up and go down
NEE look at the initial power play data center pump like a month or so ago almost went to 100 calls are still cheap
What stocks are you wheeling to produce over 120 percent annual returns ? I wheel boring dividend stocks and I make about 2% a month. I'm wheeling Ko, PG, Xom, NEE, PFE etc.
Damn, COF, LHX, and NEE are all at or near ATH. In a world where optimism has been driving equity prices for so long it seems to me that analysis of fundamentals is kind of a fool’s errand - the optimism for the future, reflected in the ATH price currently, could well have already assumed all the things you are suggesting should drive the price higher If that optimism were to cool, and prices were to just go back where they were 10 years ago, these positions would be badly under water. These seem like very risky plays to me
NEE prone to risk from AI. Just buying into the same catalyst that the rest of the market trades on.
All but NEE have virtually no volume.
Solid list and clearly thought through. What I like is that each pick has a specific catalyst, not just cheap because down. I am holding two of them: NEE and LHX. That said, I’d be careful calling all of these undervalued. Some feel more like re-rating stories (Ferrari, NextEra) than classic value, where execution just needs to be okay. You’ve got a nice mix of cyclicals, infrastructure, and quality brands, but a lot of the upside depends on things going right on schedule. If timelines slip, returns may lag even if the businesses are fine. Overall: interesting picks, just more selective conviction than deep value in the traditional sense. You have a nice portfolio and not just a fomo-overhyped-thesame-reddit stocks.
Morgan Stanley's 8 most valuable stocks for 2026. 1️⃣ Visa (V) 2️⃣ Meta Platforms (META) 3️⃣ Amazon (AMZN) 4️⃣ Palo Alto Networks (PANW) 5️⃣ NextEra Energy (NEE) 6️⃣ S&P Global (SPGI) 7️⃣ Walmart (WMT) 8️⃣ Microsoft (MSFT)
Lots of other companies that are expanding in areas that are producing energy *now* like renewables and natural gas **alongside** nuclear developments. $NEE
I agree. I like NEE also. I think the grid needs additional support. NEE helps with that. I also think CEG and GEV will also.
I’ve heard good things about those two. NEE is the largest utility provider in the United States though. They also have an impressive renewables network
Calls on JNJ NEE and MPLX. All of 2026. Plus puts on TSLA.
22.16% this year! VOO, NEE, HOOD, NVDA, TSM, QQQM
I like NEE for energy & power
The only possible reason for oil to rise in 2026 would be a war, the supply is too strong and countries are making a transition towards renewable energy, even China the 2nd biggest oil consumer. That is a real race, countries want to produce energy with as litle cost as they can make it. Invest in NEE or EXC
Since NEE is concentrated in USA and Current leadership being kind of flippant and cancelling projects, would BEPC international holdings be better for 10+ year holding the stock?
NEE is a pretty good choice. Pays a decent dividend also. Love the data center theme-"picks and shovels" is a good way to go. The demand for infrastructure is growing and the IMO they are kind of immune from the AI bubble volatility. What do you think of IES Holdings as data center play? Very under the radar and fantastic management team.
NEE and CVX for energy
bearish on oil bullish on nat gas even NEE will start using it to produce power so eventually demand will catch up with supply as they continue to scale to meet electricity needs BOIL not OIL
I called this selloff last night I called CMCSA over the weekend NEE and PCG are next utilities will win in 2026
NEE PCG NIO QCOM VG MRK notice how these arent dumping this is your chance to buy calls
I called CMCSA my next play is NEE
You are right, I bought OMAH in 2025, but growth is not great, came out with profit proof: [https://imgur.com/7BbBwSn](https://imgur.com/7BbBwSn) XLU will work, as I see a rotation in the sector. This is somewhat algorithmic funding that I find which sector is low and always started buying that sector until it gives me 10%-15 profit. Now, I just bought token XLU and also SO, NEE (not DUK - no so attractive).
I may be wrong in timeframe, but I bought and then sold it, finally moved to brk/b. At current environment you just buy companies like SO, NEE, DUK or XLU, they are bound to go bullish
Rate my portfolio Hello, I'm not some stock expert like you guys but make decent money and been investing awhile... Rate my holdings, or tell me what you would change! I probably won't listen, but I'll take it into consideration. Total Portfolio: $771K~ (all approx. numbers) VOO: $455K VYM: $109K SGOV: $98K (Slowly shifting to stocks, DCA) NEE: $24K LMT: $23K PYPL: 21K TGT: 21K UPS: 20K ADBE: 20K
i called DIS yesterday im calling NEE today buy leaps this is the ultimate energy play for 2026 covers both renewable and nat gas in one stock
Sweet, already have a little over 20K in NEE lol. I was intrigued by them when I lived in Florida and was wanting to work for one of the nuclear plants. I have since left Florida, but kept my stock positions.
