NXT
Nextracker Inc. Class A Common Stock
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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)
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Have you looked into $TE yet? (T1 Energy). I just learned about it like 5 minutes ago, so just curious. I really wish I held my EOSE and FLNC from a while ago. Happy I've been holding NXT though.
I post about a lot here, but there's like two kinds of solar, utility and residential. What ENPH does is more residential, which I'm still pretty bearish on. However, utility level is killing it. FSLR is utility level. Same with NXT and SHLS. Like even Texas and Florida are some of the fastest growing markets for utility level. From everything I've seen/read, BESS is really winning the energy generation race.
I think there is - at this point - *some* upside to ENPH but commercial solar is still more appealing. Look at ENPH over the last few years vs NXT, for example. That said, if it's your largest holding you should be confident to the point where you don't have to ask internet randoms. I also wouldn't have kept piling into something that was clearly facing issues in recent years. Good luck.
Elutia Inc. ($ELUT) is a regenerative medicine company that has undergone a significant transformation in late 2025 and early 2026. Following the $88 million sale of its BioEnvelope business to Boston Scientific, the company has pivoted its focus entirely toward its next-generation antibiotic-eluting biomatrix, NXT-41x. Here is the current breakdown for $ELUT 1. The Bull Thesis Massive De-leveraging: On January 12, 2026, the company announced it had eliminated $26.9 million in secured debt. It ended 2025 with a strong cash position of $36.3 million, plus $8 million in escrow. High-Margin Pivot: The company is moving away from lower-margin hardware to focus on NXT-41x, targeting a $1.5 billion plastic and reconstructive surgery market. Undervaluation: Despite the cash infusion and debt clearance, the stock trades at a market cap roughly equal to its cash on hand, suggesting the market is not yet pricing in its future pipeline. 2. Short Interest & Squeeze Potential Current Short Interest %: Reported as 0.06% to 0.33% of the float. Is it a good short squeeze play? No. Unlike $PAVS or $LOVE, there is almost no short pressure on $ELUT. A "squeeze" requires high short interest to fuel the rally; $ELUT’s upside will instead be driven by fundamental buyers and institutional re-entry following its debt cleanup. Days to Cover: 0.19 days. Shorts can exit in minutes, meaning there is no "trap" set for them. Metric, Current Value (Approx.) Market Cap Status,Microcap (~$29M - $31M). Shares in Float,~32.17 Million shares. Average Daily Volume,Below Normal. Recent volume (~146k) is about 0.26x its 20-day average (~560k). Nasdaq Compliance, Currently Non-compliant (market cap <$35M). They have until June 22, 2026 to regain compliance.
FSLR NXT SHLS are my long term picks in the industry, just FYI
Curious to see what's going to happen with perovskite**.** I think it's starting to roll out soon and should be a huge boost. Still love holding NXT, since it's more software name. Same with SHLS, since they are more of the wiring aspect of it. Both are also relying on utility level. However, valuation looks really cheap for FSLR and could be a great buying opportunity.
My investment thesis from a few years ago was like focusing on companies that will do well with those bills, general trends of electrification, physical data center, HVAC. This was before openAI really took off, so i've done pretty well positioning. Then of recent added stuff around aerospace, defense/navy and modernization of that sector. Been trying to think of some new macro themes, but still working on. I think some interesting things are going to be like a ton of small businesses have boomer owners that are going to retire with no succession plan. Computer vision and warehouse automation. Just some stuff, it's hard to find plays around. Like I'm big on the idea of BESS, which is battery storage with solar, but it's hard to find names that I want to own outside of NXT and SHLS.
NXT and SHLS are my plays. Keep in mind, that there is a difference between residential and utility in terms of solar. Utility is where all the growth is. Both of those names are in the utility space.
It’s not the cheapest now, but the market finally caught up to NXT.
Put some respect on my name I called NXT for you retards when it was 31$
NXT is up 152% ytd. SHLS is up 68% ytd. Utility solar is doing fine and the market recognizes that. Utility companies are adding solar to meet demand. Residential solar is more hit or miss. ENPH is down 51% Though it's not without winners. FSLR is up 61% because they're viewed as a tariff winner. SEDG is up 108%. Looking at the solar ETF TAN it's up 55% on the year. So it's fairly hard to argue that the market hates solar broadly. It's outperforming the market this year by a wide margin.
