the market hates solar so naturally i am buying all the vitamin d

ok so i just woke up and this is probably either the dumbest trade ever or the one where everyone pretends later it was obvious

iran oil situation is doing iran oil situation things again and suddenly everyone remembers energy is not some boring background thing it is literally the thing that makes everything else exist

oil gets weird for 5 minutes and markets start acting like victorian children coughing near a window

and then on the other side you have ai

which is basically just a giant electricity eating obese child

every ceo is like we are making models more efficient bro meanwhile they are also building data centers the size of small countries

so idk maybe power matterr crazy idea

look at clean energy names today they are all just getting slapped

ENPH looks like it got taken behind a shed after earnings

FSLR red

NXT red

NEE red

CCJ doing shit also

my pie looks like trash today but that is kind of the point

if the whole world is screaming more power more grids more data centers more cooling more compute more everything and clean energy is still priced like we are all going back to candles then something feels off

energy security is going to become a bigger thing again because apparently countries do not love having their power future connected to oil

so my very advanced analysis is

ai needs stupid amounts of electricity, oil is annoying and fragile, grids are ancient, solar is beaten down, nuclear is slowly becoming socially acceptable again and utilities are boring until they hit ur wallet

maybe i am early and also i am just buying falling knives because the colors looked pretty

maybe this whole sector stays dead until my grandchildren inherit the bags

but if electricity demand is going vertical and the entire energy transition trade is in the gutter then i would rather be holding this ugly red pie than chasing some random company that added “agentic ai” to their earnings call

positions are basically CCJ NEE FSLR NXT ENPH