$ファーストソーラー(FSLR.US)$ $ブルーム・エナジー(BE.US)$ $サンラン(RUN.US)$ My research shows these to be most promising Solar for now. The focus is on capacity and expansion. In 2026, US home installation will be tax deductable (unless Trump win, then he will try to kill IRA bill to the detriment of society but enriches himself from saudi oil deals [lookinatyoukushnerscum]) General US population pays almost no attention to fine details in bills. Therefore, an advantage is made for those looking at the big pi...
As generative AI technology (GenAI) rapidly advances, investors eager to capitalize on the AI trend have shifted their focus to a once-quiet niche in the market—the companies that own and operate power plants.$モルガン・スタンレー(MS.US)$'s latest report delves into the fast-paced growth of AI demand and the current state of power infrastructure, highlighting a potential investment hotspot that was previously overlooked. Rapidly Dec...
Fred Guarino :
Totally agree with this logic, as an electrical engineer, it makes sense to me. I would also add nuclear power plays SMR and BWXT to this list.
NextEra Energy's limited growth expectations contrast with its market-like P/E ratio, potentially setting investors up for disappointment. The weak earnings outlook and slower growth could risk a share price decline and a lower P/E ratio.
The landscape of U.S. equities is abuzz with anticipation as artificial intelligence (AI) cements its place as a transformative force in the technology sector. In a recent analysis by$ゴールドマン・サックス・グループ(GS.US)$, optimism for AI integration remains robust, yet valuations steer clear of the vertiginous heights of previous market bubbles. Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...
Despite a high ROE, the significant debt usage dampens enthusiasm for this business. High quality firms typically have high ROE and low debt. If two firms have similar debt to equity levels, the one with higher ROE is usually preferred.
Investing Group leaders, Wolf Report and Dilantha De Silva, show positivity on NextEra Energy's valuation. Despite challenges from high interest rates, De Silva assures the company's long-term prospects remain strong.
ネクステラ・エナジーに関するコメント
$ブルーム・エナジー(BE.US)$
$サンラン(RUN.US)$
My research shows these to be most promising Solar for now. The focus is on capacity and expansion.
In 2026, US home installation will be tax deductable (unless Trump win, then he will try to kill IRA bill to the detriment of society but enriches himself from saudi oil deals [lookinatyoukushnerscum])
General US population pays almost no attention to fine details in bills. Therefore, an advantage is made for those looking at the big pi...
コラムHow Energy Investors Are Riding the AI Wave? Betting on Power Stocks!
Rapidly Dec...
コラムMissed out on Nvidia? These Alternatives Are Expected to See Growth: Goldman Sachs
Goldman Sachs' insights reveal that market-implied long-term growth expectations hav...
Guggenheim Maintains Buy on NextEra Energy, Raises Price Target to $80
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