NXT
Nextracker Inc. Class A Common Stock
Mentions (24Hr)
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Pre-Market Gainers and Losers for Today (July 15, 2026) 📈 📉
If energy sector booms due to data centers which energy subcategory will trend hardest?
the market hates solar so naturally i am buying all the vitamin d
GNSS - Profiting from the civil unrest surrounding ICE and the current admin.
$ELUT: FDA Catalyst Presentation TODAY + Insiders "Loading the Boat" at $0.50
$ELUT: Q4 2025 Preliminary Results, $44M in Cash, and a $1.5B Market Opportunity.
Some equites I’ve been building a position in but don’t see mentioned much
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
$LTRY - Murray now moves up to 11th in the INDY NXT standings with 91 points as the series heads next to World Wide Technology Raceway for its first oval race of the season on June 15.
ARRY missed and selling off and RIVN missed and probably will give up after hours gains
Solar tech firm Nextracker stock rallies 24% after upsized $638M IPO (NASDAQ:NXT)
Mentions
I already knew that, but NXT was hit much much harder than anything else in the solar energy sector today. Something happened here. We just don't know what it is yet.
NXT dumped -10% today. I am trying to find any related news but found nothing negative.
Every day, I rue that I didn’t trim NXT, fuck…
I work in utility scale solar. No mention of NXT here is concerning. Acquisitions, growing revenue and record backlog. Record marketshare and leading #1 for like 10 years now. Growing overseas market share as well. Once they start to monetize the acquisitions as new revenue streams. It's only just begun IMO. FSLR is seeing head winds and needs to innovate. Alot of risk to change in us policy.
NXT, stop crashing, you dogshit stock
Damn, why didn’t I sell more NXT before it started absolutely crashing??
I've been looking at NXT for a minute
The fact that no one in this sub ever mentions NXT has me feeling more confident in it
Few notes; 1) solar just went on a huge run. Stocks like ShLS and NXT went crazy in May. 2) solar benefits from high oil prices, but is hurt by higher interest rates. A portion of the cost of installation is financing. 3) solar is seen as a data center play and data center plays have been getting sold this week.
Can anyone help me understand why NXT and solar stocks (see TAN) are down in light of the shitshow that is Trump/Iran? I'm an amateur investor and figured (perhaps naively/erroneously) that shocks to the oil industry would help solar more than it would hurt it.
NXT crashing hard this last week, yikes...
I’m in SHLS, FSLR, NXT, and MWH All reasonable here. Some more than others.
Damn, should’ve sold more NXT when I had the chance, it’s had quite the violent drops
You talk about them like they're doing the exact same thing when they're not. I don't dislike FLNC, but they're definitely not the only BESS company - NXT just bought one the other day. Am long BE, have occasionally traded FLNC. I don't mean to be harsh but I really dislike the AI posts. They don't provide a balanced take - it's just ChatGPT providing a very positive word salad on whatever company it's prompted to. Nobody checks the AI work, it's just copy paste and inaccurate comparisons (if you want to make a case for FLNC, fine but "THE NEXT BLOOM!?!?" - two different approaches but you wouldn't know that from reading this), among other issues.
I only bought NXT a couple weeks ago and I'm up 25% lol. There is a lot of momentum going on but I'd avoid entering NXT for a bit and focus on the others that have a better buy atm, til NXT calms down. Smery, vestas, and gev all seem decently valued
I sold some GEV in recent weeks, not buying more of that at this point. I bought NVDA several years ago and saw it as a fantastic long-term investment. I have owned a lot of AI infrastructure over the last 2-3 years and that has been a fantastic theme (when that is over, I can't fathom a more lucrative theme for years and years) but it's not a long-term one. Investment will not keep at this pace forever and the moment you start to see growth slow/backlogs come down/etc a lot of stuff is going to re-rate - but the market will start to try to anticipate that in advance. Is that this year? Probably not unless the economy ex-AI materially deteriorates or some other headline curtails AI spend. Next year? Maybe for some of these AI infrastructure/bottleneck trades. That's not saying these are bad businesses - not at all - they are good businesses having the best time they've ever had but the stocks are priced as such and with something like power, you have everyone trying to get a piece. BE is about a 10x since last Summer. FTAI/GE are using aerospace engines as turbines. Solar company NXT bought a battery company and was up another 15% yesterday. People thought solar wouldn't do well but it's having a very good year, so it also becomes not just owning one particular type of power company. I'm not saying that the theme can't continue for a while longer (I own GEV, BE and a bunch of other names), but the theme is not indefinite and people should not treat it as such, or with how much this stuff has already gone up they shouldn't treat it as early either. Lastly, clearly you haven't seen any hint of demand slowing at all - just saying it eventually will unless we're going to build data centers on every corner like Starbucks. I wouldn't treat these names as long-term holdings if one owns them, I'd treat them as names were you have to continually re-assess where you think things are because while GEV has been a fantastic holding for me, I don't want to own it on the other side of the demand it's currently enjoying.