There are so many to choose from, but it’s the discipline to not sell in major dips (its got be before). That being said, I’m very bullish on AI power infrastructure in 2026 - OKLO, VRT, BE, FSLR, NEE to name a few. So much so that I created a portfolio on the Dub trading platform earlier this year ($ENRGYMIX) that’s taking advantage of the whole stack! So far, +55% YTD.
It would probably be wise to diversify with some of the larger energy providers and builders too. GEV, NRG, DUK, NEE, ENB are all big enough so that if your individual plays like IREN, NXXT, etc blow up you'll still see some gains since the big providers will also have to scale.
I personally found that cutting my holdings to essentially only large cap stocks (only midcaps I own are Regeneron and Kratos Defense) improved profitability significantly. Less wide swings down and it’s much easier to make money on better companies, which large caps generally are. I typically pick my 15-20 highest conviction large caps and go in on them with the same amount (usually ~2k quarterly) then keep a satellite of 5-10 mid-cap stocks at $500-$1000. If they perform well, they continue to get quarterly contributions. If they don’t, I sell and put it into whatever high-conviction large cap is dipping. There’s just so much more uncertainty around mid/small caps, companies without established cash flows/profits, and less information available. I also stick to areas I know personally (tech, consumer, healthcare, defense, industrial) and stay away from those I don’t, regardless of the quality of company (no finance like JPM/V, no insurance like UNH/Allstate, no crypto like Coinbase/Strategy, no oil like Exxon/Chevron, no energy like NEE/GEV, no mining like MP/Coeur, no travel like Hilton/Delta even though Expedia has been at the top of my watchlist for a bit now). It works for me and I can still rotate away from tech and into my consumer/industrial/defense/health holdings if the Nasdaq drops
Top 5 dividend stocks: (to play long dated calls) CAT VZ NEE O PG -or- PFE Don't lose money on chips, kids.
Ooh la la, est-ce que c’est benis pronounced comme French ben-NEE?
The opportunity is real but the timeline is longer than headlines suggest. Here’s where the money will actually flow: **Near-term plays (2025-2028):** 1. **Constellation Energy (CEG)** \- owns the plants Big Tech is restarting. They signed Microsoft's 20-year, 837MW TMI-1 deal and Meta's 1,121MW agreement. With 24 reactors up for renewal before 2035, they're the incumbent that actually has operating assets. Stock already up on these deals, but more renewals coming. 2. **Uranium miners** \- Cameco, Kazatomprom. The supply chain is constrained and SMRs need fuel. No new major uranium mines have opened in a decade. If SMRs scale, uranium goes into structural deficit by 2027-2028. This is your commodity leverage without picking an SMR winner. 3. **Regulatory consulting firms** \- The bottleneck isn't technology, it's NRC approval. SMRs need site-specific licenses and Big Tech doesn't know how to navigate this. Firms like **Lightbridge (LTBR)** that specialize in regulatory strategy and nuclear fuel consulting are quietly essential. **Mid-term (2028-2035):** 4. **SMR manufacturers** \- **NuScale (SMR)** is furthest along, first US SMR approved by NRC in 2020. Problem: their first customer (Utah) canceled the project. But now they have Amazon's $500M commitment for Washington state. Still risky - no commercial deployment yet. **Oklo (OKLO)** is Sam Altman-backed and pursuing fast reactors; riskier, but if they land more deals like Meta's, it's a 10x play. 1. **Modular construction/fabrication** \- SMRs are factory-built. Companies that can mass-produce containment vessels and reactor modules will be critical. Look at **Doosan** (Korean, partnered with NuScale) and **BWX Technologies (BWXT)** \- they build naval reactors, similar tech, already scaling. **The actual bottleneck (and opportunity):** 6. **Grid transmission companies** \- SMRs need to be sited near data centers, but the grid in between is maxed out. **NextEra (NEE)** and other utilities building transmission lines to industrial clusters (Virginia, Ohio, Texas) will capture the "last mile" value. **What to avoid:** * **Pure-play SMR startups without signed PPAs.** The Google-Kairos deal is promising, but Kairos hasn't built a reactor yet. Same for TerraPower's Wyoming project (backing from Gates/DOE, but construction just started). Valuations are frothy on *announcements*, not revenue. * **"AI-powered nuclear safety" startups** \- regulatory bodies won't trust black-box AI for nuclear safety. Hype without a pathway to adoption. **Timeline reality check:** The first SMR units will come online around 2030 (Google's Kairos deal). Until then, Big Tech is mainly buying *existing* nuclear output (TMI, Clinton plant). The real SMR boom is a 2030s story, not a 2025 one. Bottom line: **Constellation Energy is your safe bet** (they have the plants, the PPAs, and no execution risk). Uranium miners are your leverage. SMR manufacturers are your moonshots - allocate accordingly.
$NEE especially after the recent rate hike.