Solar isn't free, it has large upfront costs that get amortized by cheap/free energy over the life of the panels. There's also plenty of solar companies doing well, especially in the utility segment. SHLS and NXT are doing great this year. So the segment isn't broadly hated. Residential saw tax credits end and experienced massive damned pull forward during COVID, when a huge chuck of available customers buy solar systems. The reason residential solar stocks are hated is because the businesses aren't growing while a bunch of other sectors are.
recently there is a lot of talk around Kraken robotics. On a similar take, I would suggest Next Geosolutions Europe SpA (NXT), italian company that provides marine geoscience and offshore construction support services in Europe, Asia, and North America and that recently has signed an agreement with Fincantieri for autonomous marine drones. Currently trading at 10 P/E and \~7 EV/EBITDA.
As someone who been trying to research the space more, any thoughts on any companies to get into BESS? I own NXT and SHLS as my solar utility plays and looking into HTHIY for some exposure to grid automation. Just have a hard time finding companies that are profitable in the space. Thanks!
Yes. Though I like utility solar like NXT and SHLS over residential. Though I've been arguing that lower rates and higher utility bills are a fantastic combination for residential solar too. I just think it's a harder play.
that Canadian ones I referenced is interesting, but they are just now becoming profitable. Still in NXT as my solar play play with utilities.
It’s really hard to find names in the space I want to invest in for BESS. However I did by them when you brought them up and still long on NXT.
Does NXT have a big presence there?
Oh totally.. NXT has been my go to for solar stuff. I feel you with chasing. For me, as long the valuation makes sense and I can see the tailwinds with growth, I don't mind as much. Yeah I owned FLNC when they first spun off lol. Just get really worried about the non profitable stuff.
Another sneaky one I’d look at is NXT, they do software for solar panels and recently announced that they are expanding their business into panel production as well.
The thing that is interesting, I've personally haven't found a ton of names that I like in the battery storage space. There's been some wild runs, like FLNC over the past 6 months, but still doesn't fit into how Iike to invest long term. NXT is one of the few names in the space that I'm using for the solar play.
I can't tell if you are serious or not since you used the ... I mean the GE spin off have done extremely well lol. As an investor, it's a great idea, since it's easier to understand smaller businesses. I mean GEV spun off on April 2, 2024. It's only up 325% since that spin off. GE it's self is up like 100% since then. GEHC is the only one that hasn't done as well. However, there been a handful of other successful spin offs of recent. CARR, NXT, ECG are a few others than done well after spinning off.
Thank you RDDT Thank you NXT Thank you BTI
Googl, RDDT, NXT and AMZN lifting me up today
What's your favorite cost basis? Of something you own Mine are: BTI at 38.34 NXT at 51.25 Then it's a tossup between RDDT at 84.60 And TSMC at122.25
lol no NXT here is laughable. Sorry for your opportunity cost
$NXT - Solar is growing a ton in utility market. Market likes to lump solar into one thing, but the residential market is way different than utility. Outside of data center, grid needs to be updated and we need to generate more power. NXT is also growing internationality. Plus, they do the software and arrays that make it so panels track the light, so it's not really a panel play. $FTI - Smaller cap off shore driller. Offshore still seems to be growing for oil. They keep winning contracts and seeing backlogs grow. Also, Gross Margins and Operating Margins continue to make this a cash generating machine. Also a high ROIC company.
It's funny, because it's really hard to get used to the idea that we, little retail investors, can see something professionals broadly Don't. Fund flows help too. You pointed out NXT was dragged down by residential solar. Very correct. Things get exaggerated for no good reason sometimes. You just have to look.
100%. I went through that basically with NXT, but not really losing money as much as just watching it be flat for like a year. So funny how AMTM exploded today because the market figured out they do stuff with nuclear lol. Again, shows that there are just spots that the market never looks at.
Happens man. I talk to creeme about it, like I always have too many ideas and never enough money lol. Plus I have like no patience sometimes lol. What's wild, even after some of these dips in some names, still haven't seen anything that new in the screener. PAHC showed up because I changed the parameters to look for companies with less ROIC, but then made the EPS/Revenue growth higher. NXT is such a great company. Not sure if you saw what I posted earlier, but saw some news today about how solar continues to crush it from an utility level.
Oh thanks for the recommendation man! I actually started the smallest of positions in NXT today. It’s had a big run, but valuation is still good. I know that’s a name you mentioned before. I like the company just never jumped in lol.
