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u/Serve_me_the_pizza

5 theses · first seen May 21, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d555100%+5.5%+5.7%
3d555100%+6.6%+5.5%
1w555100%+9.8%+10.3%
1m55360%+41.6%+36.9%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$CCJDDbullish
u/Serve_me_the_pizza · 42d ago4 prior · awaiting results
“positions are basically CCJ NEE FSLR NXT ENPH”

the market hates solar so naturally i am buying all the vitamin d

Nuclear power is becoming socially acceptable as a solution to meet AI's massive electricity requirements and energy security concerns amid oil geopolitical risks. The author is positioning in nuclear exposure via CCJ.

At post $114.29Now $94.98-16.9% since postedas of Jun 10, 4:13 PM ET
1d+7.7%
3d+5.5%
1w+8.3%
1m-1.4%
3m—
6m—
1y—
original post →
$NEEDDbullish
u/Serve_me_the_pizza · 42d ago4 prior · awaiting results
“positions are basically CCJ NEE FSLR NXT ENPH”

the market hates solar so naturally i am buying all the vitamin d

NextEra Energy trades at beaten-down levels despite being a core infrastructure play for AI-driven electricity demand and energy security transitions away from oil. The author sees mean reversion upside.

At post $94.17Now $85.10-9.6% since postedas of Jun 10, 4:13 PM ET
1d+3.9%
3d+3.0%
1w+1.3%
1m-7.6%
3m—
6m—
1y—
original post →
$NXTDDbullish
u/Serve_me_the_pizza · 42d ago4 prior · awaiting results
“positions are basically CCJ NEE FSLR NXT ENPH”

the market hates solar so naturally i am buying all the vitamin d

NextEra Energy's beaten-down valuation presents upside as AI-driven electricity demand accelerates and clean energy becomes essential for energy security. The author is buying the utility on weakness.

At post $114.27Now $111.95-2.0% since postedas of Jun 10, 4:13 PM ET
1d+4.3%
3d+5.0%
1w+10.3%
1m+36.9%
3m—
6m—
1y—
original post →
$FSLRDDbullish
u/Serve_me_the_pizza · 42d ago4 prior · awaiting results
“positions are basically CCJ NEE FSLR NXT ENPH”

the market hates solar so naturally i am buying all the vitamin d

Solar stocks are oversold relative to growing electricity demand from AI and data centers, creating an asymmetric opportunity. The author is accumulating beaten-down solar names including First Solar ahead of a recovery.

At post $190.61Now $249.27+30.8% since postedas of Jun 10, 4:13 PM ET
1d+5.9%
3d+11.1%
1w+14.4%
1m+61.0%
3m—
6m—
1y—
original post →
$ENPHDDbullish
u/Serve_me_the_pizza · 42d ago4 prior · awaiting results
“positions are basically CCJ NEE FSLR NXT ENPH”

the market hates solar so naturally i am buying all the vitamin d

Solar energy stocks have been heavily sold off despite surging AI-driven electricity demand and aging grid infrastructure. The author expects solar names like Enphase to recover as the massive power requirements of AI infrastructure drive long-term demand for clean energy solutions.

At post $31.19Now $50.57+62.1% since postedas of Jun 10, 4:13 PM ET
1d+5.7%
3d+8.5%
1w+14.8%
1m+119.2%
3m—
6m—
1y—
original post →

End of results.