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