If RDDT and NXT stay down for the rest of the day, I'm scheduling an order for tomorrow morning. Y'all trippin thinking these guys aren't getting to crazy good value points
Yeah, I really like nuclear in theory, but am somewhat worried how much is actually going to get built. Like there is a real growth in solar+battery storage. I never found any companies outside of SHLS and NXT to invest in for utility level stuff. I have looked and owned FLNC, but don't really like companies that aren't profitable, but haven't looked at them in forever. Crazy to see their 6 month run lol. I remember looking at AMRC in the past and was in the same boat as FLNC. There was another name, but can't even remember it at this point. Just had a hard time finding stuff that make sense for the valuation and theme of solar + battery storage.
Totally agree with NXT. Overall, electric grid and utility is such an in demand need that I see this being a multi year trend. Nuclear I’m excited for, but it’s all so overvalued for me. I have a small position in CCJ and I can’t see myself adding it here. I like it for the uranium services and 49% Westinghouse stake. I started a small position in FLS which is an overall play in the fluid flow market, not just nuclear. Although they have a dominant market share in coolant centrifugal pumps and isolation valves. Energy storage I need to look into more, but have a take on Fluence? That is a name I came across recently (although I feel I’m late on this lol).
ORA is an interesting name, never pulled the trigger because it was too expensive for my liking, but has been on a solid run. They are like a pure geothermal play. I really like geothermal and I think is a bit underrated. I follow some energy people on x/twitter and the BLM has changed up laws recently to make geothermal easier to build. Personally, I think makes more sense than nuclear, but like you said earlier, the key is to use it all. I don't really get why some people get stuck in the mindset of either/or versus just saying we should do everything we can to generate more energy. NXT has been only my long plays because the cost of solar+battery storage is winning and we are even seeing red states grow this footprint because it makes the most economic sense now. I'd love to see a push to rebrand some of this stuff as environmental as much as it's a national security issue.
I avoid upstream oil plays personally. Too much boom and bust with WTI dependence. I stick with the vertically integrated, CVX is my preferred. I prefer pure play natural gas names. Upstream would be EQT. On the midstream side I like KMI, although WMB is solid as well. I like KGS for compression services as they are pure natural gas play in the Permian only, focusing on high horsepower, high margin equipment. Their debt level I am not thrilled for but it’s a capital intensive business. I might get out and jump over to NGS. NXT is a great company, I just never pulled the trigger. Might add some but not sure what is a good entry, see it’s down a bit today.
Yes OXY and NXT have been my energy picks. NXT already caught a bid from when I was buying in the 40's, OXY is actually below my cost basis and is where I'm looking to add near term
$NXT changing their company name https://investors.nextpower.com/news/news-details/2025/Nextracker-Rebrands-as-Nextpower-to-Reflect-the-Companys-Position-as-an-Integrated-Power-Technology-Innovator/default.aspx > Nextracker (Nasdaq: NXT), today announced its corporate rebranding to Nextpower™, marking its transformation into a global supplier of fully integrated energy technology solutions. The new brand reflects Nextracker’s evolution from the global leader in solar tracking into a full-platform company, delivering an integrated portfolio of advanced technologies and services for utility-scale solar power plants.
XYZ, RDDT, and NXT. My cumulative non finance education tells me these are the best deals from today
Bought NXT, RDDT, and XYZ today
Pfft, honestly that's why I post here. I enjoy researching companies and I view this as a place to help each other make money. Always make sure to your own research before you buy anything, even from me! lol I'm just a software engineer who likes to invest. Yeah, $NXT is a such a rad company. Thinking of moving into ODD soon too, have some capital. Also on the fence with $GILT, $MIND, and $PDEX. These ones are much smaller companies and are going to carry much more risk.
Thanks! You're correct, I'm no stranger to perusing the daily stock thread- there are so many great ideas and reasonings from smart people constantly. I definitely bought NXT because of you. I bought it for \~35 a share back in October 2024 because you brought them up quite a bit. I remember they had another great ER without much market reaction, and you told someone "It's just because no one understands the company" So I researched NXT and thought "\_hiddenscout is totally right about everything!!!" One year later, thank you in particular for such a well thought out gem!!
Yesterday I sold half my shares of NBIS, NXT, and FIX. Even though I'm long on all of them, they all seemed too above their fair value. Didn't know what I was holding the cash for until I saw ODD under 40 today. It's been falling for no great reason, and then more today on what I suspect is ELF earnings sympathy.
