Reddit Posts
the market hates solar so naturally i am buying all the vitamin d
tik tok TOY TRADE: NEE-DOH sells out this quarter. Not priced in yet
Looking for an Energy ETF that captures energy powering AI
Viral Tik Tok Toy NEE-DOH is sold out and no one knows it’s stuck inside a Business Development Company.
Sold out toy is hidden inside a Business Development Company (BDC)
Best energy stock to buy and hold for next 2 decades
AI Demand Is Forcing The Grid To Behave Like Software
AI Demand Is Forcing The Grid To Behave Like Software
The Real Bottleneck In AI Might End Up Being Power Quality, Not Power Supply
AI Data Centers Aren’t Just Using Power Anymore… They’re Starting To Manage It
The AI Boom Is Creating a New Class of Energy Winners
Why smart cities are actually energy projects
We’re Moving From “More Power” To “Smarter Power”
The Grid Can’t Keep Up… So The System Is Changing
AI Data Centers Just Became Grid Assets… Cities Are Next
Smart Cities Aren’t About Apps… They’re About Power
The Grid Isn’t Scaling Fast Enough For What’s Coming
Google Just Locked In Power Equal to 2 Million Homes… For One Data Center
Why Energy is Shifting from Economics to National Strategy
The Market Is Starting To Price Energy Differently
Energy Is Becoming A National Security Issue Again
Why Big Money Is Moving Into Energy Names Like NEE and BE
The Grid Was Built For Stability… Not What’s Coming Next
Clean Energy Stocks with an eye on Politics and eventual change in 2026 and 2028 in US Politics?
NEE: NextEra Energy Q4 Earnings Call - Live Transcript on WallStreetBets
My 2026 Picks: Stocks I feel are Undervalued
Which renewable company do you think will dominate going foward Nextra or Brookfield and why?
The market is still mislabeling this. These are infrastructure-style contracts.
2026 Might Be the First Year the Grid Sector Outperforms the Renewable Sector
Not All Clean Energy Names Are Equal - The DOE Just Drew a Line Between Survivors and Strugglers
Energy 2.0 Isn’t About New Power Plants, It’s About Smarter Ones
The DOE Just Changed the Energy Playbook - These Are the Names to Watch
SPY $686 Call TSLA $445 Call NEE $90 Call NEE $86 Call INTC $41 Call Somewhat ironic.
The Hidden Players Cashing In On The Power Grid Crisis
Who Actually Wins When AI Overloads The Grid?
Dividend Utilities Are The Safe Bet. Microgrids Are Where The Torque Is.
Japan-Level Power Demand From AI Means The Old Playbook Is Dead
When The Largest US Utility Bets On AI Power, Small Caps On The Same Trend Get Interesting
From Giants To Microcaps: 7 Energy Storage Winners To Watch
What Comes After Base-Building For NXXT - Catalysts To Watch
$NEE - Clean Energy, Dirty Fundamentalth
$NEE - The NextEra of Bagholders Has Arrived
$500 May Not Sound Like Much, But It’s Everything I’ve Got - $NEE $82.5 Put x1 12/19/25
Defensive stocks ideas as we enter AI bubble?
OpenAI <> AMD deal could have been predicted. More partnerships are coming in the next 1.5months.
Electricity and coal stocks: NEE, NRG, VST, BTU, CNR, and XLU
How Vibes Became a Nearly Undefeated Economic Indicator
NEE - Boring utility with nuclear upside
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
Sunrun -35%, SolarEdge -30%, First Solar -16% as Senate Bill Cuts Green Incentives, EV Credit Ends Early
SEI — THE MICRO-CAP POWER SLINGSHOT THAT’S GONNA RAW-DOG THE AI BOOM 💥🚀🌖
$20.5K Profit on OKLO Calls Today. Could It Fly Further?
Banking on NEE to drive the data centers
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"
Mentions
definitely. also like NEE cause they partnered with google
I really like NEE. But I also hold XLE and PBW.
plus these none biotech deals all in our book months before the deal l LNKB → Burke & Herbert – $354.2 million (all-stock, closed May 1) NSTS → Brookfield Bancshares – $73.7 million (all-cash) Dominion Energy (D) → NextEra Energy (NEE) – \~$67 billion all-stock Caesars Entertainment (CZR) → Fertitta Entertainment – $17.6 billion ($31 per share)
Bro if youre hands are truly tied by morality then just literally google that shit for ideas for ethical companies to invest in there are plenty: * **Renewable Energy:** **NextEra Energy (NEE)** is a major investor in wind and solar infrastructure. * **Environmental Sustainability:** **Waste Management (WM)** focuses on recycling, waste reduction, and renewable landfill gas. * **Healthcare:** **Thermo Fisher Scientific (TMO)** and **Medtronic (MDT)** lead in life sciences and ethical medical technology innovation. * **Consumer Goods:** **PepsiCo (PEP)** and **Costco (COST)** are recognized for supply chain sustainability and strong employee satisfaction metrics.
