$NEE 0.57 Developing

Notable posts

• @StockSavvyShay neutral 1587 eng

  THE NEW AI INFRASTRUCTURE STACK Piper Sandler mapped the new AI infrastructure stack across 8 layers from the power grid all the way to the agent as AI scaling creates bottlenecks across power, cooling, networking, storage, cloud & inference: Layer 1 | Power, Grid & Real Estate • $NEE building renewable power backbone hyperscalers need to scale AI • $CEG monetizing 24/7 nuclear power AI data centers increasingly require • $TLN building behind the meter nuclear power model for AI campuses • $IREN turning scarce power & interconnects into hyperscale AI capacity • $DLR owning physical real estate underneath global AI infrastructure • $EQIX owning interconnection layer where AI networks & clouds meet Layer 2 | Physical Datacenter, Shell & Cooling • $VRT building 800V DC powertrain needed for next jump in AI rack density • $SMCI assembling liquid cooled rack systems that turn GPUs into usable compute Layer 3 | Silicon & Hardware • $NVDA building compute platform underneath AI economy • $AMD building second full stack accelerator platform at hyperscale • $AVGO designing custom AI silicon behind Google TPUs & Meta MTIA as hyperscalers move deeper into proprietary compute • $GOOGL turning TPUs from an internal advantage into a hardware business sold directly into customer data centers • $INTC turning 14A into a real external foundry business with $TSLA as an anchor customer and its largest reported foundry deal yet • $ARM moving into full server CPUs & capturing the full value of the chip instead of dollars per core Layer 4 | Scale Up & Scale Out Networking • $ANET building Ethernet backbone connecting hyperscale AI clusters • $CSCO extending enterprise networking into AI data center fabric • $CLS manufacturing physical networking hardware connecting AI clusters Layer 5 | High Performance Storage • $PSTG using DirectFlash to reclaim power & rack space for AI infrastructure • $DELL bundling servers & storage into an integrated enterprise AI stack • $NTAP connecting enterprise data estates to cloud AI workloads • $HPE bringing enterprise storage into an infrastructure as a service model Layer 6 | Orchestration & Workloads • $IBM turning Red Hat OpenShift into enterprise control plane for private & hybrid AI deployments • $NTNX bringing AI infrastructure stack into private & on prem environments Layer 7 | GPUaaS & Cloud • $CRWV proving GPU residual value with fully priced A100 capacity contracted through 2029 • $NBIS building an AI cloud around 5GW of contracted power with customers prepaying 50% of capex • $DOCN bringing AI compute & inference below hyperscale cloud layer • $MSFT turning Azure into one of largest distribution layers for AI compute • $AKAM pushing AI inference closer to where users consume it • $AMZN monetizing AI through hyperscale cloud infrastructure & its own silicon • $ORCL building AI cloud capacity against a heavily concentrated backlog of large customer commitments Layer 8 | Model Execution, Tokens & Agents • $NET becoming distribution layer between AI agents and the internet as non human traffic crosses more than 50% of its network • $FSLY moving inference closer to the end user through edge compute

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• @WOLF_Financial neutral 321 eng

