NextEra Energy. Every tracked FinTwit mention of $NEE, newest first. 62 mentions since the first on Oct 18, 2025. See the price chart.
June 2026 · 6 mentions
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 20
InvestmentGuru — Solar: $TE $FSLR $BE $CSIQ
The Bridge Fuel for AI’s Power Crisis
Nuclear (SMRs, restarts) is the long-term answer to AI’s energy appetite — but those gigawatts are 3-7 years out.…↗
Jun 17
Jason Luongo — 10. $NEE - NextEra Energy
Q1 adjusted EPS $1.09 (+10% YoY), beat consensus. Guiding for 8%+ compound annual EPS growth through 2032. ~10% dividend growth in 2026 with ~6% annually…↗
Jun 13
Michael | Hypermarkets — $SPCX makes $20B/year with $2 trillion valuation.
Its revenue will 100x in a few years says $GS.
These 20 companies will explode 10x-20x with $SPCX:
LAUNCH & INFRASTRUCTURE
1.…↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
May 2026 · 11 mentions
May 25
Michael | Hypermarkets — My notes on POWER AND COOLING bottleneck companies:
❄️AI POWER & COOLING PLATFORMS
1. $VRT ~$327 | Avg PT ~$600.
Stock up 291% in a year; 25 analysts see more upside on record…↗
May 19
Dillon Valdez — @StockReportt For this $CEG/ $VST/ $NEE/ $ETR/ $SO basket, the cleaner filter is not AI demand by itself — it is contracted load, grid timing, allowed returns, and whether capex tu…↗
May 18
Jason Luongo — 6. $NEE - NextEra Energy
Largest renewable energy generator in the world. Q1 adjusted EPS $1.09, beating consensus by 12%. Renewables backlog hit a record 33 GW after adding 4 GW…↗
InvestmentGuru — The AI Power Crisis Is Becoming the Trade of the Decade
The narrative has shifted.
It’s no longer about chips — it’s about electricity. Morgan Stanley estimates a 126 GW surge in…↗
Apr 23
TheValueist — $NEE KEY READ-THROUGHS FROM NEXTERA ENERGY Q1 2026 EARNINGS CALL
The call materially strengthened the view that AI-related power demand is moving from thematic enthusiasm into con…↗
Apr 23
TheValueist — $NEE (Bloomberg) -- NextEra Energy reported adjusted earnings per share for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
•Adjusted EPS $1.09, est…↗
The Future Investors — $NVDA and Emerald AI are partnering with energy companies $AES, $CEG, $NEE, $VST, Invenergy, and Nscale Energy & Power to develop "flexible AI factories" that can connect to th…↗
Mar 23
Shay Boloor — $NVDA is partnering with Emerald AI, $AES, $CEG, $NEE & $VST to build grid-integrated AI factories that combine flexible compute with on-site power + storage.
The model could…↗
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 17
KaizenInvestor — 2/8 The backbone: Mixed Utilities
P/S: Steady climb to ~2.5x
Trend: Market Cap decoupling from Revenue
For decades, utilities were safe, boring, low growth. That narrative is dea…↗
Feb 15
Serenity — OpenAI sent a memo to congress regarding Deepseek distillation:
"Sustaining the American advantage on AI depends on depends on whether we can reliably generate and deliver power a…↗
Shay Boloor — DOE is moving to strengthen the nuclear fuel supply chain by launching “Nuclear Lifecycle Innovation Campuses.”
States will be asked to host sites supporting the full fuel cycle i…↗
Jan 27
TheValueist — $NEE $NVDA KEY TAKEAWAYS: NextEra Energy Inc Q4-2025 Earnings Call (01/27/26)
Management framed AI-driven and hyperscaler-driven load growth as a central multi-year demand catalys…↗
Jan 27
KaizenInvestor — $NEE with a mixed Q4 again. They have beaten the EPS estimates but missed revenue estimates again. Stock is currently flat after these earnings.
A standout highlight was the agre…↗
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…↗
Dec 18
Shay Boloor — INVESTING WITH THE BOYS PODCAST Grid & Power: $CEG, $NEE, $VST, $EOSE AI Data Platforms: $PLTR, $SNOW, $MDB AI Cloud: $MSFT, $AMZN, $GOOGL, $ORCL AI Utility / Compute: $CRW…↗
Dec 10
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$BE - Bloom Energy
$FSLR - First Sola…↗
The Future Investors — $GOOGL $NEE Google and NextEra will restart Iowa’s Duane Arnold nuclear plant by 2029 ⚡️ — providing clean, reliable power for Google’s growing AI operations.
Will nuclear become…↗
Oct 18
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best Renewable Energy…↗
— $NEE $D NextEra Energy is in talks to acquire Dominion Energy in a deal valued at around $66B, which would become the largest utility acquisition ever 💰
The deal would significan…
TheValueist — $NEE $D NextEra–Dominion: A Transformational Bet on Regulated Power Scarcity in the Data Center Era.
The reported NextEra Energy-Dominion Energy discussions represent a potentiall…↗
May 17
Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+
Right now, $NVDA CEO wants you to buy sustainable energy companies.
Here's 7 stocks under $10 that can 20x just like $BE:
1/ $PLUG…↗
May 12
InvestmentGuru — WHERE THE MONEY FLOWS NEXT — Full Renewable Energy Capital Rotation Map. Oil holding $100+ is the ultimate catalyst for the energy transition.
