Calls
1
Phil Deutch
Energy investor, NGP Energy Technology Partners
Win Rate
100.0%
return
+26.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 09
$36.75
+26.9%
The incentives worked: subsidies to solar and wind cut costs by roughly 80 to 90% and produced the hyperbolic growth visible in global generation, with storage the remaining piece needed to match gas. The problem is policy whiplash - what is needed is rational subsidies that persist across Republican and Democratic administrations, as happened when Texas wind requirements carried through. Removing the incentives in the One Big Beautiful Bill takes generation supply backwards at exactly the moment the US needs all it can eat on energy for artificial intelligence, so the right answer is as much solar and wind plus as many SMRs as possible rather than pitting them against each other.
Thematic ETFs
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Phil Deutch has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2025. Most covered: TAN, WIND POWER, SMALL MODULAR REACTORS.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