AI will fall flat without the power it needs to run. I am investing in small ETF space POWR. I think it’s a great way to invest in the electrification of America. Here is what’s in it. Top 10 Company Symbol Company Name Holdings Percentage PWR Quanta Services Inc 6.43% NEE NextEra Energy Inc 6.40% ETN Eaton Corp PLC 5.89% GEV GE Vernova Inc 5.08% CEG Constellation Energy Corp 4.61% EQT EQT Corp 4.60% SO Southern Co 4.05% FSLR First Solar Inc 3.93% DUK Duke Energy Corp 3.78% HUBB Hubbell Inc 3.43% View all Holdings by Weight Sector Exposure Utilities 49.16% Industrials 29.77% Energy 14.28% Information Technology 5.40% Materials 0.84% Industry Exposure
D supplies energy to the area where there are a lot of data centers, Northern Virginia. NEE is the largest utility, so it should de well in the future.
Big cap energy supplier Eversource (ES) went on sale down $9.28 yesterday. Like NEE did a few months ago quickly recovered all of it. New England high dividend.
PWR is my holding for this issue. Other power/energy related positions I hold include: CEG, NEE, GEV, AES, with CCJ and BWXT instead of the speculative SMR companies.
$GEV and $VRT are the plays. Could take a look at $CEG, $VST, TLN and $NEE as well.
You're thinking correctly. AI infrastructure (datacenters, power, cooling) is the right play vs chasing model companies. **Your thesis is solid:** \- Datacenter compute demand = 10-20 year tailwind \- Cooling is critical (40MW racks generate insane heat) \- Every watt matters (power costs are 40%+ of datacenter opex) **Specific stocks in your focus areas (under $200):** **Datacenter Power & Services:** \- **VST** (Vistra, \~$120) - Power generation for datacenters \- **NEE** (NextEra, \~$70) - Renewable energy + datacenter power **Cooling:** \- **VRT** (Vertiv, \~$130) - 60% market share in high-density cooling \- **CARR** (Carrier, \~$80) - Datacenter HVAC systems **Compute Infrastructure:** \- **SMCI** (Super Micro, \~$45) - Server infrastructure (volatile but pure play) **One layer you're missing: Networking** \- **AVGO** (Broadcom, \~$170) - Custom AI networking chips \- AI clusters need 800Gbps interconnects. AVGO dominates this. **Space datacenters:** Too early (10+ years out). Stick to terrestrial infrastructure for now. **My take:** You're early and right. Elite funds are loading power/cooling plays while retail chases NVDA. Check recent 13F filings—CEG, VRT, VST all showing up. Focus on infrastructure. Let others fight over who builds the best AI model. Not financial advice. Just confirming you're on the right track.
This is why I have an energy sector in my AI portfolio, currently that's: CEG, GEV, CCJ, AES, BWXT, NEE, PWR. And it's also why the datacenters/neo-cloud are a great short term trade for the next year at least, and they're all on sale today...
I made pretty good returns on NEE. Dipped back in and hoping it continues. Hate the reasons for it, but I might as well ride the wave so I can afford my own utility bills.
Always easy to see in hindsight 😂. Trying my futures philosophy on options for the first time. The NEE one already failed (down 20% when I exited), we’ll see what happens with CVS, but you’re right, it may be too late.
Moves lower are increasingly efficiency, and moves higher are decreasing in efficiency at the same time. So a drop of .10 takes less volume than it did two weeks ago, and an increase of .10 conversely takes more volume than it did two weeks ago. Therefore, barring any major positive news release in the next week or two, we should see a decent size pullback. NEE did not play nice on Friday. They put out some exciting news about an upcoming acquisition and rode that s&p recovery right up to my stoploss lol but that’s the game right… can’t win um all
My son is vegan and has expressed a similar concern. While I haven't researched deeply, here is a list I have compiled for him to vet: HASI, ISRG, NEE, CWEN, PMTW, CAVA, CAJPY. You aren't going to find any perfect company in which to invest, but if you can seek the least harm, these might fit your agenda.
Is it not true that RVPH is presenting both at the SPARTAN INVESTOR CAPITAL CONFERENCE in NEE YORK CITY on NOV 3rds/2025 - as well as at the CNS SUMMIT in BOSTON MASSACHUSETTS from NOV 2-5th? This could be a monumental week for RVPH - and begin to funnel it full of hype for all of NOVEMBER - through to leading up to the hopeful FDA meeting in MID DECEMBER - This could finally be the time RVPH becomes the front runner for crazy climbing and growth - 🚀 This process range now is the very lowest you will be able to enter into - Let’s hope RVPH gets the attention it deserves and skyrockets in the weeks and months to come!
Totally different company than NextEra Energy Inc. (NEE on the NYSE) of Juno Beach FL that is huge and employs 16k+ people… The name of the company you’re promoting seems like a ln effort to capitalize upon the recognized name of the larger firm I have noted.