SOLAR — The Lowest Cost Energy Ever…↗
May 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 10
InvestmentGuru — The Complete Data Center Stack: Where the AI Infrastructure Money Flows Most investors still think AI is just about GPUs. That’s incomplete.
AI is an infrastructure buildout, an…↗
May 7
Wayne Liang — Talking about bottlenecks a bit more...
This whole thesis is pretty straight forward. GPUs are available. Power to run them isn't. Data center occupancy rates should exceed ~95% b…↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
— THE ENERGY MAP:
Every Source, Every Play
Global energy investment just crossed $3.3T in 2025 — with $2.2T flowing into clean tech alone, 2× fossil fuels. The AI data center super…
Shay Boloor — AI DATA CENTER POWER DEMAND COULD 4X THIS DECADE
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging during peak inference cy…↗
Apr 10
KaizenInvestor — As I'm 20% cash, I'm going to do some extra research this weekend.
Companies I’m going to look into this weekend:
$ALAB
$CRDO
$VRT
$GEV
$NEE
$BWXT
$VIAV
$AXTI
$SPIR
$DRAM
$A…↗
Apr 9
InvestmentGuru — NUCLEAR ENERGY — Buying Opportunity Right Now?
The setup is getting hard to ignore.
Why Nuclear, Why Now
- AI + data centers = massive, nonstop power demand
- Policy tailwinds bu…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 7
KaizenInvestor — The P/S of the mixed companies is at the highest level since I started recording. The energy transition is real but investors don't know exactly where to put their money.
Mixed c…↗
Apr 7
KaizenInvestor — Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition.
Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey
Green Hydrogen: $PLUG,…↗
— JPM is projecting 0 rate cuts in 2026 (Mar 19th).
Derivatives show~37% 0 rate cuts.
Here's the traditional winners and losers:
1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC…
The Future Investors — $NEE NextEra Energy got approval to build up to 10 GW of natural gas power plants in Texas and Pennsylvania to meet rising U.S. electricity demand (incl. data centers) ⚡🇺🇸 https:…↗
Mar 18
Nancy Pelosi Stock Tracker ♟ — Two years ago, @QuiverQuant launched the Trump Donor Portfolio on Autopilot
It tracked which companies' employees donated the most to Trump's Campaign & since launch, the thesis w…↗
Mar 17
InvestmentGuru — NEXT WAVE:
Power • Cooling • Infrastructure
The market is starting to realize something critical—AI growth is no longer just about chips and software. The next bottleneck is pow…↗
Mar 11
The Future Investors — 🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗘𝗻𝗲𝗿𝗴𝘆
AI runs on electricity. Without power, there is no intelligence ⚡
Key companies:
$CEG | Constellation Energy
$VST | Vistra
$PWR | Quanta Services…↗
Mar 6
KaizenInvestor — Weekend is a great time to do some research.
Companies I’m going to look into this weekend:
$MRVL
$OUST
$COHR
$AEHR
$BWXT
$NEE
Here is my method 👇↗
Mar 5
InvestmentGuru — Nobody talks about the boring stuff that makes everything work.
Here’s where I’d put $10K today across the next decade.
THE BRAIN → $NVDA $AVGO $AMD
THE PLATFORMS → $AMZN $GOOG $…↗
— We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal.
Here’s a breakdown of the sectors and stocks that should be…
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
— Stocks to Watch — Across the Energy Transition
Nuclear & Baseload Energy
$CEG
•Leader in U.S. nuclear generation with a massive reactor fleet and growing service agreements with…
Shay Boloor — $NVDA has been clear that energy is the real bottleneck for AI with Morgan Stanley estimating a 44 GW U.S. power shortfall by 2028 so here’s how the power stack breaks down.
NUCL…↗
Jan 21
Shay Boloor — President Trump said the U.S. is going heavy into nuclear energy citing major safety advances.
He argued nuclear is now both reliable & cost-competitive for powering the economy.…↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
Jan 16
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering:
• $TSM earnings reactions
• Space Economy : $RKLB, $ASTS
• The Claude cowork effect: $NOW, $MND…↗
Jan 16
InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
Jan 16
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET.
We’ll be covering:
• $TSM earnings reac…↗
Jan 15
mon — > The grid can’t keep up with AI.
Power demand from AI data centers is rising faster than utilities can deliver new capacity.
Developers cannot wait years for approvals and upgr…↗
Jan 13
Shay Boloor — $MSFT says it will work with utilities & regulators to ensure electricity rates reflect the power demands of its AI data centers as it expands “community-first” AI infrastructure.…↗
Jan 5
Shay Boloor — THE U.S. DEPARTMENT OF ENERGY ANNOUNCES $2.7B TO STRENGTHEN AMERICAN URANIUM ENRICHMENT
That money supports the entire nuclear stack:
• Upstream uranium miners & fuel processors…↗
Jan 3
Shay Boloor — AI DATA CENTERS WILL QUADRUPLE GLOBAL POWER DEMAND IN THE NEXT 10 YEARS
Battery storage led by $TSLA & $EOSE will stabilize the grid by storing excess generation and discharging d…↗
— $NEE $GOOGL NextEra Energy and Google Cloud are teaming up to build multi-GW data center campuses in the U.S. and use Google’s AI to modernize energy infrastructure, improve grid r…