Is any of you fellow regards here on NXT? There's some post around here about DD to ENPH that made me think of it, jumped in last month and I'm really happy about it so far.
NXT up 12%today, for people unaware of it
I asked for thoughts on NXT twice in the past two weeks, and no one had any thoughts or insights on them. Glad I picked them up a while ago
That's why I kept calling NXT a patience name. Numbers where good, business was good, just everyone lumps solar names into the same bucket.
It's just an odd thing. Basically kind of the same pattern until it broke out lol. Yeah, I'm always on the fence with UPFT. Like I like the company and valuation, just don't have as much as conviction in the company as compared to $NXT.
Doing the NXT until the Algos figure it out....
Yeah it's an interesting name. Ended up pulling the trigger on BELFB the other day and going to call into mad money tonight I think about it lol. Was suppose to be on last night, but i got bumped due to time. The nuclear stuff is interesting. I'm just not sure what to make of it. I'm pro nuclear, but there are arguments around it taking a long time and being really expensive. Part of why I'm a hold of NXT, since solar+battery storage is really winning over utilities due to cost. Like that's the biggest winner of new energy generation and even red states are growing fast with it, like FL and TX. Post about a company in today thread I think i'm going to buy, $EVER. Boring insurance company, but the growth and valuation is really compelling.
Agreed! Waiting to see the numbers for the other spin offs. Créeme who posts here a lot is a big fan of spin offs. Some have done really well, like NXT was a spin off, same with CARR. AMTM is a really interesting company that spun off from J. From a forward looking perspective, the company is pretty cheap. On downside of spin offs are that they usually have a lot of debt when they go public. Been thinking of opening a position in BELFA/BELFB soon. One of my biggest flaws with investing sometimes is patience. Had a position in that company before it like went up 100%. One of things about companies I invest in, I like them to be ones that I’m at least interested in!
HOOD, MRVL and NXT all doin well today...need some green in the positions somewhere...
Agree with the solar and battery storage thing. Everything I've seen as far as power generation goes, solar+battery storage makes the most economic sense. That's why I own and talk about $NXT here. It's been on a solid run, but the company is awesome and one of the few ways to play the utility solar growth. I haven't found a ton of great companies outside of them ton invest in the theme. My fear with TSLA is that battery part of TSLA's business is only like 10%. Also, looked at their earnings slide, looks like the revenue from their storage is down 7% YoY: [https://www.tesla.com/sites/default/files/downloads/TSLA-Q2-2025-Update.pdf?utm\_source=chatgpt.com](https://www.tesla.com/sites/default/files/downloads/TSLA-Q2-2025-Update.pdf?utm_source=chatgpt.com) It's on slide 4. It only grew like 2% QoQ. However, seems like the margins are really solid for them.
Man this month can't be sustainable, hit it off with AMD, NXT, NVDA and now GOOG, sold gold at 4200ish and all the good boy ETFs are doing well; the -3% S&P day feels so far away now. I feel like I'm gonna get plowed if/when it goes south.
100% I mean I have way more patience and conviction with NXT, since at least it would move on earnings and the company is really niche in what they do. I moved on from EXLS, since it's the opposite. Nothing really moves the stock in a positive way and then on top of that, what they do isn't that unique.
$NXT is up around 9% from their ER too.
Someone here mentioned NXT calls @ 100 for December expiration about a week or so ago and I had it in my watchlist for a call and totally forgot about it. Whoever that was I hope you get paid well today! That was a great play
I didn't get the short end of the stick on some earnings for once, thank you NXT 🛐
you should’ve invested in next (NXT)
Hope you held on to your NXT shares!