Thank u, NXT Ariana Italian Grande knew all along
been watching it.. still waiting for a ramp back before entering. Glad I bought NXT while waiting & SMERY was a good buy today.
My guess is the NXT selloff is profit taking since its risen so much lately and I believe is near 40 P/e now
I mean do I really have to say anything about NXT at this point? Everyone knows by now right?
what on earth is going on with NXT rn
NXT on quite a run this year/solar broadly doing pretty well.
Why is no one on the NXT train? What more do you want? They are the best at mass solar and we need more energy massively No one listened when their p/e ratio was under 8. Now it's 35 and they're still pumping
For people who haven't been in on my NXT rants, it's up 6% in PM today as well
AI can’t get enough energy - robotics is already coming a big way also needs energy . Solar will be undeniable - FSLR still low PE, NXT. ENPH will be a winner again it’s pivoting to commercial and data center from pure residential
I don't think solar is speculative, but I think commercial is more compelling than residential, although some of the residential names lately have made some moves towards commercial. Perhaps with the cost of electricity residential becomes more of a thing, but it's still for many people a loan in a high interest rate environment and a time where a lot of people struggle broadly with affordability for a lot of things. Am long NXT and a couple of other names.
What are the “better plays”. My best performing solar stocks currently are FSLR and NXT
We need energy. What gives the most free energy? The sun. What stock is the best solar investment? NXT. Works large scale, develops and installs the whole solar stack, industry sentiment at a low due to the administration yet still cheap and fundamentals are hitting every time because imthe technology is undeniably necessary for the future across the globe, not just in the u.s. Plus the software for their stacks are subscription based
What's your NXT cost basis?
NXT doing heavy lifting for me today since RDDT is so volatile all the damn time lol
I am OPEN for MX going to moon NOW and KSS my beautiful Tinder match NXT
People talk about an affordability crisis for many and a K-shaped economy; "an EV in every driveway" isn't realistic. Additionally, the auto industry has always been a mediocre one for investors with few exceptions + promised improvements in charging infrastructure haven't materialized to the degree people hoped (and the publicly traded ones have looked for a while now like they're going to 0.) Commercial solar (NXT, for example) has been a better play than residential for a while now although with 800V and data centers, some names previously considered entirely residential solar focused with exposure (SEDG; https://investors.solaredge.com/news-releases/news-release-details/solaredge-and-infineon-collaborate-advance-high-efficiency-power) have been lifted by that. "FCEL" People have been trying to bid this up as something they think will be lifted by BE's success, but BE is the one getting multi-billion dollar deals like the one today from NBIS.
SMERY, NXT, and VWDRY are all up like 140% the past year whereas big oil corps (Exxon, shell, Chevron, BP) are only up 35% average. People are definitely throwing money into renewables now.
I have profit making the second highest weighting of 18/100 behind 5yr revenue growth at 25/100z Based on profit margin alone on a percentile scale, RKLB was 32nd out of the 40 AI, space and renewable stocks I am interested in. NBIS, NVDA, AMSC, META, MSFT, GOOGL, FSLR, IBM, NXT, and ENLT were the top 10 on profit margin alone, RKLB ranks higher overall since it is #1 in 5yr revenue growth and price/sales ratio, while being average in most the other factors.
I have profit making the second highest weighting of 18/100 behind 5yr revenue growth at 25/100z Based on profit margin alone on a percentile scale, RKLB was 32nd out of the 40 AI, space and renewable stocks I am interested in. NBIS, NVDA, AMSC, META, MSFT, GOOGL, FSLR, IBM, NXT, and ENLT were the top 10 on profit margin alone, RKLB ranks higher overall since it is #1 in 5yr revenue growth and price/sales ratio, while being average in most the other factors.
