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Pre-Market Gainers and Losers for Today (July 31, 2026) 📈 📉
What industries do you see booming in the next 10 years?
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
> Wth NXT! Where was this last week lol. the only NXT i care about is delayed until wednesday this week because of the elections :(
Thank you to my wife for making me go in on NXT to offset some of the more evil parts of my port. Real one for that
hey which solar stocks you like right now? You like NXT?
that makes sense kinda but FSLR kind of wasn't excellent with earnings and NXT was but they're down
Of course, NXT gave up all of its earnings gains because of dumbass investors
$NXT Q2 '27 Earnings Results & Recap • Reported GAAP EPS of $1.31 up 10.08% YoY • Reported revenue of $1.11B up 22.54% YoY • Nextpower updated FY2027 outlook to revenue of $4.2 to $4.45B, GAAP net income of $559 to $598M, adjusted EBITDA of $890 to $940M, and adjusted diluted EPS of $4.61 to $4.87.
0.01% for me. Only reason was some of the tech names I bought yesterday and NXT.
Datacenter scam everywhere . Shares of Australia’s [NextDC](https://www.cnbc.com/quotes/NXT-AU/) plunged 39.5% on Wednesday after the data center operator [slashed](https://www.marketindex.com.au/asx/nxt/announcements/m3-melbourne-power-delay-revised-fy27-guidance-2A1705181) its annual earnings forecast, citing power supply delays at its Melbourne facility amid local community and stakeholder opposition.
Haven't looked into NXT much but will give that a go!
What about NXT? I was looking at their financials and they look incredibly solid. Basically 0 debt and utility focused, so not dependent on consumers. I own a few shares of FSLR but it's been taking a beating
Hey NXT, its fine if I get stopped out tomorrow, but please don't fucking gap down on me.
$NXT PT lowered to 146 from $147 at Barclays - keeps an Overweight rating
Got RKLB and NXT on my growth shopping list
$NXT PT lowered to $121 from $132 at $C - keeps Buy rated
I said that I think NXT will keep going and think FSLR will too but it's just speculation until you actually see how the week goes. IBM went back to 120s and usually bounces from there I have that again. Orcl will probably keep going too. But you don't understand, nothing really stays up it's big pops and big drops. I can't tell you shit with certainty on a Friday right now
I think NXT might go up more. A lot of insiders bought it and it's trading really low. I just scalped it today but I wish I bought it last week.
Looking at NXT, but doubt rates are gonna come back down for awhile. Pushing up past 5% like this on the 10 is bad news bears for hopes of yields u turning back
People thought Biden was "free money" for green energy and bid up ICLN in the couple of months before inauguration (you can see it in the long-term chart quite clearly) like crazy. The inauguration in January was about the top and it spent the next four years going lower - didn't start well then ran into other issues (higher rates, etc.) "diesel/gas some cobsumers are thinking about going ev" Not directing this towards OP, but I just think there's this view on Reddit of a solar panel on every roof and an ev in every driveway and 1) affordability of everyday life has been increasingly lousy, 2) even for those who can afford it, people are going to hesitate looking at resi solar as ENPH is still 80% off the highs, 3) the automobile business has been a mostly lousy/mediocre place for investors with few exceptions and EVs don't change that and 4) the spending on charging infrastructure that has been discussed never happened (https://www.politico.com/news/2023/12/05/congress-ev-chargers-billions-00129996, "Congress provided $7.5B for electric vehicle chargers. Built so far: Zero.") - there's plenty of condos and other such multi-family buildings that will not have a charger anytime soon, among other issues. Commercial solar is more appealing than residential but even the more appealing names in that group like NXT have been frustrating in recent months. IMO, pick one or two best idea clean energy names (I wouldn't bet on EVs) and I wouldn't overallocate to the theme.
Politically, people though that clean energy was "free money" leading into Biden, bid up ICLN in the couple of months before he went into office and then the top was about inauguration. It's still about half below that point. "However, interest rates remain higher for longer?" That is a significant issue for residential. Less so for commercial, but even relatively more promising commercial names like NXT have been frustrating lately. "I suspect that these prices of diesel/gas some cobsumers are thinking about going ev" A lot of people are struggling about affording basics - not saying this towards OP at all, but a common thing on Reddit for years is to complain about the economy and how bad things are but when it comes to EVs and solar panels it's sort of "why wouldn't everyone?" The Reddit thesis of "a solar panel on every roof and an EV in every driveway" ignores affordability issues for many and even for those who can afford it, higher rates probably give many pause when looking at something like what ENPH offers. This also doesn't get into the charging infrastructure issue with EVs, or the fact that the automobile business in general has been a mediocre area for investment with few exceptions. TAN still down 80% from where it started in 2008, right before the top and the turn in oil. TLDR: I think having some exposure to selected clean energy names is a good idea but wouldn't buy EV names.
