Hey everyone, I just read this research on Substack: https://fincom.substack.com/p/the-world-is-running-out-of-power?r=6rzrlm

it dives into how AI, data centers, and electrification are pushing global power grids to their limits.

What stood out to me is how quickly Big Tech is moving toward renewables and storage solutions to keep up with electricity demand. It got me thinking, could this surge in power demand actually make renewables one of the most undervalued long-term plays right now?

The price of solar, wind, and battery storage keep improving, and even with political headwinds, the structural trend seems hard to ignore. Curious to hear your thoughts. are you all thinking about renewables from a value perspective?

Any specific stocks or sectors you think have real potential over the next decade?

Renewable energy investing
byu/Electrical-Will-5985 inenergy



by Electrical-Will-5985

5 comments

  1. Clean energy and tech is definitely winning and will continue to do so, but…

    China almost completely owns the global markets in solar panels, batteries, wind turbines, EVs and so on, so investing in non-Chinese companies often means dependency on trade barriers. Meanwhile, BYD was a longtime Charlie Munger favorite, so worth a look, as are some other Chinese heavyweights like CATL.

    In the US, FirstSolar is a well-run standout. In Europe, I like ABB. In Japan, Hitachi. Yet all of these are in one way or another related to what happens in China.

  2. Natural Hydrogen.

    $QIMC is pioneering off-grid, carbon-neutral AI data centers powered entirely by natural hydrogen, extracted directly where it naturally seeps from the Earth. No grid, no fossil fuels, no compromise.

    servers powered by clean hydrogen, not diesel. No strain on local communities, no emissions, and total energy independence.

    There is Lots of info on the sector over at r/naturalhydrogenstocks

  3. Best way to invest is via solar developers like HASI, BEPC, and more.

  5. Invest in Hyliion $HYLN … Best power generating solution out there, zero NOx, runs on all fuels, including hydrogen.

Comments are closed.