I have profit margin the second highest weighting of 18/100 behind 5yr revenue growth at 25/100. Based on profit margin alone, on a percentile score RKLB is 32nd out of the 40 ai, space and renewable stocks I was interested in that seem to be doing well at first glance. NBIS, NVDA, AMSC, META, MSFT, GOOGL, FSLR, IBM, NXT, and ENLT were the top 10 on profit margin. RKLB ranks highly since it is #1 on 5yr revenue growth and price/sales ratio, while being average on most the other factors.
I gave profit margin the second highest weight at 18/100 behind 5yr revenue growth at 25/100. Ranking all of them on percentile 0-1, RKLB was 32nd. NBIS, NVDA, AMSC, META, MSFT, GOOGL, FSLR, IBM, NXT, and ENLT were the top 10 out of the ai, space and renewable stocks I was interested in
bought NXT yesterday. Also own FLNC TE and EOSE.
Holding NXT, best one I can think of. MWH is on watchlist, probably will start position. Geothermal company went public yesterday, FRVO. On watchlist and need to dig into it more once it steadys out if that makes sense. I like FLNC for the backlog but don't own it. Alot recommend FSLR too. I prefer utility scale solar over residential.
What renewables stocks are you guys holding? Currently in ENPH, MWH, and NXT. Doing well in all of them but looking to keep expanding. Trump admin won't be around forever, imo these have already bottomed and will be big winners over the next 5 years
What's your NXT cost basis? My favorite pick and all thanks to reddit
Closed today: *WIX puts and NXT calls for a solid win this morning* Opened today May 13 - Calls: LGN • LUNR • ORKA • VIK - Puts: CSIQ • HMC • STAA Disclaim-der: you can make money or you can make banana cream pies. Why not both? Also, this is not any sort of investment strategy or advice. Pull the handle watch the wheels spin... It's Lotto Wednesday! Some of the above are sketchy as hell, but ya gotta pick a side, right? I kinda think VIK is the best call and not sure the puts, maybe HMC... but I wouldn't steak my reputation on it—Maybe a hamburger from Wendy's tho....
Only thing still pumping harder than my NXT calls are my NBIS, MU, SNDK, SXT & WDC calls
I saw this post on NXT and I played it. Never heard of it before. Calls printing. Thanks brother. It was all the dd I needed lol
Opened May 12 - Call: NXT - Puts: WIX • NBIS • KRMN Disclaimer: if you don't trade you can't ~~win~~ ... ~~lose~~ ... ~~pull hair out~~ spend money at strip club. Yea that's it.
nobody seems to want to get rich slowly.... i mean I get it, you see how it goes when it goes well and its is very enticing, you say, yes please Ill take some more of that. However you have not seen a real downturn, neither have I. I get qweasy with a 2% or god forbid 5% loss, you take a 10-20% loss and that will change the way you think about the risks/benefits. You do that on margin, you get liquidated and lose everything. i trade on robin hood and I have a $1000 of free margin, up until now I have just been pushing it into treasuries because i know that money will be there if things go tits up. That said, a small amount of leverage early in life is probably the optimal strategy. The thing is you have to be strategic. If you want to play with leverage, I might start off with NXT or RSSB, a bit of leverage but in a relatively safe way.
Hopes riding on BTI, NXT, and RDDT today
Then bet on that, move into the trades people aren't crowding into and generally it just takes patience before the big money rotates in. Two recent examples, I bought OXY and NXT last year and I bought CRWD when everyone thought software was dead. Both made me a solid amount of money by being selectively contrarian. Completely possible the big money doesn't act on energy constraints until after they've got their earnings season bag.
Great suggestion, I have GEV, CEG, am considering NXT
I feel like every week I ask you fucks about NXT and every week no one cares about it. I know we got sndk moving like 1000's of % and Intel basically guaranteed by govt to succeed, but NXT is gaining ground on fundamentals and proven technologies in use and profitable now that will be needed well into the future at a huge rise of demand. One of my favorite picks
My current Crushes 💜: Tsmc Googl Rddt NXT BTI
FLSR just announced earnings today too. Really just NXT as my main play. I bought SHLS in the past, but no long own. Bought some MWH. They just IPO-ed recently, but actually used the money to pay debt and they are FCF positive. It's been on a nice run. This is way more speculative, but ELVA is kind a play. They do batteries for forklifts, so it's my warehouse automation play. They are out of Canada and building a factory in the US. That will get them tax credits. They are moving into utility grade batteries and looking into defense.
