With the current political climate in the US, solar is beaten down. Globally, solar is expanding much quicker, and the writing is on the walls; It will be a huge part of our future. Outside of obvious ETFs, what is (are) your pick(s) for an undervalued 20-25 year hold, and what is your thesis? I'm not interested in any cyclical commodities of the supply chain. Solar would be preferred, but Im interested in all renewables. All insights and thesis are appreciated in advance.
I currently hold a small satellite position in AIPO. I'm looking to potentially expand outside of its holdings with one or more single stocks.