Um no theyre not look at VPU and VDE for example. Or the major guys in them like Exxon and NEE. Theyre down since this bull run started. I know Im arguing with a chatbot but its just pure bullshit unless you want to cherry pick.
Software is a drop due to ai Cap x spend will go to industrials/energy/utilities/semiconductors For example HUBB/CNQ/NEE/NVDA
I also believe this. I am torn between buying next era energy next or waste management. $NEE is going to boom, but every time $WM has had a 13%-18% draw down they have rallied hard. Either way both are getting added.
Utility energy is a good bet, $NEE is my next buy. They are merging with Dominion and will be the largest energy company in North America. They are going to run the data centers. Huge moat, low risk, giant upside.
I'd say exactly this. I've bought some BEPC just a little but NEE all the way especially after this acquisition announcement
We're rotating into energy infrastructure/generation/storage, homies. GEV, VRT, CEG, PWR, FRVO, ETN, XE, NEE...
$RUBI coming back down to earth, I'm glad I got in & out. It's insulting seeing a stock so green & somehow you lost money on it... I'm taking the rest of the day off, made my gains & I'm loading into the dips on some of my core holdings ($IWMI & $UTF). Don't sleep on $NEE's merger with $D; $UTF & a few other ETFs give you exposure to that. Chase tech all you want but it's infrastructure all day for me baybay.
Fun idea. I used my chatbot and backtesting tool to help me build a portfolio excluding tech stocks because of AI overvaluation worries. It helped me derive 8 stock picks and I selected the portfolio weightings: DUK 13% WMT 15% T 12% NEE 12% PG 14% KO 14% MRNA 10% LLY 10% Backtesting the portfolio over 10 years yields an 11.31% Alpha over the SPY ETF, Beta of 0.41, Sharpe 1.96, CAGR 13.76%, and Max Drawdown -50.55%. Total Return of the basket 262.81% vs SPY's 251.50%
NEE been on a strong run as well - I think govt lobbying has also had a hand in some of the solar energy boom recently.
$NEE is a gift here under $90 … this admin is green lighting all acquisitions that benefit American power generation. Prepare for insanity over the next decade
Whatever... My D is up 11% on buyout from NEE LONG D
Can't wait for pre market to open and try to price the acquisition of D by NEE.
NRGV, already up 8x from lows(i bought at 1 so i'm up ~6x). turned the company from a joke to a mini NEE and successfully executing. Likely to end up ~10-20 depending on important projects in 2026 - one of which is powering AI.
That feeling when the stupid utility you own gets a buyout offer the day after your covered calls expire. NEE to aquire D
I'm surprised nobody ever mentions NEE on these posts. They are the world largest renewable energy company in the world... They already have two reactors and a contract with Google to provide nuclear energy. Yes their ulitity business is boring but their renewable segment is where they can make money
NEE is the best energy stock in my opinion
My current positions are ARM and SWKS and I'm eyeing NEE. I'm just too tired and stressed ri chase big tech now.
Holding $NOK, $NEE, $OXY, $SLV calls
PLNT is changing the game they literally just struck a deal with IRM ans NEE to use the power output from the treadmills to support the grid. Profits are about to be UNREAL
With your stocks probably hard for you to do. I have NEE, XOM, and WMT. I plan to hold for over 5 years, some held longer. I just get higher dividend growth that moves my roi , and higher CC premium. My dividend on XOM is like 7-8 percent and still growing , just add in the CC, and I'm at a high percent. Over 20 % on those just raises my roi,, some will be paid off with in a year. You guys be asking the wrong questions. Same logic can be applied to long calls.
I own the shares of AMD and SNDK so no leaps on them. I have strikes all over on MU, $350, $410, $450, $530,$550 and $600 on MU but the heavy lifting are the $350's. I buy more leaps as I rotate out of other things Oh and I am also in NEE since you asked earlier. As to the spreads, they may have tighter ones and for better or worse I do not pay attention to them these move so rapidly splitting hairs seems counter productive. I will hit the order with a mid point and sometimes just market buy or sell if something is moving and I want to jump out and back in. Call me a regard but I guess I don't pay attention to those details.
NEE was 50-60 and you waited when it had 50% run 🤦🏾
You mean for earnings or long term? Just missed a big EXE and NEE earnings as well. Lots of big oil reports this week and they all dipped down after early Iran height but ehhh. For AI tied stuff: VST, Dominion (D), CEG reporting this week or next. OKLO too but meme stock. Longer term - Mtdr and PR high chance of acquisition targets later this year. Exe massively beat earnings, record cash flow and is way down, corporate merger and shakeup issues keeping it down atm.