Googl, amzn, and NXT still otw up
NXT has definitely treated us well this past couple years
I'm slightly up today Crazy that NXT has almost caught up to RDDT BTI might be the best dividend stock there is
Reuters: China weighs curbs on exports of solar manufacturing equipment to US; [https://www.reuters.com/legal/litigation/china-weighs-curbs-exports-solar-manufacturing-equipment-us-2026-04-15/](https://www.reuters.com/legal/litigation/china-weighs-curbs-exports-solar-manufacturing-equipment-us-2026-04-15/) I´m long US utility-scale solar stocks: $FSLR, $ARRY; $NXT, $SHLS
Hhahah yeah. MWH is pretty rad company. I own a lot of these type of names like PWR, AGX, PRIM. MWH valuation isn't too bad and it's always cool to see a company IPO to use the money to pay down debt vs enrich themselves, especially since the company is already profitable. NXT is great because it's software and the stuff that moves the arrays, so it's not a panel play. They are growing a lot intentionality too. Another non solar name that is not an American company, but CDLR is really interesting. They are going to be ramping up pretty big the next year or so, they been building all their FCF on new ships. They do offshore wind installation, mainly in Europe. Which I think will be a big winner after this war. Right now they are exiting the high ramp up phase, since the ships are built.
Let me know what you hear! I've owned them since they were spun off form FLEX. Been a long time holder of both. NXT used to be a frustrating hold, where it would pop like 20-30% on earnings, then trade down to sidesways until the next quarter. A lot of the time, the market doesn't do nuance and they lumped utility solar with residential. From everything I've seen, solar is killing it for utility level. Even growing a ton in Florida and Texas because it makes economic sense.
NXT sounds promising. Just did some quick DD and bought some. Ironically my wife works in utility scale renewables and never mentions this stuff to me. I asked her about them just now lol
It's hard to find any names in the space that I want to own, but I did own SHLS in the past, but really just doing MWH and NXT as my two plays. MWH just IPO-ed like a month ago and used the money to pay off debts, but they are profitable. They do solar installation for utility and BESS as well. [https://investors.solvenergy.com/static-files/046aaf8c-2921-4257-9c68-7ea176174113](https://investors.solvenergy.com/static-files/046aaf8c-2921-4257-9c68-7ea176174113)
As someone who is bullish on solar, I really only want exposure to utility level stuff. ENPH is still on residential and will be on the whims of interest rates and the housing market. I could be totally wrong, but I'd rather own stuff like MWH or NXT rather than ENPH to play solar.
Nice day for some solar names like NXT and MHW
I am not to the point of buying residential solar names yet, but have increased commercial with more NXT and one other name.
**$ENPH:** Enphase is a turnaround play for well integrated home solar + storage + EV charging. Their margins are excellent, and since they specialize in micro inverters they are primed to benefit from [plug in solar being legalized in more states](https://pv-magazine-usa.com/2026/01/30/we-are-really-looking-at-a-movement-here-says-bright-saver-cofounder-of-multi-state-plug-in-solar-legislation-push/) **$FSLR:** Basically zero debt, 0.57 PEG, and 28% profit margin with a huge backlog and new factories coming online this year. They make most of their panels in America and despite that and their large margins they were the first solar company to achieve sub $1/watt pricing over a decade ago. Their panels don't use silicon and instead use a different semiconductor (CdTe) that allows an efficient thin film deposited on glass ( vs sliced silicon crystals) meaning they use less material, and this semiconductor is both significantly better at maintaining efficiency in high heat environments and cheaper to produce. They are in the process building multiple new factories in America as we speak. They focus exclusively on grid scale solar projects and contracts, so their revenues are more predictable and less sensitive to interest rates than rooftop solar. Not to mention it's [growing faster](https://www.eia.gov/outlooks/steo/report/BTL/2023/09-smallscalesolar/article.php) Current government policy can't change the fact that utility scale solar is by far the cheapest and fastest way to add electricity to the grid in a time when fossil fuels are set to become more expensive due to both increased exports and domestic demand, and nuclear projects, even SMRs take significantly longer and cost significantly more. **NXT:**; Nextpower formerly Nextracker is a company that focuses on solar trackers. While trackers used to be economically troublesome, they are [now featured in over 99% of new utility scale solar projects](https://www.saurenergy.com/solar-energy-news/99-of-new-us-solar-projects-use-single-axis-trackers-report-10589804). Nextpower is [the world leader ](https://pv-magazine-usa.com/2025/06/11/global-shipments-of-solar-trackers-rise-20-u-s-slips-in-market-share/)in solar trackers. Their numbers are excellent however their valuation unfortunately reflects that. The company has high margins, high ROIC, high historical growth and next to zero debt. Their expected growth represented in their PEG and EPS growth predictions is low, but I honestly can't see why that would be the case. They have also moved beyond just making trackers and started to dip their toes into making eBOS systems, panel frames, and basically everything, but the panels themselves which was the purpose of their name change. I am not an electrical engineer so I don't know how the eBOS solutions of these two companies compare, but it is concerning for Shoals. They are also very close to the valuation that would make them considered for S&P500 inclusion which is also a potential catalyst.
