| Date | Ticker | Price | Dir | Speaker | Thesis | Source |
|---|---|---|---|---|---|---|
| Feb 11 | AVOID | The administration views offshore wind as intermittent, expensive, and a national security risk (radar/sonar interference). They intend to remove subsidies and stop permitting. Without tax subsidies, the sector is "not viable." AVOID / SHORT Offshore Wind developers. Courts ruling against the administration's stop-work orders. |