IMO the absolute best value lies with LNG names like $LNG and $VG. But you can’t go wrong with ulities like $NEE, $CEG, or $DUK.
The green new deal was about to create trillion dollar utility stocks like NEE. Then mango killed it. But then he uno reversed himself with Iran war and now we're back to the phase of hopeful rerating upwards.
NRGV, literally a growth based version of NEE, except with international presence. The huge run up is due to them shedding their shitty spac story and actually creating a real next generation energy/battery company. This only happened last year so its in the process of being rerated. Some basic research and you’ll see the potential gold in this stock.
I posted a few times about NRGV, but no one listens. Going through a violent rerating after going from a joke spac to an international growth version of NEE. Anything under $30 is a discount.
NEE isn't renewable more traditional
That's why im watching BESS NXXT NEE and bunch more
I’m up today bigly but still pissed I waste money on GD and NEE calls, could’ve easily been 10s of thousands if I put that towards SPY
They're following the NEE blueprint with massive amounts of diversification in the EU/Japan/Australia/US. Either they continue growing the share price or eventually turn into a dividend machine. 20% insider ownership(always increasing) - Toot money flowing in 2:1.
Leaps on NEE, CCO and FSLR. 🥭 delivered the best possible ad for clean energy. No more dino juice for anyone
The best risk reward you’ll get right now is stuff like ASML, AMAT, KLA, AVGO, MRVL, and to a lesser extent MU. Couple weeks ago would have been much better valuations for all of those but the way things are going, you might get another shot in a couple more. Then in the lower risk level, like others are saying, power and related stuff. ETN, NEE, VRT, VST, and when it calms down a bit, CAT.
C'est une sélection audacieuse pour 2026. Tes thèses sont très axées sur le "récit" (storytelling) et les catalyseurs industriels. Pour équilibrer ta confiance, j'ai passé tes choix au crible de mes analyses quantitatives **ValorysTrader**. Voici un retour sans détour, confrontant tes arguments aux chiffres froids du marché en ce début avril 2026. **1. Amaroq Minerals ($AMRQ)** * **Ta thèse :** Transition réussie vers la production, catalyseur Phase 2 au T2 2026. * **Mon avis :** L'outil confirme le virage stratégique et l'optimisme des analystes pour 2026 (+96% de revenus prévus). Techniquement, le titre montre des signes de **survente (RSI 30,62)**, ce qui appuie ton point d'entrée. * **Le bémol :** C'est un dossier **hautement spéculatif**. Les fondamentaux actuels sont encore dans le rouge vif avec une marge nette de **-127,83 %** et des flux de trésorerie négatifs. La "machine à cash" est une projection, pas encore une réalité comptable. **2. Ferrari ($RACE)** * **Ta thèse :** "Hermès de l'automobile", pouvoir de prix imbattable, immunisée contre les taux. * **Mona avis :** C'est le seul **"Quality Compounder" exceptionnel** de ta liste. Les scores de qualité sont au plafond (**97/100**) avec un ROE stratosphérique de **43,22 %**. * **L'opportunité :** Tu as raison de ne pas regarder que le P/E. L'action est actuellement proche de son plus bas sur 52 semaines avec un **RSI de 28,47**. Ce repli technique est une opportunité rare pour une boîte de cette trempe. **3. Aston Martin ($AML)** * **Ta thèse :** Pari de redressement (turnaround), livraison de la Valhalla, valorisation plancher. +1 * **Mon avis :** C'est pile ou face. Si l'aspect spéculatif est là, la santé financière est critique. L'**Altman Z-Score est à 1,5**, ce qui indique une zone de détresse financière. * **Le risque :** Avec des capitaux propres négatifs et une dette élevée, le marché attend plus que des promesses de supercars. L'IA reste **neutre (40/100)** en attendant des preuves de stabilisation du bilan. **4. Fluor ($FLR)** * **Ta thèse :** Contrats dérisqués, acteur du nucléaire/SMR et des centres de données. * **Mon avis :** Le carnet de commandes est solide ($15,5 Md de revenus), mais la rentabilité GAAP peine à suivre (marge nette de **-0,33 %**). * **Le signal :** La situation de trésorerie est saine ($3,77 Md), ce qui valide ta thèse sur le rachat d'actions. C'est un dossier pour les investisseurs "Value" patients, mais attention à l'**incertitude technique à court terme**. **5. L3Harris ($LHX)** * **Ta thèse :** Défense technologique, scission d'actifs pour libérer de la valeur. * **Mon avis :** C'est une valeur mature et fiable (25 ans de hausse du dividende). Cependant, l'outil suggère que tu paies peut-être trop cher aujourd'hui : le **P/E de 41,54** est élevé par rapport aux standards historiques. * **Le conseil IA :** Le momentum s'essouffle avec un **signal de vente MACD**. L'IA recommande d'attendre un repli vers la zone des **310$ - 340$** pour optimiser le