GetDatMoneySD Posted - 34 minutes ago

@Maverick11 I have not but will check it out. Thanks for the rec. My green tech plays at the moment in terms of best returns so far are $BEPC , $NEE and $FSLR in that order. ALB is my first and only lithium play. I had considered SQM for a bit but I erred conservative and went with ALB as I foresee it getting a bit more institutional traction being the most established player and based in the US.

GetDatMoneySD Posted - 41 minutes ago

$BEPC Despite the huge run, I could see this continuing to $35 at minimum before a breather. Utility investors are yield chasers, and this is one of the few high quality utilities with an AI story yielding >4% div.. Still holding on 86,300 shares. Up $700k profit on the investment in the last 6 weeks

GetDatMoneySD Posted - 2 days ago

@Mousty @GoldenBananas8 it’s $BEPC that did the MSFT deal that made the news this month. Not CSIQ

WantedToRetireEarly Posted - 2 days ago

$NEP $NEE $BEPC $AY Utilities stocks have staged a remarkable turnaround over the past few months. The reason behind it may come as a surprise. The sector XX:SP500.55 finished at a fresh 52-week high on Thursday — following an 8.5% gain since the start of April that has transformed it into the top-performing S&P 500 SPX sector of the second quarter, and the third-best performing sector this year to date. Utilities have outperformed the large-cap benchmark index at large by 3% in 2024, according to FactSet data, with the sector up 19% from its mid-February low. And the pace of the sector’s gains has picked up over the past month. As of Thursday’s close, utilities had risen during 15 of the past 17 trading days, the most during a 17-day period since February 2020, Dow Jones Market Data show. That is a far cry from 2023, when the sector ranked last among the 11 comprising the S&P 500.

WantedToRetireEarly Posted - 2 days ago

@TraderJ50 @Frankspac Sadly, I agree. Many of them are total losers, but not all. I have done very well on $HASI and $GEV recently as well as $NEP. Best to go with strong companies that are paying a solid dividend. $BEPC is also doing well recently.

WantedToRetireEarly Posted - 2 days ago

$BEPC $NEE $NEP $CWEN And as Mark Newton, head of technical strategy at Fundstrat says: “Normally, one would view an uptick in utilities as a possible warning sign, as the bear market of 2022 was directly preceded by a big lift in defensive issues throughout the latter part of 2021.” However, its time to sound the caveat klaxon. If the Federal Reserve is successful, interest rates should be falling later this year because inflation has eased sufficiently, and not because of any dramatic economic slowdown. So, utilities may be rising on the monetary policy factor but not the defensive one. “[G]iven lack of strong relative strength in other defensive sectors like REITS and/or consumer staples, I don’t feel this recent uptick in strength warrants much concern,” says Fundstrat’s Newton. https://www.marketwatch.com/story/this-time-surging-utility-stocks-are-a-danger-to-themselves-but-not-the-wider-market-fa809ac7?mod=home-page

juzbeachy Posted - 3 days ago

$NEP $NEE $BEPC FYI https://www.marketwatch.com/story/this-time-surging-utility-stocks-are-a-danger-to-themselves-but-not-the-wider-market-fa809ac7?mod=home-page

juzbeachy Posted - 3 days ago

$NEP Congrats NEPsters. New post crash closing high. I think this is caught up in wall streets new "data centers need power" mania. $BEPC has run 33% since MSFT announcement last week. NEE is within a stones throw of 52 weeks high. In fact, the whole utility sector has run. Little nervous about the speed of some these gains. If inflation data next week is hot and interest rates rise, could be an excuse for a bit of a rug pull.

Truthbetold2 Posted - 4 days ago

$BEPC Post 2 of 2:

Truthbetold2 Posted - 4 days ago

$BEPC From the latest management report: (1 of 2): (major A.I investments stated also later in the report)

CLNTECHGEEK Posted - 4 days ago

$BEPC Microsoft to build a large AI data center at the failed FoxxConn site in Wisconsin. BEPC to power this data center with RE ?

WantedToRetireEarly Posted - 4 days ago

$GEV $ENPH $BEPC $TSLA Green investors really need to check out $HASI. Another strong report today and even still the Divi is still well over 6%. "Thank you, Neha, and good afternoon, everyone. Thank you for joining the call. Today is truly a milestone moment in the evolution of HASI. Since our Investor Day in 2023 roughly one year ago, we have consistently talked about a strategic emphasis on a more efficient and scalable capital structure. Today, we announced a $2 billion strategic partnership with KKR that provides a very meaningful step towards accomplishing this goal. The partnership is an ideal pairing of HASI's ability to source, underwrite, and manage a diverse portfolio of climate-positive investments and KKR's market leadership in raising and managing sustainable core infrastructure funds. This arrangement creates an efficient platform to hold most of our balance sheet investments going forward."

WantedToRetireEarly Posted - 5 days ago

@evparty I am invested here and impressed so far! Also invested in $ENPH $BEPC $HASI $AY $CWEN

Ryan_Fox Posted - 5 days ago

$BEPC

Truthbetold2 Posted - 6 days ago

$BEPC 🐂 17 billion dollar market cap & just signed a 10 billion dollar deal with Microsoft you do the math

Truthbetold2 Posted - 6 days ago

$BEPC 🚨🚨

Truthbetold2 Posted - 6 days ago

$BEPC 🚨

Truthbetold2 Posted - 6 days ago

$BEPC 🚀

Truthbetold2 Posted - 6 days ago

$BEPC Just signed Microsoft mega deal for 10 billion & it’s under the radar..earnings will be even greater once Microsoft starts paying …this just started …will triple by year end

Pennypinchrr Posted - 6 days ago

$BEPC looks maxed out probably see a dip to cool RSI

StockGeez Posted - 6 days ago

$BEPC $BEP Stock market logic 101 Last earnings : Huge beat, stock crashes These earnings : Huge miss, stock rallies.

duarteslb Posted - 6 days ago

$BEPC spot on

GetDatMoneySD Posted - 6 days ago

$BEPC Special thanks to shorts who sold me their 86,300 shares @$23 avg over the last couple months. I think we continue to run.

Uprightfunds Posted - 1 week ago

@Maverick11 $BEP $BEPC Here’s one answer… Brookfield Renewables. https://www.globenewswire.com/news-release/2024/05/01/2873042/0/en/Brookfield-and-Microsoft-Collaborating-to-Deliver-Over-10-5-GW-of-New-Renewable-Power-Capacity-Globally.html

ZC64 Posted - 1 week ago

$BEPC Have this in a side project. Very nice moves here 👌

juzbeachy Posted - 1 week ago

$BEPC Good report. Looks like we keep powering up!

Stock_Titan Posted - 1 week ago

$BEP $BEPC Brookfield Renewable Reports Record First Quarter Results https://www.stocktitan.net/news/BEP/brookfield-renewable-reports-record-first-quarter-jcn6fafwjiq8.html

Uprightfunds Posted - 1 week ago

$BEPC $AMZN $MSFT This is where your AI energy is coming from

juzbeachy Posted - 1 week ago

$BEPC Strong move into earnings. Wondering if this is setting up for some profit taking when they report? Debating whether to take a little off the table.

shamsforlife Posted - 1 week ago

$BEPC What a wild day for bepc. 10%er. As someone here for the last 6 years, these don't happen too often.