NEE - NextEra Energy, Inc. 0 WATCHERS

There are so many to choose from, but it’s the discipline to not sell in major dips (its got be before). That being said, I’m very bullish on AI power infrastructure in 2026 - OKLO, VRT, BE, FSLR, NEE to name a few. So much so that I created a …

AI gave me some stock picks - what do you think? So context is moving some money from HYSA to the market primarily into bonds (67%) with the rest in some stocks. Asked AI to model some picks for me based on goals of keeping money liquid as possible for …

NEE, CVX, TSLA

NEE

Why only oil and nothing like NEE?

The Hidden Players Cashing In On The Power Grid Crisis The talk is all about the huge power companies. Everyone thinks they will win big from the massive amount of electricity AI needs. Analysts often point to the biggest names when they talk about data centers needing a crazy amount …

Who Actually Wins When AI Overloads The Grid? Everyone keeps pointing at the big utilities as the main winners from AI power demand. Names like NextEra Energy are front and center when analysts talk about data centers pulling Japan level electricity by 2030. On the surface, that makes sense. NEE …

Big Utilities Prove The Theme. Small Power Builders Get The Optionality. When a random microcap says "AI will drive power demand," you take it with a grain of salt. When the largest electric utility in the US leans into the exact same thesis and analysts echo it, the story stops …

Dividend Utilities Are The Safe Bet. Microgrids Are Where The Torque Is. NextEra has raised its dividend every year since 1994. It has boosted the payout by about 62 percent since 2020, beating inflation by a wide margin. For conservative investors, that is exactly what they want: slow, steady, boring …

Japan-Level Power Demand From AI Means The Old Playbook Is Dead The IEA is now openly saying AI data centers could chew through as much electricity by 2030 as the entire country of Japan. That is not a marginal bump. That is a new category of demand on top of …

When The Largest US Utility Bets On AI Power, Small Caps On The Same Trend Get Interesting NextEra is not some speculative fringe name. It is the largest electricity provider in the United States, and analysts are openly pointing to AI data centers as a major long term growth driver …

AI Data Centers Are On Track To Use As Much Power As Japan. That Is Not A Side Story. The International Energy Agency now projects that by 2030, AI data centers will use as much electricity every year as the entire country of Japan. That is 125 million people worth …

If it sparks some ideas, heres my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations pie) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations pie) 350% > …

my portfolio Holdings 45 35% BRK.B 30% TFX (Custom tech foundations ETF) +521% > 5Y 20% AVGO 12% NVDA 10% EQIX 9% GOOGL 9% AMZN 8% PLTR 6% ANET 6% CRWD 6% PANW 5% IBM 15% CEF (Costom Clean energy foundations ETF) 350% > 5Y 21% PWR 18% NEE 13% …

D, NEE

NEE

7 Big Energy Storage Names To Know – Plus A Small Cap Bucket For Higher Risk The end of U.S. EV and solar credits is noisy headline stuff, but the adoption curve has not stopped. EV sales were about 4 million in Q1 2025, up roughly 35% year over year, …

From Giants To Microcaps: 7 Energy Storage Winners To Watch Federal EV and solar credits may be fading, but the battery and storage buildout is not slowing down at all. EVs are already over 20% of global auto sales, and U.S. grid capacity is hitting records as solar and storage …

Top 5 dividend stocks: (to play long dated calls) CAT VZ NEE O PG -or- PFE Don't lose money on chips, kids.

NEE energy

The Grid Is the Weakest Link in the Tech Boom Nobody Wants to Talk About If the grid were a highway, we would still be driving on two lanes built in the 70s while trying to fit semi trucks, sports cars, buses, and 10x traffic into the same space. That …

The US Grid Was Built for a 1970s World… Not a 2025 AI Supercycle The longer you look at the numbers, the more obvious it gets: the US grid was built for a country that no longer exists. The backbone of the system dates back to the 1960s and 1970s. …

Price Flat, Story Up - Why NXXT’s Drift Around 1.10 Is Interesting NXXT’s chart over the last few sessions does not look explosive. It looks stubborn. Dips keep getting bought, spikes get sold, and the stock keeps returning to roughly the same level. Meanwhile, the underlying story is getting better, …

GDXJ, CCJ, CEG, NEE. Even if AI bubble collapses, AI isn't going anywhere, and there is humongous power shortage for the existing industry

NEE

AI will fall flat without the power it needs to run. I am investing in small ETF space POWR. I think it’s a great way to invest in the electrification of America. Here is what’s in it. Top 10 Company Symbol Company Name Holdings Percentage PWR Quanta Services Inc 6.43% …

NEE VST IBM QBTS ONDS PLTR

D supplies energy to the area where there are a lot of data centers, Northern Virginia. NEE is the largest utility, so it should de well in the future.

NEE

I'm in NEE and XOM.

NEE, CVX, TSLA

PFE HAL NEE BRK.B

CVX, NEE

What are everyone’s thoughts on energy and energy infrastructure stocks for the next 5 years? I came up with the list below but wanted to get thoughts on the below and others (also if the below are not worth it) Nuclear & Clean Baseload Energy (Direct AI Power Plays) • …

NEE NextEra Energy stock NEE NextEra Energy stock, strong day, watch for a top of range breakout, see also CNP and XEL stocks https://preview.redd.it/hfesmeg4012g1.png?width=1470&format=png&auto=webp&s=1a3fbbd267b198033db41c46cfdd5acc25ecf243

PWR is my holding for this issue. Other power/energy related positions I hold include: CEG, NEE, GEV, AES, with CCJ and BWXT instead of the speculative SMR companies.

You're thinking correctly. AI infrastructure (datacenters, power, cooling) is the right play vs chasing model companies. **Your thesis is solid:** \- Datacenter compute demand = 10-20 year tailwind \- Cooling is critical (40MW racks generate insane heat) \- Every watt matters (power costs are 40%+ of datacenter opex) **Specific stocks …