ratio risque/rendement. **6. Capital One ($COF)** * **Ta thèse :** Acquisition de Discover, synergies massives, sous-évaluation. * **Mon avis :** Gros potentiel de valeur. Si l'on normalise les bénéfices (en ignorant le creux cyclique actuel), l'action est **fortement sous-évaluée**. * **La solidité :** Contrairement à beaucoup de banques, COF affiche un ratio **Dette/Equity très bas (0,44)**. Malgré un momentum technique baissier, c'est un excellent candidat "Value" pour 2026. **7. NextEra Energy ($NEE)** * **Ta thèse :** Combo gagnant Utility + IA/Data Centers, 10 % de croissance du dividende. * **Mon avis :** Thèse validée par les chiffres. C'est une entreprise de haute qualité avec un **sentiment Bullish (75/100)**. * **La force technique :** C'est l'un des rares titres de ta liste avec un **momentum haussier solide** (prix au-dessus de la SMA 200). Attention toutefois à la sensibilité aux taux d'intérêt vu l'endettement inhérent au secteur. Tes convictions sur **Ferrari** et **NextEra** sont solidement épaulées par la data. Sur **Amaroq** et **Aston Martin**, tu es en plein territoire spéculatif : le timing technique sera tout aussi crucial que la livraison de tes catalyseurs. Si tu veux confronter tes prochaines thèses à ces scores factoriels, tu peux générer **3 analyses gratuitement**. J'en offre **7 supplémentaires** à ceux qui veulent suivre leurs positions de près en laissant leur mail : [**valorystrader.vercel.app**](http://valorystrader.vercel.app)
Anyone else notice unusual options activity on NEE and BE lately? Seems like big players are positioning themselves in the energy sector.
You're right! I sometimes think I can trade on the short term market pulls....tariffs, war, random TACO announcements...but I always fear I'll make a mistake. But when I see my MPC, XOM, and even NEE shoot up in this environment, I regret not shifting some of my other holdings and take advantage of the spikes. Totally shoulda sold SOFI #25 but we didn't know Iran would happen. Shits happening way too fast....
GEV NXXT FLNC NEE, plenty more.
Plenty, from top of my head VRТ GЕV NХХТ FLNC NEE. But theres news on this topic almost daily so not only DD is needed but checking news daily too. BE might turn around shortly as well. Not advice ofc.
NEE and BEPC/BEP still core, but the stack is clearly getting deeper now
NEE, FLNC, VRT, and GEV all cover different parts of that transition, which is why the stack matters.
NEE, CEG, FLNC, and VRT all look relevant here because each one touches a different bottleneck in the same chain
FLNC, VRT, NEE, AES and GEV all make sense to watch here because they each touch a different layer of the same transition.
NEE, AES, CEG, FLNC, VRT… and I’d add NXXT at the tail end of that list if the market starts rewarding the orchestration layer too.
NEE and BEPC/BEP still core but the stack is clearly getting deeper now
NEE and BEPC/BEP still anchor the space, but the real change is happening in how energy is managed.
Demand response at that scale shows this is already happening, not just future talk NEE and CEG benefit on supply side, but flexibility layer is where things get interesting
NEE, AES, and CEG make sense as backbone plays if cities start scaling like this.
I’m buying MSFT and more VRT. Just bought NEE.
| Metric | NXT | NEE | |---|---|---| | Revenue Growth | 20–40%+ YoY | ~6–11% YoY | | Free Cash Flow | Positive, ~$620M FCF | Structurally negative (CapEx) | | EPS Growth | ~59% 5-yr CAGR | ~8–9% annually | | Debt Load | Near zero ($0 LT debt) | $95.6B, growing | | EPS Beat Rate (3yr) | ~100% — avg surprise 20–89% | ~75% — avg surprise 3–9% | | Stock Return | ~350% since Feb 2023 IPO | ~24% total over 5 years |
No. NEE is the largest producer of renewable energy in the world.
I think NEE was a factor as well. The stock recently received federal approval for 10 GW of natural-gas generation projects.
NEE is the largest producer of renewable energy in the world…
I've been watching the options activity in NEE, definitely seeing some bullish positioning. Anyone else tracking unusual options volume?
NEE and BE getting attention is usually an early signal, not the end of the move
Global data center electricity consumption is projected to more than double by 2030, with a single AI query using ten times more electricity than a standard Google search. While natural gas currently dominates about 40% of the market, the mix is shifting toward cleaner sources like nuclear and renewables to meet these insane power requirements. You can use trylattice to monitor stock filings for utility companies like NEE and SO because it can help you identify which ones are expanding their transmission infrastructure to handle this 1,000 terawatt-hour surge.
Best of those are AMRQ, NEE, and LHX . Those will make money. The others not so much
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