$NXT **Second Quarter Fiscal Year 2026 Financial Highlights:** * Revenue of $905 million, up 42% YoY * GAAP gross profit of $293 million, up 30% YoY and GAAP operating income of $181 million, up 36% YoY * Adjusted gross profit of $300 million, up 31% YoY and adjusted EBITDA of $224 million, up 29% YoY * Operating cash flow of $268 million YTD with $845 million of cash at the end of the quarter with no debt * Backlog grew to record level of over $5 billion * Launched our new NX PowerMerge^(TM), electrical balance of systems (eBOS) trunk connector and achieved record quarterly eBOS bookings in Q2, the highest in Bentek’s 40-year company history * Acquired Origami Solar, launching our advanced module frame technology business, and signed a multi-gigawatt multi-year supply agreement for advanced module frames * Achieved record bookings for our foundation solutions business and TrueCapture®, Nextracker’s proprietary energy yield management system, in Q2 * Achieved record bookings in Europe in Q2 * Entered into a joint venture agreement to form Nextracker Arabia with Abunayyan Holding in Saudi Arabia to help further expand our footprint in the Middle East and North Africa markets
Hope y’all listened to the NXT DD I put in here earlier this week
#TheGreenHedge excited for NXT $NXT
There are already a ton of companies that have been doing well. Not to be rude, but you are about 2-3 years too late to the party for this. Look at companies like $FIX and $IESC have been killing it. Same with $EME. They deal with helping doing rewiring for factories and data centers. It's gotten a bit more expensive, but $NXT has been great. They deal with tracking and utility solar. A lot of investors lump utility with residential for solar. Utility has been killing it. $SHLS has been on a great run. There are also the companies that deal with the upgrades like $AGX, $PWR, $PRIM. Some HVAC have been doing well like $LMB.
If you’re wondering why. Utility scale solar developers are rushing to place in service shovel ready projects before their SH provisions expire. NXT has domestic content production going, meaning developers are rushing to put in POs to secure the points for the domestic content ITC added.
I checked the pre-market price of NXT on four different sites (Google, Edge, Tradingview, Yahoo) and got four different ones 🤨
I agree about the utility solar. I've been really tempted to jump into SHLS. It feels late because it's been a beast, but it's still at like 18x forward earnings. Not bad for a 20% grower. Plus they do more battery work than NXT, as well as solar.
Yeah NXT has been one my favorite names to own over the years. Not an expert, but everything I've read and seen points towards solar + battery storage winning for utilities, because the cost now makes sense. Even with all the culture wars, just go look at the data. Texas and Florida are like two of the fattest growing states for solar for the utility sector. [https://cleoinstitute.org/the-three-states-driving-americas-solar-boom/](https://cleoinstitute.org/the-three-states-driving-americas-solar-boom/) I'm just less bullish on residential solar. It's always interesting how the market just lumps solar into one category, but I think that gives the smaller guys an ability to make money. I do agree, at some point the party is going to stop. I always go back and forth with FIX and IESC since both of those are like 10x for me at this point, but there isn't cracks in their number s yet. I think the biggest bust in all of the stuff will be the cooling companies. Since at least companies like FIX and IESC have other lines of business compared to going after the pure plays in cooling.
Totally on this. Power grid stocks are actually still pretty cheap when you see what's in store. BW is crazy cheap still. PLPC is reasonable. I'm sure there are others. Solar is still reasonable too, with names like NXT and SHLS being really good utility focused names. I do worry about the more data center focused electrical names at this point. Their rate of growth has been insane and that growth can't continue forever.
$FSLR, $ARRY are two American solar ones which I find interesting. Similar to $ARRY is $NXT. For wind, vestas, nordex, and ge vernova are the leaders. Otherwise, renewables developers will be great picks as well. The Chinese solar companies are making huge loses atm but they are the market leaders and it will turn around. JA Solar, sungrow, longi, trina are the Chinese leaders. I think there’s will be bit of a pull back in two years due to the IRA cuts on wind and solar, but no matter how much trump hates renewables the cat’s out of the bag and these companies will be a good bet.
**Update:** My pick — $NXT — already up **10%** this morning on **750k volume**, well above average. 📈 Looks like the market’s starting to catch on to the new game plan. 👉 Anyone else following this one? Curious how people see it playing out this week.
Solar looks great right now. Sentiment heavily negative, people wouldn’t expect but solar one of best performing sectors under trumps 1st term. Look at the holdings of the $TAN etf and pick out some fighters. I suggest $NXT for a leader in the space and chart at new all time highs and then $SEDG for a laggard that has a long way to run to get back to prev cycle highs
I like NXT but don’t have a position yet. It’s up 95% YTD. Lower interest rates could help a lot
I’d start with Puts on DIS and all the ABC affiliates like NXT and Sinclair SBGI
I'd just stay patient and buy NXT if it pulls back under $60. Overall I expect industrial solar to be more successful than residential as a long term investment. Now's the time to look though and maybe score on a bounce in ENPH over next year or so, not sure how sentiment could get worse.
I also like NXT better, but so does the market right now. NXT would have been a great buy when anything solar related dumped. ENPH is totally washed out, sentimentally (as other comments illustrate). The question is: is there is upside there?
Prefer NXT as a solar play, ENPH is in the dumps already but economics don't look good for them.