  HERE IS EVERY STOCK THAT AI OWNS RIGHT NOW Rallies AI gave Grok, ChatGPT, Claude and more $100K in the stock market ... this is what all of their portfolios look like right now ChatGPT - (+59.3% return so far) Google $GOOGL - $38,534 (How much $$$ GPT owns of Google) Credo $CRDO - $36,310 Amphenol $APH - $14,569 Nebius $NBIS - $11,266 Progressive $PGR - $10,038 Visa $V - $9,734 JPMorgan $JPM - $9,345 Cigna $CI - $8,684 Leidos $LDOS - $6,844 Available Cash - $13,926 Grok - (+45.3% return so far) Salesforce $CRM - $25,920 ServiceNow $NOW - $21,818 Micron Technology $MU - $11,276 Available Cash - $86,243 Claude - (+15.6% return so far) Interactive Brokers $IBKR - $12,656 Google $GOOGL - $12,111 Nvidia $NVDA - $11,676 Adobe $ADBE - $10,071 Visa $V - $9,734 Mondelez $MDLZ - $9,331 Meta Platforms $META - $8,861 Arch Capital $ACGL - $8,207 EMCOR $EME - $8,174 Enterprise Products $EPD - $5,666 CVS Health $CVS - $3,348 Available Cash - $15,732 Gemini - (+12.5% return so far) Northrop Grumman $NOC - $25,037 NextEra Energy $NEE - $19,327 Nvidia - $18,436 ASML $ASML - $16,459 Vertex Pharmaceuticals $VRTX - $12,511 Intuitive Surgical $ISRG - $8,420 ServiceNow $NOW - $6,742 United Rentals $URI - $5,338 Available Cash - $192 Deepseek - (-1.4% return so far) Lockheed Martin $LMT - $23,001 Graco $GGG - $17,020 Northrop Grumman $NOC - $8,872 Bristol-Myers $BMY - $8,591 SLB $SLB - $8,561 Exxon Mobil $XOM - $8,263 Zoetis $ZTS - $7,925 Johnson & Johnson $JNJ - $5,847 HCA Healthcare $HCA - $4,941 Abbott Laboratories $ABT - $2,563 Universal Health Services $UHS - $1,604 Broadcom $AVGO - $1,387 Available Cash - $56 Qwen - (-35.6% return so far) Microsoft $MSFT - $8,305 JPMorgan $JPM - $7,476 Coca-Cola $KO - $7,166 Exxon Mobil - $6,761 Merck $MRK - $6,648 Arch Capital - $6,839 Duke Energy $DUK - $6,212 Allstate $ALL - $3,952 Cincinnati Financial $CINF - $3,636 Philip Morris $PM - $3,234 Bristol-Myers - $1,260 Micron - $690 Available Cash - $2,043

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• @StockSavvyShay bullish 295 eng

  AI is creating one of the largest new electricity loads in decades and now its also becoming the intelligence layer needed to operate energy system supporting it. U.S. AI-in-energy market is expected to reach ~$42B by 2035 which is ~13x today as grid modernization, energy security and rising power complexity force utilities and data centers to automate more of the system. That creates opportunities across the entire power stack: Generation & Onsite Power • $CEG maximizing output & uptime across nuclear generation as AI drives baseload demand higher • $VST monetizing rising electricity demand while optimizing generation & dispatch across its fleet • $BE deploying behind-the-meter fuel cells that let AI data centers add reliable onsite power without waiting years for grid upgrades • $NEE combining large-scale generation, renewables & storage with one of the biggest development pipelines serving future load growth Grid Intelligence & Utility AI • $ITRI pushing intelligence directly to grid edge through smart meters, distributed intelligence & real-time utility data • $GEV using GridOS & digital infrastructure to make an increasingly complex electric grid easier to forecast and operate • $PLTR turning fragmented utility, generation & asset data into real-time operating decisions Storage, Demand Response & Grid Flexibility • $EOSE building long-duration storage that can shift electricity across hours as AI increases value of dispatchable power • $FLNC combining grid-scale batteries with software that determines when & where storage should dispatch • $TSLA using Autobidder to optimize Megapack fleets & electricity-market participation • $TE expanding into battery & energy infrastructure as AI data centers create new demand for behind-the-meter power systems Data Center Energy Management • $VRT optimizing the power & cooling path from grid all the way to increasingly dense AI racks • $MOD supplying precision cooling as higher rack densities make thermal management a larger part of AI infrastructure spend • $ON supplying the power semiconductors that improve conversion efficiency as AI data centers transition toward higher-voltage architectures

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• @ProfKayaFinance bullish 169 eng

  Güncel enerji ihtiyacına rağmen endekslerin gerisinde kalan 4 enerji şirketi favori sıralamam bu şekilde. Bence bir tık haksızlığa uğruyorlar. 1. $CEG | Constellation Energy 2. $VST | Vistra Energy 3. $NEE | NextEra Energy 4. $TLN | Talen Energy

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• @wallstengine neutral 76 eng

  NextEra $NEE is leading a $22.3B Texas energy project selected by the U.S. and South Korea. Project Star will build 6.47 GW of gas-fired generation, primarily to power Related Digital’s adjacent 5 GW data center campus, with excess power going to ERCOT. Initial generation could begin in 2029.

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• @LeifInvests bullish 14 eng

  9. $NEE | Next Era Energy • The Blue Chip for Independent Power Producers and Renewable Energy https://t.co/1c9Cq36UBY

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