Makes sense. I don't like to swing trade, happy to do it if I buy something I like and it runs up too fast, but I try not to seek it out for the most part. As far as your tickers go, NXT is interesting to me, I'm expecting solar and alternative energy to surge in the comjng months/years in no small part due to this crisis.
There's a few things on my watchlist but nothing is really screaming huge buy to me at the moment. Been looking for continued weakness in the utilities sector to buy low on. Some solar stuff like NXT that's well off ATHs. Actually started buying some CRDO and EROC yesterday and was gonna add on continued weakness there but both are back up 8-10% today lmao. Honestly want to see what the Fed decision is and what they say today before making any bigger moves
So, we're the StarWar\_ stormtroopers now?! With high rates of fire, but low to-hit percentages? 
Expected demand destruction and expensive capex is hitting them I guess. More expensive to produce same amount of oil. Considering buying more NXT
T1 Energy is an undifferentiated player that isn't doing anything unique and aren't profitable. There are only two companies that I would buy right now in the solar sector. $FSLR is the first one * They've been profitable for years, they have double digit margins despite very competitive prices. CdTE panels instead of silicon uses less material, are quicker to manufacture, and are more efficient in hot temperatures. * Their vapor deposition technology where a thin film of semiconductor material coating on glass is very similar to the process used for the next generation of solar cells using perovskites, which means depending on how the technology plays out, they will have a much easier time transitioning tooling, talent and workflows to perovskites than solar companies who use silicon wafers. * They have consistently been one of the lowest cost producers of solar panels because of their CdTE technology. * They exclusively focus on utility scale solar, a market that is significantly larger, and faster growing than rooftop solar because of the scale involved. The second one is $NXT. Their focus is skipping the hyper competitive market for solar panels and building "everything but the panel". * They started off selling trackers which is still their core product. Remember when I said utility scale is the better market? Well about 90% of new utility scale solar deployments use trackers to increase output. * They also make EBOS systems that wire up the solar panels, and mean that there's less crimping and splicing and more simply plugging stuff in reducing labor costs, as well as storage and inverter systems. They have been going on a spree of aggressive acquisitions to become more horizontally integrated while the market a whole has undervalued private solar companies.
$NXT. It's a solid company with a solid balance sheet, good growth. Solar trackers are becoming the industry standard. Their acquisitions (if executed well) could really boost revenues, as they (the solar trackers leaders) are buying smaller companies in energy storage, eBoss etc. Those small companies will automatically have much more demand at their doorstep the moment they are integrated with NXT, as customers bundle products for their solar projects. This is my bull case obviously. I have been in since 35$ and held at 150$, now we are back to mid 80s I think but the business is getting better so I'm holding.
FPS Forgent EROC, formerly enchanted rock TE is too risky because of rate increases, unless they get that government grant. FRVO is interesting but risky in the short term. Long term could be awesome. BE is hot but hydrogen is not. I won't touch it due to the hype. GEV of course Avoid INIO over EROC. INIO was a debt dump on shareholders. SHLS NXT FSLR SMR nuclear is too far out and uncertain, too hyped up.
$NXT As recent reports have shown that [solar now requires LESS upfront capital than even natural gas and coal before fuel costs ](https://finance.yahoo.com/energy/articles/solar-crossed-critical-economic-tipping-210000010.html) and the rapid expansion of solar, I think solar is severely underpriced. Instead of chasing the hyper competitive market on panels, they target everything else; trackers (used in the vast majority of utility scale solar deployments in America), EBOS systems and wiring, storage, software, and inverters. Their business model is that you find the lowest bidder on solar panels, and use them for everything else, and they have a dominant position in this space and have acquired many companies to further this goal. Not to mention, the market is pricing in the worst for solar because of the current administration and congressional makeup, so any change would heavily benefit them even more than natural market dynamics have.
You're talking about a theme that has run up considerably but don't want things that have done well. If you think the theme continues, why wouldn't what's done well continue to? Some of the IPPs (TLN, VST, NRG, CEG) are reasonable. BE is not cheap but it is well off highs. PWR/EME/AGX are others. "I've always loved solar but there don't seem to be many good solar stocks to pick from." NXT is theoretically interesting but has periods where it trades horridly.
