NextEra Energy. Every tracked FinTwit mention of $NEE, newest first. 32 mentions since the first on Oct 18, 2025. See the price chart.
June 2026 · 1 mention
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 22
Serenity — 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…↗
Mar 20
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:…↗
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…↗
December 2025 · 2 mentions
Dec 10
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟴 𝗕𝗲𝘀𝘁 𝗥𝗲𝗻𝗲𝘄𝗮𝗯𝗹𝗲 𝗘𝗻𝗲𝗿𝗴𝘆 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$BE - Bloom Energy
$FSLR - First Sola…↗
Dec 8
The Future Investors — $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…↗
October 2025 · 2 mentions
Oct 28
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…
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,…↗
— 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…
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 👇↗