Google Class A and Class C stock. I also like NEE and rocket lab.
NEE GOOG nuclear partnership Google and NextEra Energy sign a 25-year agreement for Duane Arnold's energy, as well as an agreement to explore deployment of nuclear generation nationwide
Google now has nuclear (NEE, Commonwealth Fusion, Kairos), hydro (Brookfield), solar (Energix), storage (Intersect), geothermal (NV Energy, Fervo) and a bunch of tie-ups with utility and datacenter companies. They are putting in insane work to secure land and energy.
is NEE news about GOOGL partnering up to reopen a closed IOWA nuclear power plant part of earnings tomorrow 10/28 or for next earnings? Buy calls?
yall see that $CLS and $NEE move in the after hours? whoaaa. $CLS had a $40 move in one 1 min candle. $FRGT, SDA LUNG ATCH AGH RELI DDD. I be keeping an eye on them come 4 a.m. especially $CLS and $LUNG. weve all seen those wild A$$ moves right at the 4 a.m pre open. hope yall had a good green day. good luck tomorrow everyone
Another Nuclear blurb, is it really back on the menu? [https://www.stocktitan.net/news/NEE/next-era-energy-and-google-announce-new-collaboration-to-accelerate-5rvhswp1nfbm.html](https://www.stocktitan.net/news/NEE/next-era-energy-and-google-announce-new-collaboration-to-accelerate-5rvhswp1nfbm.html)
Today Opened Positions: - Calls: AMT CARR CDNS ECL GLW NXPI UNH - Puts: NEE UPS Subject to adjustment before close.
Everything data center related to power AI in the next couple of years: WULF, IREN, GLXY, APLD, DVLT, NEE, DBRG, WLDN, NUAI
I have some XLU, but it has a lot of exposure to NEE which is renewables-focused and has been very volatile due to national politics. Mostly I have DUK and SO and they've done very well. I picked them specifically because they cover red states and have cozy relationships with regulators and government. I also have some D, which is in Virgina. They had a disastrous period due to mismanagement, cut the div and I dumped most of it. But supposedly northern VA is going to be a hot spot for data centers, so it's recovered some. I haven't put any new money in it. Don't buy any utils that operate on the west coast. If interest rates start going up, utils will come down to the bottom of their channel and you can buy. The DJ Utilities index has one of the most rock solid long-term, well-defined upward channels you will ever see.
Didn’t EOSE recently have partnerships with giant developers like NEE? That would drive the growth potential of a stock.
NEE puts about to print over the next couple of weeks
FOMO is real 😅 I've learned to stop chasing what already ran and look for what's next instead. I use [stockpeg.com](http://stockpeg.com) to find undervalued growth stocks (low PEG ratios). Some on my radar: CRWD - PEG \~1.2 * Cybersecurity growing 30%+/year * Every company needs it TSM - PEG \~0.93 ✅ * Makes chips for Apple, Nvidia, AMD * Way cheaper than US tech * Taiwan risk though ASML - PEG \~2.1 * Monopoly on chip-making machines * Benefits from AI no matter who wins Honestly though, you've got a solid base with VOO + QQQ. I keep 70% index funds, 30% individual picks. Since you're already heavy tech, maybe look at sectors that benefit from tech: * Utilities with data centers (NEE) * Semiconductor equipment (KLAC) * Cloud infrastructure (NET, DDOG)
NEP used to be NEE renewable side then they spun off to XFIR and went red real quick. Also look into POR, ED, DUK, D, SO, AVA
$NEE let's go. Build the data centers where the nuclear plants already are.
Utilities & Mining I think will be good themes to hit on as time goes on. Been holding NEE since the liberation day sell off, and bought RIO around $56, starting to see some break out there as well. I think the main risk to these holdings are general economic slowdown but given the demand that is coming from AI data centers and capacity buildup for electricity and metals specifically, these are likely great plays on a pricing power basis especially if we end up in a more stagflationary environment, in my view.
I've done really well on $NEE over the years. The FL government has let them basically do whatever they want, and they have strong nuclear capacity above what they need to keep their state mandated consumer rates at what they need to be. They'll pop when we're clear of hurricane season without a data center deal, and an announcement like this would definitely shoot it up 20-30 percent. I'll write some more up on this hypothesis and come back around.
Re: NEE. Solar in the US is cooked for the next 3.5 years, don't bother.
Following the same logic - which is energy companies that are providing energy to data centers - here are some others. Note - I’m not invested in these other ones, so do your own DD and let me know. Maybe I’ll join you…. TLN (nuclear, but contracts with Amazon), NRG (natural gas), NEE (volatile renewables), EQT (natural gas), GEV (equipment/infrastructure)
NEE has a solid base an can easily surge bigly with AI energy demand