"goog, msft, nvda, amzn," GOOG fine, NVDA fine but the other two meh. Too many people still running the playbook of just buy mega cap tech. Even before this started, you'd have done better in boring things than AMZN (currently up 33% over the last 5 years; MCD +36%, JNJ +49%, KO +44%) and MSFT (currently up 52% over the last 5 years, WM +76%, PM +78% and WMT +175%.) With Mag 7, IMO choose your best one or two ideas. So many people didn't want oil or metals when this year started, they've done very well (gold still up YTD despite volatility) and to me, the current state of things continues to make the case for owning real assets. I added mildly to some gold miners last week, which will be down today but were up huge over the last couple. Even in tech, there's been so many things that have outperformed mega caps this year - photonics/optics and despite recent declines, memory names. Power/"ai adjacent" related names still doing well, too - BE down 20% this month and still up 34% YTD. I own a good deal of AI/AI-adjacent stuff that I still like, I own a lot of real asset names/etfs and don't really want to add further to either. Have found an idea or two during this to add on dips (FTAI) and there's some fairly dull odds/ends in healthcare that are getting interesting. Have boosted commercial solar (further additions to NXT and one other new name.)
NXT if people migrate to solar due to high fossil fuel costs.
NXT, FSLR, CEG .. haven't done a lot of research so far, may buy others.
Oil did what it did in 2007 and there was a solar bubble. Oil did what it did in 2008 and both it and solar cratered. The TAN etf started right before the top and is down about 80% from where it started in 2008. In terms of today, commercial solar names (which there aren't that many of) have done well - look at NXT. In terms of residential, people talk about affordbility and the K-shaped economy and then wonder why everyone isn't taking out large loans to buy solar panels and batteries. I do think that if you had oil at an elevated but not stratospheric level over an extended period you'd probably see more adoption across the board, but a lot of people in this country can't afford to and with cost of living continuing to soar I don't see how that changes. The sort of "solar panel on every roof and EV in every driveway utopia" would be nice but it isn't realistic.
I can tell you which stocks in my portfolio went up today, in case you are interested: CEG, FSLR, NXT, XOP, WVE, GLD. I also bought ASTS and GLD today.
I was wise to hold off. Bought more NXT through. It seems like a smart buy at the moment.
Because the whole market got liquidated buy id like to buy some soon. NXT or FSLR or both?
Haven't looked at fundamentals for a minute, but i just own NXT as the way I play it. I owned SHLS at one point, but moved out of the name.