Why enphase? I feel like they have a bunch of debt I’m not too comfortable with. Don’t most of their products gear towards residential customers? I don’t know, I feel like with the economy going downhill I don’t feel like regular folks are gonna be investing in solar power for their homes. Have you looked into a company call NXT? I feel like their debt is more manageable.
I firmly believe that the "everything is expensive" crowd just doesn't look at enough names. OPRA: rule of 40 web browser trading at 16.5x earnings. Also pays a 5% dividend. NXT: utility solar isn't as rough as residential, and this gem is trading at 14.7x earnings. ODD: cosmetics name with 25%+ annual growth, trading at 22x EV/earnings. That's not even counting names with cheap forward earnings like CRMD (6x) or ABL (7x). Like Peter Lynch, turn over rocks.
NXT is up like 50% into earnings, with a great report. As someone who is long, I'm thinking of buying more/calls
First UNH, then NVO, and now NXT because this garbage market hates me. Fully expect MSFT next
NXT * Revenue of $864 million, up 20% YoY and 27% international revenue growth YoY * GAAP gross profit of $282 million, up 19% YoY and GAAP operating income of $186 million, up 16% YoY * Adjusted gross profit of $285 million, up 18% YoY and adjusted EBITDA of $215 million, up 23% YoY * Total backlog over $4.75 billion * Operating cash flow of $81 million, $743 million of cash at the end of the quarter with no debt * $86.8 million in cash consideration invested in Q1 for strategic acquisitions to support new growth initiatives >“Nextracker delivered another strong quarter across all key financial metrics and saw continued market share momentum,” said Dan Shugar, founder and CEO of Nextracker. “We are innovating the next generation of energy technology and announced this morning the acquisitions of three robotics and AI technologies. As electricity demand accelerates globally, our focus on innovation is creating a broad solar technology platform.” >“Our GAAP operating margin of 22% reflects the benefits of disciplined execution and ongoing investment in high-value technologies,” said Chuck Boynton, CFO of Nextracker. “Innovations like NX Horizon Hail Pro and NX Horizon-XTR are helping to improve customer outcomes while driving greater efficiency and scalability across our operations. This quarter’s performance underscores the strength of our business model and ability to deliver profitable growth.” Looks to be down 8%, but stock has been on a run, might buy some more after digging into the call.
There's been some really great spin offs of recent. I'm still a fan of AMTM, which I think spun off from J. NXT was spun off from FLEX. CARR was a spin off. I'm kind of excited for ABB to spin off their robotics and HON to break up as well. I think the HON one will be really interesting.
I think it's starting to, but yeah, NXT has been a frustrating hold in the past at least, since it just moves around any solar news, even when it's not too impacted.
I was hoping the ENPH selloff would bring down NXT. Apparently the market is learning nuance.
One thing to call out, there is nuance in the space. It's kind of like semiconductors, when the whole industry gets lumped together, but in reality it's a different world for AI chips compared to dumb analog ones in the power/industrial space. With solar, the money is really at the utility level, which is why I hold $NXT. It's a play on that. ENPH has little exposure to that side of things, is more of a residential play on it, which I'm not very bullish on.
A bought a few new longs based on strong names w/in appearing strong sectors: \-NXT - solar trackers, strongest chart w/in TAN, TAN overall looks constructive \-ANF - retail apparel charts look good, ANF has been the leader for a few years \-BABA -smaller names may have more upside, but BABA is the "msft" of china names. China charts looks great \-RDDT - This is more of a fun one, chart looks good, earnings coming up I know indices look overextended, but these are sectors that appear to be strong and heading for upward moves (Solar, retail apparel, china)
Completely understandable. I’m a big believer of you should actually like the companies you own. I think there’s really not a ton of red flags with Google and the valuation looks solid for what you are getting. Feels like it’s sentiment more than anything else pulling Google down. That’s why I would hold. I’ve had some other names go through similar things like NXT. Thing would pop on earrings and sell off after. Kept holding since the valuation made no sense compared to the growth and fundamentals.
To each their own, but I would hold. I think some times the market is slow to react to things and the fundamentals are solid. Best example is something like NXT. Great business and fundamentals. Held through periods of down time, but then the sentiment shifts and it can run. NXT is now up like 17% the past month. All it takes for something is one piece of news or the market sentiment shifting around it and it could just run. However, it’s your money and if you are questioning it, nothing wrong with putting the capital to use elsewhere.