I just got into MWH and NXT. There's a few people I respect that have been long solar for a while so I think that's a good sign. WLDN, which I'm long, has been making some acquisitions to get into BESS as well so that's helped with my thought process also.
I keep telling myself to trim above NXT above 100 and yet…
Not many people talk about SE on here, that's when you know haha along the same lines, I'm hoping NXT is resurrected soon enough too
It’s gonna go for a run soon. Section 232 went through and already seeing tarriff proposal for India yesterday going to the house. My avg on shares is $8.60 now and I have leaps that are down 10% but this is gonna go for a run soon. Not a lot of domestic players and with the minimum floor price + demand commentary we’ve seen with FSLR, NXT, and Clearway, I can see this blowing up. The real run will probably be after the waiver expire Dec 4 but between now and then we will see more institutions position.
NXT has just absolutely turned to shit just because the asshole market hates it, what a fall-off
**Nextpower (Nasdaq: NXT)** reported Q1 FY2027 revenue of **$935 million**, up 8.2% from Q1 FY2026 ($864 million), with GAAP gross margin expanding to **35.9%** from 32.6% (and Adjusted gross margin rising to **36.6%** from 33.0%). GAAP net income was **$165 million** (**$1.07** per diluted share) compared to $157 million ($1.04 per share) a year ago, while non-GAAP adjusted net income grew to **$186 million** (**$1.20** per diluted share). Adjusted EBITDA reached **$233 million** (**24.9%** margin) versus $215 million (24.9%) in Q1 FY2026. Order backlog reached a record **greater than $5.5 billion** (excluding over $300 million in incremental backlog from the July 2026 Prevalon acquisition). Nextpower ended the quarter with **$1.21 billion** in cash and cash equivalents. Nextpower raised the low end of its full-year FY2027 guidance, now projecting revenue of **$4.1–$4.4 billion**, GAAP diluted EPS of **$3.42–$3.64**, Adjusted EBITDA of **$870–$930 million**, and Adjusted diluted EPS of **$4.42–$4.73** (which incorporates \~$50 million of planned costs to accelerate its power conversion entry).
NXT is a good energy sector hold, their earnings growth has been impressive even with the pullback on green funding.
Independent technical detail on the specific machine involved in today’s news: reporting describes the Chinese immersion DUV tool as resembling ASML’s Twinscan NXT:1950i from **2008** — an 18-year-old design, originally built for 32nm-class processes. Even if the tool could theoretically stretch to 7nm/5nm, ASML’s current-generation NXT:2000i is generations ahead, and matching sub-10nm production would require redesigned scanners and years of further development.
Independent technical detail on the specific machine involved in today’s news: reporting describes the Chinese immersion DUV tool as resembling ASML’s Twinscan NXT:1950i from **2008** — an 18-year-old design, originally built for 32nm-class processes. Even if the tool could theoretically stretch to 7nm/5nm, ASML’s current-generation NXT:2000i is generations ahead, and matching sub-10nm production would require redesigned scanners and years of further development.
>**The reporting also compares the machine's design envelope, generously, to ASML's Twinscan NXT:1950i from 2008**, which was originally aimed at 32nm-class work, while ASML's own NXT:2000i for advanced fabrication is described as generations ahead. Getting from a September pilot at SMIC to a stable, high-yield line by 2027 is a genuinely hard engineering leap. >**What the reporting doesn't give you is throughput or wafer yield on the pilot line, a clean list of which components are still foreign-sourced, or a credible roadmap from Yuliangsheng to a modern NXT:2000i-class scanner. Take the mass-production framing as reported, not settled.** Let's fucking dump semis on unconfirmed technology from China.
Since solar and wind are getting so cheap, the real bottleneck is grid infrastructure and the AI data center boom. Companies like **Nextpower ($NXT)** the absolute leader in single-axis solar trackers or **GE Vernova ($GEV)** which manufactures the massive wind turbines and grid equipment..are selling the essential "picks and shovels" to the entire industry and seeing huge backlog growth.
Biotech AH news JSPR - Jasper Therapeutics Announces Merger with Kira Pharmaceuticals ELUT - Elutia Signs Definitive Agreement to Sell SimpliDerm® in Transaction Valued at up to $11 Million, Strengthening Balance Sheet Ahead of NXT-41x Launch GCTK - UPDATE – Glucotrack and Lōkahi Therapeutics Complete Strategic Business Combination, Establishing Lōkahi-Controlled Public Platform
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.