They are actually investing a lot in solar and NXT partnering with them: [https://investors.nextpower.com/news/news-details/2025/Abunayyan-Holding-and-Nextracker-Enter-into-Agreement-to-Form-Joint-Venture-to-Accelerate-Energy-Transition-in-Saudi-Arabia-and-MENA-Region/default.aspx](https://investors.nextpower.com/news/news-details/2025/Abunayyan-Holding-and-Nextracker-Enter-into-Agreement-to-Form-Joint-Venture-to-Accelerate-Energy-Transition-in-Saudi-Arabia-and-MENA-Region/default.aspx)
| 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 |
Assuming long term the United States starts [exporting more LNG](https://www.eia.gov/todayinenergy/detail.php?id=67264), making domestic natural gas consumption in electricity and heating more expensive, I'd say there's a few mispriced companies that either see no-impact or benefit from this. Firstly, alternative energy companies: **FSLR** is the largest American manufacturer of solar panels, and benefit from utility scale deployments which make up a lot of new energy generation. They are consistently profitable and their technology is more efficient in both high heat and high humidity environments than traditional solar panels. **NXT** manufactures basically everything in a utility scale deployment but the solar panels. They traditionally manufactured only trackers [which make up the majority of utility scale deployments](https://www.saurenergy.com/solar-energy-news/99-of-new-us-solar-projects-use-single-axis-trackers-report-10589804) and they're the largest player in the tracker space, but they are moving on to make the EBOS systems, junction boxes, and more to become a one stop supplier for grid scale solar deployments. **ENPH** is wrongfully beaten down in my opinion. They operate mostly in residential solar which is a smaller market, but their margins are phenomenal, and they are increasingly making money not just from micro inverters but batteries as well. Many utilities are moving away from net metering so batteries are going from a niche luxury to a must-have. [Residential storage is expected to grow faster than residential solar overall](https://cleanpower.org/news/us-energy-storage-installations-reach-new-quarterly-record-in-q2-with-5-6-gw/) As for something completely unrelated, I'd say **AXP**. They used to be fairly/slightly overpriced but now they are very much in value territory. Swipe fees on a large percentage of the richest Americans, plus annual fees are extremely valuable in normal times, let alone in a K shaped economy. They have some of the lowest default rates in the industry so they aren't as susceptible to recession induced spending declines.
Currently some of them are: RBRK MAR 13 '26 64 CC NXT MAR 20 '26 90 P NFLX MAR 27 '26 92 CC NEM MAR 27 '26 115 P MTDR APR 17 '26 52.5 P KGC APR 10 '26 29P IBKR MAR 13 '26 72P DDOG MAR 13 '26 124 Call DAL MAR 27 '26 60 P B MAR 13 '26 44 P
The only solar thing I want to own is NXT really. RUN did well briefly in the solar bubble of 2020, but the stock is currently barely above where it went public in 2015. There is a 31% short interest but needs something good to have a short squeeze. "For Sunrun (RUN), Goldman have a higher price target of $24 while other analysts that I don’t know much about have downgraded it to around $6." Don't rely on analysts. Also, that Goldman target price sounds as if you're looking at something that hasn't been updated. "They crushed wall street expectations in the last earnings but gave weak guidance that I don’t know if it justifies this 40% drop!" If forward looking guidance is bad that's far more important than backward-looking earnings.
Occidental was a solid buy, also looking at adding more NXT at some point
Today I bought NXT, BTI, WM, BTC, RDDT, and IQ
As an NXT holder that did DD on both. This.
I have no idea why NXT dropped today, but I hold NXT after looking at both about 7 weeks ago. NXT has a broader product portfolio that includes EBoS, which is SHLS specialty, in addition to best in class array tracker software and hardware.
NXT moving into eBOS isn't a future risk for SHLS, it's already happening, they acquired Bentek specifically for that. cleaner business, better ROIC, better margins, and they're the one doing the encroaching.. that's the easier call imo
Looks like the name change pulled a NXT this time
Will prob not go for it and just keep NXT. The SHLS dip is interesting though
you want load up on things benefiting from positive tailwind from capex. All the money to be made are in Semis and buildout adjacent stocks COHR,VRT,GEV,CAT,NXT etc etc. Mag7 overspending on capex is a good reason to diversify away. I personally dont like catching knives to gamble if a narrative is real or false but prefer to ride tailwinds
WWE NXT will almost be done by then so yes. Calls
Want to say NXT did that going from next tracker to nextpower and stock still went up 13% post earnings. Maybe just a one off?
I mean there's a lot of names I bring up here too that are killing it. TTI - 150% IESC - 161% JBL - 63% NXT - 146% TTMI - 321% There's so many great companies that people can find, if you put in the work to look. Almost anytime I bring up a name, it hardly gets any traction or engagement. Of recently, it just gets downvoted, which basically is just making me not even want to engage in this sub anymore.
NXT is just on fire...that is all..
Better in some ways, but they’ve run a lot whereas ENPH price has been crushed a lot. The last time I brought this up was right before a +40% day for ENPH. I said ENPH could conceivably triple or better, whereas FSLR and NXT already have.
FSLR First Solar, NXT Nextracker inc
I sell at the wrong time. Once I sell the stock inexplicably climbs higher. NVDA, LITE, CIEN, NXT. Meanwhile I keep so many others waiting for a rally that doesn’t come.