NXT Nextpower Inc. Class A Common Stock : Bullish and Bearish Analyst Opinions

Sentiment & Price 1 ideas • 1 voices • 1 sources
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15:45
Feb 05
Andreas Steno Larsen Founder, Steno Research Milk Road Daily
Despite the Trump administration's aversion to green energy, Andreas notes that ~50% of the US population still wants solar solutions (the "middle finger to Trump" trade). Enphase (ENPH) provides decentralized battery/solar solutions for households. Nextracker (NXT) (referred to as "Next Power" in the video but described as the tracker/software optimizing yield as the sun moves) is an "anti-China" solar trade because its supply chain is less dependent on China. LONG on decentralized solar infrastructure that works independent of federal subsidies. Punitive tariffs or complete removal of tax credits by the new administration.
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About NXT Analyst Coverage

Buzzberg tracks NXT (Nextpower Inc. Class A Common Stock) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.